Whalen Wealth Management Inc. New Holdings in Q2 2025

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.4K
New
$50.1 - $51.02 $521K - $531K
10.4K $531M
CYBR
Cyber Ark Software Ltd.

Technology
1.3K
New
$305.98 - $406.88 $397K - $527K
1.3K $527M
CHWY
Chewy, Inc.

Consumer Cyclical
12.3K
New
$31.21 - $48.21 $384K - $593K
12.3K $524M
CTRA
Coterra Energy Inc.

Energy
19.9K
New
$22.6 - $29.07 $451K - $580K
19.9K $506M
SPGI
S&P Global Inc.

Financial Services
954
New
$438.31 - $527.29 $418K - $503K
954 $503M
RIO
Rio Tinto PLC

Basic Materials
8.09K
New
$52.32 - $62.75 $423K - $508K
8.09K $472M
ABT
Abbott Laboratories

Healthcare
3.45K
New
$123.95 - $138.08 $427K - $476K
3.45K $469M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.28K
New
$100.44 - $129.37 $430K - $553K
4.28K $441M
C
Citigroup Inc

Financial Services
4.88K
New
$58.13 - $85.12 $284K - $416K
4.88K $416M
UMBF
Umb Financial Corp

Financial Services
3.79K
New
$86.4 - $107.99 $327K - $409K
3.79K $398M
Linde PLC
807
New
N/A
807 $379M
AMGN
Amgen Inc

Healthcare
1.34K
New
$262.28 - $309.85 $352K - $416K
1.34K $375M
TMO
Thermo Fisher Scientific Inc.

Healthcare
920
New
$390.26 - $489.06 $359K - $450K
920 $373M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.46K
New
$82.21 - $83.12 $367K - $371K
4.46K $370M
PAVE
Global X Fds Us Infrastructure

ETFs
8.12K
New
$33.78 - $43.68 $274K - $355K
8.12K $354M
VGT
Vanguard Information Technolog

ETFs
522
New
$470.37 - $663.28 $246K - $346K
522 $346M
IGV
Ishares Expanded Tech Software

ETFs
3.15K
New
$80.15 - $109.5 $252K - $345K
3.15K $345M
DDOG
Datadog, Inc.

Technology
2.54K
New
$87.0 - $134.33 $221K - $341K
2.54K $341M
XLI
Industrial Sector Spdr

ETFs
2.3K
New
$116.42 - $147.52 $268K - $340K
2.3K $340M
POWI
Power Integrations Inc

Technology
5.95K
New
$42.13 - $59.01 $251K - $351K
5.95K $332M
SNOW
Snowflake Inc.

Technology
1.41K
New
$130.53 - $223.77 $184K - $315K
1.41K $315M
GXO
Gxo Logistics, Inc.

Industrials
6.24K
New
$31.53 - $49.1 $197K - $306K
6.24K $304M
XLB
Select Sector Spdr Fd Material

ETFs
3.44K
New
$74.27 - $88.92 $256K - $306K
3.44K $302M
ZS
Zscaler, Inc.

Technology
962
New
$174.67 - $315.32 $168K - $303K
962 $302M
CAT
Caterpillar Inc

Industrials
758
New
$273.94 - $388.21 $208K - $294K
758 $294M
TRMB
Trimble Inc.

Technology
3.73K
New
$55.12 - $75.98 $206K - $283K
3.73K $283M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.93K
New
$53.66 - $58.71 $265K - $290K
4.93K $277M
EWW
Ishares Inc Msci Mexico ETF

ETFs
4.53K
New
N/A
4.53K $275M
Amentum Holdings Inc
11.6K
New
N/A
11.6K $274M
BDC
Belden Inc.

Technology
2.36K
New
$87.1 - $116.54 $205K - $275K
2.36K $273M
SNPS
Synopsys Inc

Technology
529
New
$380.9 - $517.66 $201K - $274K
529 $271M
ESTC
Elastic N.V.

Technology
3.21K
New
$73.36 - $94.17 $235K - $302K
3.21K $271M
CMI
Cummins Inc

Industrials
811
New
$267.12 - $336.65 $217K - $273K
811 $266M
KMI
Kinder Morgan, Inc.

Energy
8.99K
New
$25.21 - $29.4 $227K - $264K
8.99K $264M
RRX
Regal Rexnord Corp

Industrials
1.82K
New
$94.06 - $147.0 $171K - $267K
1.82K $263M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.94K
New
$58.8 - $89.17 $173K - $262K
2.94K $262M
BA
Boeing CO

Industrials
1.25K
New
$136.59 - $217.51 $171K - $272K
1.25K $262M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.9K
New
$10.79 - $14.14 $204K - $267K
18.9K $259M
URI
United Rentals, Inc.

Industrials
344
New
$551.94 - $753.4 $190K - $259K
344 $259M
TWLO
Twilio Inc

Communication Services
2.07K
New
$81.34 - $124.36 $169K - $258K
2.07K $258M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.11K
New
$71.96 - $83.42 $224K - $260K
3.11K $258M
MSI
Motorola Solutions, Inc.

Technology
612
New
$394.72 - $440.39 $242K - $270K
612 $257M
GTLS
Chart Industries Inc

Industrials
1.56K
New
$115.08 - $175.5 $180K - $274K
1.56K $257M
EVR
Evercore Inc.

Financial Services
951
New
$163.77 - $271.5 $156K - $258K
951 $257M
CTVA
Corteva, Inc.

Basic Materials
3.43K
New
$55.52 - $74.53 $190K - $256K
3.43K $256M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
5.77K
New
$38.16 - $46.72 $220K - $270K
5.77K $255M
FLR
Fluor Corp

Industrials
4.96K
New
$30.86 - $51.42 $153K - $255K
4.96K $254M
MSCI
Msci Inc.

Financial Services
440
New
$506.56 - $576.74 $223K - $254K
440 $254M
TTEK
Tetra Tech Inc

Industrials
7K
New
$28.01 - $36.25 $196K - $254K
7K $252M
Activity Summary
Buys All Purchases 158 New Holdings 119 Increased Positions 39 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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