Whalen Wealth Management Inc. Portfolio Holdings
Whalen Wealth Management Inc.
- $126 Billion
- Q2 2024
Whalen Wealth Management Inc. has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $27.7B, Ishares 0 5 Year High Yield CO with a value of $6B, Ishares Tr with a value of $4.88B, Apple Inc. with a value of $4.67B, and Nvidia Corp with a value of $4.54B.
Examining the 13F form we can see an decrease of $8.82B in the current position value, from $135B to 126B.
Whalen Wealth Management Inc. is based out at Las Vegas, NV
Below you can find more details about Whalen Wealth Management Inc. portfolio as well as his latest detailed transactions.