Whalen Wealth Management Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $28.4B, Ishares Tr with a value of $22.9B, Ishares 0 5 Year High Yield CO with a value of $6.06B, Nvidia Corp with a value of $4.1B, and Amazon Com Inc with a value of $3.62B.
Examining the 13F form we can see an increase of $24B in the current position value, from $111B to 135B.
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.
Portfolio value
$135 Billion
ETFs: $80.2 Billion
Technology: $19.4 Billion
Financial Services: $6.3 Billion
Consumer Cyclical: $6.14 Billion
Healthcare: $6.14 Billion
Communication Services: $5.84 Billion
Industrials: $4.69 Billion
Energy: $2.72 Billion
Other: $2.33 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions