Whalen Wealth Management Inc. Portfolio Holdings

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024

Whalen Wealth Management Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 112 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 $29.1B, Ishares Tr with a value of $5.35B, Nvidia Corp with a value of $4.85B, Amazon Com Inc with a value of $4.15B, and J P Morgan Exchange Traded Fd with a value of $4.1B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $126B to 141B.

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 $141 Billion
ETFs: $78.4 Billion
Technology: $22.7 Billion
Communication Services: $8.13 Billion
Industrials: $7.4 Billion
Consumer Cyclical: $7.07 Billion
Healthcare: $5.05 Billion
Financial Services: $3.66 Billion
Energy: $2.39 Billion
Other: $5.02 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $141 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 45 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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