Whalen Wealth Management Inc. Purchases and Sells in Q3 2024

Whalen Wealth Management Inc.

$141 Billion
Q3 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	32.2K + 87.82%	$54.98 - $59.51 $1.77M - $1.92M	68.9K $4.1B
SHY	11.6K + 3.42%	$81.31 - $83.29 $943K - $966K	350K $29.1B
UBER	15.8K + 185.61%	$58.48 - $77.47 $924K - $1.22M	24.3K $1.83B
VWOB	14.1K + 45.14%	$62.4 - $62.4 $879K - $879K	45.3K $3.01B
XLB	6.43K + 25.24%	$86.95 - $97.09 $559K - $624K	31.9K $3.07B
META	524 + 8.45%	$453.41 - $572.44 $238K - $300K	6.73K $3.85B

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOE	17K New	$149.02 - $167.67 $2.53M - $2.84M	17K $2.84B
EMXC	38.3K New	$56.04 - $62.99 $2.14M - $2.41M	38.3K $2.34B
IEF	20.3K New	$92.67 - $99.14 $1.88M - $2.02M	20.3K $1.99B
PFF	59K New	$31.18 - $33.5 $1.84M - $1.98M	59K $1.96B
VOO	2.62K New	$475.2 - $527.7 $1.24M - $1.38M	2.62K $1.38B
PDBC	86.7K New	$12.67 - $14.36 $1.1M - $1.24M	86.7K $1.16B

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHYG	-118K - 83.2%	$41.95 - $43.42 $4.96M - $5.14M	23.9K $1.04B
XBI	-18.8K - 89.15%	$90.87 - $102.43 $1.71M - $1.92M	2.29K $226M
AAPL	-6.36K - 28.72%	$207.23 - $234.82 $1.32M - $1.49M	15.8K $3.68B
IEI	-2.82K - 28.04%	$114.73 - $120.23 $323K - $339K	7.23K $864M
SLQD	-6.66K - 11.8%	$49.07 - $50.44 $327K - $336K	49.7K $2.51B
PANW	-338 - 13.87%	$294.18 - $368.01 $99.4K - $124K	2.1K $717M

Activity Summary All Purchases 82 New Holdings 45 Increased Positions 37 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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