Whalen Wealth Management Inc. Purchases and Sells in Q4 2024

Whalen Wealth Management Inc.

$144 Billion
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	214K + 442.75%	$109.92 - $110.57 $23.6M - $23.7M	263K $28.9B
SLQD	31.3K + 62.89%	$49.58 - $50.28 $1.55M - $1.57M	81K $4.03B
JAAA	28.7K + 62.91%	$50.62 - $50.97 $1.45M - $1.46M	74.3K $3.77B
SHYG	23.8K + 99.42%	$42.33 - $43.3 $1.01M - $1.03M	47.6K $2.03B
MLPA	13.2K + 28.04%	$47.44 - $52.61 $628K - $696K	60.4K $2.99B
JPM	1.33K + 34.28%	$205.18 - $250.29 $272K - $332K	5.19K $1.24B

New Holdings

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	153K New	$50.73 - $51.08 $7.77M - $7.82M	153K $7.79B
CTA	124K New	$25.8 - $28.97 $3.19M - $3.58M	124K $3.45B
SH	53.7K New	$10.61 - $43.13 $570K - $2.32M	53.7K $2.27B
JBBB	40.5K New	$48.59 - $49.45 $1.97M - $2M	40.5K $1.99B
USDU	63.9K New	$26.57 - $28.65 $1.7M - $1.83M	63.9K $1.77B
C	13.3K New	$61.31 - $72.5 $816K - $965K	13.3K $937M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-346K - 98.68%	$81.68 - $82.93 $28.2M - $28.7M	4.64K $380M
AAPL	-9.57K - 60.61%	$221.69 - $259.02 $2.12M - $2.48M	6.22K $1.56B
VWOB	-28.7K - 63.3%	N/A	16.6K $1.05B
UBER	-11.9K - 48.88%	$59.93 - $86.34 $712K - $1.03M	12.4K $749M
MSFT	-1.66K - 18.09%	$406.35 - $454.46 $673K - $752K	7.49K $3.16B
AVGO	-4.45K - 77.03%	$159.67 - $250.0 $711K - $1.11M	1.33K $308M

Activity Summary All Purchases 102 New Holdings 70 Increased Positions 32 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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