Whalen Wealth Management Inc. Purchases and Sells in Q3 2025

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	4.79K + 106.68%	$491.09 - $535.64 $2.35M - $2.57M	9.29K $4.81B
GOLDMAN SACHS ETF TR	44.8K + 93.94%	N/A	92.4K $4.83B
IEI	19.6K + 80.78%	$117.65 - $120.08 $2.3M - $2.35M	43.8K $5.24B
TUA	108K + 205.96%	N/A	160K $3.5B
SHV	20K + 19.25%	$110.06 - $110.49 $2.2M - $2.21M	124K $13.7B
NVDA	6.16K + 20.32%	$153.3 - $186.58 $945K - $1.15M	36.5K $6.81B

New Holdings

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDU	253K New	$23.13 - $23.54 $5.86M - $5.96M	253K $5.94B
VCSH	48.1K New	$78.96 - $80.04 $3.8M - $3.85M	48.1K $3.85B
SPSB	75K New	$30.02 - $30.29 $2.25M - $2.27M	75K $2.27B
WM	8.6K New	$213.88 - $237.1 $1.84M - $2.04M	8.6K $1.9B
ETN	5.02K New	$342.99 - $392.76 $1.72M - $1.97M	5.02K $1.88B
ZBRA	3.88K New	$296.92 - $341.36 $1.15M - $1.32M	3.88K $1.15B

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	-5.83K - 86.15%	$236.25 - $257.69 $1.38M - $1.5M	937 $240M
CRH.L	-15.2K - 85.51%	N/A	2.58K $309M
V	-2.97K - 65.93%	$332.09 - $358.86 $986K - $1.07M	1.53K $524M
ELV	-2.55K - 70.59%	$274.66 - $395.76 $701K - $1.01M	1.06K $344M
TSLA	-3.1K - 71.75%	$293.94 - $444.72 $912K - $1.38M	1.22K $543M
MPWR	-1.23K - 61.19%	$711.24 - $922.81 $875K - $1.14M	780 $718M

Activity Summary All Purchases 141 New Holdings 79 Increased Positions 62 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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