Whalen Wealth Management Inc. Purchases in Q4 2024

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
1.5K
New
$129.13 - $198.21 $194K - $297K
1.5K $278M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.24K
New
$219.66 - $257.62 $272K - $319K
1.24K $274M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.18K
New
$193.7 - $235.05 $229K - $278K
1.18K $271M
ZTS
Zoetis Inc.

Healthcare
1.66K
New
$162.24 - $194.42 $269K - $323K
1.66K $271M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.93K
New
$111.62 - $139.44 $216K - $270K
1.93K $264M
JBL
Jabil Inc

Technology
1.83K
New
$118.97 - $147.77 $217K - $270K
1.83K $263M
PODD
Insulet Corp

Healthcare
986
New
$227.79 - $275.7 $225K - $272K
986 $257M
SKX
Skechers Usa Inc

Consumer Cyclical
3.81K
New
$59.24 - $72.0 $226K - $274K
3.81K $256M
FLEX
Flex Ltd.

Technology
6.67K
New
$32.52 - $41.3 $217K - $275K
6.67K $256M
AN
Autonation, Inc.

Consumer Cyclical
1.5K
New
$155.47 - $182.16 $234K - $274K
1.5K $255M
OPCH
Option Care Health, Inc.

Healthcare
10.9K
New
$21.74 - $31.64 $237K - $344K
10.9K $253M
ZM
Zoom Video Communications, Inc.

Technology
3.07K
New
$67.21 - $89.03 $207K - $274K
3.07K $251M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.95K
New
$49.79 - $51.14 $246K - $253K
4.95K $248M
LAD
Lithia Motors Inc

Consumer Cyclical
693
New
$303.15 - $394.27 $210K - $273K
693 $248M
MMSI
Merit Medical Systems Inc

Healthcare
2.56K
New
$93.76 - $105.52 $240K - $270K
2.56K $247M
CYBR
Cyber Ark Software Ltd.

Technology
741
New
$274.1 - $333.15 $203K - $247K
741 $247M
AVT
Avnet Inc

Technology
4.72K
New
$52.09 - $57.69 $246K - $272K
4.72K $247M
INCY
Incyte Corp

Healthcare
3.55K
New
$65.08 - $83.38 $231K - $296K
3.55K $245M
SPY
Spdr S&P 500 ETF Trust

ETFs
388
+ 30.53%
$567.81 - $607.81 $220K - $236K
1.66K $973M
LNTH
Lantheus Holdings, Inc.

Healthcare
2.7K
New
$76.22 - $116.71 $205K - $315K
2.7K $241M
TKNO
Alpha Teknova, Inc.

Healthcare
28.7K
New
$4.55 - $8.97 $131K - $258K
28.7K $240M
CHTR
Charter Communications, Inc.

Communication Services
695
New
$315.38 - $408.02 $219K - $284K
695 $238M
DHI
Horton D R Inc

Consumer Cyclical
1.69K
New
$137.24 - $194.56 $231K - $328K
1.69K $236M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.87K
New
$123.8 - $167.8 $232K - $314K
1.87K $236M
MPWR
Monolithic Power Systems Inc

Technology
396
New
$560.06 - $942.58 $222K - $373K
396 $234M
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.69K
New
N/A
1.69K $228M
GOOGL
Alphabet Inc.

Communication Services
1K
+ 72.29%
$161.86 - $196.66 $162K - $197K
2.39K $452M
Fortrea Hldgs Inc
11K
New
N/A
11K $204M
XLC
Select Sector Spdr Tr Communic

ETFs
1.72K
+ 39.49%
$89.66 - $102.16 $154K - $175K
6.07K $587M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.69K
+ 15.39%
$50.23 - $50.46 $185K - $186K
27.7K $1.39B
VEA
Vanguard Ftse Developed Market

ETFs
3.34K
+ 82.2%
$47.57 - $52.44 $159K - $175K
7.39K $353M
HD
Home Depot, Inc.

Consumer Cyclical
387
+ 39.13%
$385.02 - $431.37 $149K - $167K
1.38K $535M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.33K
+ 18.34%
$115.08 - $119.55 $152K - $158K
8.55K $988M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.75K
+ 33.98%
$23.25 - $23.37 $110K - $111K
18.7K $436M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.02K
+ 44.15%
$106.33 - $110.69 $108K - $113K
3.32K $354M
Canadian Pacific Kansas City
2.37K
+ 41.56%
N/A
8.07K $584M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
281
+ 1.27%
$46.48 - $51.32 $13.1K - $14.4K
22.5K $1.08B
XLY
Select Sector Spdr Consumer Di

ETFs
15
+ 1.14%
$194.8 - $239.43 $2.92K - $3.59K
1.33K $299M
FSLR
First Solar, Inc.

Technology
1.55K
+ 47.02%
$175.88 - $240.66 $273K - $374K
4.86K $856M
XLK
Technology Sector Spdr

ETFs
20
+ 0.51%
$220.26 - $241.44 $4.41K - $4.83K
3.91K $910M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.25%
$873.59 - $994.69 $1.75K - $1.99K
806 $739M
DFUS
Dimensional ETF Tr U S Equity

ETFs
17
+ 0.36%
$61.52 - $66.5 $1.05K - $1.13K
4.77K $304M
DFAT
Dimensional ETF Tr U S Target

ETFs
21
+ 0.38%
$54.54 - $61.04 $1.15K - $1.28K
5.61K $312M
SMOT
Vaneck ETF Tr Morningstar Smid
71
+ 1.18%
N/A
6.09K $210M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.04%
$118.38 - $133.06 $118 - $133
2.58K $310M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29
+ 0.42%
$40.38 - $44.35 $1.17K - $1.29K
6.9K $282M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
61
+ 2.67%
$89.81 - $104.0 $5.48K - $6.34K
2.35K $211M
SO
Southern CO

Utilities
21
+ 0.82%
$81.5 - $94.15 $1.71K - $1.98K
2.58K $213M
STWD
Starwood Property Trust, Inc.

Real Estate
97
+ 0.68%
$18.95 - $20.37 $1.84K - $1.98K
14.3K $272M
Activity Summary
Buys All Purchases 102 New Holdings 70 Increased Positions 32 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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