Whalen Wealth Management Inc. Purchases in Q3 2025

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HRI
Herc Holdings Inc

Industrials
2.11K
New
$110.5 - $149.88 $233K - $317K
2.11K $246M
EWG
Ishares Msci Germany ETF

ETFs
5.88K
New
$40.75 - $43.26 $239K - $254K
5.88K $245M
PWR
Quanta Services, Inc.

Industrials
502
+ 69.43%
$372.29 - $421.68 $187K - $212K
1.23K $508M
BOTZ
Global X Fds

ETFs
6.53K
New
$32.14 - $35.96 $210K - $235K
6.53K $231M
ROBO
Robo Global Robotics And Autom

ETFs
3.49K
New
$59.49 - $67.23 $208K - $235K
3.49K $229M
Neos ETF Trust
3.86K
+ 97.69%
N/A
7.8K $463M
LSCC
Lattice Semiconductor Corp

Technology
2.9K
New
$48.73 - $74.71 $142K - $217K
2.9K $213M
CRS
Carpenter Technology Corp

Industrials
857
New
$232.4 - $287.42 $199K - $246K
857 $210M
WELL
Welltower Inc.

Real Estate
1.15K
New
$150.71 - $178.14 $173K - $205K
1.15K $205M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
New
$108.46 - $120.63 $184K - $205K
1.7K $202M
MBLY
Mobileye Global Inc.
13.9K
New
$13.5 - $19.08 $188K - $266K
13.9K $197M
Linde PLC
400
+ 49.57%
N/A
1.21K $573M
DHI
Horton D R Inc

Consumer Cyclical
246
+ 6.56%
$129.82 - $184.04 $31.9K - $45.3K
4K $677M
STAG
Stag Industrial, Inc.

Real Estate
5.55K
+ 81.36%
$34.28 - $36.97 $190K - $205K
12.4K $437M
KMI
Kinder Morgan, Inc.

Energy
6.78K
+ 75.5%
$26.23 - $28.5 $178K - $193K
15.8K $446M
COST
Costco Wholesale Corp

Consumer Defensive
246
+ 30.07%
$915.95 - $994.57 $225K - $245K
1.06K $985M
NBIX
Neurocrine Biosciences Inc

Healthcare
833
+ 22.95%
$123.98 - $146.67 $103K - $122K
4.46K $626M
DY
Dycom Industries Inc

Industrials
403
+ 39.82%
$244.32 - $294.01 $98.5K - $118K
1.42K $413M
NTRA
Natera, Inc.

Healthcare
1.05K
+ 71.49%
$133.66 - $181.11 $141K - $191K
2.53K $407M
Cantor Equity Partners I Inc
13.4K
New
N/A
13.4K $140M
Weride Inc
13.6K
New
N/A
13.6K $135M
VGT
Vanguard Information Technolog

ETFs
91
+ 17.43%
$656.44 - $753.15 $59.7K - $68.5K
613 $458M
TKNO
Alpha Teknova, Inc.

Healthcare
12.4K
New
$4.11 - $6.07 $50.9K - $75.2K
12.4K $76.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
489
+ 3.75%
$109.11 - $111.88 $53.4K - $54.7K
13.5K $1.51B
TRMB
Trimble Inc.

Technology
569
+ 15.26%
$76.46 - $85.24 $43.5K - $48.5K
4.3K $351M
ZM
Zoom Video Communications, Inc.

Technology
256
+ 4.58%
$69.77 - $86.83 $17.9K - $22.2K
5.85K $483M
SNPS
Synopsys Inc

Technology
111
+ 20.98%
$387.78 - $645.35 $43K - $71.6K
640 $316M
SSNC
Ss&C Technologies Holdings Inc

Technology
130
+ 4.18%
$81.85 - $90.2 $10.6K - $11.7K
3.24K $288M
CHTR
Charter Communications, Inc.

Communication Services
651
+ 57.51%
$256.57 - $418.22 $167K - $272K
1.78K $490M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.25%
$67.01 - $72.84 $804 - $874
4.8K $348M
DFAT
Dimensional ETF Tr U S Target

ETFs
27
+ 0.48%
$53.36 - $59.69 $1.44K - $1.61K
5.68K $330M
VEA
Vanguard Ftse Developed Market

ETFs
36
+ 0.51%
$56.02 - $60.3 $2.02K - $2.17K
7.12K $426M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
242
+ 5.43%
$82.38 - $83.0 $19.9K - $20.1K
4.7K $390M
ABT
Abbott Laboratories

Healthcare
197
+ 5.72%
$120.51 - $136.62 $23.7K - $26.9K
3.64K $488M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
31
+ 0.45%
$41.91 - $44.87 $1.3K - $1.39K
6.99K $312M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
246
+ 4.45%
$48.5 - $50.19 $11.9K - $12.3K
5.77K $289M
SO
Southern CO

Utilities
20
+ 0.8%
$90.83 - $96.0 $1.82K - $1.92K
2.51K $237M
CTVA
Corteva, Inc.

Basic Materials
385
+ 11.23%
$67.08 - $77.12 $25.8K - $29.7K
3.81K $258M
MMSI
Merit Medical Systems Inc

Healthcare
546
+ 11.48%
$80.06 - $96.01 $43.7K - $52.4K
5.3K $441M
NOW
Service Now, Inc.

Technology
41
+ 3.42%
$850.86 - $1044.69 $34.9K - $42.8K
1.24K $1.14B
Activity Summary
Buys All Purchases 141 New Holdings 79 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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