Whalen Wealth Management Inc. Purchases in Q2 2025

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RRX
Regal Rexnord Corp

Industrials
1.82K
New
$94.06 - $147.0 $171K - $267K
1.82K $263M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.94K
New
$58.8 - $89.17 $173K - $262K
2.94K $262M
BA
Boeing CO

Industrials
1.25K
New
$136.59 - $217.51 $171K - $272K
1.25K $262M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.9K
New
$10.79 - $14.14 $204K - $267K
18.9K $259M
URI
United Rentals, Inc.

Industrials
344
New
$551.94 - $753.4 $190K - $259K
344 $259M
TWLO
Twilio Inc

Communication Services
2.07K
New
$81.34 - $124.36 $169K - $258K
2.07K $258M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.11K
New
$71.96 - $83.42 $224K - $260K
3.11K $258M
MSI
Motorola Solutions, Inc.

Technology
612
New
$394.72 - $440.39 $242K - $270K
612 $257M
GTLS
Chart Industries Inc

Industrials
1.56K
New
$115.08 - $175.5 $180K - $274K
1.56K $257M
EVR
Evercore Inc.

Financial Services
951
New
$163.77 - $271.5 $156K - $258K
951 $257M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
5.77K
New
$38.16 - $46.72 $220K - $270K
5.77K $255M
FLR
Fluor Corp

Industrials
4.96K
New
$30.86 - $51.42 $153K - $255K
4.96K $254M
MSCI
Msci Inc.

Financial Services
440
New
$506.56 - $576.74 $223K - $254K
440 $254M
TTEK
Tetra Tech Inc

Industrials
7K
New
$28.01 - $36.25 $196K - $254K
7K $252M
ACM
Aecom

Industrials
2.22K
New
$87.19 - $113.06 $194K - $251K
2.22K $251M
Jacobs Solutions Inc
1.9K
New
N/A
1.9K $250M
TRU
Trans Union

Industrials
2.83K
New
$69.26 - $91.89 $196K - $260K
2.83K $249M
ADI
Analog Devices Inc

Technology
1.04K
New
$164.6 - $238.02 $172K - $248K
1.04K $248M
DY
Dycom Industries Inc

Industrials
1.01K
New
$138.96 - $245.71 $141K - $249K
1.01K $247M
LHX
L3 Harris Technologies, Inc.

Industrials
948
New
$200.21 - $256.99 $190K - $244K
948 $238M
Neos ETF Trust
3.95K
New
N/A
3.95K $236M
PLTR
Palantir Technologies Inc.

Technology
1.71K
New
$74.01 - $144.25 $126K - $247K
1.71K $233M
LEU
Centrus Energy Corp

Energy
1.25K
New
$54.43 - $208.81 $68.2K - $262K
1.25K $230M
CF
Cf Industries Holdings, Inc.

Basic Materials
757
+ 6.57%
$68.47 - $102.48 $51.8K - $77.6K
12.3K $1.13B
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.17K
New
$95.65 - $116.49 $207K - $253K
2.17K $226M
CCL
Carnival Corp

Consumer Cyclical
7.69K
New
$16.43 - $28.12 $126K - $216K
7.69K $216M
STM
St Microelectronics N.V.

Technology
7.01K
New
$17.78 - $30.41 $125K - $213K
7.01K $213M
VUG
Vanguard Growth ETF

ETFs
484
New
$329.49 - $438.4 $159K - $212K
484 $212M
IRDM
Iridium Communications Inc.

Communication Services
6.67K
New
$21.57 - $30.17 $144K - $201K
6.67K $201M
ON
On Semiconductor Corp

Technology
3.82K
New
$31.95 - $54.21 $122K - $207K
3.82K $200M
GOOGL
Alphabet Inc.

Communication Services
430
+ 12.6%
$144.7 - $178.6 $62.2K - $76.8K
3.84K $677M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
121
+ 9.45%
$456.74 - $568.03 $55.3K - $68.7K
1.4K $796M
NUE
Nucor Corp

Basic Materials
932
+ 54.34%
$103.22 - $131.43 $96.2K - $122K
2.65K $343M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
16.7K
New
$6.97 - $8.23 $117K - $138K
16.7K $135M
IMNM
Immunome Inc.

Healthcare
13.7K
New
$5.56 - $9.79 $76.3K - $134K
13.7K $128M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
10.9K
New
$10.32 - $14.76 $113K - $161K
10.9K $124M
LAD
Lithia Motors Inc

Consumer Cyclical
188
+ 15.86%
$271.94 - $339.35 $51.1K - $63.8K
1.37K $464M
WSM
Williams Sonoma Inc

Consumer Cyclical
640
+ 29.86%
$137.62 - $174.44 $88.1K - $112K
2.78K $455M
NBIX
Neurocrine Biosciences Inc

Healthcare
235
+ 6.92%
$87.54 - $128.18 $20.6K - $30.1K
3.63K $456M
DHI
Horton D R Inc

Consumer Cyclical
565
+ 17.73%
$115.1 - $129.63 $65K - $73.2K
3.75K $484M
GPS
Gap Inc

Consumer Cyclical
1.8K
+ 9.72%
N/A
20.3K $442M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.76%
$908.13 - $1056.85 $20K - $23.3K
818 $810M
LNTH
Lantheus Holdings, Inc.

Healthcare
1.53K
+ 35.17%
$73.86 - $108.74 $113K - $166K
5.87K $481M
CHTR
Charter Communications, Inc.

Communication Services
25
+ 2.26%
$321.68 - $427.25 $8.04K - $10.7K
1.13K $463M
ZM
Zoom Video Communications, Inc.

Technology
265
+ 4.97%
$66.7 - $84.62 $17.7K - $22.4K
5.59K $436M
MMSI
Merit Medical Systems Inc

Healthcare
856
+ 21.95%
$88.48 - $107.04 $75.7K - $91.6K
4.76K $445M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.25%
$53.65 - $67.02 $644 - $804
4.79K $321M
LCID
Lucid Group, Inc.

Consumer Cyclical
11.3K
New
$2.1 - $2.96 $23.8K - $33.6K
11.3K $23.9M
OPCH
Option Care Health, Inc.

Healthcare
1.62K
+ 13.25%
$30.69 - $34.95 $49.7K - $56.5K
13.8K $449M
Activity Summary
Buys All Purchases 158 New Holdings 119 Increased Positions 39 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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