Whalen Wealth Management Inc. Incresed Positions in Q2 2025

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Janus Detroit Str Tr
32.8K
+ 61.66%
N/A
85.9K $4.52B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.6K
+ 479.78%
$180.84 - $240.32 $1.01M - $1.35M
6.77K $1.63B
SHV
Ishares Tr

ETFs
12.6K
+ 13.81%
$110.06 - $110.46 $1.39M - $1.39M
104K $11.5B
MSFT
Microsoft Corp

Technology
1.91K
+ 73.71%
$354.56 - $497.45 $676K - $949K
4.49K $2.24B
V
Visa Inc.

Financial Services
3.5K
+ 349.75%
$308.27 - $373.31 $1.08M - $1.31M
4.5K $1.6B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.34K
+ 62.67%
$116.93 - $119.39 $1.09M - $1.11M
24.2K $2.89B
MPWR
Monolithic Power Systems Inc

Technology
1.22K
+ 155.4%
$455.19 - $737.73 $557K - $902K
2.01K $1.47B
CNC
Centene Corp

Healthcare
18K
+ 522.39%
$53.4 - $64.29 $962K - $1.16M
21.5K $1.16B
ELV
Elevance Health, Inc.

Healthcare
2.55K
+ 240.04%
$372.27 - $452.69 $951K - $1.16M
3.62K $1.41B
TIP
Ishares Tr Tips Bd ETF

ETFs
6.58K
+ 101.89%
$107.93 - $110.97 $711K - $731K
13K $1.44B
PANW
Palo Alto Networks Inc

Technology
1.99K
+ 88.3%
$152.44 - $204.64 $304K - $408K
4.25K $870M
AVGO
Broadcom Inc.

Technology
847
+ 39.23%
$146.29 - $275.65 $124K - $233K
3.01K $829M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.99K
+ 19.65%
$51.14 - $57.0 $358K - $399K
42.6K $2.42B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.89K
+ 12.46%
N/A
35.1K $2.29B
CF
Cf Industries Holdings, Inc.

Basic Materials
757
+ 6.57%
$68.47 - $102.48 $51.8K - $77.6K
12.3K $1.13B
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
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
OPCH
Option Care Health, Inc.

Healthcare
1.62K
+ 13.25%
$30.69 - $34.95 $49.7K - $56.5K
13.8K $449M
SLB
Schlumberger Limited

Energy
3.68K
+ 27.16%
$31.95 - $42.2 $117K - $155K
17.2K $582M
DFAT
Dimensional ETF Tr U S Target

ETFs
26
+ 0.46%
$44.8 - $53.97 $1.16K - $1.4K
5.65K $305M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
32
+ 0.46%
$36.25 - $42.28 $1.16K - $1.35K
6.96K $294M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
129
+ 2.39%
$48.13 - $49.85 $6.21K - $6.43K
5.53K $271M
SO
Southern CO

Utilities
21
+ 0.85%
$84.91 - $92.56 $1.78K - $1.94K
2.49K $228M
LLY
Eli Lilly & CO

Healthcare
13
+ 4.58%
$713.71 - $898.95 $9.28K - $11.7K
297 $231M
AAPL
Apple Inc.

Technology
405
+ 5.98%
$172.42 - $223.89 $69.8K - $90.7K
7.18K $1.47B
UNH
Unitedhealth Group Inc

Healthcare
18
+ 1.31%
$274.35 - $599.47 $4.94K - $10.8K
1.39K $433M
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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