Whalen Wealth Management Inc. Incresed Positions in Q4 2024

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
214K
+ 442.75%
$109.92 - $110.57 $23.6M - $23.7M
263K $28.9B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
31.3K
+ 62.89%
$49.58 - $50.28 $1.55M - $1.57M
81K $4.03B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.7K
+ 62.91%
$50.62 - $50.97 $1.45M - $1.46M
74.3K $3.77B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
23.8K
+ 99.42%
$42.33 - $43.3 $1.01M - $1.03M
47.6K $2.03B
MLPA
Global X Mlp ETF

ETFs
13.2K
+ 28.04%
$47.44 - $52.61 $628K - $696K
60.4K $2.99B
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 34.28%
$205.18 - $250.29 $272K - $332K
5.19K $1.24B
GOOG
Alphabet Inc.

Communication Services
622
+ 5.7%
$163.08 - $198.16 $101K - $123K
11.5K $2.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
388
+ 30.53%
$567.81 - $607.81 $220K - $236K
1.66K $973M
GOOGL
Alphabet Inc.

Communication Services
1K
+ 72.29%
$161.86 - $196.66 $162K - $197K
2.39K $452M
XLC
Select Sector Spdr Tr Communic

ETFs
1.72K
+ 39.49%
$89.66 - $102.16 $154K - $175K
6.07K $587M
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
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 75.42%
$181.96 - $405.9 $288K - $643K
3.68K $670M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
989
+ 0.55%
$21.25 - $22.07 $21K - $21.8K
181K $3.85B
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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