Whalen Wealth Management Inc. Incresed Positions in Q3 2025

Whalen Wealth Management Inc.

Stock	Shares change	Price Range	Shares Held
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

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

Stay updated on Whalen Wealth Management Inc. with notifications on news.