Whalen Wealth Management Inc. Reduced Holdings in Q3 2025

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.83K
- 86.15%
$236.25 - $257.69 $1.38M - $1.5M
937 $240M
CRH.L
Crh PLC

Basic Materials
-15.2K
- 85.51%
N/A
2.58K $309M
V
Visa Inc.

Financial Services
-2.97K
- 65.93%
$332.09 - $358.86 $986K - $1.07M
1.53K $524M
ELV
Elevance Health, Inc.

Healthcare
-2.55K
- 70.59%
$274.66 - $395.76 $701K - $1.01M
1.06K $344M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.1K
- 71.75%
$293.94 - $444.72 $912K - $1.38M
1.22K $543M
MPWR
Monolithic Power Systems Inc

Technology
-1.23K
- 61.19%
$711.24 - $922.81 $875K - $1.14M
780 $718M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.2K
- 75.37%
$50.23 - $50.48 $612K - $615K
3.98K $200M
MA
Mastercard Inc

Financial Services
-1.06K
- 55.63%
$550.18 - $598.96 $582K - $634K
844 $480M
PHM
Pultegroup Inc

Consumer Cyclical
-6.14K
- 63.05%
$108.0 - $141.42 $663K - $868K
3.6K $475M
CNC
Centene Corp

Healthcare
-2.05K
- 9.56%
$25.21 - $56.65 $51.7K - $116K
19.4K $692M
PGR
Progressive Corp

Financial Services
-1.26K
- 52.15%
$238.61 - $264.3 $302K - $334K
1.16K $286M
SPY
Spdr S&P 500 ETF Trust

ETFs
-660
- 26.48%
$617.65 - $666.84 $408K - $440K
1.83K $1.22B
OPCH
Option Care Health, Inc.

Healthcare
-3.87K
- 27.97%
$26.82 - $31.95 $104K - $124K
9.96K $277M
SPGI
S&P Global Inc.

Financial Services
-172
- 18.03%
$484.94 - $564.15 $83.4K - $97K
782 $380M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-271
- 19.34%
$567.77 - $614.76 $154K - $167K
1.13K $692M
VMC
Vulcan Materials CO

Basic Materials
-388
- 28.68%
$260.62 - $307.62 $101K - $119K
965 $297M
CAT
Caterpillar Inc

Industrials
-255
- 33.64%
$390.92 - $477.15 $99.7K - $122K
503 $240M
RRX
Regal Rexnord Corp

Industrials
-340
- 18.71%
$137.95 - $159.91 $46.9K - $54.4K
1.48K $212M
VGLT
Vanguard Long Term Treasury Et

ETFs
-902
- 18.29%
$54.21 - $57.41 $48.9K - $51.8K
4.03K $229M
CHWY
Chewy, Inc.

Consumer Cyclical
-399
- 3.24%
$34.27 - $42.33 $13.7K - $16.9K
11.9K $482M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-268
- 6.27%
$95.32 - $123.91 $25.5K - $33.2K
4.01K $406M
LEU
Centrus Energy Corp

Energy
-581
- 46.37%
$166.58 - $315.62 $96.8K - $183K
672 $208M
NUE
Nucor Corp

Basic Materials
-250
- 9.44%
$133.3 - $150.33 $33.3K - $37.6K
2.4K $325M
FLEX
Flex Ltd.

Technology
-1.36K
- 13.1%
$48.49 - $59.33 $65.8K - $80.5K
9K $521M
VUG
Vanguard Growth ETF

ETFs
-24
- 4.96%
$433.97 - $484.08 $10.4K - $11.6K
460 $221M
PLTR
Palantir Technologies Inc.

Technology
-375
- 21.94%
$130.68 - $186.97 $49K - $70.1K
1.33K $243M
WSM
Williams Sonoma Inc

Consumer Cyclical
-276
- 9.92%
$163.62 - $210.2 $45.2K - $58K
2.51K $490M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-186
- 0.53%
N/A
34.9K $2.33B
C
Citigroup Inc

Financial Services
-363
- 7.43%
$85.57 - $103.49 $31.1K - $37.6K
4.52K $459M
Goldman Sachs ETF Tr
-221
- 0.92%
N/A
23.8K $1.25B
THC
Tenet Healthcare Corp

Healthcare
-90
- 3.4%
$148.38 - $203.04 $13.4K - $18.3K
2.56K $519M
APP
App Lovin Corp

Technology
-182
- 17.23%
$335.1 - $718.54 $61K - $131K
874 $628M
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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