Whalen Wealth Management Inc. Reduced Holdings in Q3 2024

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-118K
- 83.2%
$41.95 - $43.42 $4.96M - $5.14M
23.9K $1.04B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-18.8K
- 89.15%
$90.87 - $102.43 $1.71M - $1.92M
2.29K $226M
AAPL
Apple Inc.

Technology
-6.36K
- 28.72%
$207.23 - $234.82 $1.32M - $1.49M
15.8K $3.68B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.82K
- 28.04%
$114.73 - $120.23 $323K - $339K
7.23K $864M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-6.66K
- 11.8%
$49.07 - $50.44 $327K - $336K
49.7K $2.51B
PANW
Palo Alto Networks Inc

Technology
-338
- 13.87%
$294.18 - $368.01 $99.4K - $124K
2.1K $717M
MLPA
Global X Mlp ETF

ETFs
-1.37K
- 2.82%
$45.78 - $49.84 $62.6K - $68.2K
47.2K $2.26B
KMI
Kinder Morgan, Inc.

Energy
-7.77K
- 19.37%
$19.72 - $22.22 $153K - $173K
32.4K $715M
LLY
Eli Lilly & CO

Healthcare
-55
- 3.72%
$772.14 - $960.02 $42.5K - $52.8K
1.42K $1.26B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-977
- 4.22%
$44.66 - $49.15 $43.6K - $48K
22.2K $1.04B
PM
Philip Morris International Inc.

Consumer Defensive
-664
- 20.51%
$101.25 - $127.45 $67.2K - $84.6K
2.57K $312M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-6.87K
- 3.68%
$21.22 - $22.22 $146K - $153K
180K $3.97B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-214
- 3.56%
$111.59 - $129.08 $23.9K - $27.6K
5.8K $689M
Coherent Corp
-1.9K
- 19.58%
N/A
7.8K $694M
LNG
Cheniere Energy, Inc.

Energy
-82
- 6.56%
$172.24 - $186.09 $14.1K - $15.3K
1.17K $210M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-466
- 3.23%
$23.13 - $23.43 $10.8K - $10.9K
14K $327M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-96
- 0.21%
$50.52 - $50.95 $4.85K - $4.89K
45.6K $2.32B
JPM
Jpmorgan Chase & CO

Financial Services
-156
- 3.88%
$194.9 - $224.8 $30.4K - $35.1K
3.87K $815M
STWD
Starwood Property Trust, Inc.

Real Estate
-783
- 5.22%
$18.75 - $21.11 $14.7K - $16.5K
14.2K $290M
PLD
Prologis, Inc.

Real Estate
-223
- 6.11%
$111.95 - $132.43 $25K - $29.5K
3.42K $432M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.62%
$801.83 - $917.05 $4.01K - $4.59K
804 $713M
GILD
Gilead Sciences, Inc.

Healthcare
-288
- 6.46%
$66.59 - $83.99 $19.2K - $24.2K
4.17K $350M
FLNC
Fluence Energy, Inc.

Utilities
-435
- 3.32%
$13.84 - $22.92 $6.02K - $9.97K
12.7K $288M
Activity Summary
Buys All Purchases 82 New Holdings 45 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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