Whalen Wealth Management Inc. Reduced Holdings in Q4 2024

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-346K
- 98.68%
$81.68 - $82.93 $28.2M - $28.7M
4.64K $380M
AAPL
Apple Inc.

Technology
-9.57K
- 60.61%
$221.69 - $259.02 $2.12M - $2.48M
6.22K $1.56B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-28.7K
- 63.3%
N/A
16.6K $1.05B
UBER
Uber Technologies, Inc

Technology
-11.9K
- 48.88%
$59.93 - $86.34 $712K - $1.03M
12.4K $749M
MSFT
Microsoft Corp

Technology
-1.66K
- 18.09%
$406.35 - $454.46 $673K - $752K
7.49K $3.16B
AVGO
Broadcom Inc.

Technology
-4.45K
- 77.03%
$159.67 - $250.0 $711K - $1.11M
1.33K $308M
NFLX
Netflix Inc

Communication Services
-1.17K
- 46.96%
$687.65 - $936.56 $806K - $1.1M
1.32K $1.18B
EQT
Eqt Corp

Energy
-18.2K
- 63.42%
$35.62 - $46.89 $648K - $853K
10.5K $484M
META
Meta Platforms, Inc.

Communication Services
-1.08K
- 16.04%
$554.08 - $632.68 $598K - $683K
5.65K $3.31B
LLY
Eli Lilly & CO

Healthcare
-398
- 27.99%
$727.2 - $932.06 $289K - $371K
1.02K $790M
LITE
Lumentum Holdings Inc.

Technology
-8.16K
- 74.45%
$61.49 - $94.9 $502K - $774K
2.8K $235M
HRI
Herc Holdings Inc

Industrials
-2.82K
- 58.37%
$155.15 - $239.28 $438K - $675K
2.01K $381M
XPO
Xpo Logistics, Inc.

Industrials
-3.67K
- 55.8%
$105.35 - $158.2 $386K - $580K
2.9K $381M
BX
Blackstone Inc.

Financial Services
-2.26K
- 37.6%
$148.45 - $199.05 $336K - $450K
3.75K $647M
KMI
Kinder Morgan, Inc.

Energy
-15.2K
- 47.04%
$22.59 - $28.54 $344K - $434K
17.1K $469M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-420
- 0.61%
$57.53 - $60.83 $24.2K - $25.5K
68.5K $3.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-232
- 8.87%
$521.84 - $558.82 $121K - $130K
2.38K $1.28B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.73K
- 40.46%
$213.65 - $479.86 $369K - $829K
2.54K $1.03B
ORCL
Oracle Corp

Technology
-185
- 3.04%
$165.41 - $192.43 $30.6K - $35.6K
5.89K $982M
CRH.L
Crh PLC

Basic Materials
-155
- 2.9%
N/A
5.19K $481M
PAVE
Global X Fds Us Infrastructure

ETFs
-147
- 2.35%
$40.41 - $45.95 $5.94K - $6.75K
6.1K $246M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-28
- 1.04%
$100.16 - $100.7 $2.8K - $2.82K
2.67K $268M
TTWO
Take Two Interactive Software Inc

Communication Services
-482
- 16.27%
$147.66 - $190.46 $71.2K - $91.8K
2.48K $457M
LNG
Cheniere Energy, Inc.

Energy
-32
- 2.74%
$181.07 - $225.92 $5.79K - $7.23K
1.14K $244M
NVDA
Nvidia Corp

Technology
-3.28K
- 8.22%
$117.0 - $148.88 $384K - $489K
36.6K $4.92B
CCL
Carnival Corp

Consumer Cyclical
-947
- 4.09%
$17.34 - $26.8 $16.4K - $25.4K
22.2K $554M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.18K
- 9.78%
$180.88 - $232.93 $394K - $508K
20.1K $4.41B
MRVL
Marvell Technology, Inc.

Technology
-564
- 4.77%
$70.31 - $124.78 $39.7K - $70.4K
11.3K $1.24B
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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