Whalen Wealth Management Inc. Sells 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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email