Whalen Wealth Management Inc. Sells in Q2 2025

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-53.6K
- 94.68%
$103.88 - $123.68 $5.56M - $6.62M
3.01K $372M
MLPA
Global X Mlp ETF

ETFs
-32.7K
- 72.81%
$46.47 - $54.16 $1.52M - $1.77M
12.2K $612M
GOOG
Alphabet Inc.

Communication Services
-10.6K
- 67.17%
$146.58 - $180.01 $1.56M - $1.91M
5.2K $922M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-62K
- 75.46%
$23.44 - $28.85 $1.45M - $1.79M
20.2K $582M
USFR
Wisdomtree Floating Rate Treas

ETFs
-16.5K
- 50.45%
$50.28 - $50.47 $828K - $831K
16.2K $813M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-20.4K
- 57.63%
$28.28 - $35.22 $578K - $720K
15K $516M
PWR
Quanta Services, Inc.

Industrials
-2.79K
- 79.44%
$239.47 - $381.26 $669K - $1.07M
723 $273M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-11.6K
- 11.65%
$49.79 - $50.75 $579K - $590K
88.2K $4.48B
NFLX
Netflix Inc

Communication Services
-925
- 49.92%
$855.86 - $1339.13 $792K - $1.24M
928 $1.24B
UNP
Union Pacific Corp

Industrials
-1.89K
- 52.77%
$208.27 - $238.46 $393K - $450K
1.69K $389M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-20.1K
- 10.7%
$21.57 - $21.99 $433K - $441K
168K $3.67B
Canadian Pacific Kansas City
-6.48K
- 56.59%
N/A
4.97K $394M
PODD
Insulet Corp

Healthcare
-1.79K
- 56.28%
$238.57 - $327.47 $427K - $586K
1.39K $437M
CRM
Salesforce, Inc.

Technology
-1.44K
- 62.73%
$236.26 - $291.15 $340K - $419K
855 $233M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-7.57K
- 7.7%
$49.79 - $50.59 $377K - $383K
90.8K $4.59B
Ishares Bitcoin Trust ETF
-11.3K
- 47.09%
N/A
12.7K $774M
EMR
Emerson Electric CO

Industrials
-3.56K
- 61.75%
$94.15 - $133.33 $335K - $475K
2.21K $294M
VMC
Vulcan Materials CO

Basic Materials
-1.4K
- 50.85%
$226.49 - $276.01 $317K - $386K
1.35K $353M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-2.36K
- 48.16%
N/A
2.54K $268M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.73K
- 32.6%
$55.13 - $75.25 $150K - $205K
5.64K $387M
STAG
Stag Industrial, Inc.

Real Estate
-5.36K
- 44.0%
$30.08 - $37.02 $161K - $199K
6.82K $248M
APO
Apollo Global Management, Inc.

Financial Services
-1.37K
- 43.78%
$108.68 - $145.07 $149K - $199K
1.76K $250M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-11.5K
- 43.72%
$12.82 - $18.15 $147K - $209K
14.8K $248M
APP
App Lovin Corp

Technology
-840
- 44.3%
$219.37 - $417.89 $184K - $351K
1.06K $370M
ADSK
Autodesk, Inc.

Technology
-627
- 38.44%
N/A
1K $311M
XLC
Select Sector Spdr Tr Communic

ETFs
-946
- 29.01%
$86.13 - $108.53 $81.5K - $103K
2.32K $251M
NTRA
Natera, Inc.

Healthcare
-569
- 27.86%
$132.23 - $171.87 $75.2K - $97.8K
1.47K $249M
CCJ
Cameco Corp

Energy
-2.44K
- 47.28%
$36.68 - $74.46 $89.5K - $182K
2.72K $202M
VEA
Vanguard Ftse Developed Market

ETFs
-975
- 12.1%
$45.65 - $57.01 $44.5K - $55.6K
7.08K $404M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7
- 0.12%
$100.35 - $100.71 $702 - $705
5.84K $588M
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 8.04%
$496.48 - $617.85 $108K - $135K
2.49K $1.54B
THC
Tenet Healthcare Corp

Healthcare
-545
- 17.07%
$110.41 - $176.0 $60.2K - $95.9K
2.65K $466M
INSM
Insmed Inc

Healthcare
-13
- 0.46%
$64.81 - $105.9 $843 - $1.38K
2.83K $285M
SPOT
Spotify Technology S.A.

Communication Services
-153
- 16.91%
$503.3 - $775.9 $77K - $119K
752 $577M
ORCL
Oracle Corp

Technology
-850
- 25.31%
$122.82 - $218.63 $104K - $186K
2.51K $549M
NVDA
Nvidia Corp

Technology
-12.5K
- 29.17%
$94.31 - $157.99 $1.18M - $1.97M
30.3K $4.79B
FLEX
Flex Ltd.

Technology
-570
- 5.22%
$26.68 - $50.09 $15.2K - $28.6K
10.4K $517M
JBL
Jabil Inc

Technology
-160
- 5.87%
$116.88 - $218.1 $18.7K - $34.9K
2.57K $560M
META
Meta Platforms, Inc.

Communication Services
-311
- 6.78%
$484.66 - $738.09 $151K - $230K
4.28K $3.16B
Activity Summary
Buys All Purchases 158 New Holdings 119 Increased Positions 39 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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