Whelan Financial Purchases in Q3 2025

Whelan Financial

  • $314 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.72K
+ 12.02%
$202.38 - $256.87 $753K - $956K
34.7K $8.83M
NVDA
Nvidia Corp

Technology
8.35K
+ 32.38%
$153.3 - $186.58 $1.28M - $1.56M
34.1K $6.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29K
+ 1.67%
$26.38 - $27.95 $766K - $812K
1.77M $48.3M
META
Meta Platforms, Inc.

Communication Services
2.12K
+ 59.57%
$695.21 - $791.73 $1.47M - $1.68M
5.67K $4.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.5K
New
$72.65 - $78.68 $1.05M - $1.14M
14.5K $1.13M
MSFT
Microsoft Corp

Technology
1.77K
+ 19.03%
$491.09 - $535.64 $869K - $948K
11.1K $5.73M
GOOG
Alphabet Inc.

Communication Services
1.82K
+ 19.54%
$175.16 - $255.24 $319K - $466K
11.2K $2.72M
VNQ
Vanguard Specialized Funds Van

ETFs
4.45K
+ 1.75%
$88.47 - $93.24 $394K - $415K
259K $23.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.6K
+ 3.08%
$49.78 - $50.75 $625K - $637K
420K $21.3M
TSLA
Tesla, Inc.

Consumer Cyclical
957
+ 40.53%
$293.94 - $444.72 $281K - $426K
3.32K $1.48M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.85K
New
$159.87 - $247.68 $616K - $954K
3.85K $685K
SCHW
Schwab Charles Corp

Financial Services
6.23K
+ 80.02%
$91.03 - $98.69 $567K - $614K
14K $1.34M
LOW
Lowes Companies Inc

Consumer Cyclical
1.54K
+ 19.01%
$215.01 - $273.02 $331K - $420K
9.64K $2.42M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 35.9%
$174.36 - $254.72 $251K - $367K
5.45K $1.32M
AVGO
Broadcom Inc.

Technology
1.07K
+ 25.11%
$264.74 - $369.57 $284K - $397K
5.35K $1.76M
COF
Capital One Financial Corp

Financial Services
2.56K
+ 68.97%
$207.29 - $229.74 $531K - $589K
6.28K $1.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.09K
+ 2.46%
$72.57 - $74.72 $370K - $381K
212K $15.8M
AVUV
American Centy ETF Tr Avantis

ETFs
5.16K
New
$90.37 - $102.12 $466K - $527K
5.16K $513K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.2K
+ 2.5%
$78.96 - $80.04 $411K - $416K
214K $17.1M
ORCL
Oracle Corp

Technology
1.24K
+ 54.49%
$218.96 - $328.33 $271K - $406K
3.51K $987K
BA
Boeing CO

Industrials
2.21K
New
$209.79 - $237.38 $463K - $524K
2.21K $476K
UBER
Uber Technologies, Inc

Technology
4.48K
+ 60.27%
$86.91 - $99.57 $389K - $446K
11.9K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 32.97%
$282.78 - $316.06 $324K - $362K
4.62K $1.46M
NFLX
Netflix Inc

Communication Services
386
+ 134.97%
$1147.87 - $1297.18 $443K - $501K
672 $805K
DIS
Walt Disney CO

Communication Services
4.28K
+ 55.22%
$112.25 - $124.0 $481K - $531K
12K $1.38M
BAC
Bank Of America Corp

Financial Services
6.01K
+ 39.01%
$44.92 - $52.42 $270K - $315K
21.4K $1.1M
CDNS
Cadence Design Systems Inc

Technology
873
New
$309.46 - $373.37 $270K - $326K
873 $306K
APH
Amphenol Corp

Technology
2.44K
New
$97.39 - $125.4 $238K - $306K
2.44K $302K
GE
General Electric CO

Industrials
978
New
$244.75 - $305.63 $239K - $299K
978 $294K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.93K
+ 78.05%
$131.78 - $176.09 $386K - $516K
6.68K $900K
CVX
Chevron Corp

Energy
1.61K
+ 50.69%
$145.57 - $161.83 $235K - $261K
4.8K $745K
ABBV
Abb Vie Inc.

Healthcare
988
+ 85.1%
$184.85 - $231.54 $183K - $229K
2.15K $497K
WFC
Wells Fargo & Company

Financial Services
3.35K
New
$77.05 - $85.16 $258K - $286K
3.35K $281K
V
Visa Inc.

Financial Services
919
+ 35.76%
$332.09 - $358.86 $305K - $330K
3.49K $1.19M
SBUX
Starbucks Corp

Consumer Cyclical
3.3K
New
$81.9 - $96.86 $270K - $319K
3.3K $279K
RTX
Raytheon Technologies Corp

Industrials
1.61K
New
$144.19 - $167.33 $232K - $269K
1.61K $268K
C
Citigroup Inc

Financial Services
2.63K
New
$85.57 - $103.49 $225K - $273K
2.63K $267K
UNH
Unitedhealth Group Inc

Healthcare
758
New
$237.77 - $353.61 $180K - $268K
758 $261K
MCK
Mckesson Corp

Healthcare
336
New
$659.01 - $772.54 $221K - $260K
336 $259K
MRK
Merck & Co., Inc.

Healthcare
3.06K
New
$77.6 - $87.37 $238K - $267K
3.06K $256K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
917
New
$224.68 - $282.71 $206K - $259K
917 $256K
IAU
Ishares Gold Trust

ETFs
3.52K
New
$61.62 - $72.77 $217K - $256K
3.52K $256K
JNJ
Johnson & Johnson

Healthcare
1.36K
New
$155.17 - $185.42 $210K - $251K
1.36K $251K
T
At&T Inc.

Communication Services
8.65K
New
$26.94 - $29.62 $233K - $256K
8.65K $244K
FVD
First Tr Value Line Divid Inde

ETFs
5.29K
New
$44.73 - $46.86 $237K - $248K
5.29K $244K
MS
Morgan Stanley

Financial Services
1.53K
New
$139.09 - $161.16 $213K - $247K
1.53K $243K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.76K
New
N/A
2.76K $237K
VLO
Valero Energy Corp

Energy
1.38K
New
$131.77 - $175.63 $182K - $242K
1.38K $234K
MU
Micron Technology Inc

Technology
1.34K
New
$104.88 - $168.89 $141K - $227K
1.34K $224K
Activity Summary
Buys All Purchases 77 New Holdings 32 Increased Positions 45 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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