Whelan Financial Incresed Positions 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
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
AMZN
Amazon Com Inc

Consumer Cyclical
3.25K
+ 31.74%
$211.65 - $238.24 $689K - $775K
13.5K $2.97M
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
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
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
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
V
Visa Inc.

Financial Services
919
+ 35.76%
$332.09 - $358.86 $305K - $330K
3.49K $1.19M
MA
Mastercard Inc

Financial Services
331
+ 24.89%
$550.18 - $598.96 $182K - $198K
1.66K $944K
SCHA
Schwab Strategic Tr Us Small C

ETFs
25
+ 0.03%
$25.29 - $28.33 $632 - $708
72.7K $2.03M
PLTR
Palantir Technologies Inc.

Technology
115
+ 3.32%
$130.68 - $186.97 $15K - $21.5K
3.58K $653K
XOM
Exxon Mobil Corp

Energy
1.42K
+ 52.93%
$105.83 - $117.22 $150K - $166K
4.1K $462K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 4.77%
$459.11 - $506.91 $77.6K - $85.7K
3.71K $1.86M
IBM
International Business Machines Corp

Technology
503
+ 32.98%
$234.77 - $292.47 $118K - $147K
2.03K $572K
AMAT
Applied Materials Inc

Technology
388
+ 24.9%
$156.25 - $204.95 $60.6K - $79.5K
1.95K $398K
LLY
Eli Lilly & CO

Healthcare
136
+ 31.7%
$625.65 - $812.69 $85.1K - $111K
565 $431K
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 26.06%
$357.4 - $423.42 $54.7K - $64.8K
740 $299K
UMBF
Umb Financial Corp

Financial Services
64
+ 1.3%
$106.84 - $125.59 $6.84K - $8.04K
5.01K $592K
WMT
Walmart Inc.

Consumer Defensive
425
+ 8.21%
$94.4 - $104.27 $40.1K - $44.3K
5.6K $577K
CSCO
Cisco Systems, Inc.

Technology
854
+ 25.09%
$66.2 - $71.79 $56.5K - $61.3K
4.26K $291K
PANW
Palo Alto Networks Inc

Technology
242
+ 14.48%
$167.06 - $208.19 $40.4K - $50.4K
1.91K $389K
CRWD
Crowd Strike Holdings, Inc.

Technology
84
+ 16.15%
$412.46 - $514.1 $34.6K - $43.2K
604 $296K
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 9.32%
$915.95 - $994.57 $110K - $119K
1.41K $1.3M
NKE
Nike, Inc.

Consumer Cyclical
534
+ 6.21%
$69.24 - $79.24 $37K - $42.3K
9.14K $636K
PG
Procter & Gamble CO

Consumer Defensive
226
+ 7.22%
$150.47 - $161.22 $34K - $36.4K
3.36K $515K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.79K
+ 45.07%
$38.58 - $58.24 $185K - $279K
15.4K $604K
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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