Whelan Financial Incresed Positions in Q3 2024

Whelan Financial

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.97K
+ 1.67%
$77.02 - $85.06 $691K - $763K
547K $46.2M
VNQ
Vanguard Specialized Funds Van

ETFs
537
+ 0.21%
$82.97 - $98.97 $44.6K - $53.1K
251K $24.5M
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 1.48%
$214.77 - $237.72 $419K - $463K
133K $31.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.32K
+ 1.4%
$178.94 - $207.0 $593K - $686K
239K $48.1M
VO
Vanguard Mid Cap ETF

ETFs
133
+ 0.28%
$237.84 - $263.83 $31.6K - $35.1K
48.4K $12.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.84K
+ 2.0%
$71.45 - $75.64 $275K - $291K
196K $14.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.14K
+ 1.71%
$57.8 - $60.8 $239K - $252K
247K $14.9M
AAPL
Apple Inc.

Technology
745
+ 3.58%
$207.23 - $234.82 $154K - $175K
21.5K $5.02M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.14K
+ 1.06%
$76.94 - $79.54 $165K - $171K
205K $16.3M
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 0.49%
$213.3 - $270.78 $7.47K - $9.48K
7.22K $1.96M
META
Meta Platforms, Inc.

Communication Services
143
+ 6.27%
$453.41 - $572.44 $64.8K - $81.9K
2.42K $1.39M
NVDA
Nvidia Corp

Technology
1.65K
+ 11.21%
$98.91 - $134.91 $163K - $222K
16.3K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 8.44%
$191.76 - $263.26 $19K - $26.1K
1.27K $332K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 5.63%
$405.19 - $478.57 $28K - $33K
1.3K $596K
AVGO
Broadcom Inc.

Technology
2.77K
+ 998.19%
$136.27 - $1745.86 $377K - $4.83M
3.04K $524K
IBM
International Business Machines Corp

Technology
56
+ 4.47%
$175.1 - $223.38 $9.81K - $12.5K
1.31K $289K
WMT
Walmart Inc.

Consumer Defensive
175
+ 4.3%
$66.91 - $81.4 $11.7K - $14.2K
4.24K $342K
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 2.19%
$194.9 - $224.8 $13.6K - $15.7K
3.27K $689K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 2.32%
$801.83 - $917.05 $13.6K - $15.6K
751 $665K
LLY
Eli Lilly & CO

Healthcare
55
+ 13.72%
$772.14 - $960.02 $42.5K - $52.8K
456 $403K
PG
Procter & Gamble CO

Consumer Defensive
78
+ 3.03%
$160.76 - $177.82 $12.5K - $13.9K
2.65K $458K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$434.77 - $502.96 $435 - $503
1.14K $557K
MSFT
Microsoft Corp

Technology
125
+ 3.16%
$395.15 - $467.56 $49.4K - $58.4K
4.09K $1.76M
GOOG
Alphabet Inc.

Communication Services
151
+ 4.94%
$149.54 - $192.66 $22.6K - $29.1K
3.21K $536K
GOOGL
Alphabet Inc.

Communication Services
178
+ 5.34%
$148.65 - $191.18 $26.5K - $34K
3.51K $581K
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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