Whelan Financial Incresed Positions in Q1 2025

Whelan Financial

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.84K
+ 0.11%
$27.01 - $28.54 $49.8K - $52.6K
1.69M $47.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 75.66%
$442.66 - $534.52 $545K - $658K
2.86K $1.52M
KLAC
Kla Corp

Technology
793
+ 121.25%
$636.62 - $777.63 $505K - $617K
1.45K $983K
AXP
American Express CO

Financial Services
1.87K
+ 198.83%
$255.39 - $325.87 $478K - $610K
2.82K $757K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.82K
+ 0.9%
$71.17 - $73.66 $130K - $134K
205K $15.1M
GOOG
Alphabet Inc.

Communication Services
3.69K
+ 90.0%
$156.06 - $207.71 $576K - $767K
7.79K $1.22M
V
Visa Inc.

Financial Services
806
+ 64.95%
$306.92 - $362.71 $247K - $292K
2.05K $717K
DIS
Walt Disney CO

Communication Services
3.54K
+ 160.2%
$96.87 - $114.0 $343K - $404K
5.75K $567K
MA
Mastercard Inc

Financial Services
552
+ 118.97%
$504.67 - $576.31 $279K - $318K
1.02K $556K
COST
Costco Wholesale Corp

Consumer Defensive
263
+ 27.8%
$890.62 - $1076.86 $234K - $283K
1.21K $1.14M
MSFT
Microsoft Corp

Technology
1.39K
+ 20.48%
$375.39 - $447.2 $522K - $622K
8.18K $3.07M
META
Meta Platforms, Inc.

Communication Services
388
+ 13.24%
$576.36 - $736.67 $224K - $286K
3.32K $1.91M
LOW
Lowes Companies Inc

Consumer Cyclical
1.12K
+ 17.04%
$222.66 - $268.42 $249K - $300K
7.67K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 21.88%
$190.26 - $242.06 $327K - $416K
9.57K $1.82M
CVX
Chevron Corp

Energy
94
+ 3.02%
$146.71 - $167.97 $13.8K - $15.8K
3.21K $537K
JPM
Jpmorgan Chase & CO

Financial Services
192
+ 5.86%
$225.19 - $279.95 $43.2K - $53.8K
3.47K $850K
WMT
Walmart Inc.

Consumer Defensive
768
+ 17.7%
$84.5 - $105.05 $64.9K - $80.7K
5.11K $448K
ABBV
Abb Vie Inc.

Healthcare
16
+ 1.35%
$169.2 - $216.66 $2.71K - $3.47K
1.2K $252K
XOM
Exxon Mobil Corp

Energy
14
+ 0.57%
$105.44 - $118.93 $1.48K - $1.67K
2.47K $293K
NFLX
Netflix Inc

Communication Services
18
+ 6.77%
$828.4 - $1058.6 $14.9K - $19.1K
284 $264K
PANW
Palo Alto Networks Inc

Technology
226
+ 19.42%
$167.82 - $208.28 $37.9K - $47.1K
1.39K $237K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 2.89%
$158.56 - $176.26 $13.8K - $15.3K
3.1K $527K
ORCL
Oracle Corp

Technology
397
+ 21.33%
$139.81 - $186.47 $55.5K - $74K
2.26K $315K
Lam Research Corp
425
+ 12.08%
N/A
3.94K $0
GOOGL
Alphabet Inc.

Communication Services
487
+ 12.36%
$154.33 - $206.19 $75.2K - $100K
4.43K $684K
TSLA
Tesla, Inc.

Consumer Cyclical
630
+ 37.57%
$222.15 - $428.22 $140K - $270K
2.31K $597K
AAPL
Apple Inc.

Technology
1.84K
+ 6.35%
$209.68 - $247.1 $386K - $455K
30.8K $6.85M
NVDA
Nvidia Corp

Technology
10
+ 0.04%
$106.98 - $149.43 $1.07K - $1.49K
26.4K $2.86M
Activity Summary
Buys All Purchases 38 New Holdings 9 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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