Whelan Financial Incresed Positions in Q2 2025

Whelan Financial

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
303
+ 0.23%
$193.73 - $237.37 $58.7K - $71.9K
131K $31.1M
MSFT
Microsoft Corp

Technology
1.11K
+ 13.56%
$354.56 - $497.45 $394K - $552K
9.29K $4.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.83K
+ 38.68%
$187.5 - $246.51 $530K - $697K
10.1K $2.5M
META
Meta Platforms, Inc.

Communication Services
233
+ 7.02%
$484.66 - $738.09 $113K - $172K
3.55K $2.62M
KLAC
Kla Corp

Technology
341
+ 23.57%
$576.53 - $902.94 $197K - $308K
1.79K $1.6M
AXP
American Express CO

Financial Services
1.19K
+ 42.27%
$231.39 - $318.98 $275K - $380K
4.01K $1.28M
GOOG
Alphabet Inc.

Communication Services
1.54K
+ 19.77%
$146.58 - $180.01 $226K - $277K
9.34K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
683
+ 7.14%
$167.32 - $223.3 $114K - $153K
10.3K $2.25M
DIS
Walt Disney CO

Communication Services
2K
+ 34.78%
$81.72 - $124.01 $164K - $248K
7.75K $961K
VTI
Vanguard Total Stock Market Et

ETFs
617
+ 9.11%
$243.75 - $303.93 $150K - $188K
7.39K $2.25M
COF
Capital One Financial Corp

Financial Services
1.16K
+ 45.16%
$150.57 - $212.76 $174K - $246K
3.72K $790K
UBER
Uber Technologies, Inc

Technology
2.1K
+ 39.36%
$64.62 - $93.3 $136K - $196K
7.44K $693K
NKE
Nike, Inc.

Consumer Cyclical
3.02K
+ 54.06%
$53.27 - $72.04 $161K - $217K
8.6K $611K
BAC
Bank Of America Corp

Financial Services
4.01K
+ 35.19%
$34.39 - $47.46 $138K - $190K
15.4K $728K
SCHW
Schwab Charles Corp

Financial Services
1.88K
+ 31.75%
$69.06 - $91.24 $129K - $171K
7.78K $709K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.28K
+ 44.65%
$45.98 - $56.15 $151K - $184K
10.6K $596K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.37K
+ 1.16%
$72.02 - $73.82 $171K - $175K
207K $15.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
682
+ 23.86%
$483.48 - $539.8 $330K - $368K
3.54K $1.72M
V
Visa Inc.

Financial Services
523
+ 25.55%
$308.27 - $373.31 $161K - $195K
2.57K $912K
MA
Mastercard Inc

Financial Services
314
+ 30.91%
$479.92 - $590.74 $151K - $185K
1.33K $747K
ORCL
Oracle Corp

Technology
14
+ 0.62%
$122.82 - $218.63 $1.72K - $3.06K
2.27K $496K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
724
+ 0.35%
$77.94 - $79.5 $56.4K - $57.6K
208K $16.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
206
+ 0.05%
$49.57 - $50.27 $10.2K - $10.4K
408K $20.5M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.23%
$210.28 - $289.91 $1.68K - $2.32K
3.48K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 2.34%
$221.86 - $362.89 $12K - $19.6K
2.36K $749K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.17K
+ 45.11%
$160.0 - $195.62 $187K - $228K
3.75K $610K
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 6.45%
$908.13 - $1056.85 $70.8K - $82.4K
1.29K $1.27M
NFLX
Netflix Inc

Communication Services
2
+ 0.7%
$855.86 - $1339.13 $1.71K - $2.68K
286 $382K
PANW
Palo Alto Networks Inc

Technology
281
+ 20.22%
$152.44 - $204.64 $42.8K - $57.5K
1.67K $341K
IBM
International Business Machines Corp

Technology
36
+ 2.42%
$221.03 - $294.78 $7.96K - $10.6K
1.53K $449K
WMT
Walmart Inc.

Consumer Defensive
69
+ 1.35%
$81.79 - $99.98 $5.64K - $6.9K
5.18K $506K
SNPS
Synopsys Inc

Technology
21
+ 4.09%
$380.9 - $517.66 $8K - $10.9K
534 $273K
CSCO
Cisco Systems, Inc.

Technology
161
+ 4.96%
$53.19 - $69.38 $8.56K - $11.2K
3.4K $236K
LOW
Lowes Companies Inc

Consumer Cyclical
428
+ 5.58%
$210.83 - $235.28 $90.2K - $101K
8.1K $1.8M
XOM
Exxon Mobil Corp

Energy
214
+ 8.67%
$99.93 - $119.04 $21.4K - $25.5K
2.68K $289K
PG
Procter & Gamble CO

Consumer Defensive
34
+ 1.1%
$157.66 - $172.39 $5.36K - $5.86K
3.13K $498K
VNQ
Vanguard Specialized Funds Van

ETFs
2.13K
+ 0.84%
$79.79 - $91.42 $170K - $195K
255K $22.7M
AAPL
Apple Inc.

Technology
109
+ 0.35%
$172.42 - $223.89 $18.8K - $24.4K
31K $6.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.9K
+ 3.07%
$24.32 - $27.87 $1.26M - $1.45M
1.74M $46.1M
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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