Whelan Financial New Holdings in Q3 2025

Whelan Financial

  • $314 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.5K
New
$72.65 - $78.68 $1.05M - $1.14M
14.5K $1.13M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.85K
New
$159.87 - $247.68 $616K - $954K
3.85K $685K
AVUV
American Centy ETF Tr Avantis

ETFs
5.16K
New
$90.37 - $102.12 $466K - $527K
5.16K $513K
BA
Boeing CO

Industrials
2.21K
New
$209.79 - $237.38 $463K - $524K
2.21K $476K
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
WFC
Wells Fargo & Company

Financial Services
3.35K
New
$77.05 - $85.16 $258K - $286K
3.35K $281K
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
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
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
MRK
Merck & Co., Inc.

Healthcare
3.06K
New
$77.6 - $87.37 $238K - $267K
3.06K $256K
JNJ
Johnson & Johnson

Healthcare
1.36K
New
$155.17 - $185.42 $210K - $251K
1.36K $251K
FVD
First Tr Value Line Divid Inde

ETFs
5.29K
New
$44.73 - $46.86 $237K - $248K
5.29K $244K
T
At&T Inc.

Communication Services
8.65K
New
$26.94 - $29.62 $233K - $256K
8.65K $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
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$134.8 - $184.42 $185K - $252K
1.37K $221K
CRM
Salesforce, Inc.

Technology
897
New
$231.66 - $273.65 $208K - $245K
897 $212K
ADBE
Adobe Inc.

Technology
596
New
$333.65 - $392.1 $199K - $234K
596 $210K
SPY
Spdr S&P 500 ETF Trust

ETFs
313
New
$617.65 - $666.84 $193K - $209K
313 $208K
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
New
$157.77 - $183.27 $203K - $236K
1.29K $208K
ADSK
Autodesk, Inc.

Technology
680
New
N/A
680 $167K
Ishares Bitcoin Trust ETF
4.64K
New
N/A
4.64K $0
Ge Vernova Inc
447
New
N/A
447 $0
Atlasclear Holdings Inc
20K
New
N/A
20K $0
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
Track This Portfolio

Track Whelan Financial Portfolio

Follow Whelan Financial and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email