Whelan Financial Reduced Holdings in Q1 2025

Whelan Financial

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.4K
- 2.29%
$192.82 - $222.1 $1.04M - $1.2M
231K $44.5M
VB
Vanguard Small Cap ETF

ETFs
-836
- 0.64%
$217.89 - $252.64 $182K - $211K
131K $29M
VO
Vanguard Mid Cap ETF

ETFs
-521
- 1.09%
$251.87 - $277.95 $131K - $145K
47.4K $12.3M
SOUN
Soundhound Ai, Inc.

Technology
-700
- 2.38%
$8.12 - $20.62 $5.68K - $14.4K
28.7K $233K
AVGO
Broadcom Inc.

Technology
-169
- 3.68%
$167.43 - $244.7 $28.3K - $41.4K
4.42K $740K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.82K
- 34.06%
$25.58 - $29.24 $226K - $258K
17.1K $447K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.42K
- 1.91%
$23.16 - $27.04 $32.9K - $38.4K
72.8K $1.71M
IOO
Ishares Tr Global 100 ETF

ETFs
-15
- 0.03%
$96.2 - $105.12 $1.44K - $1.58K
45.6K $4.39M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2
- 0.03%
$210.19 - $243.33 $420 - $487
7.31K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-240
- 22.86%
$468.34 - $539.52 $112K - $129K
810 $379K
SNPS
Synopsys Inc

Technology
-88
- 14.64%
$428.58 - $551.54 $37.7K - $48.5K
513 $220K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-98
- 12.28%
$507.05 - $563.67 $49.7K - $55.2K
700 $359K
AMAT
Applied Materials Inc

Technology
-196
- 11.13%
$145.06 - $195.51 $28.4K - $38.3K
1.57K $227K
CRWD
Crowd Strike Holdings, Inc.

Technology
-88
- 10.63%
$308.86 - $455.36 $27.2K - $40.1K
740 $260K
UNH
Unitedhealth Group Inc

Healthcare
-42
- 9.44%
$461.52 - $548.18 $19.4K - $23K
403 $211K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-981
- 4.84%
$20.2 - $22.24 $19.8K - $21.8K
19.3K $414K
DGRO
Ishares Core Dividend Growth E

ETFs
-204
- 2.43%
$60.46 - $64.42 $12.3K - $13.1K
8.18K $505K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-261
- 2.49%
$22.46 - $23.26 $5.86K - $6.07K
10.2K $236K
LLY
Eli Lilly & CO

Healthcare
-19
- 3.93%
$725.72 - $929.72 $13.8K - $17.7K
465 $384K
IBM
International Business Machines Corp

Technology
-59
- 3.81%
$217.4 - $264.74 $12.8K - $15.6K
1.49K $370K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-598
- 0.29%
$77.7 - $78.94 $46.5K - $47.2K
208K $16.4M
VNQ
Vanguard Specialized Funds Van

ETFs
-423
- 0.17%
$85.55 - $94.34 $36.2K - $39.9K
253K $22.9M
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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