Whelan Financial Portfolio Holdings
Whelan Financial
- $254 Million
- Q4 2024
Whelan Financial has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $49.7M, Schwab Strategic Tr Us Dividen with a value of $46M, Vanguard Small Cap ETF with a value of $31.6M, Vanguard Specialized Funds Van with a value of $22.5M, and Vanguard Sht Term Corp Bd ETF with a value of $16.2M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $243M to 254M.
Below you can find more details about Whelan Financial portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $221 Million
Technology: $17.7 Million
Consumer Cyclical: $4.5 Million
Communication Services: $3.74 Million
Financial Services: $3.42 Million
Consumer Defensive: $1.76 Million
Healthcare: $834,000
Energy: $714,000
Other: $0