Whelan Financial Portfolio Holdings
Whelan Financial
- $224 Million
- Q2 2024
Whelan Financial has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Million distributed in 40 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 $46.5M, Schwab Strategic Tr Us Dividen with a value of $41.8M, Vanguard Small Cap ETF with a value of $28.6M, Vanguard Specialized Funds Van with a value of $21M, and Vanguard Sht Term Corp Bd ETF with a value of $15.7M.
Examining the 13F form we can see an increase of $4.84M in the current position value, from $219M to 224M.
Below you can find more details about Whelan Financial portfolio as well as his latest detailed transactions.