Whelan Financial Portfolio Holdings
Whelan Financial
- $257 Million
- Q1 2025
Whelan Financial has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Million distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $47.2M, Invesco Exchange Traded Fd Tr with a value of $44.5M, Vanguard Small Cap ETF with a value of $29M, Vanguard Specialized Funds Van with a value of $22.9M, and Vanguard Sht Trm Inflt Prot Fd with a value of $20.3M.
Examining the 13F form we can see an increase of $2.72M in the current position value, from $254M to 257M.
Below you can find more details about Whelan Financial portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $219 Million
Technology: $17 Million
Financial Services: $6.49 Million
Consumer Cyclical: $4.93 Million
Communication Services: $4.64 Million
Consumer Defensive: $2.59 Million
Healthcare: $878,000
Energy: $830,000
Other: $0