Whelan Financial Portfolio Holdings
Whelan Financial
- $243 Million
- Q3 2024
Whelan Financial has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Million distributed in 43 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 $48.1M, Schwab Strategic Tr Us Dividen with a value of $46.2M, Vanguard Small Cap ETF with a value of $31.6M, Vanguard Specialized Funds Van with a value of $24.5M, and Vanguard Sht Term Corp Bd ETF with a value of $16.3M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $224M to 243M.
Below you can find more details about Whelan Financial portfolio as well as his latest detailed transactions.
Portfolio value
$243 Million
ETFs: $222 Million
Technology: $9.81 Million
Consumer Cyclical: $3.67 Million
Communication Services: $2.5 Million
Financial Services: $2.02 Million
Consumer Defensive: $1.47 Million
Energy: $724,000
Healthcare: $419,000
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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