Whalen Wealth Management Inc. Purchases and Sells in Q1 2025

Whalen Wealth Management Inc.

$150 Billion
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTA	187K + 151.09%	$27.81 - $30.21 $5.2M - $5.65M	311K $9.2B
JAAA	25.6K + 34.39%	$50.48 - $51.04 $1.29M - $1.3M	99.9K $5.06B
VWOB	14.6K + 87.55%	N/A	31.2K $2B
SLQD	17.3K + 21.36%	$49.6 - $50.28 $859K - $870K	98.3K $4.94B
ISHARES BITCOIN TRUST ETF	18.7K + 355.36%	N/A	23.9K $1.12B
TOL	7.72K + 413.05%	$103.02 - $140.69 $796K - $1.09M	9.59K $1.01B

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	110K New	$77.7 - $78.94 $8.54M - $8.68M	110K $8.68B
IJJ	56.6K New	$117.4 - $131.02 $6.64M - $7.41M	56.6K $6.77B
XLF	104K New	$47.32 - $52.19 $4.92M - $5.42M	104K $5.17B
DFIV	111K New	$35.33 - $40.77 $3.91M - $4.51M	111K $4.36B
SIMPLIFY EXCHANGE TRADED FUN	79.5K New	N/A	79.5K $3.99B
STIP	29.1K New	$100.59 - $103.47 $2.92M - $3.01M	29.1K $3.01B

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-171K - 65.28%	$110.11 - $110.51 $18.9M - $18.9M	91.2K $10.1B
MSFT	-4.91K - 65.48%	$375.39 - $447.2 $1.84M - $2.19M	2.59K $971M
JEPI	-32.9K - 48.07%	$56.17 - $59.71 $1.85M - $1.97M	35.6K $2.03B
AMZN	-5.6K - 27.82%	$190.26 - $242.06 $1.06M - $1.35M	14.5K $2.76B
META	-1.06K - 18.77%	$576.36 - $736.67 $611K - $781K	4.59K $2.64B
VOO	-1.1K - 46.29%	$507.05 - $563.67 $559K - $622K	1.28K $658M

Activity Summary All Purchases 96 New Holdings 46 Increased Positions 50 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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