Whalen Wealth Management Inc. Purchases in Q3 2025

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RL
Ralph Lauren Corp

Consumer Cyclical
1.55K
New
$272.1 - $320.75 $422K - $498K
1.55K $487M
WFC
Wells Fargo & Company

Financial Services
5.8K
New
$77.05 - $85.16 $447K - $494K
5.8K $486M
MO
Altria Group, Inc.

Consumer Defensive
7.12K
New
$57.75 - $67.68 $411K - $482K
7.12K $470M
RGEN
Repligen Corp

Healthcare
3.41K
New
$111.43 - $134.0 $380K - $457K
3.41K $456M
APO
Apollo Global Management, Inc.

Financial Services
3.48K
+ 197.5%
$131.55 - $156.05 $458K - $543K
5.25K $699M
EQT
Eqt Corp

Energy
8.18K
New
$49.19 - $59.19 $402K - $484K
8.18K $445M
GXO
Gxo Logistics, Inc.

Industrials
7.69K
+ 123.19%
$48.07 - $54.59 $370K - $420K
13.9K $737M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
753
New
$534.91 - $598.71 $403K - $451K
753 $423M
PINS
Pinterest, Inc.

Communication Services
13.1K
New
$32.17 - $39.17 $422K - $514K
13.1K $422M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.14K
+ 9.23%
$50.53 - $50.82 $411K - $414K
96.4K $4.89B
AVAV
Aero Vironment Inc

Industrials
1.3K
New
$226.08 - $314.89 $294K - $409K
1.3K $409M
JBL
Jabil Inc

Technology
1.88K
+ 73.36%
$202.08 - $234.45 $381K - $442K
4.45K $967M
ONTO
Onto Innovation Inc.

Technology
3.15K
New
$90.0 - $136.73 $283K - $430K
3.15K $407M
ENTG
Entegris Inc

Technology
4.37K
New
$72.03 - $95.97 $315K - $420K
4.37K $404M
GOOG
Alphabet Inc.

Communication Services
239
+ 4.6%
$175.16 - $255.24 $41.9K - $61K
5.44K $1.32B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.22K
New
$301.44 - $365.84 $369K - $447K
1.22K $396M
VEEV
Veeva Systems Inc

Healthcare
1.31K
New
$269.2 - $297.91 $353K - $391K
1.31K $391M
COIN
Coinbase Global, Inc.

Technology
1.16K
New
$297.99 - $419.78 $345K - $486K
1.16K $390M
Coreweave Inc
2.71K
New
N/A
2.71K $370M
UNH
Unitedhealth Group Inc

Healthcare
936
+ 67.39%
$237.77 - $353.61 $223K - $331K
2.33K $803M
XLF
Financial Sector Spdr

ETFs
6.8K
New
$51.37 - $54.25 $349K - $369K
6.8K $366M
Bunge Global Sa
4.33K
New
N/A
4.33K $352M
Ishares Bitcoin Trust ETF
4.66K
+ 36.84%
N/A
17.3K $1.13B
XLV
Select Sector Spdr Fund Health

ETFs
2.49K
New
$129.01 - $139.72 $321K - $348K
2.49K $346M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.28K
New
$138.08 - $151.2 $315K - $344K
2.28K $344M
TDY
Teledyne Technologies Inc

Technology
581
New
$509.51 - $586.04 $296K - $340K
581 $340M
Te Connectivity PLC
1.51K
New
N/A
1.51K $331M
TER
Teradyne, Inc

Technology
2.36K
New
$90.15 - $137.64 $213K - $325K
2.36K $325M
OKE
Oneok Inc

Energy
4.21K
New
$71.36 - $83.47 $301K - $352K
4.21K $307M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.67K
New
$49.43 - $54.52 $280K - $309K
5.67K $307M
BKR
Baker Hughes CO

Energy
6.29K
New
$38.68 - $50.55 $243K - $318K
6.29K $306M
UNP
Union Pacific Corp

Industrials
1.25K
+ 73.74%
$214.91 - $237.16 $268K - $296K
2.94K $694M
QQQ
Invesco Qqq Trust, Series 1

ETFs
505
New
$546.99 - $602.2 $276K - $304K
505 $303M
RGLD
Royal Gold Inc

Basic Materials
1.49K
New
$151.42 - $200.58 $226K - $299K
1.49K $299M
INTU
Intuit Inc

Technology
432
New
$646.03 - $807.39 $279K - $349K
432 $295M
RELX
Relx PLC

Communication Services
6.09K
New
$45.13 - $54.19 $275K - $330K
6.09K $291M
WTRG
Essential Utilities, Inc.

Utilities
7.26K
New
$36.73 - $39.9 $267K - $290K
7.26K $290M
AEP
American Electric Power CO Inc

Utilities
2.57K
New
$103.26 - $115.0 $265K - $296K
2.57K $289M
IQV
Iqvia Holdings Inc.

Healthcare
1.51K
New
$157.68 - $200.82 $238K - $303K
1.51K $287M
AME
Ametek Inc

Industrials
1.5K
New
$176.44 - $192.03 $265K - $288K
1.5K $282M
PRU
Prudential Financial Inc

Financial Services
2.67K
New
$100.68 - $109.89 $269K - $294K
2.67K $277M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
9.31K
New
$29.41 - $32.05 $274K - $298K
9.31K $277M
ROK
Rockwell Automation, Inc

Industrials
790
New
$328.67 - $358.52 $260K - $283K
790 $276M
HUBB
Hubbell Inc

Industrials
640
New
$410.51 - $450.93 $263K - $289K
640 $275M
Brookfield Asset Managmt LTD
4.78K
New
N/A
4.78K $272M
FCX
Freeport Mcmoran Inc

Basic Materials
6.8K
New
$35.34 - $47.21 $240K - $321K
6.8K $267M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.7K
+ 72.03%
$15.38 - $20.2 $164K - $215K
25.5K $514M
SYK
Stryker Corp

Healthcare
716
New
$368.57 - $403.53 $264K - $289K
716 $265M
UBER
Uber Technologies, Inc

Technology
2.61K
New
$86.91 - $99.57 $227K - $260K
2.61K $256M
Activity Summary
Buys All Purchases 141 New Holdings 79 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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