Whalen Wealth Management Inc. Purchases in Q4 2025

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
197K
New
$20.5 - $20.75 $4.04M - $4.09M
197K $4.05B
JEPI
J P Morgan Exchange Traded Fd

ETFs
65.1K
New
$56.0 - $57.6 $3.64M - $3.75M
65.1K $3.72B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
161K
New
$21.09 - $21.35 $3.41M - $3.45M
161K $3.42B
AMZN
Amazon Com Inc

Consumer Cyclical
10.8K
+ 83.86%
$213.04 - $254.0 $2.31M - $2.75M
23.8K $5.49B
MBB
Ishares Tr

ETFs
20.7K
New
$94.9 - $96.23 $1.96M - $1.99M
20.7K $1.97B
AAPL
Apple Inc.

Technology
5.93K
+ 56.96%
$245.27 - $275.25 $1.45M - $1.63M
16.3K $4.44B
MU
Micron Technology Inc

Technology
4.43K
+ 141.78%
$181.6 - $253.3 $805K - $1.12M
7.56K $2.16B
Lam Research Corp
8.32K
New
N/A
8.32K $1.42B
PLTR
Palantir Technologies Inc.

Technology
7.49K
+ 561.09%
$172.14 - $207.18 $1.29M - $1.55M
8.82K $1.57B
GOOG
Alphabet Inc.

Communication Services
2.99K
+ 54.93%
$237.49 - $291.74 $709K - $871K
8.42K $2.64B
CRM
Salesforce, Inc.

Technology
4.93K
New
$235.69 - $263.41 $1.16M - $1.3M
4.93K $1.31B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
33.4K
New
$36.08 - $39.41 $1.2M - $1.32M
33.4K $1.28B
MA
Mastercard Inc

Financial Services
2.22K
+ 262.56%
$536.85 - $580.45 $1.19M - $1.29M
3.06K $1.75B
GE
General Electric CO

Industrials
3.99K
New
$291.49 - $314.28 $1.16M - $1.25M
3.99K $1.23B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
47K
New
$25.25 - $25.65 $1.19M - $1.21M
47K $1.21B
Simplify Exchange Traded Fun
40.9K
New
N/A
40.9K $1.21B
CAT
Caterpillar Inc

Industrials
2.03K
+ 403.18%
$480.82 - $585.49 $975K - $1.19M
2.53K $1.45B
SRLN
Ssga Active Trust

ETFs
29.1K
New
$41.05 - $41.54 $1.19M - $1.21M
29.1K $1.2B
RTX
Raytheon Technologies Corp

Industrials
6.28K
New
$157.0 - $179.44 $986K - $1.13M
6.28K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
3.56K
New
$294.11 - $320.41 $1.05M - $1.14M
3.56K $1.15B
ORCL
Oracle Corp

Technology
5.77K
New
$217.57 - $313.0 $1.26M - $1.81M
5.77K $1.13B
ISRG
Intuitive Surgical Inc

Healthcare
1.74K
New
$429.59 - $576.2 $749K - $1M
1.74K $988M
ABT
Abbott Laboratories

Healthcare
7.94K
+ 217.95%
$123.62 - $134.59 $982K - $1.07M
11.6K $1.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
New
$475.68 - $513.11 $907K - $978K
1.91K $958M
PFF
Ishares Trust Ishares Pfd And

ETFs
30.6K
New
$30.84 - $31.79 $945K - $974K
30.6K $949M
XLU
Utilities Sector Spdr

ETFs
22.2K
New
$87.89 - $92.9 $1.95M - $2.06M
22.2K $948M
Linde PLC
2.27K
+ 187.9%
N/A
3.48K $1.48B
LHX
L3 Harris Technologies, Inc.

Industrials
3.09K
New
$283.87 - $306.76 $877K - $948K
3.09K $907M
AXP
American Express CO

Financial Services
2.42K
New
$316.26 - $372.77 $767K - $904K
2.42K $897M
JNJ
Johnson & Johnson

Healthcare
4.32K
New
$185.98 - $199.58 $803K - $862K
4.32K $894M
WMT
Walmart Inc.

Consumer Defensive
7.99K
New
$101.18 - $109.03 $808K - $871K
7.99K $890M
HD
Home Depot, Inc.

Consumer Cyclical
2.52K
New
$358.03 - $397.02 $903K - $1M
2.52K $868M
V
Visa Inc.

Financial Services
2.4K
+ 156.13%
$325.75 - $352.42 $780K - $844K
3.93K $1.38B
MPWR
Monolithic Power Systems Inc

Technology
951
+ 121.92%
$904.44 - $1105.05 $860K - $1.05M
1.73K $1.57B
GS
Goldman Sachs Group Inc

Financial Services
952
New
$744.6 - $838.97 $709K - $799K
952 $836M
WFC
Wells Fargo & Company

Financial Services
8.06K
+ 138.95%
$77.62 - $87.3 $625K - $703K
13.9K $1.29B
CVX
Chevron Corp

Energy
5.26K
New
$148.9 - $157.72 $783K - $830K
5.26K $802M
ABBV
Abb Vie Inc.

Healthcare
3.43K
New
$211.96 - $244.38 $728K - $839K
3.43K $785M
MRK
Merck & Co., Inc.

Healthcare
7.43K
New
$82.49 - $92.93 $613K - $690K
7.43K $782M
BAC
Bank Of America Corp

Financial Services
14.1K
New
$48.65 - $54.11 $686K - $763K
14.1K $776M
XOM
Exxon Mobil Corp

Energy
6.37K
New
$110.64 - $119.78 $705K - $763K
6.37K $767M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 129.05%
$401.99 - $468.37 $634K - $739K
2.8K $1.26B
CSCO
Cisco Systems, Inc.

Technology
9.16K
New
$67.46 - $78.0 $618K - $714K
9.16K $705M
MS
Morgan Stanley

Financial Services
3.96K
New
$151.86 - $169.92 $602K - $674K
3.96K $704M
DIS
Walt Disney CO

Communication Services
6.17K
New
$105.69 - $116.65 $652K - $720K
6.17K $702M
MCD
Mcdonalds Corp

Consumer Cyclical
2.26K
New
$293.81 - $310.11 $664K - $701K
2.26K $691M
GVA
Granite Construction Inc

Industrials
5.4K
New
$98.5 - $109.25 $532K - $590K
5.4K $623M
TYA
Simplify Exchange Traded Fds S

ETFs
44.1K
New
N/A
44.1K $596M
NDAQ
Nasdaq, Inc.

Financial Services
6.03K
New
$85.42 - $91.4 $515K - $551K
6.03K $586M
Activity Summary
Buys All Purchases 145 New Holdings 80 Increased Positions 65 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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