Whalen Wealth Management Inc. Incresed Positions in Q4 2025

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
10.8K
+ 83.86%
$213.04 - $254.0 $2.31M - $2.75M
23.8K $5.49B
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
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
MA
Mastercard Inc

Financial Services
2.22K
+ 262.56%
$536.85 - $580.45 $1.19M - $1.29M
3.06K $1.75B
CAT
Caterpillar Inc

Industrials
2.03K
+ 403.18%
$480.82 - $585.49 $975K - $1.19M
2.53K $1.45B
ABT
Abbott Laboratories

Healthcare
7.94K
+ 217.95%
$123.62 - $134.59 $982K - $1.07M
11.6K $1.45B
Linde PLC
2.27K
+ 187.9%
N/A
3.48K $1.48B
V
Visa Inc.

Financial Services
2.4K
+ 156.13%
$325.75 - $352.42 $780K - $844K
3.93K $1.38B
WFC
Wells Fargo & Company

Financial Services
8.06K
+ 138.95%
$77.62 - $87.3 $625K - $703K
13.9K $1.29B
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 129.05%
$401.99 - $468.37 $634K - $739K
2.8K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
748
+ 70.3%
$910.94 - $954.99 $681K - $714K
1.81K $1.56B
MSFT
Microsoft Corp

Technology
1.83K
+ 19.7%
$496.82 - $542.07 $909K - $992K
11.1K $5.38B
NVDA
Nvidia Corp

Technology
2.94K
+ 8.06%
$179.83 - $207.04 $529K - $609K
39.4K $7.35B
AVGO
Broadcom Inc.

Technology
1.09K
+ 14.48%
$324.63 - $385.98 $354K - $421K
8.63K $2.99B
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 62.37%
$320.52 - $369.92 $465K - $536K
3.78K $1.25B
META
Meta Platforms, Inc.

Communication Services
1.33K
+ 22.27%
$609.01 - $751.67 $809K - $998K
7.29K $4.81B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.54K
+ 8.09%
$119.13 - $120.38 $422K - $427K
47.4K $5.65B
FCX
Freeport Mcmoran Inc

Basic Materials
6.48K
+ 95.27%
$38.65 - $43.31 $250K - $281K
13.3K $675M
SPGI
S&P Global Inc.

Financial Services
650
+ 83.12%
$472.05 - $502.96 $307K - $327K
1.43K $748M
TRMB
Trimble Inc.

Technology
3.95K
+ 92.0%
$75.63 - $82.19 $299K - $325K
8.25K $647M
RELX
Relx PLC

Communication Services
7.82K
+ 128.49%
$41.33 - $47.07 $323K - $368K
13.9K $562M
CTVA
Corteva, Inc.

Basic Materials
3.66K
+ 95.83%
$61.0 - $66.48 $223K - $243K
7.47K $501M
HUBB
Hubbell Inc

Industrials
510
+ 79.69%
$408.46 - $472.57 $208K - $241K
1.15K $511M
WTRG
Essential Utilities, Inc.

Utilities
6.12K
+ 84.29%
$38.08 - $41.93 $233K - $257K
13.4K $513M
CRS
Carpenter Technology Corp

Industrials
447
+ 52.16%
$238.12 - $332.01 $106K - $148K
1.3K $411M
UBER
Uber Technologies, Inc

Technology
2.73K
+ 104.6%
$91.62 - $100.1 $250K - $273K
5.34K $436M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.37K
+ 34.05%
$79.54 - $103.8 $109K - $142K
5.37K $557M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.53K
+ 11.27%
$110.58 - $112.2 $169K - $171K
15.1K $1.66B
NUE
Nucor Corp

Basic Materials
433
+ 18.06%
$131.78 - $154.43 $57.1K - $66.9K
2.83K $462M
C
Citigroup Inc

Financial Services
553
+ 12.23%
$93.93 - $102.87 $51.9K - $56.9K
5.07K $592M
RRX
Regal Rexnord Corp

Industrials
948
+ 64.18%
$132.77 - $150.63 $126K - $143K
2.43K $340M
DHI
Horton D R Inc

Consumer Cyclical
1.57K
+ 39.25%
$142.43 - $174.95 $223K - $274K
5.57K $802M
IQV
Iqvia Holdings Inc.

Healthcare
258
+ 17.09%
$198.17 - $223.55 $51.1K - $57.7K
1.77K $399M
Bunge Global Sa
783
+ 18.1%
N/A
5.11K $455M
ROK
Rockwell Automation, Inc

Industrials
185
+ 23.42%
$333.75 - $394.54 $61.7K - $73K
975 $379M
NBIX
Neurocrine Biosciences Inc

Healthcare
663
+ 14.86%
$136.63 - $154.8 $90.6K - $103K
5.13K $727M
TDY
Teledyne Technologies Inc

Technology
278
+ 47.85%
$501.23 - $593.62 $139K - $165K
859 $439M
SNPS
Synopsys Inc

Technology
235
+ 36.72%
$389.83 - $489.36 $91.6K - $115K
875 $411M
BUZZ
Vaneck ETF Tr Vaneck Social Se
4.75K
+ 25.9%
N/A
23.1K $751M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
943
+ 2.7%
N/A
35.8K $2.42B
CRH.L
Crh PLC

Basic Materials
514
+ 19.95%
N/A
3.09K $386M
MMSI
Merit Medical Systems Inc

Healthcare
349
+ 6.58%
$78.99 - $89.39 $27.6K - $31.2K
5.65K $498M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
228
+ 24.33%
$245.79 - $258.02 $56K - $58.8K
1.17K $292M
VMC
Vulcan Materials CO

Basic Materials
233
+ 24.15%
$280.58 - $309.07 $65.4K - $72K
1.2K $342M
LSCC
Lattice Semiconductor Corp

Technology
509
+ 17.53%
$62.51 - $74.58 $31.8K - $38K
3.41K $251M
PINS
Pinterest, Inc.

Communication Services
4.6K
+ 35.05%
$25.75 - $35.24 $118K - $162K
17.7K $459M
VEA
Vanguard Ftse Developed Market

ETFs
175
+ 2.46%
$59.18 - $62.09 $10.4K - $10.9K
7.29K $456M
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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