Whalen Wealth Management Inc. New Holdings in Q1 2025

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
110K
New
$77.7 - $78.94 $8.54M - $8.68M
110K $8.68B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
56.6K
New
$117.4 - $131.02 $6.64M - $7.41M
56.6K $6.77B
XLF
Financial Sector Spdr

ETFs
104K
New
$47.32 - $52.19 $4.92M - $5.42M
104K $5.17B
DFIV
Dimensional ETF Tr

ETFs
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
Ishares Barclays 0 5 Year Tips

ETFs
29.1K
New
$100.59 - $103.47 $2.92M - $3.01M
29.1K $3.01B
Janus Detroit Str Tr
53.1K
New
N/A
53.1K $2.78B
BUG
Global X Fds Cybersecurity ETF

ETFs
69.6K
New
$31.56 - $36.78 $2.2M - $2.56M
69.6K $2.25B
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
35.5K
New
$58.31 - $62.66 $2.07M - $2.22M
35.5K $2.18B
KCE
Spdr S&P Capital Markets ETF

ETFs
17K
New
$122.39 - $146.44 $2.08M - $2.49M
17K $2.15B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
39.9K
New
$47.08 - $50.67 $1.88M - $2.02M
39.9K $2B
VO
Vanguard Mid Cap ETF

ETFs
4.96K
New
$251.87 - $277.95 $1.25M - $1.38M
4.96K $1.28B
KWEB
Kraneshares Tr Csi China Inter

ETFs
35.5K
New
$27.29 - $38.29 $968K - $1.36M
35.5K $1.24B
EWG
Ishares Msci Germany ETF

ETFs
27.5K
New
$31.57 - $39.31 $868K - $1.08M
27.5K $1.02B
CF
Cf Industries Holdings, Inc.

Basic Materials
11.5K
New
$75.03 - $97.25 $865K - $1.12M
11.5K $901M
UNP
Union Pacific Corp

Industrials
3.58K
New
$225.21 - $254.42 $806K - $911K
3.58K $846M
VEEV
Veeva Systems Inc

Healthcare
2.78K
New
$210.58 - $246.8 $585K - $686K
2.78K $644M
VMC
Vulcan Materials CO

Basic Materials
2.75K
New
$220.9 - $277.54 $608K - $764K
2.75K $642M
EMR
Emerson Electric CO

Industrials
5.77K
New
$108.64 - $131.17 $627K - $756K
5.77K $632M
DD
Du Pont De Nemours, Inc.

Basic Materials
8.36K
New
$72.7 - $84.32 $608K - $705K
8.36K $625M
WMB
Williams Companies, Inc.

Energy
9.17K
New
$54.02 - $61.09 $496K - $560K
9.17K $548M
BKR
Baker Hughes CO

Energy
12.4K
New
$41.16 - $48.85 $510K - $605K
12.4K $544M
XOM
Exxon Mobil Corp

Energy
4.53K
New
$105.44 - $118.93 $478K - $539K
4.53K $539M
SPOT
Spotify Technology S.A.

Communication Services
905
New
$457.79 - $648.32 $414K - $587K
905 $498M
Simplify Exchange Traded Fun
9.28K
New
N/A
9.28K $496M
CPRT
Copart Inc

Consumer Cyclical
8.18K
New
$52.3 - $59.83 $428K - $490K
8.18K $463M
Bunge Global Sa
5.86K
New
N/A
5.86K $448M
STAG
Stag Industrial, Inc.

Real Estate
12.2K
New
$32.39 - $37.07 $395K - $452K
12.2K $440M
RYN
Rayonier Inc

Real Estate
15.5K
New
$24.95 - $28.24 $386K - $437K
15.5K $431M
APO
Apollo Global Management, Inc.

Financial Services
3.14K
New
$126.01 - $172.06 $395K - $540K
3.14K $429M
THC
Tenet Healthcare Corp

Healthcare
3.19K
New
$119.51 - $144.98 $381K - $463K
3.19K $429M
WY
Weyerhaeuser CO

Real Estate
14.6K
New
$27.29 - $31.39 $399K - $459K
14.6K $428M
ADSK
Autodesk, Inc.

Technology
1.63K
New
N/A
1.63K $427M
Reddit Inc
4.05K
New
N/A
4.05K $425M
ISRG
Intuitive Surgical Inc

Healthcare
856
New
$476.63 - $610.45 $408K - $523K
856 $424M
REXR
Rexford Industrial Realty, Inc.

Real Estate
10.8K
New
$37.17 - $41.44 $401K - $447K
10.8K $422M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.05K
New
$203.38 - $274.79 $417K - $564K
2.05K $422M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
26.3K
New
$14.67 - $22.01 $386K - $579K
26.3K $404M
GPS
Gap Inc

Consumer Cyclical
18.5K
New
N/A
18.5K $381M
Flutter Entmt PLC
1.71K
New
N/A
1.71K $380M
Atlassian Corporation
1.76K
New
N/A
1.76K $373M
NTRA
Natera, Inc.

Healthcare
2.04K
New
$132.63 - $177.0 $271K - $361K
2.04K $289M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.17K
New
$196.12 - $229.48 $229K - $268K
1.17K $236M
INSM
Insmed Inc

Healthcare
2.85K
New
$65.25 - $83.83 $186K - $238K
2.85K $217M
NUE
Nucor Corp

Basic Materials
1.72K
New
$114.48 - $142.52 $196K - $244K
1.72K $206M
Activity Summary
Buys All Purchases 96 New Holdings 46 Increased Positions 50 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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