Whalen Wealth Management Inc. Sells in Q4 2025

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-54.1K
- 56.12%
$50.55 - $50.74 $2.73M - $2.74M
42.3K $2.14B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-96.2K
- 37.99%
$23.35 - $23.55 $2.25M - $2.27M
157K $3.67B
SHV
Ishares Tr

ETFs
-19.8K
- 15.98%
$110.15 - $110.49 $2.18M - $2.19M
104K $11.5B
ETN
Eaton Corp PLC

Industrials
-3.94K
- 78.58%
$352.39 - $387.75 $1.39M - $1.53M
1.08K $342M
Goldman Sachs ETF Tr
-21.7K
- 23.53%
N/A
70.7K $3.73B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-46.1K
- 45.2%
$22.61 - $22.94 $1.04M - $1.06M
56K $1.25B
EVR
Evercore Inc.

Financial Services
-3.19K
- 79.81%
$291.66 - $334.01 $930K - $1.06M
806 $274M
LNG
Cheniere Energy, Inc.

Energy
-4.09K
- 73.19%
$205.63 - $235.74 $840K - $963K
1.5K $291M
Ishares Bitcoin Trust ETF
-9.34K
- 53.92%
N/A
7.98K $396M
Canadian Pacific Kansas City
-8.78K
- 51.61%
N/A
8.24K $606M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-2.62K
- 17.06%
$36.05 - $62.76 $94.4K - $164K
12.7K $413M
PANW
Palo Alto Networks Inc

Technology
-1.24K
- 19.71%
$204.77 - $221.38 $255K - $275K
5.07K $933M
GXO
Gxo Logistics, Inc.

Industrials
-5.68K
- 40.81%
$49.53 - $56.21 $281K - $319K
8.24K $434M
Neos ETF Trust
-2.48K
- 31.84%
N/A
5.32K $234M
APO
Apollo Global Management, Inc.

Financial Services
-1.94K
- 37.06%
$118.22 - $133.75 $230K - $260K
3.3K $478M
MTZ
Mastec Inc

Industrials
-876
- 35.05%
$190.08 - $221.36 $167K - $194K
1.62K $353M
APP
App Lovin Corp

Technology
-198
- 22.65%
$552.64 - $704.09 $109K - $139K
676 $455M
NTRA
Natera, Inc.

Healthcare
-1.43K
- 56.69%
$160.21 - $209.5 $229K - $300K
1.09K $251M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.99K
- 41.46%
$71.0 - $74.64 $141K - $149K
2.81K $208M
WMB
Williams Companies, Inc.

Energy
-1.5K
- 13.22%
$56.51 - $64.48 $84.9K - $96.8K
9.86K $592M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-799
- 35.07%
$149.52 - $158.91 $119K - $127K
1.48K $226M
RKT
Rocket Companies, Inc.

Financial Services
-5.52K
- 19.16%
$15.61 - $19.59 $86.2K - $108K
23.3K $451M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-11.6K
- 45.74%
$18.95 - $25.83 $221K - $301K
13.8K $431M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-666
- 19.65%
$524.58 - $588.02 $349K - $392K
2.72K $1.58B
THC
Tenet Healthcare Corp

Healthcare
-252
- 9.86%
$189.58 - $216.17 $47.8K - $54.5K
2.31K $458M
CEG
Constellation Energy Corp

Utilities
-290
- 16.45%
$335.74 - $401.43 $97.4K - $116K
1.47K $520M
PM
Philip Morris International Inc.

Consumer Defensive
-281
- 4.96%
$144.33 - $160.86 $40.6K - $45.2K
5.38K $863M
EXEL
Exelixis, Inc.

Healthcare
-1.39K
- 10.91%
$34.54 - $43.59 $48.1K - $60.7K
11.4K $499M
FLEX
Flex Ltd.

Technology
-746
- 8.29%
$56.13 - $66.1 $41.9K - $49.3K
8.25K $498M
XLV
Select Sector Spdr Fund Health

ETFs
-311
- 12.49%
$141.95 - $152.82 $44.1K - $47.5K
2.18K $337M
RGEN
Repligen Corp

Healthcare
-664
- 19.47%
$142.82 - $166.33 $94.8K - $110K
2.75K $450M
RL
Ralph Lauren Corp

Consumer Cyclical
-190
- 12.24%
$309.29 - $340.21 $58.8K - $64.6K
1.36K $481M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11
- 0.23%
$82.69 - $83.12 $910 - $914
4.69K $389M
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 1.75%
$653.02 - $687.39 $20.9K - $22K
1.8K $1.23B
ZM
Zoom Video Communications, Inc.

Technology
-162
- 2.77%
$79.17 - $87.23 $12.8K - $14.1K
5.69K $491M
LLY
Eli Lilly & CO

Healthcare
-722
- 28.3%
$799.57 - $1025.28 $577K - $740K
1.83K $1.97B
GOOGL
Alphabet Inc.

Communication Services
-2.13K
- 21.5%
$236.57 - $291.31 $503K - $620K
7.77K $2.43B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-141
- 18.73%
$557.73 - $694.99 $78.6K - $98K
612 $472M
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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