Whelan Financial Incresed Positions in Q4 2024

Whelan Financial

  • $254 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.46K
+ 34.62%
$221.69 - $259.02 $1.65M - $1.93M
29K $7.26M
NVDA
Nvidia Corp

Technology
10K
+ 61.42%
$117.0 - $148.88 $1.17M - $1.49M
26.4K $3.54M
MSFT
Microsoft Corp

Technology
2.71K
+ 66.25%
$406.35 - $454.46 $1.1M - $1.23M
6.79K $2.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 25.06%
$180.88 - $232.93 $285K - $366K
7.85K $1.72M
AVGO
Broadcom Inc.

Technology
1.55K
+ 50.99%
$159.67 - $250.0 $248K - $388K
4.59K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
405
+ 31.84%
$213.65 - $479.86 $86.5K - $194K
1.68K $677K
META
Meta Platforms, Inc.

Communication Services
508
+ 20.97%
$554.08 - $632.68 $281K - $321K
2.93K $1.73M
GOOG
Alphabet Inc.

Communication Services
892
+ 27.79%
$163.08 - $198.16 $145K - $177K
4.1K $781K
COST
Costco Wholesale Corp

Consumer Defensive
195
+ 25.97%
$873.59 - $994.69 $170K - $194K
946 $866K
IOO
Ishares Tr Global 100 ETF

ETFs
1.1K
+ 2.46%
$97.46 - $103.45 $107K - $113K
45.6K $4.59M
GOOGL
Alphabet Inc.

Communication Services
430
+ 12.25%
$161.86 - $196.66 $69.6K - $84.6K
3.94K $745K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
332
+ 25.64%
$442.29 - $483.08 $147K - $160K
1.63K $737K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.21%
$205.18 - $250.29 $1.44K - $1.75K
3.28K $785K
ORCL
Oracle Corp

Technology
462
+ 33.02%
$165.41 - $192.43 $76.4K - $88.9K
1.86K $310K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.74%
$280.04 - $302.45 $14K - $15.1K
6.8K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
159
+ 30.06%
$385.02 - $431.37 $61.2K - $68.6K
688 $267K
IBM
International Business Machines Corp

Technology
238
+ 18.17%
$204.9 - $238.04 $48.8K - $56.7K
1.55K $340K
WMT
Walmart Inc.

Consumer Defensive
97
+ 2.29%
$79.1 - $95.7 $7.67K - $9.28K
4.34K $392K
PG
Procter & Gamble CO

Consumer Defensive
358
+ 13.5%
$161.05 - $179.7 $57.7K - $64.3K
3.01K $504K
HTLF
Heartland Financial Usa Inc

Financial Services
3
+ 0.03%
$54.47 - $69.06 $163 - $207
9.04K $554K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.14%
$521.84 - $558.82 $4.7K - $5.03K
798 $429K
CVX
Chevron Corp

Energy
83
+ 2.74%
$141.15 - $162.53 $11.7K - $13.5K
3.12K $451K
SCHA
Schwab Strategic Tr Us Small C

ETFs
37K
+ 99.21%
$25.33 - $51.16 $937K - $1.89M
74.3K $1.92M
XOM
Exxon Mobil Corp

Energy
76
+ 3.2%
$105.51 - $125.37 $8.02K - $9.53K
2.45K $263K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.86K
+ 86.8%
$22.63 - $47.53 $110K - $231K
10.5K $237K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.9K
+ 188.45%
$27.54 - $83.04 $466K - $1.41M
25.9K $717K
LLY
Eli Lilly & CO

Healthcare
28
+ 6.14%
$727.2 - $932.06 $20.4K - $26.1K
484 $373K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.25K
+ 1.58%
$77.86 - $79.27 $253K - $257K
208K $16.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.64K
+ 3.91%
$57.78 - $60.4 $557K - $582K
256K $14.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.26K
+ 3.7%
$71.75 - $75.11 $521K - $545K
203K $14.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.14M
+ 208.07%
$26.93 - $84.95 $30.7M - $96.7M
1.69M $46M
VNQ
Vanguard Specialized Funds Van

ETFs
1.75K
+ 0.7%
$87.85 - $98.6 $154K - $172K
253K $22.5M
Activity Summary
Buys All Purchases 50 New Holdings 17 Increased Positions 33 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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