Whalen Wealth Management Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$141M
Signature - Title
Andrew J. Whalen - President & CCO
Location
Las Vegas, NV
Summary
This page shows a list of all the recent 13F filings made by Whalen Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whalen Wealth Management Inc. reported 112 stock holdings with total value $141M as of Q3 2024. Top holdings included SHY, SHV, NVDA, AMZN, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 112 $141M +$42.5M -$30.9M +$11.6M SHY, SHV, NVDA, AMZN, JEPI 13F-HR 11/7/2024, 03:47 PM
Q2 2024 101 $126M +$61.6M -$69.1M -$7.51M SHY, SHYG, SHV, AAPL, NVDA 13F-HR 8/1/2024, 02:59 PM
Q1 2024 112 $135M +$60.1M -$42.1M +$18M JAAA, SHV, SHYG, NVDA, AMZN 13F-HR 4/24/2024, 05:57 PM
Q4 2023 103 $111M $0 $0 SHV, JAAA, AGG, META, GOOG 13F-HR 2/13/2024, 08:52 AM