Whalen Wealth Management Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$144M
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 138 stock holdings with total value $144M as of Q4 2024. Top holdings included SHV, FLOT, NVDA, AMZN, and SLQD.
Holdings Value