Whalen Wealth Management Inc.
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Las Vegas, NV
CIK
0001894447
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
112
134,993
JAAA, SHV, SHYG, NVDA
13F-HR
4/24/2024
000189444724000003
Q4 2023
103
111,021
SHV, JAAA, AGG, META
13F-HR
2/13/2024
000189444724000002