Whalen Wealth Management Inc.

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 112 141,409 SHY, SHV, NVDA, AMZN 13F-HR 11/7/2024 000189444724000005
Q2 2024 101 126,176 SHY, SHYG, SHV, AAPL 13F-HR 8/1/2024 000189444724000004
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