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Home > Institutional Investor > Whalen Wealth Management Inc. > Profile

Instuitional Investor - Whalen Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Whalen Wealth Management Inc.
Portfolio Value $144,356,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 262,678 $28,923,438 20.03%
2.
Ishares Tr - FLTG RATE NT ETF
 153,187 $7,794,155 5.39%
3.
Nvidia Corp
 NVDA 36,644 $4,920,902 3.4%
4.
Amazon Com Inc
 AMZN 20,116 $4,413,249 3.05%
5.
Ishares Tr
 81,035 $4,030,681 2.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)