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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 $149,930,791
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 91,201 $10,074,013 6.72%
2.
Simplify Exchange Traded Fun
 310,696 $9,196,602 6.13%
3.
Vanguard Scottsdale Funds
 109,928 $8,677,716 5.79%
4.
Ishares Trust
 IEF 56,574 $6,773,605 4.52%
5.
Sector Spdr Trust
 XLB 103,875 $5,174,019 3.45%
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)