Instuitional Investor - Whalen Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Whalen Wealth Management Inc.
Portfolio Value $186,272,673
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
103,996 $11,455,179 6.15%
2. NVDA 39,430 $7,353,699 3.95%
3.
Ishares Tr
47,368 $5,653,347 3.03%
4. AMZN 23,780 $5,488,912 2.95%
5. MSFT 11,118 $5,376,981 2.89%