List of top 200 securities held by Whalen Wealth Management Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-04-22 17:15:28
Total Holdings: 200
Assets Under Management (AUM) :
$6,282,695,082 ($6.283B)
Reporting Manager: Robert Ross
Address:
10 WILSEY SQUARE SUITE 200
RIDGEWOOD, NJ 07450
Since 2013-06-30: total money flow = $3.836B, gains and losses = $2.008B
| 1 | BROADCOM INC AVGO | 2024Q4 | 1,250,600 | $289.939M ($231.84) | 4.61% |  | | History |
| 2 | APPLE INC AAPL | 2024Q4 | 1,024,384 | $256.526M ($250.42) | 4.08% | | | History |
| 3 | MICROSOFT CORP MSFT | 2024Q4 | 596,799 | $251.551M ($421.50) | 4.00% | | | History |
| 4 | NVIDIA CORP NVDA | 2024Q4 | 989,061 | $132.821M ($134.29) | 2.11% | | | History |
| 5 | BLACKSTONE INC BX | 2024Q4 | 748,014 | $128.973M ($172.42) | 2.05% | | | History |
| 6 | JPMORGAN CHASE & CO JPM | 2024Q4 | 442,024 | $105.958M ($239.71) | 1.69% | | | History |
| 7 | AMAZON COM INC AMZN | 2024Q4 | 479,782 | $105.259M ($219.39) | 1.68% | | | History |
| 8 | ABBVIE INC ABBV | 2024Q4 | 567,558 | $100.855M ($177.70) | 1.61% | | | History |
| 9 | ALPHABET INC CAP STK GOOG | 2024Q4 | 503,464 | $95.88M ($190.44) | 1.53% | | | History |
| 10 | INTL BUSINESS MACHINES CORP IBM | 2024Q4 | 371,824 | $81.738M ($219.83) | 1.30% | | | History |
Showing 1 to 10 of 200 entries
×