Whalen Wealth Management Inc. - Q12026 Holdings

Whalen Wealth Management Inc. holds 174 stocks with a total portfolio value of $ 186.66M as of Q12026. In Q12026, Whalen Wealth Management Inc. added 48 new positions, increased stakes in 63 stocks, reduced 61 holdings, and fully exited 62 positions. The largest holding is Ishares Tr (SHV), representing 5.06% of the total portfolio.