Whalen Wealth Management
Latest statistics and disclosures from Whalen Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SHV, IEI, AMZN, AAPL, and represent 16.93% of Whalen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, SHY, GEV, PANW, CVX, XBI, RTX, MRVL, IBM, BRK.B.
- Started 51 new stock positions in ROBO, FITB, VUG, SOUN, QCOM, SPEM, UUUU, LUV, BNY, PANW.
- Reduced shares in these 10 stocks: MU, USFR, AVGO, PHM, , LRCX, MSFT, NVDA, INTC, TYA.
- Sold out of its positions in T, ABT, AKAM, BABA, AXP, Ascendis Pharma A S, DECK, DFAT, DFUV, HIMS.
- Whalen Wealth Management was a net buyer of stock by $11M.
- Whalen Wealth Management has $222M in assets under management (AUM), dropping by 19.06%.
- Central Index Key (CIK): 0001894447
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Portfolio Holdings for Whalen Wealth Management
Whalen Wealth Management holds 195 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.9 | $8.6M | -9% | 43k | 200.09 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.9 | $8.6M | -8% | 78k | 110.35 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.5 | $7.7M | +5% | 66k | 117.45 |
|
| Amazon (AMZN) | 2.9 | $6.5M | +2% | 27k | 238.34 |
|
| Apple (AAPL) | 2.8 | $6.2M | -11% | 22k | 289.35 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 2.4 | $5.3M | -2% | 95k | 55.57 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.3 | $5.0M | 89k | 56.48 |
|
|
| Meta Platforms Cl A (META) | 2.0 | $4.4M | +20% | 7.8k | 563.32 |
|
| Wal-Mart Stores (WMT) | 1.9 | $4.1M | +372% | 37k | 113.26 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 1.8 | $4.1M | 202k | 20.19 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $3.9M | -19% | 10k | 373.02 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $3.6M | 157k | 23.16 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.5M | +33% | 11k | 327.32 |
|
| Ge Vernova (GEV) | 1.5 | $3.3M | +132% | 2.8k | 1174.86 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.4 | $3.2M | -5% | 63k | 50.49 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $3.1M | +9% | 2.6k | 1199.46 |
|
| Ishares Tr Mbs Etf (MBB) | 1.2 | $2.7M | 29k | 94.52 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.7M | -22% | 7.6k | 357.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $2.5M | +23% | 3.6k | 686.85 |
|
| Chevron Corporation (CVX) | 1.1 | $2.4M | +168% | 15k | 165.76 |
|
| Visa Com Cl A (V) | 1.1 | $2.4M | +74% | 7.0k | 343.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.4M | -19% | 6.7k | 353.34 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $2.3M | +168% | 12k | 189.73 |
|
| Broadcom (AVGO) | 1.0 | $2.3M | -43% | 6.0k | 377.74 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $2.2M | +595% | 27k | 82.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.1M | +129% | 4.2k | 500.39 |
|
| Advanced Micro Devices (AMD) | 0.9 | $2.1M | -26% | 3.6k | 580.86 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $2.0M | +11% | 18k | 109.43 |
|
| UnitedHealth (UNH) | 0.9 | $1.9M | -10% | 4.7k | 415.63 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.9 | $1.9M | 43k | 44.99 |
|
|
| Caterpillar (CAT) | 0.9 | $1.9M | -27% | 1.8k | 1064.90 |
|
| International Business Machines (IBM) | 0.8 | $1.8M | +217% | 6.5k | 281.21 |
|
| Micron Technology (MU) | 0.8 | $1.8M | -58% | 1.6k | 1154.06 |
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.8 | $1.8M | +4% | 17k | 106.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.8M | -17% | 3.5k | 513.61 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.8 | $1.7M | +595% | 11k | 158.25 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.8 | $1.7M | 26k | 67.24 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.7M | -11% | 1.8k | 935.23 |
|
| Bank of America Corporation (BAC) | 0.7 | $1.6M | -6% | 29k | 56.98 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.6M | NEW | 4.7k | 341.02 |
|
| Merck & Co (MRK) | 0.7 | $1.6M | +44% | 13k | 128.50 |
|
| Netflix (NFLX) | 0.7 | $1.5M | +36% | 22k | 71.40 |
|
| Intel Corporation (INTC) | 0.7 | $1.5M | -36% | 11k | 139.63 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.5M | +90% | 5.7k | 253.97 |
|
| Flex Ord (FLEX) | 0.6 | $1.4M | -30% | 8.9k | 162.07 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $1.4M | +5% | 14k | 100.67 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | +54% | 10k | 136.73 |
|
| Philip Morris International (PM) | 0.6 | $1.4M | +35% | 7.7k | 180.91 |
|
| Tesla Motors (TSLA) | 0.6 | $1.4M | +4% | 3.2k | 420.59 |
|
| Marvell Technology (MRVL) | 0.6 | $1.3M | NEW | 4.5k | 297.89 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.3M | +11% | 8.9k | 146.54 |
|
| Ge Aerospace Com New (GE) | 0.6 | $1.3M | +23% | 3.4k | 373.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.3M | 1.7k | 746.96 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $1.2M | +71% | 49k | 25.56 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.2M | -45% | 2.8k | 433.41 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.2M | -12% | 10k | 116.67 |
|
| Applied Materials (AMAT) | 0.5 | $1.2M | -12% | 1.7k | 722.93 |
|
| Wells Fargo & Company (WFC) | 0.5 | $1.2M | +27% | 14k | 82.64 |
|
| Dell Technologies CL C (DELL) | 0.5 | $1.2M | NEW | 2.7k | 431.48 |
|
| Morgan Stanley Com New (MS) | 0.5 | $1.2M | -14% | 5.6k | 209.04 |
|
| Sandisk Corp (SNDK) | 0.5 | $1.1M | NEW | 503.00 | 2273.73 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.5 | $1.1M | 9.1k | 122.29 |
|
|
| Texas Instruments Incorporated (TXN) | 0.5 | $1.1M | NEW | 3.5k | 298.04 |
|
| Neurocrine Biosciences (NBIX) | 0.5 | $1.0M | -4% | 6.2k | 168.54 |
|
| Kla Corp Com New (KLAC) | 0.5 | $1.0M | NEW | 3.3k | 301.71 |
|
| Cisco Systems (CSCO) | 0.5 | $1.0M | 8.5k | 117.46 |
|
|
| Home Depot (HD) | 0.4 | $989k | 2.8k | 352.72 |
|
|
| Hldgs (UAL) | 0.4 | $975k | -5% | 7.2k | 135.99 |
|
| Citigroup Com New (C) | 0.4 | $974k | -2% | 7.0k | 139.96 |
|
| Linde SHS (LIN) | 0.4 | $966k | +5% | 1.9k | 518.94 |
|
| Ralph Lauren Corp Cl A (RL) | 0.4 | $940k | +5% | 2.3k | 401.46 |
|
| Abbvie (ABBV) | 0.4 | $931k | +24% | 3.7k | 251.64 |
|
| Coca-Cola Company (KO) | 0.4 | $866k | +37% | 11k | 81.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $862k | 2.8k | 302.97 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $854k | +46% | 5.8k | 146.64 |
|
| Goldman Sachs (GS) | 0.4 | $829k | -21% | 820.00 | 1011.18 |
|
| Analog Devices (ADI) | 0.4 | $819k | -8% | 2.1k | 397.17 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $816k | -12% | 590.00 | 1382.97 |
|
| MasTec (MTZ) | 0.4 | $812k | +27% | 2.0k | 416.06 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $801k | NEW | 8.5k | 94.57 |
|
| Eaton Corp SHS (ETN) | 0.4 | $790k | +34% | 1.9k | 426.12 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.4 | $783k | -8% | 9.7k | 80.46 |
|
| Williams Companies (WMB) | 0.3 | $733k | +2% | 9.9k | 74.34 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $723k | +40% | 12k | 62.89 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $701k | +26% | 1.9k | 368.38 |
|
| L3harris Technologies (LHX) | 0.3 | $684k | +49% | 2.4k | 290.59 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $651k | +15% | 6.5k | 100.28 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $626k | +31% | 1.8k | 342.83 |
|
| Bwx Technologies (BWXT) | 0.3 | $607k | +9% | 3.1k | 194.65 |
|
| Halozyme Therapeutics (HALO) | 0.3 | $602k | +18% | 7.7k | 78.27 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $589k | -44% | 1.1k | 515.43 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $575k | +26% | 8.1k | 71.25 |
|
| Merit Medical Systems (MMSI) | 0.3 | $571k | +40% | 8.2k | 69.34 |
|
| Tenet Healthcare Corp Com New (THC) | 0.3 | $563k | +58% | 3.0k | 187.07 |
|
| Exelixis (EXEL) | 0.3 | $556k | 10k | 54.41 |
|
|
| Walt Disney Company (DIS) | 0.3 | $556k | +91% | 5.8k | 96.26 |
|
| Kraneshares Trust Sse Star Mrkt 50 (KSTR) | 0.2 | $552k | NEW | 17k | 32.35 |
|
| Insulet Corporation (PODD) | 0.2 | $541k | +95% | 3.6k | 152.26 |
|
| Toast Cl A (TOST) | 0.2 | $540k | +15% | 19k | 27.82 |
|
| Elanco Animal Health (ELAN) | 0.2 | $537k | +27% | 22k | 24.61 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $535k | +136% | 802.00 | 666.90 |
|
| Natera (NTRA) | 0.2 | $534k | NEW | 2.0k | 271.45 |
|
| Universal Hlth Svcs CL B (UHS) | 0.2 | $534k | NEW | 3.6k | 148.69 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $530k | NEW | 28k | 19.12 |
|
| Quanta Services (PWR) | 0.2 | $529k | +68% | 734.00 | 720.04 |
|
| Pitney Bowes (PBI) | 0.2 | $526k | NEW | 30k | 17.52 |
|
| United Therapeutics Corporation (UTHR) | 0.2 | $512k | +11% | 944.00 | 541.85 |
|
| Evercore Class A (EVR) | 0.2 | $508k | -6% | 1.5k | 341.44 |
|
| Materion Corporation (MTRN) | 0.2 | $503k | -6% | 1.7k | 297.39 |
|
| Axon Enterprise (AXON) | 0.2 | $502k | NEW | 896.00 | 560.61 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $502k | NEW | 779.00 | 644.29 |
|
| UMB Financial Corporation (UMBF) | 0.2 | $501k | -6% | 3.5k | 142.76 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $499k | -8% | 2.0k | 245.28 |
|
| Pulte (PHM) | 0.2 | $496k | -74% | 3.6k | 137.21 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $487k | +26% | 8.4k | 58.20 |
|
| Mp Materials Corp Com Cl A (MP) | 0.2 | $475k | NEW | 8.5k | 56.01 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $465k | +82% | 14k | 34.50 |
|
| Darden Restaurants (DRI) | 0.2 | $465k | NEW | 2.3k | 206.01 |
|
| Chewy Cl A (CHWY) | 0.2 | $465k | +43% | 24k | 19.65 |
|
| Vulcan Materials Company (VMC) | 0.2 | $462k | NEW | 1.6k | 295.01 |
|
| TJX Companies (TJX) | 0.2 | $456k | +26% | 3.0k | 151.49 |
|
| CRH Ord (CRH) | 0.2 | $450k | -37% | 4.2k | 107.00 |
|
| Allegro Microsystems Ord (ALGM) | 0.2 | $446k | NEW | 6.4k | 69.62 |
|
| Fifth Third Ban (FITB) | 0.2 | $444k | NEW | 7.9k | 56.37 |
|
| Universal Technical Institute (UTI) | 0.2 | $441k | -51% | 10k | 42.77 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $438k | +30% | 1.8k | 239.01 |
|
| Benchmark Electronics (BHE) | 0.2 | $428k | -35% | 4.3k | 98.67 |
|
| Zoom Communications Cl A (ZM) | 0.2 | $427k | -17% | 5.0k | 86.31 |
|
| Essential Properties Realty reit (EPRT) | 0.2 | $422k | NEW | 14k | 29.85 |
|
| Intercontinental Exchange (ICE) | 0.2 | $422k | +28% | 3.4k | 123.11 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $418k | -5% | 4.7k | 88.60 |
|
| Apollo Global Mgmt (APO) | 0.2 | $414k | NEW | 3.5k | 118.31 |
|
| Anthem (ELV) | 0.2 | $412k | 1.1k | 386.73 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $408k | -56% | 5.4k | 74.89 |
|
| United Rentals (URI) | 0.2 | $402k | NEW | 355.00 | 1132.89 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $398k | -5% | 12k | 33.88 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $396k | -62% | 12k | 33.29 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $392k | -85% | 7.8k | 50.35 |
|
| Corteva (CTVA) | 0.2 | $388k | +27% | 4.6k | 84.69 |
|
| Vistra Energy (VST) | 0.2 | $388k | +15% | 2.4k | 158.63 |
|
| Global X Fds Glbx Msci Colum (COLO) | 0.2 | $374k | NEW | 9.0k | 41.65 |
|
| Lincoln Educational Services Corporation (LINC) | 0.2 | $372k | NEW | 7.5k | 49.90 |
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.2 | $372k | NEW | 14k | 26.39 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $370k | -46% | 738.00 | 501.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $367k | +44% | 2.5k | 148.30 |
|
| Altria (MO) | 0.2 | $352k | -31% | 4.9k | 71.95 |
|
| Rocket Cos Com Cl A (RKT) | 0.2 | $346k | -44% | 22k | 15.75 |
|
| Union Pacific Corporation (UNP) | 0.2 | $344k | -5% | 1.3k | 272.00 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $337k | -6% | 3.9k | 86.65 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $335k | NEW | 3.1k | 106.73 |
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $334k | NEW | 3.7k | 91.30 |
|
| Nrg Energy Com New (NRG) | 0.1 | $333k | +6% | 2.3k | 146.06 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $329k | +13% | 6.5k | 50.58 |
|
| Qualcomm (QCOM) | 0.1 | $327k | NEW | 1.8k | 184.79 |
|
| Ishares Msci Chile Etf (ECH) | 0.1 | $327k | NEW | 8.2k | 39.70 |
|
| Talen Energy Corp (TLN) | 0.1 | $324k | -16% | 843.00 | 384.26 |
|
| Brinker International (EAT) | 0.1 | $316k | -39% | 1.9k | 168.00 |
|
| Nucor Corporation (NUE) | 0.1 | $312k | -6% | 1.4k | 222.75 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.1 | $312k | -5% | 4.0k | 77.87 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $310k | NEW | 2.1k | 144.61 |
|
| Cme (CME) | 0.1 | $306k | NEW | 1.4k | 220.83 |
|
| Cameco Corporation (CCJ) | 0.1 | $304k | NEW | 3.0k | 101.86 |
|
| Constellation Energy (CEG) | 0.1 | $303k | +9% | 1.2k | 248.39 |
|
| Neos Etf Trust Bitc Hig Inc Etf (BTCI) | 0.1 | $299k | -38% | 11k | 26.86 |
|
| Cognex Corporation (CGNX) | 0.1 | $295k | NEW | 4.1k | 72.42 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $289k | NEW | 13k | 22.26 |
|
| Amkor Technology (AMKR) | 0.1 | $282k | -60% | 3.3k | 86.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $274k | +2% | 4.6k | 59.69 |
|
| EQT Corporation (EQT) | 0.1 | $267k | NEW | 5.0k | 53.17 |
|
| Century Aluminum Company (CENX) | 0.1 | $265k | NEW | 5.8k | 46.01 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $263k | -65% | 5.8k | 45.12 |
|
| Powell Industries (POWL) | 0.1 | $261k | +58% | 913.00 | 286.36 |
|
| Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) | 0.1 | $260k | 2.5k | 105.57 |
|
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $258k | NEW | 3.4k | 75.27 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $256k | NEW | 1.5k | 170.86 |
|
| Cleveland-cliffs (CLF) | 0.1 | $254k | NEW | 27k | 9.39 |
|
| Globalfoundries Ordinary Shares (GFS) | 0.1 | $253k | -41% | 3.1k | 82.41 |
|
| Host Hotels & Resorts (HST) | 0.1 | $249k | -26% | 11k | 23.71 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $244k | -5% | 4.4k | 55.50 |
|
| Southern Company (SO) | 0.1 | $242k | 2.5k | 95.71 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $242k | NEW | 2.8k | 85.66 |
|
| CECO Environmental (CECO) | 0.1 | $241k | -62% | 2.7k | 90.74 |
|
| Microchip Technology (MCHP) | 0.1 | $237k | NEW | 2.6k | 91.20 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $232k | -5% | 4.6k | 50.70 |
|
| Six Flags Entertainment Corp (FUN) | 0.1 | $232k | NEW | 11k | 21.30 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $228k | NEW | 4.4k | 51.78 |
|
| Centene Corporation (CNC) | 0.1 | $221k | NEW | 3.4k | 64.19 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $215k | NEW | 2.3k | 92.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $214k | NEW | 2.5k | 86.15 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $214k | NEW | 633.00 | 338.15 |
|
| Southwest Airlines (LUV) | 0.1 | $214k | NEW | 4.2k | 51.42 |
|
| Soundhound Ai Class A Com (SOUN) | 0.1 | $178k | NEW | 28k | 6.47 |
|
| Energy Fuels Com New (UUUU) | 0.1 | $149k | NEW | 10k | 14.50 |
|
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.1 | $142k | +46% | 41k | 3.49 |
|
| DNP Select Income Fund (DNP) | 0.1 | $114k | NEW | 11k | 10.79 |
|
Past Filings by Whalen Wealth Management
SEC 13F filings are viewable for Whalen Wealth Management going back to 2024
- Whalen Wealth Management 2026 Q2 filed Aug. 13, 2026
- Whalen Wealth Management 2026 Q1 filed April 13, 2026
- Whalen Wealth Management 2025 Q4 filed Jan. 20, 2026
- Whalen Wealth Management 2025 Q3 filed Oct. 9, 2025
- Whalen Wealth Management 2025 Q2 filed Aug. 4, 2025
- Whalen Wealth Management 2025 Q1 filed April 22, 2025
- Whalen Wealth Management 2024 Q4 filed Jan. 17, 2025
- Whalen Wealth Management 2024 Q3 filed Nov. 7, 2024
- Whalen Wealth Management 2024 Q2 filed Aug. 1, 2024
- Whalen Wealth Management 2024 Q1 filed April 25, 2024