Instuitional Investor - Whalen Wealth Management Inc.
Fund Profile
Filing Period:
| Fund Name: | Whalen Wealth Management Inc. |
| Portfolio Value | $171,173,867 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 123,777 | $13,676,075 | 7.99% | |
| 2. | NVDA | 36,490 | $6,808,393 | 3.98% | |
| 3. | Ishares Tr | 117,930 | $5,994,376 | 3.5% | |
| 4. | Ishares Tr | 253,179 | $5,942,103 | 3.47% | |
| 5. | Ishares Tr | 43,824 | $5,237,411 | 3.06% |
Hedge Fund Resource Center 
