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Home > Institutional Investor > Whalen Wealth Management Inc. > Profile

Instuitional Investor - Whalen Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Whalen Wealth Management Inc.
Portfolio Value $111,021,755
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 205,773 $22,661,784 20.41%
2.
Janus Detroit Str Tr
 236,640 $11,902,992 10.72%
3.
Ishares Trust
 IEF 53,494 $5,309,296 4.78%
4.
Meta Platforms Inc.
 META 8,040 $2,845,838 2.56%
5.
Alphabet Inc.
 GOOG 15,236 $2,147,209 1.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)