Whalen Wealth Management Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $204.8K | 0.1% |
| ISHARES TR | $206.6K | 0.1% |
| Xenon Pharmaceuticals Inc. | $208.0K | 0.1% |
| DIMENSIONAL ETF TRUST | $208.5K | 0.1% |
| ISHARES TR | $215.5K | 0.1% |
| Nuvalent, Inc. | $216.1K | 0.1% |
| SOUTHERN CO | $220.4K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $226.3K | 0.1% |
| VANGUARD INDEX FDS | $231.9K | 0.1% |
| Arcutis Biotherapeutics, Inc. | $232.7K | 0.1% |
| NEOS ETF TRUST | $234.0K | 0.1% |
| STARWOOD PROPERTY TRUST, INC. | $236.5K | 0.1% |
| GLOBAL X FDS | $237.7K | 0.1% |
| Alignment Healthcare, Inc. | $238.6K | 0.1% |
| Targa Resources Corp | $243.5K | 0.1% |
| SELECT SECTOR SPDR TR | $246.0K | 0.1% |
| Natera, Inc. | $250.6K | 0.1% |
| LATTICE SEMICONDUCTOR CORP | $251.1K | 0.1% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $268.8K | 0.1% |
| LPL Financial Holdings Inc. | $273.2K | 0.1% |
| Evercore Inc | $274.2K | 0.1% |
| Novanta Inc | $285.3K | 0.2% |
| UNIVERSAL TECHNICAL INSTITUTE INC | $287.1K | 0.2% |
| Baker Hughes Co | $287.9K | 0.2% |
| Cheniere Energy, Inc. | $290.8K | 0.2% |
| iShares MSCI UAE ETF | $291.6K | 0.2% |
| VANGUARD MUN BD FDS | $296.6K | 0.2% |
| Hudbay Minerals Inc. | $299.7K | 0.2% |
| COHERENT CORP | $304.9K | 0.2% |
| ASE Technology Holding Co., Ltd.ASX | $307.5K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $310.4K | 0.2% |
| POWELL INDUSTRIES INC | $321.3K | 0.2% |
| United Airlines Holdings Inc | $325.5K | 0.2% |
| DIMENSIONAL ETF TRUST | $326.6K | 0.2% |
| RBC Bearings Inc | $330.5K | 0.2% |
| TETRA TECH INC | $334.9K | 0.2% |
| SELECT SECTOR SPDR TR | $337.2K | 0.2% |
| Marriott International Inc/MD | $337.5K | 0.2% |
| DIMENSIONAL ETF TRUST | $339.3K | 0.2% |
| REGAL REXNORD CORP | $340.3K | 0.2% |
| Vulcan Materials Co | $341.7K | 0.2% |
| Eaton Corp plc | $342.4K | 0.2% |
| MASTEC INC | $352.8K | 0.2% |
| Elevance Health Inc | $373.0K | 0.2% |
| LAS VEGAS SANDS CORP | $379.1K | 0.2% |
| Rockwell Automation Inc | $379.3K | 0.2% |
| ISHARES TR | $379.5K | 0.2% |
| CRH PUBLIC LTD CO | $385.8K | 0.2% |
| SCHWAB CHARLES CORP | $386.5K | 0.2% |
| ISHARES TR | $388.5K | 0.2% |