Whalen Wealth Management Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| COCA COLA CO | $516.6K | 0.3% |
| PEPSICO INC | $518.7K | 0.3% |
| Constellation Energy Corp | $520.4K | 0.3% |
| PROCTER & GAMBLE Co | $537.6K | 0.3% |
| DECKERS OUTDOOR CORP | $557.1K | 0.3% |
| RELX PLC | $562.4K | 0.3% |
| NASDAQ, Inc. | $585.8K | 0.3% |
| CITIGROUP INC | $592.0K | 0.3% |
| Williams Cos Inc/The | $592.4K | 0.3% |
| SIMPLIFY EXCHANGE TRADED FUN | $595.9K | 0.3% |
| CANADIAN PACIFIC KANSAS CITY | $606.3K | 0.3% |
| GRANITE CONSTRUCTION INC | $622.5K | 0.3% |
| ANALOG DEVICES INC | $625.1K | 0.3% |
| TRIMBLE INC. | $646.5K | 0.3% |
| FREEPORT-MCMORAN INC | $674.7K | 0.4% |
| MCDONALD'S CORP | $691.0K | 0.4% |
| Walt Disney Co | $702.2K | 0.4% |
| Morgan Stanley | $703.7K | 0.4% |
| CISCO SYSTEMS, INC. | $705.4K | 0.4% |
| VANGUARD INDEX FDS | $717.2K | 0.4% |
| NEUROCRINE BIOSCIENCES INC | $726.9K | 0.4% |
| S&P Global Inc. | $748.1K | 0.4% |
| VANECK ETF TRUST | $750.6K | 0.4% |
| EXXON MOBIL CORP | $766.7K | 0.4% |
| BANK OF AMERICA CORP /DE | $776.0K | 0.4% |
| Merck & Co., Inc. | $782.0K | 0.4% |
| AbbVie Inc. | $784.6K | 0.4% |
| HORTON D R INC /DE | $801.7K | 0.4% |
| CHEVRON CORP | $801.8K | 0.4% |
| THE GOLDMAN SACHS GROUP, INC. | $836.5K | 0.4% |
| Philip Morris International Inc. | $863.1K | 0.5% |
| HOME DEPOT, INC. | $867.6K | 0.5% |
| Walmart Inc. | $889.9K | 0.5% |
| JOHNSON & JOHNSON | $894.0K | 0.5% |
| AMERICAN EXPRESS CO | $896.8K | 0.5% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $906.8K | 0.5% |
| Palo Alto Networks Inc | $932.9K | 0.5% |
| SELECT SECTOR SPDR TR | $948.2K | 0.5% |
| ISHARES TR | $948.9K | 0.5% |
| Warren E. Buffett | $958.1K | 0.5% |
| Intuitive Surgical Inc | $987.5K | 0.5% |
| ORACLE CORP | $1.13M | 0.6% |
| JPMORGAN CHASE & CO | $1.15M | 0.6% |
| RTX Corp | $1.15M | 0.6% |
| SSGA ACTIVE ETF TR | $1.20M | 0.6% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.21M | 0.7% |
| VANECK ETF TRUST | $1.21M | 0.7% |
| SPDR S&P 500 ETF TR | $1.23M | 0.7% |
| GENERAL ELECTRIC CO | $1.23M | 0.7% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.25M | 0.7% |