Whalen Wealth Management Inc.
Top Portfolio Positions
138 positions ·
$120,734,003 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
47,415 | $8,269,176 | 6.85% | |
| AAPL |
Apple Inc.
Technology
|
24,396 | $6,191,460 | 5.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,439 | $5,506,450 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
12,850 | $4,756,684 | 3.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,486 | $3,710,835 | 3.07% | |
| AVGO |
Broadcom Inc.
Technology
|
10,631 | $3,290,400 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,856 | $2,834,191 | 2.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,049 | $2,367,693 | 1.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,353 | $2,164,218 | 1.79% | |
| MA |
Mastercard Inc
Financial Services
|
4,194 | $2,095,574 | 1.74% |
Portfolio Trend
Holdings in PPT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,058 | 27,622 | Shares | Sole | 2026-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||