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  Name: Whalen Wealth Management Inc.
  City: Las Vegas
  State: NV
  Zip: 89113
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,991,000
  Total Value Change : $23,971,000
  Securities Held Change : 9
   
All Securities Held : 112
  New Positions : 59
  Closed Positions : 50
  Increased Positions : 30
  Unchanged Positions : 10
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 6 - $468.84 $3,391,000 6,983 2.51% 545,000 -1,057 0    Internet Service Prov...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 18 - $783.18 $1,341,000 1,724 0.99% 326,000 -18 0    Drug Manufacturers - ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 19 - $178.46 $1,267,000 8,324 0.94% -880,000 -6,912 0    Search Engines & Info...
   (NFLX)1 Year Chart         NFLX Netflix Inc 27 - $640.82 $939,000 1,546 0.7% -100,000 -587 0    Music & Video Stores
   (LVS)1 Year Chart         LVS Las Vegas Sands Corp 29 - $46.82 $853,000 16,498 0.63% 9,000 -656 0.002    Gambling/Resorts
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 39 - $82.64 $654,000 7,420 0.48% 35,000 -413 0.001    Railroads
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 56 - $169.23 $446,000 2,140 0.33% -291,000 -2,274 0.001    Home Improvement Stores
   (DY)1 Year Chart         DY Dycom Industries Inc 57 - $152.04 $443,000 3,085 0.33% 14,000 -645 0.01    Heavy Construction
   (HON)1 Year Chart         HON Honeywell International Inc 60 - $204.62 $426,000 2,075 0.32% -297,000 -1,373 0    Conglomerates
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 71 - $0.00 $302,000 3,003 0.22% -820,000 -8,191 0    N/A
   (GRBK)1 Year Chart         GRBK Green Brick Partners Inc 83 - $56.17 $248,000 4,118 0.18% -556,000 -11,371 0.008    Specialty Chemicals
   (FTNT)1 Year Chart         FTNT Fortinet Inc 99 - $62.34 $230,000 3,370 0.17% 11,000 -374 0    Computer Peripherals
   (FLNC)1 Year Chart         FLNC Fluence Energy, Inc. 100 - $18.15 $229,000 13,182 0.17% -139,000 -2,235 0.011    N/A
      13 Records Found
  1    
Page 1 of 1
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