IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Whalen Wealth Management Inc.

Q2 2024 Holdings

Filed 2024-08-01 | 101 holdings | $126.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(SHY)1 3 YR TREAS BD464287457$27.7M338,90221.9%
PreviousPage 3 of 3