Whalen Wealth Management Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Whalen Wealth Management Inc. reported 188 stock positions worth $186.3 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 6.1% of the portfolio, followed by Nvidia (NVDA, 3.9%) and iShares 3-7 Year Treasury Bo (IEI, 3.0%). Compared with Q3 2025, it opened 80 new positions, sold out of 68, added to 64 and reduced 40. The biggest buy was a new position in iShares Ibonds Dec 2031 Term (IBTL) and the biggest sale an exit from iShares 0-5 YR Inv GRD (SLQD).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0001894447
Portfolio Value
$186.3M (Q4 2025)
SEC Filing
0001894447-26-000001 ↗ filed Jan 20, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $135.0M Q1 2024 Q2 2024: $126.2M Q2 2024 Q3 2024: $141.4M Q3 2024 Q4 2024: $144.4M Q4 2024 Q1 2025: $149.9M Q1 2025 Q2 2025: $159.3M Q2 2025 Q3 2025: $171.2M Q3 2025 Q4 2025: $186.3M $186.3M Q4 2025 Q1 2026: $186.7M Q1 2026 Q2 2026: $222.2M Q2 2026

Holdings 188 stocks · $186.3M
SHV iShares 0-1 Year Treasury Bo 6.15% 103,996 $11.5M Reduce -16.0%
NVDA Nvidia Corp. 3.95% 39,430 $7.4M Add +8.1%
IEI iShares 3-7 Year Treasury Bo 3.04% 47,368 $5.7M Add +8.1%
AMZN Amazon.com Inc. 2.95% 23,780 $5.5M Add +83.9%
MSFT Microsoft Corp. 2.89% 11,118 $5.4M Add +19.7%
META Meta Platforms Inc. Class A 2.58% 7,290 $4.8M Add +22.3%
AAPL Apple Inc. 2.38% 16,340 $4.4M Add +57.0%
IBTL iShares Ibonds Dec 2031 Term 2.17% 197,091 $4.0M New
GPIX GLDM SA S&P 500 PR in ETF-US 2.00% 70,672 $3.7M Reduce -23.5%
JEPI JPMorgan Equity Premium Inco 2.00% 65,052 $3.7M New
IBDU iShares Ibonds Dec 2029 Term 1.97% 156,998 $3.7M Reduce -38.0%
IBDW iShares Ibonds Dec 2031 Corp. 1.83% 161,499 $3.4M New
AVGO Broadcom Inc. 1.60% 8,632 $3.0M Add +14.5%
GOOG Alphabet Inc. Class C 1.42% 8,422 $2.6M Add +54.9%
GOOGL Alphabet Inc. Class A 1.31% 7,768 $2.4M Reduce -21.5%
VWOB Vanguard Emerg MKTS Gov BND 1.30% 35,837 $2.4M Add +2.7%
MU Micron Technology Inc. 1.16% 7,558 $2.2M Add +141.8%
JAAA Janus Henderson Aaa Clo ETF 1.15% 42,292 $2.1M Reduce -56.1%
MBB iShares MBS ETF 1.06% 20,686 $2.0M New
LLY Eli Lilly & Co. 1.06% 1,829 $2.0M Reduce -28.3%
MA Mastercard Inc. Class A 0.94% 3,060 $1.7M Add +262.6%
TIP iShares Tips Bond ETF 0.89% 15,058 $1.7M Add +11.3%
TMO Thermo Fisher Scientific Inc. 0.85% 2,723 $1.6M Reduce -19.6%
MPWR Monolithic Power Systems Inc. 0.84% 1,731 $1.6M Add +121.9%
PLTR Palantir Technologies Inc. Class A 0.84% 8,819 $1.6M Add +561.1%
COST Costco Wholesale Corp. 0.84% 1,812 $1.6M Add +70.3%
LIN Linde PLC 0.80% 3,475 $1.5M Add +187.9%
ABT Abbott Laboratories 0.78% 11,586 $1.5M Add +217.9%
CAT Caterpillar Inc. 0.78% 2,531 $1.4M Add +403.2%
LRCX Lam Research Corp. 0.76% 8,315 $1.4M New
V Visa Inc. Class A 0.74% 3,929 $1.4M Add +156.1%
NFLX Netflix Inc. 0.73% 14,588 $1.4M Reduce -8.7%
AMD Advanced Micro Devices 0.70% 6,126 $1.3M New
CRM Salesforce Inc. 0.70% 4,929 $1.3M New
WFC Wells Fargo & Co. 0.69% 13,857 $1.3M Add +138.9%
EYLD Cambria Emerg Shrhldr Yield 0.69% 33,381 $1.3M New
TSLA Tesla Inc. 0.68% 2,799 $1.3M Add +129.1%
UNH Unitedhealth Group Inc. 0.67% 3,775 $1.2M Add +62.4%
CDX Simplify High Yield ETF 0.67% 55,956 $1.2M Reduce -45.2%
GE General Electric filed as GE AEROSPACE 0.66% 3,990 $1.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 1,800 $1.2M Reduce -1.8%
EMLC Vaneck JPM Em Local Curr BND 0.65% 47,015 $1.2M New
HARD Simplify Commodities STR K-1 0.65% 40,897 $1.2M New
SRLN SS Blackstone Sr Loan ETF 0.64% 29,109 $1.2M New
RTX RTX Corp. 0.62% 6,283 $1.2M New
JPM JPMorgan Chase & Co. 0.62% 3,559 $1.1M New
ORCL Oracle Corp. 0.60% 5,772 $1.1M New
ISRG Intuitive Surgical Inc. 0.53% 1,744 $988K New
BRK.B Berkshire Hathaway Inc. Class B 0.51% 1,906 $958K New
PFF iShares Preferred & Income S 0.51% 30,649 $949K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.51% 22,212 $948K New
PANW Palo Alto Networks Inc. 0.50% 5,065 $933K Reduce -19.7%
LHX L3HARRIS Technologies Inc. 0.49% 3,089 $907K New
AXP American Express Co. 0.48% 2,424 $897K New
JNJ Johnson & Johnson 0.48% 4,320 $894K New
WMT Walmart Inc. 0.48% 7,988 $890K New
HD Home Depot Inc. 0.47% 2,521 $868K New
PM Philip Morris International 0.46% 5,381 $863K Reduce -5.0%
GS Goldman Sachs Group Inc. 0.45% 952 $836K New
CVX Chevron Corp. 0.43% 5,261 $802K New
DHI D.R. Horton Inc. 0.43% 5,566 $802K Add +39.3%
ABBV Abbvie Inc. 0.42% 3,434 $785K New
MRK Merck & Co. Inc. 0.42% 7,429 $782K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.42% 14,109 $776K New
XOM Exxon Mobil Corp. 0.41% 6,371 $767K New
BUZZ Vaneck Social Sentiment ETF 0.40% 23,102 $751K Add +25.9%
SPGI S&P Global Inc. 0.40% 1,432 $748K Add +83.1%
NBIX Neurocrine Biosciences Inc. 0.39% 5,125 $727K Add +14.9%
VOO Vanguard S&P 500 ETF 0.39% 1,144 $717K Add +1.2%
CSCO Cisco Systems Inc. 0.38% 9,158 $705K New
MS Morgan Stanley 0.38% 3,964 $704K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 6,172 $702K New
MCD McDonald's Corp. 0.37% 2,261 $691K New
FCX Freeport-McMoran Inc. 0.36% 13,284 $675K Add +95.3%
TRMB Trimble Inc. 0.35% 8,252 $647K Add +92.0%
ADI Analog Devices Inc. 0.34% 2,305 $625K Reduce -49.7%
GVA Granite Construction Inc. 0.33% 5,397 $623K New
CP Canadian Pacific Kansas City 0.33% 8,235 $606K Reduce -51.6%
TYA Simplify Intermediate Term 0.32% 44,140 $596K New
WMB Williams Cos Inc. 0.32% 9,856 $592K Reduce -13.2%
C Citigroup Inc. 0.32% 5,073 $592K Add +12.2%
NDAQ Nasdaq Inc. 0.31% 6,031 $586K New
RELX Relx PLC - Spon ADR 0.30% 13,913 $562K Add +128.5%
DECK Deckers Outdoor Corp. 0.30% 5,374 $557K Add +34.0%
PG The Procter & Gamble Co. 0.29% 3,751 $538K New
CEG Constellation Energy 0.28% 1,473 $520K Reduce -16.4%
PEP Pepsico Inc. 0.28% 3,614 $519K New
KO The Coca-Cola Co. 0.28% 7,389 $517K New
WTRG Essential Utilities Inc. 0.28% 13,385 $513K Add +84.3%
HUBB Hubbell Inc. 0.27% 1,150 $511K Add +79.7%
CHTR Charter Communications Inc. Class A 0.27% 2,401 $501K Add +34.7%
CTVA Corteva Inc. 0.27% 7,469 $501K Add +95.8%
EXEL Exelixis Inc. 0.27% 11,376 $499K Reduce -10.9%
FLEX Flex Ltd. 0.27% 8,249 $498K Reduce -8.3%
MMSI Merit Medical Systems Inc. 0.27% 5,650 $498K Add +6.6%
UTHR United Therapeutics Corp. 0.27% 1,016 $495K New
ICE Intercontinental Exchange Inc. 0.27% 3,048 $494K New
DHR Danaher Corp. 0.26% 2,152 $493K New
ZM Zoom Communications Inc. 0.26% 5,688 $491K Reduce -2.8%
LOW Lowe's Cos Inc. 0.26% 2,022 $488K New
DUK Duke Energy Corp. 0.26% 4,157 $487K New
ELAN Elanco Animal Health Inc. 0.26% 21,482 $486K New
PTC PTC Inc. 0.26% 2,775 $483K New
GD General Dynamics Corp. 0.26% 1,432 $482K New
RL Ralph Lauren Corp. 0.26% 1,362 $481K Reduce -12.2%
APO Apollo Global Management Inc. 0.26% 3,301 $478K Reduce -37.1%
STM Stmicroelectronics NV-NY SHS 0.26% 18,337 $476K New
CHWY Chewy Inc. Class A 0.25% 14,348 $474K Add +20.5%
REGN Regeneron Pharmaceuticals 0.25% 612 $472K Reduce -18.7%
LAD Lithia Motors Inc. 0.25% 1,416 $471K New
HON Honeywell International Inc. 0.25% 2,373 $463K New
NUE Nucor Corp. 0.25% 2,830 $462K Add +18.1%
COF Capital One Financial Corp. 0.25% 1,901 $461K New
PINS Pinterest Inc. Class A 0.25% 17,728 $459K Add +35.0%
THC Tenet Healthcare Corp. 0.25% 2,305 $458K Reduce -9.9%
VEA Vanguard Ftse Developed ETF 0.24% 7,293 $456K Add +2.5%
APP AppLovin Corp. Class A 0.24% 676 $455K Reduce -22.6%
PHM Pultegroup Inc. 0.24% 3,882 $455K Add +7.9%
BG Bunge Global SA 0.24% 5,110 $455K Add +18.1%
RKT Rocket Cos Inc. Class A 0.24% 23,286 $451K Reduce -19.2%
ATI Ati Inc. 0.24% 3,926 $451K New
RGEN Repligen Corp. 0.24% 2,747 $450K Reduce -19.5%
KNX Knight-Swift Transportation 0.24% 8,546 $447K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 1,508 $447K New
PODD Insulet Corp. 0.24% 1,549 $440K Add +11.4%
TDY Teledyne Technologies Inc. 0.24% 859 $439K Add +47.9%
UBER Uber Technologies Inc. 0.23% 5,340 $436K Add +104.6%
GXO Gxo Logistics Inc. 0.23% 8,244 $434K Reduce -40.8%
TEVA Teva Pharmaceutical-SP ADR 0.23% 13,813 $431K Reduce -45.7%
EXAS Exact Sciences Corp. 0.23% 4,171 $424K New
HIMS Hims & Hers Health Inc. 0.22% 12,735 $413K Reduce -17.1%
SNPS Synopsys Inc. 0.22% 875 $411K Add +36.7%
CRS Carpenter Technology 0.22% 1,304 $411K Add +52.2%
MO Altria Group Inc. 0.22% 7,116 $410K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.22% 3,478 $404K New
IQV Iqvia Holdings Inc. 0.21% 1,768 $399K Add +17.1%
IBIT iShares Bitcoin Trust ETF 0.21% 7,978 $396K Reduce -53.9%
XLF SS Financial Select Sector 0.21% 7,163 $392K Add +5.4%
SHY iShares 1-3 Year Treasury Bo 0.21% 4,691 $389K Reduce -0.2%
SCHW Schwab (charles) Corp. 0.21% 3,868 $386K New
CRH CRH PLC 0.21% 3,091 $386K Add +19.9%
IWM iShares Russell 2000 ETF 0.20% 1,542 $379K New
ROK Rockwell Automation Inc. 0.20% 975 $379K Add +23.4%
LVS Las Vegas Sands Corp. 0.20% 5,825 $379K New
ELV Elevance Health Inc. 0.20% 1,064 $373K No change
MTZ Mastec Inc. 0.19% 1,623 $353K Reduce -35.0%
ETN Eaton Corp. PLC 0.18% 1,075 $342K Reduce -78.6%
VMC Vulcan Materials Co. 0.18% 1,198 $342K Add +24.1%
RRX Regal Rexnord Corp. 0.18% 2,425 $340K Add +64.2%
DFAT Dimensional US Target Value 0.18% 5,698 $339K Add +0.4%
MAR Marriott International Class A 0.18% 1,088 $338K New
XLV SS Health Care Select Sector 0.18% 2,178 $337K Reduce -12.5%
TTEK Tetra Tech Inc. 0.18% 9,985 $335K New
RBC RBC Bearings Inc. 0.18% 737 $330K New
DFUV Dimensional US Marketwide Va 0.18% 7,011 $327K Add +0.4%
UAL United Airlines Holdings Inc. 0.17% 2,911 $326K New
POWL Powell Industries Inc. 0.17% 1,008 $321K New
VWO Vanguard Ftse Emerging Marke 0.17% 5,773 $310K Add +1.9%
ASX Ase Technology Holding -ADR 0.17% 19,100 $308K New
COHR Coherent Corp. 0.16% 1,652 $305K New
HBM Hudbay Minerals Inc. 0.16% 15,098 $300K New
VTEB Vanguard Tax-Exempt Bond ETF 0.16% 5,899 $297K Add +2.2%
MTUM iShares MSCI USA Momentum Fa 0.16% 1,165 $292K Add +24.3%
LNG Cheniere Energy Inc. 0.16% 1,496 $291K Reduce -73.2%
BKR Baker Hughes Co. 0.15% 6,322 $288K Add +0.5%
UTI Universal Technical Institut 0.15% 10,989 $287K New
NOVT Novanta Inc. 0.15% 2,398 $285K New
EVR Evercore Inc. Class A 0.15% 806 $274K Reduce -79.8%
LPLA LPL Financial Holdings Inc. 0.15% 765 $273K New
TBLL Invesco Short Term Treasury 0.14% 2,544 $269K No change
LSCC Lattice Semiconductor Corp. 0.13% 3,413 $251K Add +17.5%
NTRA Natera Inc. 0.13% 1,094 $251K Reduce -56.7%
XLC SS Comm Select Sector SPDR 0.13% 2,090 $246K New
TRGP Targa Resources Corp. 0.13% 1,320 $244K New
ALHC Alignment Healthcare Inc. 0.13% 12,080 $239K New
PAVE Global X US Infrastructure 0.13% 4,973 $238K New
STWD Starwood Property Trust Inc. 0.13% 13,132 $237K New
BTCI Neos Bitcoin High Income ETF 0.13% 5,317 $234K Reduce -31.8%
ARQT Arcutis Biotherapeutics Inc. 0.12% 8,013 $233K New
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 475 $232K Add +3.3%
GRID First TRST Nasd Class Edg Sgiif 0.12% 1,479 $226K Reduce -35.1%
SO The Southern Co. 0.12% 2,528 $220K Add +0.9%
NUVL Nuvalent Inc. Class A 0.12% 2,148 $216K New
IJR iShares Core S&P Small-Cap E 0.12% 1,793 $216K Add +5.5%
DFUS Dimensional US Eq MKT ETF 0.11% 2,811 $208K Reduce -41.5%
XENE Xenon Pharmaceuticals Inc. 0.11% 4,641 $208K New
IGV iShares Expanded Tech-Softwa 0.11% 1,955 $207K New
SGOV iShares 0-3 Month Treasury B 0.11% 2,040 $205K No change

Portfolio Sells Q3 2025 → Q4 2025
SLQD iShares 0-5 YR Inv GRD Corp. Sold out 0.00% −3.50
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −2.25
TUA Sim St Treas Fut Strat ETF Sold out 0.00% −2.05
SHV iShares 0-1 Year Treasury Bo Reduce -16.0% 6.15% −1.84
JAAA Janus Henderson Aaa Clo ETF Reduce -56.1% 1.15% −1.71
IBDU iShares Ibonds Dec 2029 Term Reduce -38.0% 1.97% −1.50
SHYG iShares 0-5 YR HY Corp. Bond Sold out 0.00% −1.39
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −1.33
WM Waste Management Inc. Sold out 0.00% −1.11
ETN Eaton Corp. PLC Reduce -78.6% 0.18% −0.91
GPIX GLDM SA S&P 500 PR in ETF-US Reduce -23.5% 2.00% −0.82
ADSK Autodesk Inc. Sold out 0.00% −0.82
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Sold out 0.00% −0.73
ZS Zscaler Inc. Sold out 0.00% −0.71
CDX Simplify High Yield ETF Reduce -45.2% 0.67% −0.70
ZBRA Zebra Technologies Corp. Class A Sold out 0.00% −0.67
NOW ServiceNow Inc. Sold out 0.00% −0.67
EVR Evercore Inc. Class A Reduce -79.8% 0.15% −0.64
MCHP Microchip Technology Inc. Sold out 0.00% −0.64
LNG Cheniere Energy Inc. Reduce -73.2% 0.16% −0.61
GEV GE Vernova Inc. Sold out 0.00% −0.59
JBL Jabil Inc. Sold out 0.00% −0.56
MYRG MYR Group Inc./Delaware Sold out 0.00% −0.55
ASND Ascendis Pharma A/S Sold out 0.00% −0.54
BWXT BWX Technologies Inc. Sold out 0.00% −0.54
J Jacobs Solutions Inc. Sold out 0.00% −0.52
SEI Solaris Energy Infrastructur Sold out 0.00% −0.51
VST Vistra Corp. Sold out 0.00% −0.47
IBIT iShares Bitcoin Trust ETF Reduce -53.9% 0.21% −0.44
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.44
CP Canadian Pacific Kansas City Reduce -51.6% 0.33% −0.42
UNP Union Pacific Corp. Sold out 0.00% −0.41
CNC Centene Corp. Sold out 0.00% −0.40
JCI Johnson Controls Internation Sold out 0.00% −0.40
NFLX Netflix Inc. Reduce -8.7% 0.73% −0.38
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.37
ADI Analog Devices Inc. Reduce -49.7% 0.34% −0.32
PWR Quanta Services Inc. Sold out 0.00% −0.30
HIMS Hims & Hers Health Inc. Reduce -17.1% 0.22% −0.29
WSM Williams-Sonoma Inc. Sold out 0.00% −0.29
ITRI Itron Inc. Sold out 0.00% −0.29
VGT Vanguard Info Tech ETF Sold out 0.00% −0.27
KMI Kinder Morgan Inc. Sold out 0.00% −0.26
EQT Eqt Corp. Sold out 0.00% −0.26
STAG Stag Industrial Inc. Sold out 0.00% −0.26
PANW Palo Alto Networks Inc. Reduce -19.7% 0.50% −0.25
DY Dycom Industries Inc. Sold out 0.00% −0.24
AVAV Aerovironment Inc. Sold out 0.00% −0.24
ONTO Onto Innovation Inc. Sold out 0.00% −0.24
ENTG Entegris Inc. Sold out 0.00% −0.24

Portfolio Buys Q3 2025 → Q4 2025
IBTL iShares Ibonds Dec 2031 Term New 2.17% +2.17
JEPI JPMorgan Equity Premium Inco New 2.00% +2.00
IBDW iShares Ibonds Dec 2031 Corp. New 1.83% +1.83
AMZN Amazon.com Inc. Add +83.9% 2.95% +1.29
MBB iShares MBS ETF New 1.06% +1.06
MU Micron Technology Inc. Add +141.8% 1.16% +0.85
AAPL Apple Inc. Add +57.0% 2.38% +0.84
LRCX Lam Research Corp. New 0.76% +0.76
AMD Advanced Micro Devices New 0.70% +0.70
CRM Salesforce Inc. New 0.70% +0.70
PLTR Palantir Technologies Inc. Class A Add +561.1% 0.84% +0.70
EYLD Cambria Emerg Shrhldr Yield New 0.69% +0.69
GE General Electric New 0.66% +0.66
MA Mastercard Inc. Class A Add +262.6% 0.94% +0.66
EMLC Vaneck JPM Em Local Curr BND New 0.65% +0.65
HARD Simplify Commodities STR K-1 New 0.65% +0.65
GOOG Alphabet Inc. Class C Add +54.9% 1.42% +0.65
SRLN SS Blackstone Sr Loan ETF New 0.64% +0.64
CAT Caterpillar Inc. Add +403.2% 0.78% +0.64
RTX RTX Corp. New 0.62% +0.62
JPM JPMorgan Chase & Co. New 0.62% +0.62
ORCL Oracle Corp. New 0.60% +0.60
ISRG Intuitive Surgical Inc. New 0.53% +0.53
BRK.B Berkshire Hathaway Inc. Class B New 0.51% +0.51
PFF iShares Preferred & Income S New 0.51% +0.51
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.51% +0.51
ABT Abbott Laboratories Add +217.9% 0.78% +0.49
LHX L3HARRIS Technologies Inc. New 0.49% +0.49
AXP American Express Co. New 0.48% +0.48
JNJ Johnson & Johnson New 0.48% +0.48
WMT Walmart Inc. New 0.48% +0.48
HD Home Depot Inc. New 0.47% +0.47
LIN Linde PLC Add +187.9% 0.80% +0.46
GS Goldman Sachs Group Inc. New 0.45% +0.45
V Visa Inc. Class A Add +156.1% 0.74% +0.43
CVX Chevron Corp. New 0.43% +0.43
MPWR Monolithic Power Systems Inc. Add +121.9% 0.84% +0.42
ABBV Abbvie Inc. New 0.42% +0.42
MRK Merck & Co. Inc. New 0.42% +0.42
BAC Bank of America Corp. New 0.42% +0.42
XOM Exxon Mobil Corp. New 0.41% +0.41
WFC Wells Fargo & Co. Add +138.9% 0.69% +0.41
CSCO Cisco Systems Inc. New 0.38% +0.38
MS Morgan Stanley New 0.38% +0.38
DIS The Walt Disney Co. New 0.38% +0.38
MCD McDonald's Corp. New 0.37% +0.37
TSLA Tesla Inc. Add +129.1% 0.68% +0.36
GVA Granite Construction Inc. New 0.33% +0.33
TYA Simplify Intermediate Term New 0.32% +0.32
NDAQ Nasdaq Inc. New 0.31% +0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$222.2MNVDA, SHV, IEI, AMZN, AAPL
Q1 2026 174$186.7MSHV, NVDA, IEI, AAPL, AMZN
Q4 2025 188$186.3MSHV, NVDA, IEI, AMZN, MSFT
Q3 2025 176$171.2MSHV, NVDA, SLQD, IBDU, IEI
Q2 2025 198$159.3MSHV, NVDA, SLQD, JSI, JAAA
Q1 2025 117$149.9MSHV, CTA, VCSH, IJJ, XLF
Q4 2024 138$144.4MSHV, FLOT, NVDA, AMZN, SLQD
Q3 2024 112$141.4MSHY, SHV, NVDA, AMZN, JEPI
Q2 2024 101$126.2MSHY, SHYG, SHV, AAPL, NVDA
Q1 2024 112$135.0MJAAA, SHV, SHYG, NVDA, AMZN