Whalen Wealth Management Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Whalen Wealth Management Inc. reported 174 stock positions worth $186.7 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 5.1% of the portfolio, followed by Nvidia (NVDA, 4.4%) and iShares 3-7 Year Treasury Bo (IEI, 3.9%). Compared with Q4 2025, it opened 48 new positions, sold out of 62, added to 63 and reduced 61. The biggest buy was a new position in Wisdomtree Floating Rate Tre (USFR) and the biggest sale an exit from iShares Ibonds Dec 2031 (IBDW).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0001894447
Portfolio Value
$186.7M (Q1 2026)
SEC Filing
0001894447-26-000002 ↗ filed Apr 13, 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 Q4 2025 Q1 2026: $186.7M $186.7M Q1 2026 Q2 2026: $222.2M Q2 2026

Holdings 174 stocks · $186.7M

SHV iShares 0-1 Year Treasury Bo 5.06% 85,491 $9.4M Reduce -17.8%
NVDA Nvidia Corp. 4.43% 47,415 $8.3M Add +20.3%
IEI iShares 3-7 Year Treasury Bo 3.94% 62,024 $7.4M Add +30.9%
AAPL Apple Inc. 3.32% 24,396 $6.2M Add +49.3%
AMZN Amazon.com Inc. 2.95% 26,439 $5.5M Add +11.2%
JEPI JPMorgan Equity Premium Inco 2.68% 88,309 $5.0M Add +35.8%
GPIX GLDM SA S&P 500 PR in ETF-US 2.62% 97,714 $4.9M Add +38.3%
MSFT Microsoft Corp. 2.55% 12,850 $4.8M Add +15.6%
IBTL iShares Ibonds Dec 2031 Term 2.19% 200,556 $4.1M Add +1.8%
META Meta Platforms Inc. Class A 1.99% 6,486 $3.7M Reduce -11.0%
IBDU iShares Ibonds Dec 2029 Term 1.95% 156,631 $3.6M Reduce -0.2%
JAAA Janus Henderson Aaa Clo ETF 1.81% 67,097 $3.4M Add +58.6%
AVGO Broadcom Inc. 1.76% 10,631 $3.3M Add +23.2%
GOOGL Alphabet Inc. Class A 1.52% 9,856 $2.8M Add +26.9%
MBB iShares MBS ETF 1.45% 28,571 $2.7M Add +38.1%
USFR Wisdomtree Floating Rate Tre 1.44% 53,317 $2.7M New
JPM JPMorgan Chase & Co. 1.27% 8,049 $2.4M Add +126.2%
GOOG Alphabet Inc. Class C 1.27% 8,242 $2.4M Reduce -2.1%
LLY Eli Lilly & Co. 1.16% 2,353 $2.2M Add +28.6%
MA Mastercard Inc. Class A 1.12% 4,194 $2.1M Add +37.1%
COST Costco Wholesale Corp. 1.10% 2,068 $2.1M Add +14.1%
JMBS Janus Henderson Mortg Backed 1.04% 43,044 $1.9M New
TIP iShares Tips Bond ETF 0.98% 16,503 $1.8M Add +9.6%
CAT Caterpillar Inc. 0.93% 2,462 $1.7M Reduce -2.7%
XME SS SPDR S&P Metals Mining 0.93% 16,043 $1.7M New
VOO Vanguard S&P 500 ETF 0.93% 2,893 $1.7M Add +152.9%
PLTR Palantir Technologies Inc. Class A 0.92% 11,779 $1.7M Add +33.6%
VWOB Vanguard Emerg MKTS Gov BND 0.91% 25,719 $1.7M Reduce -28.2%
PHM Pultegroup Inc. 0.89% 14,103 $1.7M Add +263.3%
NFLX Netflix Inc. 0.82% 15,890 $1.5M Add +8.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.80% 30,815 $1.5M Add +118.4%
UNH Unitedhealth Group Inc. 0.76% 5,247 $1.4M Add +39.0%
SGOV iShares 0-3 Month Treasury B 0.72% 13,386 $1.3M Add +556.2%
MU Micron Technology Inc. 0.69% 3,800 $1.3M Reduce -49.7%
IBIT iShares Bitcoin Trust ETF 0.65% 31,809 $1.2M Add +298.7%
V Visa Inc. Class A 0.65% 4,004 $1.2M Add +1.9%
ORCL Oracle Corp. 0.63% 8,042 $1.2M Add +39.3%
TSLA Tesla Inc. 0.62% 3,120 $1.2M Add +11.5%
CVX Chevron Corp. 0.61% 5,491 $1.1M Add +4.4%
XOM Exxon Mobil Corp. 0.61% 6,682 $1.1M Add +4.9%
VGIT Vanguard Intermediate-Term T 0.59% 18,481 $1.1M New
SPY SS SPDR S&P 500 ETF Trust-US 0.59% 1,687 $1.1M Reduce -6.3%
LRCX Lam Research Corp. 0.59% 5,134 $1.1M Reduce -38.3%
MS Morgan Stanley 0.58% 6,537 $1.1M Add +64.9%
GEV GE Vernova Inc. 0.57% 1,209 $1.1M New
MRK Merck & Co. Inc. 0.55% 8,611 $1.0M Add +15.9%
AMD Advanced Micro Devices 0.53% 4,846 $986K Reduce -20.9%
SPGP Invesco S&P 500 Garp ETF 0.52% 8,969 $965K New
WMT Walmart Inc. 0.51% 7,720 $959K Reduce -3.4%
PM Philip Morris International 0.50% 5,685 $940K Add +5.7%
HD Home Depot Inc. 0.49% 2,788 $917K Add +10.6%
WFC Wells Fargo & Co. 0.48% 11,291 $899K Reduce -18.5%
GS Goldman Sachs Group Inc. 0.47% 1,045 $884K Add +9.8%
LIN Linde PLC 0.47% 1,770 $877K Reduce -49.1%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 1,830 $877K Reduce -4.0%
RTX RTX Corp. 0.46% 4,439 $856K Reduce -29.4%
NBIX Neurocrine Biosciences Inc. 0.46% 6,462 $851K Add +26.1%
TYA Simplify Intermediate Term 0.45% 63,740 $837K Add +44.4%
FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD 0.45% 12,714 $832K Add +54.1%
APP AppLovin Corp. Class A 0.44% 2,049 $816K Add +203.1%
C Citigroup Inc. 0.44% 7,167 $813K Add +41.3%
GE General Electric filed as GE AEROSPACE 0.42% 2,753 $781K Reduce -31.0%
RL Ralph Lauren Corp. 0.41% 2,226 $766K Add +63.4%
UTI Universal Technical Institut 0.41% 21,182 $765K Add +92.8%
INTC Intel Corp. 0.40% 16,956 $748K New
PEP Pepsico Inc. 0.40% 4,769 $741K Add +32.0%
JNJ Johnson & Johnson 0.39% 3,011 $736K Reduce -30.3%
MPWR Monolithic Power Systems Inc. 0.39% 671 $733K Reduce -61.2%
ADI Analog Devices Inc. 0.38% 2,244 $714K Reduce -2.6%
EMLC Vaneck JPM Em Local Curr BND 0.38% 28,423 $714K Reduce -39.5%
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.38% 11,095 $710K New
CRH CRH PLC 0.38% 6,705 $705K Add +116.9%
UAL United Airlines Holdings Inc. 0.38% 7,619 $701K Add +161.7%
WMB Williams Cos Inc. 0.38% 9,621 $700K Reduce -2.4%
TMO Thermo Fisher Scientific Inc. 0.36% 1,380 $678K Reduce -49.3%
QQQM Invesco Nasdaq 100 ETF 0.36% 2,811 $668K New
CSCO Cisco Systems Inc. 0.35% 8,447 $655K Reduce -7.8%
AMAT Applied Materials Inc. 0.35% 1,897 $648K New
ABBV Abbvie Inc. 0.35% 2,972 $646K Reduce -13.4%
GLD SPDR Gold Shares 0.35% 1,501 $646K New
AXP American Express Co. 0.34% 2,118 $641K Reduce -12.6%
FRO Frontline PLC 0.34% 17,935 $625K New
MCD McDonald's Corp. 0.32% 1,946 $605K Reduce -13.9%
SEI Solaris Energy Infrastructur 0.32% 10,659 $602K New
BTCI Neos Bitcoin High Income ETF 0.32% 18,048 $592K Add +239.4%
KO The Coca-Cola Co. 0.32% 7,742 $589K Add +4.8%
BWXT BWX Technologies Inc. 0.31% 2,862 $585K New
PG The Procter & Gamble Co. 0.31% 3,980 $575K Add +6.1%
HIMS Hims & Hers Health Inc. 0.31% 27,476 $570K Add +115.8%
ABT Abbott Laboratories 0.30% 5,488 $563K Reduce -52.6%
RKT Rocket Cos Inc. Class A 0.30% 39,412 $562K Add +69.3%
LHX L3HARRIS Technologies Inc. 0.29% 1,573 $543K Reduce -49.1%
UTHR United Therapeutics Corp. 0.27% 849 $503K Reduce -16.4%
SNPS Synopsys Inc. 0.26% 1,245 $494K Add +42.3%
ETN Eaton Corp. PLC 0.26% 1,380 $494K Add +28.4%
MTZ Mastec Inc. 0.26% 1,534 $494K Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.26% 2,035 $493K Add +35.0%
INSM Insmed Inc. 0.26% 2,969 $485K New
FCX Freeport-McMoran Inc. 0.26% 8,187 $481K Reduce -38.4%
ZM Zoom Communications Inc. 0.26% 5,982 $481K Add +5.2%
EVR Evercore Inc. Class A 0.25% 1,587 $474K Add +96.9%
MO Altria Group Inc. 0.25% 7,116 $470K No change
LOW Lowe's Cos Inc. 0.25% 1,952 $461K Reduce -3.5%
RRX Regal Rexnord Corp. 0.25% 2,462 $461K Add +1.5%
NET Cloudflare Inc. Class A 0.24% 2,212 $456K New
TOST Toast Inc. Class A 0.24% 16,882 $448K New
EXEL Exelixis Inc. 0.24% 10,426 $447K Reduce -8.3%
CHWY Chewy Inc. Class A 0.24% 16,462 $444K Add +14.7%
EAT Brinker International Inc. 0.24% 3,112 $444K New
STM Stmicroelectronics NV-NY SHS 0.23% 12,455 $430K Reduce -32.1%
CECO Ceco Environmental Corp. 0.23% 7,172 $427K New
ASND Ascendis Pharma A/S 0.23% 1,867 $427K New
UMBF Umb Financial Corp. 0.23% 3,739 $422K New
ICE Intercontinental Exchange Inc. 0.23% 2,672 $420K Reduce -12.3%
HALO Halozyme Therapeutics Inc. 0.22% 6,478 $419K New
ELAN Elanco Animal Health Inc. 0.22% 17,109 $409K Reduce -20.4%
VEA Vanguard Ftse Developed ETF 0.22% 6,355 $407K Reduce -12.9%
MMSI Merit Medical Systems Inc. 0.22% 5,864 $404K Add +3.8%
LNG Cheniere Energy Inc. 0.21% 1,400 $397K Reduce -6.4%
DECK Deckers Outdoor Corp. 0.21% 3,909 $391K Reduce -27.3%
HOOD Robinhood Markets Inc. Class A 0.21% 5,605 $388K New
VGSH Vanguard Short-Term Treasury 0.21% 6,619 $387K New
NOW ServiceNow Inc. 0.21% 3,700 $387K New
BABA Alibaba Group Holding-SP ADR 0.21% 3,077 $386K New
ITRI Itron Inc. 0.21% 4,281 $384K New
PODD Insulet Corp. 0.20% 1,821 $382K Add +17.6%
SOLS Solstice Adv Materials Inc. 0.20% 5,013 $382K New
T AT&T Inc. 0.20% 13,157 $381K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 2,371 $379K New
VZ Verizon Communications Inc. 0.20% 7,537 $378K New
AMKR Amkor Technology Inc. 0.20% 8,357 $376K New
TEVA Teva Pharmaceutical-SP ADR 0.20% 12,480 $376K Reduce -9.7%
BHE Benchmark Electronics Inc. 0.20% 6,700 $376K New
AKAM Akamai Technologies Inc. 0.19% 3,161 $363K New
ASX Ase Technology Holding -ADR 0.19% 16,731 $363K Reduce -12.4%
THC Tenet Healthcare Corp. 0.19% 1,899 $358K Reduce -17.6%
DFAT Dimensional US Target Value 0.19% 5,717 $357K Add +0.3%
TMUS T-Mobile US Inc. 0.18% 1,641 $345K New
PRVA Privia Health Group Inc. 0.18% 16,629 $342K New
LAD Lithia Motors Inc. 0.18% 1,366 $341K Reduce -3.5%
DFUV Dimensional US Marketwide Va 0.18% 7,036 $341K Add +0.4%
MTUM iShares MSCI USA Momentum Fa 0.18% 1,392 $334K Add +19.5%
RELX Relx PLC - Spon ADR 0.18% 9,889 $328K Reduce -28.9%
CP Canadian Pacific Kansas City 0.17% 4,145 $326K Reduce -49.7%
UNP Union Pacific Corp. 0.17% 1,339 $325K New
TLN Talen Energy Corp. 0.17% 1,013 $323K New
VST Vistra Corp. 0.17% 2,122 $319K New
SHY iShares 1-3 Year Treasury Bo 0.17% 3,841 $317K Reduce -18.1%
NRG NRG Energy Inc. 0.17% 2,138 $312K New
POWL Powell Industries Inc. 0.17% 576 $312K Reduce -42.9%
ELV Elevance Health Inc. 0.17% 1,064 $311K No change
CEG Constellation Energy 0.17% 1,110 $310K Reduce -24.6%
CTVA Corteva Inc. 0.16% 3,593 $301K Reduce -51.9%
PRIM Primoris Services Corp. 0.16% 2,081 $298K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 3,009 $290K Reduce -51.3%
CRM Salesforce Inc. 0.15% 1,539 $287K Reduce -68.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 5,727 $286K Reduce -2.9%
BKR Baker Hughes Co. 0.15% 4,665 $285K Reduce -26.2%
EWZ iShares MSCI Brazil ETF 0.15% 7,398 $284K New
HST Host Hotels & Resorts Inc. 0.15% 14,328 $275K New
ISRG Intuitive Surgical Inc. 0.14% 587 $271K Reduce -66.3%
MTRN Materion Corp. 0.14% 1,801 $261K New
TBLL Invesco Short Term Treasury 0.14% 2,459 $260K Reduce -3.3%
NUE Nucor Corp. 0.14% 1,494 $253K Reduce -47.2%
GXO Gxo Logistics Inc. 0.13% 4,827 $250K Reduce -41.5%
KNX Knight-Swift Transportation 0.13% 4,256 $245K Reduce -50.2%
SO The Southern Co. 0.13% 2,530 $244K Add +0.1%
VWO Vanguard Ftse Emerging Marke 0.13% 4,463 $241K Reduce -22.7%
PWR Quanta Services Inc. 0.13% 435 $239K New
GFS Globalfoundries Inc. 0.12% 5,243 $233K New
IJR iShares Core S&P Small-Cap E 0.11% 1,708 $212K Reduce -4.7%
TDY Teledyne Technologies Inc. 0.11% 339 $205K Reduce -60.5%
XBI SS SPDR S&P Biotech ETF 0.11% 1,589 $203K New
PPT Franklin Premir Inc. Trust-Ui 0.05% 27,622 $98K New

Portfolio Sells Q4 2025 → Q1 2026

IBDW iShares Ibonds Dec 2031 Corp. Sold out 0.00% −1.83
SHV iShares 0-1 Year Treasury Bo Reduce -17.8% 5.06% −1.09
EYLD Cambria Emerg Shrhldr Yield Sold out 0.00% −0.69
CDX Simplify High Yield ETF Sold out 0.00% −0.67
HARD Simplify Commodities STR K-1 Sold out 0.00% −0.65
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.64
META Meta Platforms Inc. Class A Reduce -11.0% 1.99% −0.60
CRM Salesforce Inc. Reduce -68.8% 0.15% −0.55
PFF iShares Preferred & Income S Sold out 0.00% −0.51
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.51
PANW Palo Alto Networks Inc. Sold out 0.00% −0.50
TMO Thermo Fisher Scientific Inc. Reduce -49.3% 0.36% −0.48
ABT Abbott Laboratories Reduce -52.6% 0.30% −0.48
MU Micron Technology Inc. Reduce -49.7% 0.69% −0.47
MPWR Monolithic Power Systems Inc. Reduce -61.2% 0.39% −0.45
DHI D.R. Horton Inc. Sold out 0.00% −0.43
BUZZ Vaneck Social Sentiment ETF Sold out 0.00% −0.40
SPGI S&P Global Inc. Sold out 0.00% −0.40
VWOB Vanguard Emerg MKTS Gov BND Reduce -28.2% 0.91% −0.39
ISRG Intuitive Surgical Inc. Reduce -66.3% 0.14% −0.39
TRMB Trimble Inc. Sold out 0.00% −0.35
GVA Granite Construction Inc. Sold out 0.00% −0.33
LIN Linde PLC Reduce -49.1% 0.47% −0.33
NDAQ Nasdaq Inc. Sold out 0.00% −0.31
WTRG Essential Utilities Inc. Sold out 0.00% −0.28
HUBB Hubbell Inc. Sold out 0.00% −0.27
EMLC Vaneck JPM Em Local Curr BND Reduce -39.5% 0.38% −0.27
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.27
DHR Danaher Corp. Sold out 0.00% −0.26
DUK Duke Energy Corp. Sold out 0.00% −0.26
PTC PTC Inc. Sold out 0.00% −0.26
GD General Dynamics Corp. Sold out 0.00% −0.26
APO Apollo Global Management Inc. Sold out 0.00% −0.26
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.25
HON Honeywell International Inc. Sold out 0.00% −0.25
COF Capital One Financial Corp. Sold out 0.00% −0.25
PINS Pinterest Inc. Class A Sold out 0.00% −0.25
BG Bunge Global SA Sold out 0.00% −0.24
ATI Ati Inc. Sold out 0.00% −0.24
RGEN Repligen Corp. Sold out 0.00% −0.24
GE General Electric Reduce -31.0% 0.42% −0.24
UBER Uber Technologies Inc. Sold out 0.00% −0.23
EXAS Exact Sciences Corp. Sold out 0.00% −0.23
DIS The Walt Disney Co. Reduce -51.3% 0.16% −0.22
CRS Carpenter Technology Sold out 0.00% −0.22
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.22
IQV Iqvia Holdings Inc. Sold out 0.00% −0.21
WFC Wells Fargo & Co. Reduce -18.5% 0.48% −0.21
XLF SS Financial Select Sector Sold out 0.00% −0.21
SCHW Schwab (charles) Corp. Sold out 0.00% −0.21

Portfolio Buys Q4 2025 → Q1 2026

USFR Wisdomtree Floating Rate Tre New 1.44% +1.44
JMBS Janus Henderson Mortg Backed New 1.04% +1.04
AAPL Apple Inc. Add +49.3% 3.32% +0.93
XME SS SPDR S&P Metals Mining New 0.93% +0.93
IEI iShares 3-7 Year Treasury Bo Add +30.9% 3.94% +0.91
JEPI JPMorgan Equity Premium Inco Add +35.8% 2.68% +0.68
JAAA Janus Henderson Aaa Clo ETF Add +58.6% 1.81% +0.66
JPM JPMorgan Chase & Co. Add +126.2% 1.27% +0.65
PHM Pultegroup Inc. Add +263.3% 0.89% +0.64
GPIX GLDM SA S&P 500 PR in ETF-US Add +38.3% 2.62% +0.62
SGOV iShares 0-3 Month Treasury B Add +556.2% 0.72% +0.61
VGIT Vanguard Intermediate-Term T New 0.59% +0.59
GEV GE Vernova Inc. New 0.57% +0.57
VOO Vanguard S&P 500 ETF Add +152.9% 0.93% +0.54
SPGP Invesco S&P 500 Garp ETF New 0.52% +0.52
NVDA Nvidia Corp. Add +20.3% 4.43% +0.48
IBIT iShares Bitcoin Trust ETF Add +298.7% 0.65% +0.44
INTC Intel Corp. New 0.40% +0.40
MBB iShares MBS ETF Add +38.1% 1.45% +0.40
BAC Bank of America Corp. Add +118.4% 0.80% +0.39
ZROZ PIMCO 25+ YR Zero CPN US Tif New 0.38% +0.38
QQQM Invesco Nasdaq 100 ETF New 0.36% +0.36
AMAT Applied Materials Inc. New 0.35% +0.35
GLD SPDR Gold Shares New 0.35% +0.35
FRO Frontline PLC New 0.34% +0.34
SEI Solaris Energy Infrastructur New 0.32% +0.32
BWXT BWX Technologies Inc. New 0.31% +0.31
COST Costco Wholesale Corp. Add +14.1% 1.10% +0.27
INSM Insmed Inc. New 0.26% +0.26
UTI Universal Technical Institut Add +92.8% 0.41% +0.26
NET Cloudflare Inc. Class A New 0.24% +0.24
TOST Toast Inc. Class A New 0.24% +0.24
EAT Brinker International Inc. New 0.24% +0.24
CECO Ceco Environmental Corp. New 0.23% +0.23
ASND Ascendis Pharma A/S New 0.23% +0.23
UMBF Umb Financial Corp. New 0.23% +0.23
HALO Halozyme Therapeutics Inc. New 0.22% +0.22
GOOGL Alphabet Inc. Class A Add +26.9% 1.52% +0.21
HOOD Robinhood Markets Inc. Class A New 0.21% +0.21
VGSH Vanguard Short-Term Treasury New 0.21% +0.21
NOW ServiceNow Inc. New 0.21% +0.21
BABA Alibaba Group Holding-SP ADR New 0.21% +0.21
ITRI Itron Inc. New 0.21% +0.21
SOLS Solstice Adv Materials Inc. New 0.20% +0.20
T AT&T Inc. New 0.20% +0.20
TJX TJX Companies Inc. New 0.20% +0.20
VZ Verizon Communications Inc. New 0.20% +0.20
AMKR Amkor Technology Inc. New 0.20% +0.20
BHE Benchmark Electronics Inc. New 0.20% +0.20
UAL United Airlines Holdings Inc. Add +161.7% 0.38% +0.20

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