StockDriftsStockDriftsTop 50 Whalen Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 5.06% | 85.5K | $9.4M | -17.79%(-18.50K) | $110.38(-0.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.43% | 47.4K | $8.3M | +20.25%(+7.99K) | $106.24(+112.56%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.94% | 62.0K | $7.4M | +30.94%(+14.66K) | $118.39(-0.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.32% | 24.4K | $6.2M | +49.30%(+8.06K) | $238.36(+25.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.95% | 26.4K | $5.5M | +11.18%(+2.66K) | $194.84(+38.64%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.68% | 88.3K | $5.0M | +35.75%(+23.26K) | $57.08(-2.02%) | 2026-03-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 2.62% | 97.7K | $4.9M | +38.26%(+27.04K) | $49.82(+10.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 12.8K | $4.8M | +15.58%(+1.73K) | $458.65(-11.65%) | 2026-03-31 | |
| IBTL | ISHARES TR | 2.19% | 200.6K | $4.1M | +1.76%(+3.46K) | $20.55(-1.68%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.99% | 6.5K | $3.7M | -11.03%(-804) | $498.74(+23.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.64% | +54.64% |
| Top 20 Holdings Unweighted | +13.41% | +45.86% |
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