0001894447-24-000003.txt : 20240425 0001894447-24-000003.hdr.sgml : 20240425 20240424175742 ACCESSION NUMBER: 0001894447-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Whalen Wealth Management Inc. CENTRAL INDEX KEY: 0001894447 ORGANIZATION NAME: IRS NUMBER: 861343541 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23738 FILM NUMBER: 24872161 BUSINESS ADDRESS: STREET 1: 7160 RAFAEL RIVERA WAY, SUITE 220 CITY: LAS VEGAS STATE: NV ZIP: 89113 BUSINESS PHONE: 702-878-3900 MAIL ADDRESS: STREET 1: 7160 RAFAEL RIVERA WAY, SUITE 220 CITY: LAS VEGAS STATE: NV ZIP: 89113 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001894447 XXXXXXXX 03-31-2024 03-31-2024 false Whalen Wealth Management Inc.

7160 Rafael Rivera Way, Suite 220 Las Vegas NV 89113

13F HOLDINGS REPORT 028-23738 000311869 801-120102 N Andrew J. Whalen 702-878-3900 /s/ Andrew J. Whalen Las Vegas NV 04-24-2024 0 112 134993053 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 209409 415 SH SOLE 0 0 415 ADVANCED MICRO DEVICES INC COM 007903107 526309 2916 SH SOLE 0 0 2916 AECOM COM 00766T100 490008 4996 SH SOLE 0 0 4996 AGCO CORP COM 001084102 252929 2056 SH SOLE 0 0 2056 ALPHABET INC CAP STK CL C 02079K107 1267412 8324 SH SOLE 0 0 8324 ALPHABET INC CAP STK CL A 02079K305 246016 1630 SH SOLE 0 0 1630 ALPS ETF TR ALERIAN MLP 00162Q452 1160017 24442 SH SOLE 0 0 24442 AMAZON COM INC COM 023135106 3621489 20077 SH SOLE 0 0 20077 AMDOCS LTD SHS G02602103 205953 2279 SH SOLE 0 0 2279 AMETEK INC COM 031100100 489127 2674 SH SOLE 0 0 2674 AMGEN INC COM 031162100 304507 1071 SH SOLE 0 0 1071 AMKOR TECHNOLOGY INC COM 031652100 238189 7388 SH SOLE 0 0 7388 APPLE INC COM 037833100 1987610 11591 SH SOLE 0 0 11591 AXON ENTERPRISE INC COM 05464C101 254371 813 SH SOLE 0 0 813 BECTON DICKINSON & CO COM 075887109 239779 969 SH SOLE 0 0 969 BERKSHIRE HATHAWAY INC DEL CL B 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