Annis Gardner Whiting Capital Advisors, LLC Portfolio Holdings
Annis Gardner Whiting Capital Advisors, LLC
- $289 Billion
- Q2 2025
Annis Gardner Whiting Capital Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 1332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32B, Vanguard Star Fd Vanguard Tota with a value of $21.4B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $7.32B, and Apple Inc. with a value of $6.94B.
Examining the 13F form we can see an increase of $52.4B in the current position value, from $236B to 289B.
Annis Gardner Whiting Capital Advisors, LLC is based out at Tampa, FL
Below you can find more details about Annis Gardner Whiting Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,332
- Current Value $289 Billion
- Prior Value $236 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 618 stocks
- Additional Purchases 455 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks