B&D White Capital Company, LLC Purchases in Q2 2025

B&D White Capital Company, LLC

  • $572 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
117K
New
$243.75 - $303.93 $28.6M - $35.6M
117K $35.6M
AMZN
Amazon Com Inc

Consumer Cyclical
107K
+ 26.45%
$167.32 - $223.3 $17.9M - $23.9M
512K $112M
IWF
Ishares Russell 1000 Gr ETF

ETFs
69.5K
New
$320.42 - $424.58 $22.3M - $29.5M
69.5K $29.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
739K
New
$29.12 - $35.84 $21.5M - $26.5M
739K $26.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
25
New
$725400.0 - $809350.0 $18.1M - $20.2M
25 $18.2M
IAU
Ishares Gold Trust

ETFs
163K
New
$56.1 - $64.74 $9.16M - $10.6M
163K $10.2M
AVIV
American Centy ETF Tr Avantis
146K
+ 105.7%
$50.27 - $62.84 $7.33M - $9.16M
284K $17.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
313K
New
$24.94 - $31.15 $7.81M - $9.76M
313K $9.74M
GLDM
World Gold Trust

ETFs
147K
New
$58.96 - $67.97 $8.69M - $10M
147K $9.66M
DFAS
Dimensional ETF Tr U S Small C

ETFs
150K
New
$52.31 - $63.72 $7.87M - $9.58M
150K $9.58M
AVES
American Centy ETF Tr Avantis

ETFs
96.3K
+ 100.38%
$42.02 - $53.63 $4.05M - $5.17M
192K $10.3M
AVDV
American Centy ETF Tr Avantis

ETFs
52.7K
+ 103.39%
$61.76 - $79.32 $3.25M - $4.18M
104K $8.22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
130K
New
$23.4 - $29.68 $3.05M - $3.86M
130K $3.86M
COP
Conocophillips

Energy
40.9K
New
$82.66 - $106.1 $3.38M - $4.33M
40.9K $3.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.23K
+ 37.99%
$416.06 - $551.64 $1.76M - $2.33M
15.3K $8.47M
AAPL
Apple Inc.

Technology
9.71K
+ 96.18%
$172.42 - $223.89 $1.67M - $2.17M
19.8K $4.06M
DFAX
Dimensional ETF Tr
15.4K
+ 4.96%
$23.37 - $29.39 $361K - $454K
326K $9.58M
LMT
Lockheed Martin Corp

Industrials
2.4K
+ 80.0%
$430.82 - $486.45 $1.03M - $1.17M
5.4K $2.5M
AMGN
Amgen Inc

Healthcare
4K
New
$262.28 - $309.85 $1.05M - $1.24M
4K $1.12M
HSY
Hershey CO

Consumer Defensive
6.6K
New
$151.29 - $173.13 $999K - $1.14M
6.6K $1.1M
CLX
Clorox CO

Consumer Defensive
9.1K
New
$118.01 - $148.69 $1.07M - $1.35M
9.1K $1.09M
MRK
Merck & Co., Inc.

Healthcare
13.2K
New
$73.47 - $87.12 $970K - $1.15M
13.2K $1.04M
ABBV
Abb Vie Inc.

Healthcare
5.1K
New
$170.16 - $206.27 $868K - $1.05M
5.1K $946K
UPS
United Parcel Service Inc

Industrials
7.3K
New
$91.92 - $110.2 $671K - $804K
7.3K $736K
FDX
Fedex Corp

Industrials
3.2K
New
$198.07 - $245.17 $634K - $785K
3.2K $727K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
75
+ 0.15%
$60.22 - $80.1 $4.52K - $6.01K
51.2K $4.1M
PANW
Palo Alto Networks Inc

Technology
2.9K
New
$152.44 - $204.64 $442K - $593K
2.9K $593K
QCOM
Qualcomm Inc

Technology
3.6K
New
$124.66 - $159.48 $449K - $574K
3.6K $573K
HP
Helmerich & Payne, Inc.

Energy
37K
New
$15.16 - $26.78 $561K - $991K
37K $560K
DFAT
Dimensional ETF Tr U S Target

ETFs
9.43K
New
$44.8 - $53.97 $422K - $509K
9.43K $508K
AVRE
American Centy ETF Tr Avantis
10.7K
New
$38.75 - $44.92 $414K - $480K
10.7K $471K
CVX
Chevron Corp

Energy
3K
New
$133.73 - $168.51 $401K - $506K
3K $429K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.87K
+ 3.19%
$51.14 - $57.0 $454K - $506K
287K $16.3M
HD
Home Depot, Inc.

Consumer Cyclical
922
New
$335.24 - $380.78 $309K - $351K
922 $338K
XOM
Exxon Mobil Corp

Energy
2.98K
New
$99.93 - $119.04 $298K - $355K
2.98K $321K
PSX
Phillips 66

Energy
2.4K
New
$92.87 - $125.73 $223K - $302K
2.4K $286K
PG
Procter & Gamble CO

Consumer Defensive
1.77K
New
$157.66 - $172.39 $279K - $305K
1.77K $281K
JNJ
Johnson & Johnson

Healthcare
1.7K
New
$146.36 - $159.82 $249K - $272K
1.7K $259K
AIQ
Global X Funds Global X Artifi

ETFs
5.47K
New
$31.5 - $43.69 $172K - $239K
5.47K $238K
GIS
General Mills Inc

Consumer Defensive
4.3K
New
$50.37 - $60.97 $217K - $262K
4.3K $222K
MSTR
Microstrategy Inc

Technology
500
New
$237.95 - $421.61 $119K - $211K
500 $202K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36
+ 0.06%
$19.1 - $23.83 $688 - $858
63.7K $1.52M
AVIG
American Centy ETF Tr Avantis

ETFs
2.21K
+ 1.75%
$40.41 - $41.62 $89.4K - $92.1K
129K $5.36M
AVSF
American Centy ETF Tr Avantis

ETFs
827
+ 1.52%
$46.28 - $47.03 $38.3K - $38.9K
55.4K $2.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.09%
$51.16 - $62.02 $665 - $806
14.1K $875K
Goldman Sachs ETF Tr
172K
New
N/A
172K $0
American Centy ETF Tr
25.7K
New
N/A
25.7K $0
AVGE
American Centy ETF Tr Avantis
22.5K
New
N/A
22.5K $0
American Centy ETF Tr
268
+ 0.19%
N/A
138K $0
Activity Summary
Buys All Purchases 54 New Holdings 38 Increased Positions 16 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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