B&D White Capital Company, LLC New Holdings 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
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
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
PEP
Pepsico Inc

Consumer Defensive
45.3K
New
$128.02 - $151.37 $5.8M - $6.85M
45.3K $5.98M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
130K
New
$23.4 - $29.68 $3.05M - $3.86M
130K $3.86M
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
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
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
AVGE
American Centy ETF Tr Avantis
22.5K
New
N/A
22.5K $0
Goldman Sachs ETF Tr
352K
New
N/A
352K $0
Dimensional ETF Trust
131K
New
N/A
131K $0
ILCG
Ishares Morningstar Growth ETF
349K
New
N/A
349K $0
American Centy ETF Tr
25.7K
New
N/A
25.7K $0
Goldman Sachs ETF Tr
172K
New
N/A
172K $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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