B&D White Capital Company, LLC Portfolio Holdings
B&D White Capital Company, LLC
- $479 Million
- Q2 2024
B&D White Capital Company, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $479 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $210M, Pepsico Inc with a value of $50.4M, American Centy ETF Tr Avantis with a value of $39.5M, Mcdonalds Corp with a value of $37.6M, and Johnson & Johnson with a value of $31.1M.
Examining the 13F form we can see an increase of $28.5M in the current position value, from $450M to 479M.
Below you can find more details about B&D White Capital Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$479 Million
ETFs: $347 Million
Consumer Defensive: $50.6 Million
Consumer Cyclical: $38.7 Million
Healthcare: $31.1 Million
Technology: $3.47 Million
Financial Services: $2.54 Million
Industrials: $2.34 Million
Energy: $862,000
Other: $191,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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