B&D White Capital Company, LLC Portfolio Holdings
B&D White Capital Company, LLC
- $681 Million
- Q1 2025
B&D White Capital Company, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $681 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $106M, American Centy ETF Tr Avantis with a value of $80.5M, Amazon Com Inc with a value of $77M, Schwab Strategic Tr Us Large C with a value of $40.5M, and Vanguard Growth ETF with a value of $30.7M.
Examining the 13F form we can see an increase of $94.4M in the current position value, from $587M to 681M.
Below you can find more details about B&D White Capital Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$681 Million
ETFs: $434 Million
Communication Services: $107 Million
Consumer Cyclical: $77.4 Million
Financial Services: $10.1 Million
Technology: $5.77 Million
Industrials: $2.49 Million
Consumer Defensive: $283,000
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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