B&D White Capital Company, LLC Portfolio Holdings

B&D White Capital Company, LLC

  • $580 Million
  • Q3 2024

B&D White Capital Company, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $580 Million distributed in 73 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 $222M, American Centy ETF Tr Avantis with a value of $46.4M, Alphabet Inc. with a value of $40.7M, Schwab Strategic Tr Us Large C with a value of $25.9M, and Invesco Exchange Traded Fd Tr with a value of $20M.

Examining the 13F form we can see an increase of $101M in the current position value, from $479M to 580M.

Below you can find more details about B&D White Capital Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $580 Million
ETFs: $435 Million
Energy: $49.3 Million
Communication Services: $41.2 Million
Technology: $16.9 Million
Healthcare: $15.2 Million
Financial Services: $3.65 Million
Consumer Defensive: $3.63 Million
Industrials: $3.05 Million
Other: $3.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $580 Million
  • Prior Value $479 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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