Whitener Capital Management, Inc. Purchases in Q1 2025

Whitener Capital Management, Inc.

  • $350 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
110
+ 0.29%
$169.2 - $216.66 $18.6K - $23.8K
38.4K $8.04M
MCD
Mcdonalds Corp

Consumer Cyclical
1.5K
+ 5.2%
$279.74 - $321.29 $420K - $483K
30.4K $9.49M
DUK
Duke Energy Corp

Utilities
1.59K
+ 3.6%
$105.87 - $121.97 $168K - $194K
45.8K $5.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.28K
+ 140.0%
$308.86 - $455.36 $703K - $1.04M
3.9K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
1.25K
+ 21.21%
$461.52 - $548.18 $576K - $684K
7.13K $3.74M
CVX
Chevron Corp

Energy
1.46K
+ 6.78%
$146.71 - $167.97 $215K - $246K
23K $3.85M
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 5.96%
$142.06 - $167.7 $169K - $200K
21.1K $3.51M
XOM
Exxon Mobil Corp

Energy
1.3K
+ 3.19%
$105.44 - $118.93 $137K - $154K
41.9K $4.98M
SCHW
Schwab Charles Corp

Financial Services
6.28K
+ 54.45%
$71.24 - $83.64 $447K - $525K
17.8K $1.39M
SF
Stifel Financial Corp

Financial Services
4.63K
New
$91.62 - $117.6 $424K - $544K
4.63K $436K
META
Meta Platforms, Inc.

Communication Services
745
+ 18.78%
$576.36 - $736.67 $429K - $549K
4.71K $2.72M
AMGN
Amgen Inc

Healthcare
70
+ 1.04%
$258.59 - $327.36 $18.1K - $22.9K
6.83K $2.13M
DE
Deere & CO

Industrials
69
+ 0.96%
$408.57 - $509.27 $28.2K - $35.1K
7.28K $3.42M
KO
Coca Cola CO

Consumer Defensive
484
+ 1.41%
$60.81 - $72.32 $29.4K - $35K
34.8K $2.49M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
15.6K
+ 59.35%
$20.05 - $20.4 $314K - $319K
42K $854K
VZ
Verizon Communications Inc

Communication Services
3.6K
+ 12.15%
$37.81 - $46.49 $136K - $167K
33.2K $1.51M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.4K
+ 51.67%
$30.73 - $32.26 $319K - $335K
30.5K $937K
MO
Altria Group, Inc.

Consumer Defensive
479
+ 1.37%
$50.81 - $60.02 $24.3K - $28.7K
35.5K $2.13M
ACN
Accenture PLC

Technology
1.03K
+ 169.18%
$300.91 - $398.25 $311K - $411K
1.64K $512K
LOW
Lowes Companies Inc

Consumer Cyclical
2.06K
+ 15.06%
$222.66 - $268.42 $458K - $552K
15.7K $3.66M
ISRG
Intuitive Surgical Inc

Healthcare
808
+ 15.33%
$476.63 - $610.45 $385K - $493K
6.08K $3.01M
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 5.19%
$890.62 - $1076.86 $134K - $162K
3.04K $2.88M
PEP
Pepsico Inc

Consumer Defensive
2.13K
+ 4.8%
$142.64 - $156.42 $304K - $333K
46.5K $6.98M
XLB
Select Sector Spdr Fd Material

ETFs
1.6K
+ 9.05%
$83.19 - $90.99 $133K - $146K
19.3K $1.66M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
3.85K
+ 5.28%
$21.34 - $23.86 $82.1K - $91.8K
76.7K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
306
+ 0.88%
$158.56 - $176.26 $48.5K - $53.9K
35.2K $6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.25K
+ 41.03%
$97.38 - $104.52 $122K - $131K
4.31K $440K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.59K
+ 26.04%
$24.91 - $29.02 $214K - $249K
41.6K $1.04M
IYF
Ishares Tr

ETFs
986
+ 24.91%
$107.69 - $119.37 $106K - $118K
4.95K $558K
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
+ 1.92%
$56.12 - $68.15 $11.2K - $13.6K
10.6K $718K
AVGO
Broadcom Inc.

Technology
1.01K
+ 84.22%
$167.43 - $244.7 $170K - $248K
2.22K $371K
NFLX
Netflix Inc

Communication Services
20
+ 1.35%
$828.4 - $1058.6 $16.6K - $21.2K
1.5K $1.4M
T
At&T Inc.

Communication Services
2
+ 0.01%
$21.56 - $28.28 $43.1 - $56.6
13.9K $392K
XLV
Select Sector Spdr Fund Health

ETFs
376
+ 14.95%
$137.61 - $149.68 $51.7K - $56.3K
2.89K $422K
FNDF
Schwab Fundamental Intl Large

ETFs
836
+ 5.61%
$32.9 - $37.45 $27.5K - $31.3K
15.7K $569K
MA
Mastercard Inc

Financial Services
30
+ 1.28%
$504.67 - $576.31 $15.1K - $17.3K
2.38K $1.3M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
6.75K
+ 22.36%
$12.7 - $13.72 $85.8K - $92.7K
36.9K $477K
UNP
Union Pacific Corp

Industrials
150
+ 5.01%
$225.21 - $254.42 $33.8K - $38.2K
3.14K $742K
XLE
Energy Sector Spdr

ETFs
420
+ 17.7%
$85.7 - $93.96 $36K - $39.5K
2.79K $261K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.3K
+ 3.02%
$25.77 - $27.6 $33.5K - $35.9K
44.3K $1.18M
XLK
Technology Sector Spdr

ETFs
682
+ 20.19%
$206.38 - $242.18 $141K - $165K
4.06K $838K
FNDX
Schwab Fundamental U S Large C

ETFs
2.37K
+ 2.42%
$23.03 - $25.01 $54.5K - $59.2K
100K $2.37M
D
Dominion Energy, Inc

Utilities
247
+ 1.69%
$52.85 - $57.43 $13.1K - $14.2K
14.9K $833K
GD
General Dynamics Corp

Industrials
30
+ 0.85%
$241.94 - $272.58 $7.26K - $8.18K
3.56K $970K
LHX
L3 Harris Technologies, Inc.

Industrials
202
+ 9.51%
$194.65 - $222.86 $39.3K - $45K
2.33K $486K
SUN
Sunoco LP

Energy
4
+ 0.09%
$51.29 - $59.25 $205 - $237
4.5K $261K
PSA
Public Storage

Real Estate
89
+ 5.99%
$288.99 - $313.98 $25.7K - $27.9K
1.57K $471K
PRU
Prudential Financial Inc

Financial Services
350
+ 17.68%
$105.04 - $122.33 $36.8K - $42.8K
2.33K $260K
XLP
Consumer Staples Sector Spdr

ETFs
309
+ 6.19%
N/A
5.3K $403K
Activity Summary
Buys All Purchases 74 New Holdings 1 Increased Positions 73 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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