Whitener Capital Management, Inc. Reduced Holdings in Q1 2025

Whitener Capital Management, Inc.

  • $350 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.64K
- 2.45%
$209.68 - $247.1 $554K - $653K
105K $23.3M
GOOGL
Alphabet Inc.

Communication Services
-768
- 0.79%
$154.33 - $206.19 $119K - $158K
96.9K $15M
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 0.15%
$190.26 - $242.06 $23K - $29.3K
78.6K $15M
WMT
Walmart Inc.

Consumer Defensive
-2.95K
- 1.51%
$84.5 - $105.05 $249K - $309K
192K $16.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-18.2K
- 7.98%
$21.23 - $23.75 $387K - $433K
210K $4.52M
HON
Honeywell International Inc

Industrials
-69
- 0.16%
$202.75 - $226.52 $14K - $15.6K
43.9K $9.3M
MRK
Merck & Co., Inc.

Healthcare
-1.55K
- 3.83%
$83.01 - $101.02 $129K - $157K
39K $3.5M
NKE
Nike, Inc.

Consumer Cyclical
-1.54K
- 4.5%
$63.29 - $81.72 $97.5K - $126K
32.7K $2.07M
CAT
Caterpillar Inc

Industrials
-251
- 2.21%
$326.75 - $407.63 $82K - $102K
11.1K $3.66M
TFC
Truist Financial Corp

Financial Services
-2.67K
- 2.17%
$39.48 - $48.15 $105K - $129K
121K $4.97M
NOC
Northrop Grumman Corp

Industrials
-550
- 32.95%
$433.45 - $513.82 $238K - $283K
1.12K $572K
RY
Royal Bank Of Canada

Financial Services
-149
- 0.65%
$108.81 - $123.4 $16.2K - $18.4K
22.7K $2.56M
TGT
Target Corp

Consumer Defensive
-225
- 4.33%
$103.65 - $142.5 $23.3K - $32.1K
4.98K $519K
LLY
Eli Lilly & CO

Healthcare
-338
- 18.58%
$725.72 - $929.72 $245K - $314K
1.48K $1.22M
JEF
Jefferies Financial Group Inc.

Financial Services
-100
- 1.79%
$52.22 - $81.31 $5.22K - $8.13K
5.5K $294K
PFE
Pfizer Inc

Healthcare
-2.18K
- 2.91%
$25.01 - $27.13 $54.4K - $59.1K
72.6K $1.84M
RVT
Royce Value Trust, Inc.

Financial Services
-3.81K
- 7.62%
$14.07 - $16.68 $53.6K - $63.5K
46.2K $657K
CSX
Csx Corp

Industrials
-1.05K
- 4.76%
$29.11 - $33.67 $30.6K - $35.4K
21K $618K
AMAT
Applied Materials Inc

Technology
-4
- 0.08%
$145.06 - $195.51 $580 - $782
5.07K $736K
AXP
American Express CO

Financial Services
-95
- 4.9%
$255.39 - $325.87 $24.3K - $31K
1.85K $496K
DIS
Walt Disney CO

Communication Services
-201
- 4.47%
$96.87 - $114.0 $19.5K - $22.9K
4.3K $424K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-48
- 6.28%
$468.34 - $539.52 $22.5K - $25.9K
716 $335K
NSC
Norfolk Southern Corp

Industrials
-275
- 4.02%
$227.69 - $259.76 $62.6K - $71.4K
6.57K $1.56M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-570
- 23.41%
$98.98 - $113.18 $56.4K - $64.5K
1.87K $211K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-3.34K
- 13.26%
$15.63 - $16.23 $52.2K - $54.2K
21.8K $347K
TY
Tri Continental Corp

Financial Services
-125
- 0.34%
$30.4 - $32.91 $3.8K - $4.11K
36.6K $1.12M
BA
Boeing CO

Industrials
-175
- 12.5%
$148.15 - $186.25 $25.9K - $32.6K
1.23K $208K
EW
Edwards Lifesciences Corp

Healthcare
-225
- 2.32%
$67.95 - $76.19 $15.3K - $17.1K
9.47K $686K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-6.51K
- 14.4%
$4.76 - $4.93 $31K - $32.1K
38.7K $187K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.48K
- 5.04%
$19.43 - $19.62 $28.7K - $29K
27.8K $545K
ARCC
Ares Capital Corp

Financial Services
-1.49K
- 5.05%
$21.28 - $23.81 $31.8K - $35.6K
28.1K $622K
DGRO
Ishares Core Dividend Growth E

ETFs
-400
- 5.23%
$60.46 - $64.42 $24.2K - $25.8K
7.25K $447K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.01K
- 7.94%
$20.64 - $20.73 $20.8K - $20.9K
11.7K $241K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.48K
- 3.31%
$27.01 - $28.54 $66.9K - $70.7K
72.3K $2.02M
TXN
Texas Instruments Inc

Technology
-100
- 2.4%
N/A
4.06K $789K
MAIN
Main Street Capital Corp

Financial Services
-143
- 2.56%
$54.71 - $63.1 $7.82K - $9.02K
5.44K $307K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 3.1%
$551.42 - $612.93 $7.17K - $7.97K
406 $227K
BDX
Becton Dickinson & CO

Healthcare
-100
- 2.7%
$222.79 - $249.08 $22.3K - $24.9K
3.6K $824K
QCOM
Qualcomm Inc

Technology
-90
- 2.64%
$151.94 - $175.86 $13.7K - $15.8K
3.32K $509K
COF
Capital One Financial Corp

Financial Services
-105
- 1.7%
$163.87 - $209.82 $17.2K - $22K
6.07K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
-48
- 3.03%
N/A
1.54K $279K
AKAM
Akamai Technologies Inc

Technology
-90
- 3.47%
N/A
2.51K $227K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-415
- 1.78%
$19.42 - $19.54 $8.06K - $8.11K
23K $447K
MU
Micron Technology Inc

Technology
-175
- 5.03%
$86.89 - $109.38 $15.2K - $19.1K
3.31K $287K
First Tr Exchng Traded Fd Vi
-258
- 1.36%
N/A
18.7K $0
GLD
Spdr Gold Trust

ETFs
-75
- 6.98%
$243.19 - $288.14 $18.2K - $21.6K
1K $288K
BK
Bank Of New York Mellon Corp

Financial Services
-390
- 3.04%
$75.42 - $88.95 $29.4K - $34.7K
12.4K $1.04M
KR
Kroger CO

Consumer Defensive
-547
- 3.17%
$58.36 - $67.72 $31.9K - $37K
16.7K $1.13M
KMB
Kimberly Clark Corp

Consumer Defensive
-315
- 2.84%
$124.46 - $147.4 $39.2K - $46.4K
10.8K $1.53M
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
Track This Portfolio

Track Whitener Capital Management, Inc. Portfolio

Follow Whitener Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitener Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whitener Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email