Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $354 Million
  • Q4 2024

Whitener Capital Management, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $354 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27M, Jpmorgan Chase & CO with a value of $19.1M, Alphabet Inc. with a value of $18.5M, Microsoft Corp with a value of $17.8M, and Walmart Inc. with a value of $17.6M.

Examining the 13F form we can see an increase of $4.52M in the current position value, from $350M to 354M.

Whitener Capital Management, Inc. is based out at Rocky Mount, NC

Below you can find more details about Whitener Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
Technology: $70.1 Million
Financial Services: $67.8 Million
Consumer Defensive: $41.8 Million
Industrials: $36.4 Million
Consumer Cyclical: $36.1 Million
Healthcare: $31.4 Million
ETFs: $25.1 Million
Communication Services: $25.1 Million
Other: $20.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.18 Million 1.46% of portfolio
228,382
Q4 2024 Added 177.4%
$0
$2.32 Million 0.65% of portfolio
97,949
Q4 2024 Added 195.4%
$0
$2.04 Million 0.58% of portfolio
74,778
Q4 2024 Added 195.36%
$44.1B
$1.95 Million 0.55% of portfolio
39,480
Q4 2024 Reduced 0.76%
$0
$1.49 Million 0.42% of portfolio
17,717
Q4 2024 Added 7.8%
$0
$1.12 Million 0.32% of portfolio
43,001
Q4 2024 Added 213.08%
$0
$1.14 Million 0.32% of portfolio
11,867
Q4 2024 Added 0.5%
$0
$919,000 0.26% of portfolio
33,000
Q4 2024 Added 353.92%
$0
$785,000 0.22% of portfolio
3,378
Q4 2024 Added 4.52%
$0
$632,000 0.18% of portfolio
20,107
Q4 2024 Added 16.04%
$0
$571,000 0.16% of portfolio
29,324
Q4 2024 Added 84.31%
$0
$514,000 0.15% of portfolio
2,293
Q4 2024 Added 2.05%
$0
$530,000 0.15% of portfolio
26,360
Q4 2024 New
$0
$495,000 0.14% of portfolio
14,909
Q4 2024 Reduced 0.84%
$0
$508,000 0.14% of portfolio
864
Q4 2024 Reduced 6.7%
$0
$454,000 0.13% of portfolio
23,378
Q4 2024 Added 31.77%
$0
$437,000 0.12% of portfolio
3,959
Q4 2024 Added 4.32%
$0
$379,000 0.11% of portfolio
4,995
Q4 2024 Added 6.41%
$0
$390,000 0.11% of portfolio
764
Q4 2024 Reduced 17.05%
$0
$346,000 0.1% of portfolio
18,871
Q4 2024 New
$0
$345,000 0.1% of portfolio
2,515
Q4 2024 Added 0.04%
$0
$304,000 0.09% of portfolio
3,054
Q4 2024 New
$0
$280,000 0.08% of portfolio
2,126
Q4 2024 Added 4.01%
$0
$288,000 0.08% of portfolio
1,583
Q4 2024 Added 11.17%
$0
$254,000 0.07% of portfolio
4,215
Q4 2024 Reduced 33.78%
$0
$245,000 0.07% of portfolio
419
Q4 2024 Reduced 2.33%
$87.8B
$260,000 0.07% of portfolio
1,075
Q4 2024 New
$0
$262,000 0.07% of portfolio
12,696
Q4 2024 Added 17.11%
$0
$203,000 0.06% of portfolio
2,373
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $354 Million
  • Prior Value $350 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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