Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $350 Million
  • Q3 2024

Whitener Capital Management, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $350 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Microsoft Corp with a value of $18.2M, Jpmorgan Chase & CO with a value of $16.9M, Alphabet Inc. with a value of $16.5M, and Walmart Inc. with a value of $16.3M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $328M to 350M.

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 $350 Million
Technology: $69.9 Million
Financial Services: $64.8 Million
Consumer Defensive: $42.5 Million
Industrials: $35.8 Million
Consumer Cyclical: $34.7 Million
Healthcare: $34.5 Million
ETFs: $23.4 Million
Communication Services: $23 Million
Other: $21.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11B
$279,000 0.08% of portfolio
5,579
Q3 2024 Added 0.04%
$8.44B
$229,000 0.07% of portfolio
5,825
Q3 2024 New
$4.54B
$255,000 0.07% of portfolio
4,760
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $350 Million
  • Prior Value $328 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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