Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $350 Million
  • Q1 2025

Whitener Capital Management, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $350 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Jpmorgan Chase & CO with a value of $19.5M, Walmart Inc. with a value of $16.9M, Microsoft Corp with a value of $15.8M, and Amazon Com Inc with a value of $15M.

Examining the 13F form we can see an decrease of $3.7M in the current position value, from $354M 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
Financial Services: $69.8 Million
Technology: $63.3 Million
Consumer Defensive: $42.7 Million
Industrials: $35.1 Million
Healthcare: $34.4 Million
Consumer Cyclical: $34.4 Million
ETFs: $25.9 Million
Communication Services: $22.3 Million
Other: $22.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.4B
$1.56 Million 0.44% of portfolio
6,572
Q1 2025 Reduced 4.02%
$184B
$1.51 Million 0.43% of portfolio
33,195
Q1 2025 Added 12.15%
$45.7B
$1.5 Million 0.43% of portfolio
4,778
Q1 2025 Added 0.02%
$283B
$1.47 Million 0.42% of portfolio
9,255
Q1 2025 Reduced 5.08%
$160B
$1.39 Million 0.4% of portfolio
17,808
Q1 2025 Added 54.45%
$35.5B
$1.39 Million 0.4% of portfolio
71,639
Q1 2025 Reduced 2.3%
$542B
$1.4 Million 0.4% of portfolio
1,500
Q1 2025 Added 1.35%
$105B
$1.38 Million 0.39% of portfolio
3,900
Q1 2025 Added 140.0%
$34B
$1.37 Million 0.39% of portfolio
2,865
Q1 2025 Added 2.5%
$555B
$1.3 Million 0.37% of portfolio
2,380
Q1 2025 Added 1.28%
$713B
$1.22 Million 0.35% of portfolio
1,481
Q1 2025 Reduced 18.58%
$68.5B
$1.19 Million 0.34% of portfolio
34,861
Q1 2025 Reduced 0.23%
$114B
$1.19 Million 0.34% of portfolio
13,265
Q4 2024 Reduced 2.16%
$0
$1.18 Million 0.34% of portfolio
44,301
Q1 2025 Added 3.02%
$48B
$1.13 Million 0.32% of portfolio
16,698
Q1 2025 Reduced 3.17%
$0
$1.12 Million 0.32% of portfolio
36,551
Q1 2025 Reduced 0.34%
$0
$1.06 Million 0.3% of portfolio
11,955
Q1 2025 Added 0.74%
$72.2B
$1.04 Million 0.3% of portfolio
12,440
Q1 2025 Reduced 3.04%
$0
$1.04 Million 0.3% of portfolio
41,594
Q1 2025 Added 26.04%
$75.8B
$970,000 0.28% of portfolio
3,560
Q1 2025 Added 0.85%
$0
$937,000 0.27% of portfolio
30,496
Q1 2025 Added 51.67%
$137B
$954,000 0.27% of portfolio
8,517
Q1 2025 Reduced 1.62%
$27.6B
$917,000 0.26% of portfolio
495
Q3 2024 Reduced 11.13%
$41.2B
$926,000 0.26% of portfolio
12,210
Q1 2025 Added 4.21%
$0
$854,000 0.24% of portfolio
42,004
Q1 2025 Added 59.35%
$47.2B
$833,000 0.24% of portfolio
14,870
Q1 2025 Added 1.69%
$0
$838,000 0.24% of portfolio
4,060
Q1 2025 Added 20.19%
$48.7B
$824,000 0.24% of portfolio
3,600
Q1 2025 Reduced 2.7%
$264B
$814,000 0.23% of portfolio
13,206
Q4 2024 Reduced 0.83%
$177B
$789,000 0.23% of portfolio
4,059
Q1 2025 Reduced 2.4%
$358B
$756,000 0.22% of portfolio
18,135
Q1 2025 Added 4.25%
$139B
$736,000 0.21% of portfolio
5,074
Q1 2025 Reduced 0.08%
$136B
$742,000 0.21% of portfolio
3,142
Q1 2025 Added 5.01%
$91.9B
$718,000 0.2% of portfolio
10,595
Q1 2025 Added 1.92%
$48.1B
$686,000 0.2% of portfolio
9,473
Q1 2025 Reduced 2.32%
$55.8B
$660,000 0.19% of portfolio
5,348
Q4 2024 Reduced 1.31%
$55.3B
$652,000 0.19% of portfolio
35,121
Q1 2025 Added 2.93%
$0
$657,000 0.19% of portfolio
46,172
Q1 2025 Reduced 7.62%
$456B
$680,000 0.19% of portfolio
4,868
Q1 2025 Added 1.78%
$67B
$618,000 0.18% of portfolio
21,020
Q1 2025 Reduced 4.76%
$0
$622,000 0.18% of portfolio
28,092
Q1 2025 Reduced 5.05%
$0
$545,000 0.16% of portfolio
27,846
Q1 2025 Reduced 5.04%
$75.1B
$572,000 0.16% of portfolio
1,119
Q1 2025 Reduced 32.95%
$0
$558,000 0.16% of portfolio
4,945
Q1 2025 Added 24.91%
$0
$569,000 0.16% of portfolio
15,745
Q1 2025 Added 5.61%
$44.1B
$519,000 0.15% of portfolio
4,977
Q1 2025 Reduced 4.33%
$167B
$509,000 0.15% of portfolio
3,320
Q1 2025 Reduced 2.64%
$197B
$512,000 0.15% of portfolio
1,642
Q1 2025 Added 169.18%
$222B
$496,000 0.14% of portfolio
1,845
Q1 2025 Reduced 4.9%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $350 Million
  • Prior Value $354 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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