BD
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B&D White Capital Company, LLC13F | |
| B&D White Capital Company, LLC | |
| Last update 2025-05-14 | 53 Stocks (15 new) |
| Value $678.00 Mil | Turnover 57 % |
B&D White Capital Company, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 686,567 | 106,170.7 | +68.26% | 15.650 | +6.35% | 0.010 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AVUS | Avantis U.S. Equity ETF | 871,830 | 80,539.6 | +44.06% | 11.870 | +3.63% | 1.050 | +15.32% | +6.93% | 8,977.1 | ||
AMZN | Amazon.com Inc | 404,775 | 77,012.5 | +7,357.17% | 11.350 | +11.20% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,618,148 | 40,518.4 | +33.52% | 5.970 | +1.50% | 0.110 | +20.67% | +7.86% | 45,910.6 | ||
VUG | Vanguard Growth ETF | 82,781 | 30,696.8 | +20.29% | 4.530 | +0.76% | 0.020 | +21.93% | +10.19% | 166,080.2 | ||
QQQM | Invesco NASDAQ 100 ETF | 122,869 | 23,716.2 | +16.75% | 3.500 | +0.50% | 0.060 | +20.90% | +10.52% | 55,454.1 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 323,644 | 21,104.8 | +83.11% | 3.110 | +1.41% | 0.320 | +12.07% | +4.73% | 7,855.9 | ||
QQQE |
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
| 232,744 | 20,307.2 | New Holding | 2.990 | +2.99% | 1.690 | +15.91% | +11.48% | 1,261.0 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 343,161 | 16,732.5 | +125.26% | 2.470 | +1.37% | 0.110 | +16.84% | +9.09% | 19,895.8 | ||
VXUS | Vanguard Total International Stock | 261,868 | 16,259.1 | New Holding | 2.400 | +2.40% | 0.020 | +11.50% | +19.79% | 93,859.7 |
B&D White Capital Company, LLC's Historical Top Holdings Breakdowns
B&D White Capital Company, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -37.96% | 551.42 ($587.78) 612.93 | $634.42 | 7.93% | Reduce -99.25% | 2,917 | -384,399 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +11.20% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 7357.17% | 404,775 | 399,347 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +6.35% | 154.33 ($181.36) 206.38 | $192.17 | 5.96% | Add 68.26% | 686,567 | 278,535 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +3.63% | 90.7 ($97.44) 101.57 | $103.65 | 6.37% | Add 44.06% | 871,830 | 266,654 | |
QQQE |
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
| 2025-03-31 | New Buy New Buy | +2.99% | 86.24 ($92.11) 97.98 | $100.08 | 8.65% | New holding | 232,744 | 232,744 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | New Buy New Buy | +2.40% | 58.01 ($61.77) 64.46 | $70.59 | 14.28% | New holding | 261,868 | 261,868 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +2.35% | 56.17 ($58.26) 59.71 | $57.17 | -1.87% | New holding | 278,502 | 278,502 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | New Buy New Buy | +2.20% | 51.45 ($55.7) 58.51 | $55.02 | -1.22% | New holding | 287,752 | 287,752 | |
AMLP | Alerian MLP ETF | 2025-03-31 | Add Add | +1.95% | 48.65 ($51.34) 53.06 | $49.11 | -4.34% | Add 509.36% | 304,679 | 254,679 | |
PEP | PepsiCo Inc | 2025-03-31 | Sold Out Sold Out | -1.86% | 142.64 ($148.84) 156.42 | $144.51 | -2.91% | Sold Out | 0 | -72,520 |
B&D White Capital Company, LLC Total Holding History ($B)
B&D White Capital Company, LLC's Asset Allocation
B&D White Capital Company, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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B&D White Capital Company, LLC's Hypothetical Growth since 2025-03-31
B&D White Capital Company, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
B&D White Capital Company, LLC's Holdings Heat Map
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B&D White Capital Company, LLC's Holdings Bubble Chart
B&D White Capital Company, LLC News
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