BD

B&D White Capital Company, LLC

13F
B&D White Capital Company, LLC
Last update 2025-05-14 53 Stocks (15 new)
Value $678.00 Mil Turnover 57 %
Countries:
Top Holdings: GOOGL(15.65%)AVUS(11.87%)AMZN(11.35%)SCHG(5.97%)VUG(4.53%)
Summary Stock Picks Current Portfolio
B&D White Capital Company, LLC... Top Holdings of 2025-03-31 View Full List
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
-2.67%
-11.04%
2,048,508.5
Interactive Media
AVUS 		Avantis U.S. Equity ETF
871,830
80,539.6
+44.06%
11.870
+3.63%
1.050
+1.46%
+0.42%
8,307.7
 
AMZN 		Amazon.com Inc
404,775
77,012.5
+7,357.17%
11.350
+11.20%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,618,148
40,518.4
+33.52%
5.970
+1.50%
0.110
+3.80%
-0.11%
41,645.5
 
VUG 		Vanguard Growth ETF
82,781
30,696.8
+20.29%
4.530
+0.76%
0.020
+4.75%
+1.89%
152,020.0
 
QQQM 		Invesco NASDAQ 100 ETF
122,869
23,716.2
+16.75%
3.500
+0.50%
0.060
+4.70%
+2.81%
48,163.8
 
AVLV 		Avantis U.S. Large Cap Value ETF
323,644
21,104.8
+83.11%
3.110
+1.41%
0.320
-0.32%
-0.44%
7,189.1
 
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares
232,744
20,307.2
New Holding
2.990
+2.99%
1.690
+3.10%
+5.73%
1,209.3
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
343,161
16,732.5
+125.26%
2.470
+1.37%
0.110
+2.55%
+2.15%
17,388.4
 
VXUS 		Vanguard Total International Stock
261,868
16,259.1
New Holding
2.400
+2.40%
0.020
+6.55%
+15.45%
87,595.0
 

B&D White Capital Company, LLC's Historical Top Holdings Breakdowns

B&D White Capital Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-37.96%
●
551.42 ($587.78) 612.93
$593.05
0.90%
Reduce -99.25%
2,917
-384,399
AMZN 		Amazon.com Inc2025-03-31Add
+11.20%
●
190.26 ($217) 242.06
$207.91
-4.19%
Add 7357.17%
404,775
399,347
GOOGL 		Alphabet Inc2025-03-31Add
+6.35%
●
154.33 ($181.36) 206.38
$168.21
-7.25%
Add 68.26%
686,567
278,535
AVUS 		Avantis U.S. Equity ETF2025-03-31Add
+3.63%
●
90.7 ($97.44) 101.57
$97.03
-0.42%
Add 44.06%
871,830
266,654
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares2025-03-31New Buy
+2.99%
●
86.24 ($92.11) 97.98
$94.85
2.97%
New holding
232,744
232,744
VXUS 		Vanguard Total International Stock2025-03-31New Buy
+2.40%
●
58.01 ($61.77) 64.46
$67.83
9.81%
New holding
261,868
261,868
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31New Buy
+2.35%
●
56.17 ($58.26) 59.71
$55.77
-4.27%
New holding
278,502
278,502
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2025-03-31New Buy
+2.20%
●
51.45 ($55.7) 58.51
$52.34
-6.03%
New holding
287,752
287,752
AMLP 		Alerian MLP ETF2025-03-31Add
+1.95%
●
48.65 ($51.34) 53.06
$48.21
-6.10%
Add 509.36%
304,679
254,679
PEP 		PepsiCo Inc2025-03-31Sold Out
-1.86%
●
142.64 ($148.84) 156.42
$131.11
-11.91%
Sold Out
0
-72,520

B&D White Capital Company, LLC Total Holding History ($B)

To

B&D White Capital Company, LLC's Asset Allocation

To

B&D White Capital Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

B&D White Capital Company, LLC's Holdings Bubble Chart

B&D White Capital Company, LLC News

  • 1

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