WC
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WHITENER CAPITAL MANAGEMENT, INC.13F | |
| WHITENER CAPITAL MANAGEMENT, INC. | |
| Last update 2025-05-01 | 154 Stocks (1 new) |
| Value $353.00 Mil | Turnover 3 % |
WHITENER CAPITAL MANAGEMENT, I... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 105,102 | 23,336.7 | -2.45% | 6.600 | -0.19% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
JPM | JPMorgan Chase & Co | 79,496 | 19,500.4 | -0.43% | 5.520 | -0.02% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
WMT | Walmart Inc | 192,174 | 16,871.0 | -1.51% | 4.770 | -0.07% | 0.000 | +12.99% | +9.43% | 784,953.9 | Retail - Defensive | |
MSFT | Microsoft Corp | 42,150 | 15,824.2 | +0.05% | 4.480 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
GOOGL | Alphabet Inc | 96,855 | 14,977.7 | -0.79% | 4.240 | -0.04% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
AMZN | Amazon.com Inc | 78,607 | 14,955.8 | -0.15% | 4.230 | -0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 123,377 | 13,371.9 | +5.07% | 3.780 | +0.18% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
V | Visa Inc | 32,747 | 11,476.7 | -1.45% | 3.250 | -0.04% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
MCD | McDonald's Corp | 30,375 | 9,488.2 | +5.20% | 2.680 | +0.13% | 0.000 | -7.08% | +2.61% | 210,276.8 | Restaurants | |
HON | Honeywell International Inc | 43,921 | 9,300.5 | -0.16% | 2.630 | 0% | 0.010 | +16.91% | +7.54% | 154,639.0 | Conglomerates |
WHITENER CAPITAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
WHITENER CAPITAL MANAGEMENT, INC.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +0.23% | 308.86 ($381.06) 455.36 | $514.10 | 34.91% | Add 140% | 3,900 | 2,275 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.19% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -2.45% | 105,102 | -2,644 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.19% | 461.52 ($511.2) 548.18 | $308.55 | -39.64% | Add 21.21% | 7,132 | 1,248 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.18% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 5.07% | 123,377 | 5,953 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Add Add | +0.14% | 222.66 ($246.05) 268.42 | $228.31 | -7.21% | Add 15.06% | 15,701 | 2,055 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +0.14% | 71.24 ($78.48) 83.64 | $91.48 | 16.56% | Add 54.45% | 17,808 | 6,278 | |
MCD | McDonald's Corp | 2025-03-31 | Add Add | +0.13% | 279.74 ($299.1) 321.29 | $294.08 | -1.68% | Add 5.2% | 30,375 | 1,502 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.12% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | Add 18.78% | 4,711 | 745 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.12% | 21.23 ($22.75) 23.75 | $24.14 | 6.11% | Reduce -7.98% | 210,159 | -18,223 | |
SF | Stifel Financial Corp | 2025-03-31 | New Buy New Buy | +0.12% | 91.62 ($105.74) 117.6 | $109.20 | 3.27% | New holding | 4,630 | 4,630 |
WHITENER CAPITAL MANAGEMENT, INC. Total Holding History ($B)
WHITENER CAPITAL MANAGEMENT, INC.'s Asset Allocation
WHITENER CAPITAL MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WHITENER CAPITAL MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
WHITENER CAPITAL MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WHITENER CAPITAL MANAGEMENT, INC.'s Holdings Heat Map
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WHITENER CAPITAL MANAGEMENT, INC.'s Holdings Bubble Chart
WHITENER CAPITAL MANAGEMENT, INC. News
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