Whitener Capital Management, Inc.

CIK Number: 0000825217

377.55M
Market Value
148
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 1, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
232.81
-0.22% 105.1K -2.45% 23.34M 51.23 6.60% Share
2 JPM JPMorgan Chase ...
294.09
+1.23% 79.5K -0.43% 19.5M 113.45 5.52% Share
3 WMT Walmart Inc.
100.84
-0.15% 192.17K -1.51% 16.87M 36.2 4.77% Share
4 MSFT Microsoft Corpo...
522.28
+0.33% 42.15K +0.05% 15.82M 150.59 4.48% Share
5 GOOGL Alphabet Inc.
202.88
+0.46% 96.86K -0.79% 14.98M 61.02 4.24% Share
6 AMZN Amazon.com, Inc...
230.94
+2.84% 78.61K -0.15% 14.96M 79.81 4.23% Share
7 NVDA NVIDIA Corporat...
182.02
+0.24% 123.38K +5.07% 13.37M 38.11 3.78% Share
8 V Visa Inc.
345.40
+0.83% 32.75K -1.45% 11.48M 144.46 3.25% Share
9 MCD McDonald's Corp...
308.84
+1.24% 30.38K +5.20% 9.49M 243.24 2.68% Share
10 HON Honeywell Inter...
218.15
-0.73% 43.92K -0.16% 9.3M 169.57 2.63% Share
11 ABBV AbbVie Inc.
204.72
+1.61% 38.38K +0.29% 8.04M 115.59 2.28% Share
12 PEP PepsiCo, Inc.
148.62
-0.49% 46.52K +4.80% 6.98M 143.49 1.97% Share
13 GS The Goldman Sac...
746.99
+0.31% 12.45K +1.08% 6.8M 232.93 1.92% Share
14 BRK-B Berkshire Hatha...
479.02
+0.36% 11.79K -0.42% 6.28M 271.2 1.78% Share
15 PG The Procter & G...
153.70
-1.1% 35.23K +0.88% 6M 108.92 1.70% Share
16 DUK Duke Energy Cor...
124.26
-1.15% 45.78K +3.60% 5.58M 90.76 1.58% Share
17 XOM Exxon Mobil Cor...
107.38
-0.21% 41.9K +3.19% 4.98M 90.11 1.41% Share
18 TFC Truist Financia...
44.96
+0.33% 120.71K -2.17% 4.97M 42.67 1.41% Share
19 SCHB Schwab U.S. Bro...
24.87
-0.12% 210.16K -7.98% 4.52M 11.62 1.28% Share
20 HD The Home Depot,...
400.32
-1.68% 11.52K +4.38% 4.22M 276.03 1.19% Share
21 ROK Rockwell Automa...
347.55
-0.42% 14.96K +0.27% 3.86M 198.35 1.09% Share
22 CVX Chevron Corpora...
155.20
-0.43% 23.03K +6.78% 3.85M 150.57 1.09% Share
23 UNH UnitedHealth Gr...
271.50
-0.11% 7.13K +21.21% 3.74M 397.38 1.06% Share
24 LOW Lowe's Companie...
253.05
-1.24% 15.7K +15.06% 3.66M 164.6 1.04% Share
25 CAT Caterpillar Inc...
417.50
+0.92% 11.1K -2.21% 3.66M 177.99 1.04% Share
26 JNJ Johnson & Johns...
174.72
+0.17% 21.15K +5.96% 3.51M 145.05 0.99% Share
27 MRK Merck & Co., In...
82.74
+0.04% 38.95K -3.83% 3.5M 72.34 0.99% Share
28 DE Deere & Company
478.62
-6.8% 7.28K +0.96% 3.42M 374.1 0.97% Share
29 ABT Abbott Laborato...
129.32
-0.06% 24.87K -2.16% 3.3M 83.33 0.93% Share
30 ISRG Intuitive Surgi...
477.00
-1.11% 6.08K +15.33% 3.01M 208.36 0.85% Share
31 COST Costco Wholesal...
975.42
-0.35% 3.04K +5.19% 2.88M 358.49 0.81% Share
32 META Meta Platforms,...
781.96
+0.24% 4.71K +18.78% 2.72M 332.21 0.77% Share
33 RY Royal Bank of C...
136.57
+0.49% 22.67K -0.65% 2.56M 81.72 0.72% Share
34 KO The Coca-Cola C...
69.52
-1.33% 34.82K +1.41% 2.49M 53.51 0.71% Share
35 MMM 3M Company
156.66
-2.21% 16.97K -0.22% 2.49M 116.04 0.71% Share
36 EMR Emerson Electri...
134.37
-0.43% 22.03K +7.13% 2.42M 90.19 0.68% Share
37 FNDX Schwab Fundamen...
25.38
-0.08% 100.32K +2.42% 2.37M 13.07 0.67% Share
38 RTX RTX Corporation
155.06
-0.42% 17.52K +4.30% 2.32M 87.53 0.66% Share
39 IAU iShares Gold Tr...
62.90
-0.62% 39.31K -0.43% 2.32M 35 0.66% Share
40 SPGI S&P Global Inc.
564.10
+0.27% 4.45K 0.00% 2.26M 189.54 0.64% Share
41 MO Altria Group, I...
65.54
+0.06% 35.5K +1.37% 2.13M 47.02 0.60% Share
42 AMGN Amgen Inc.
290.28
+0.33% 6.83K +1.03% 2.13M 195.37 0.60% Share
43 NKE NIKE, Inc.
76.39
-1.04% 32.68K -4.5% 2.07M 77.27 0.59% Share
44 SCHD Schwab U.S. Div...
27.34
-0.46% 72.3K -3.31% 2.02M 23.2 0.57% Share
45 PANW Palo Alto Netwo...
173.55
-1.87% 11.69K +2.01% 1.99M 95.83 0.56% Share
46 LIN Linde plc
477.49
+0.39% 4.01K 0.00% 1.87M 355.44 0.53% Share
47 PFE Pfizer Inc.
25.11
-0.22% 72.61K -2.91% 1.84M 33.4 0.52% Share
48 IBM International B...
237.04
-1.26% 7.14K -2.57% 1.78M 137.23 0.50% Share
49 XLB Materials Selec...
90.03
-1.04% 19.32K +9.05% 1.66M 89.88 0.47% Share
50 NSC Norfolk Souther...
282.46
+0.22% 6.57K -4.02% 1.56M 187.51 0.44% Share
51 KMB Kimberly-Clark ...
133.43
-1.02% 10.77K -2.84% 1.53M 128.84 0.43% Share
52 VZ Verizon Communi...
43.49
-0.49% 33.2K +12.15% 1.51M 51.69 0.43% Share
53 CMI Cummins Inc.
404.55
-0.55% 4.78K +0.02% 1.5M 223.16 0.42% Share
54 PM Philip Morris I...
165.25
-0.38% 9.26K -5.08% 1.47M 100.2 0.42% Share
55 NFLX Netflix, Inc.
1230.56
+2.17% 1.5K +1.35% 1.4M 378.52 0.40% Share
56 SCHW The Charles Sch...
97.75
+2.26% 17.81K +54.45% 1.39M 69.23 0.39% Share
57 GOLD Barrick Gold Co...
21.16
+1.37% 71.64K -2.3% 1.39M 18.44 0.39% Share
58 CRWD CrowdStrike Hol...
424.70
-1.72% 3.9K +140.00% 1.38M 335 0.39% Share
59 MLM Martin Marietta...
612.14
-1.28% 2.87K +2.50% 1.37M 376.91 0.39% Share
60 MA Mastercard Inco...
583.65
+0.99% 2.38K +1.28% 1.3M 157.97 0.37% Share
61 LLY Eli Lilly and C...
684.46
+3.63% 1.48K -18.58% 1.22M 679.99 0.35% Share
62 MDT Medtronic plc
91.95
-1.03% 13.27K 0.00% 1.19M 86.18 0.34% Share
63 EPD Enterprise Prod...
31.93
+0.57% 34.86K -0.23% 1.19M 23.96 0.34% Share
64 SCHV Schwab U.S. Lar...
28.36
-0.3% 44.3K +3.02% 1.18M 20.95 0.33% Share
65 KR The Kroger Co.
69.23
-1.56% 16.7K -3.17% 1.13M 48.52 0.32% Share
66 TY Tri-Continental...
33.17
-0.15% 36.55K -0.34% 1.12M 26.23 0.32% Share
67 COF Capital One Fin...
221.13
+1.92% 6.07K -1.7% 1.09M 92.35 0.31% Share
68 IYC iShares US Cons...
102.78
-0.11% 11.96K +0.74% 1.06M 48.18 0.30% Share
69 BK The Bank of New...
103.36
+1.42% 12.44K -3.04% 1.04M 43.53 0.30% Share
70 SCHG Schwab U.S. Lar...
30.76
+0.13% 41.59K +26.04% 1.04M 19.29 0.29% Share
71 GD General Dynamic...
315.89
-0.5% 3.56K +0.85% 969.51K 206.3 0.27% Share
72 GILD Gilead Sciences...
119.00
-0.95% 8.52K -1.62% 954.33K 69.53 0.27% Share
73 PFF iShares Preferr...
31.44
-0.16% 30.5K +51.67% 937.14K 31.47 0.27% Share
74 NDAQ Nasdaq, Inc.
95.40
-0.18% 12.21K +4.21% 926.25K 55.04 0.26% Share
75 FCNCA First Citizens ...
1925.23
+1.08% 495 0.00% 917.79K 1021.22 0.26% Share
76 BSCS Invesco BulletS...
20.56
-0.12% 42K +59.35% 854.78K 20.21 0.24% Share
77 XLK Technology Sele...
267.74
-0.21% 4.06K +20.19% 838.31K 173.46 0.24% Share
78 D Dominion Energy...
61.16
-1.51% 14.87K +1.69% 833.76K 75.48 0.24% Share
79 BDX Becton, Dickins...
195.03
-0.48% 3.6K -2.7% 824.62K 231.07 0.23% Share
80 CSCO Cisco Systems, ...
69.28
-1.58% 13.21K 0.00% 814.94K 47.16 0.23% Share
81 BAC Bank of America...
47.70
+0.97% 18.14K +4.25% 756.77K 31.41 0.21% Share
82 UNP Union Pacific C...
221.35
-0.82% 3.14K +5.01% 742.27K 242.04 0.21% Share
83 AMAT Applied Materia...
188.22
-0.95% 5.07K -0.08% 736.38K 75.92 0.21% Share
84 TXN Texas Instrumen...
193.71
+0.22% 4.06K -2.4% 729.4K 145.43 0.21% Share
85 MDLZ Mondelez Intern...
61.42
-1.24% 10.6K +1.92% 718.87K 48.64 0.20% Share
86 EW Edwards Lifesci...
78.18
+0.64% 9.47K -2.32% 686.6K 46.23 0.19% Share
87 ORCL Oracle Corporat...
244.93
+0.31% 4.87K +1.78% 680.6K 54.35 0.19% Share
88 PSX Phillips 66
122.70
+0.10% 5.35K 0.00% 660.37K 78.99 0.19% Share
89 ET Energy Transfer...
17.38
-0.66% 35.12K +2.93% 652.9K 12.83 0.18% Share
90 ARCC Ares Capital Co...
22.65
-0.18% 28.09K -5.05% 622.53K 16.8 0.18% Share
91 CSX CSX Corporation
36.35
+0.75% 21.02K -4.76% 618.62K 34.65 0.18% Share
92 NOC Northrop Grumma...
583.89
+0.31% 1.12K -32.95% 572.94K 460.11 0.16% Share
93 FNDF Schwab Fundamen...
41.93
-0.31% 15.74K +5.61% 569.02K 32.31 0.16% Share
94 IYF iShares U.S. Fi...
123.99
+0.38% 4.95K +24.91% 558.04K 87.82 0.16% Share
95 BSCR Invesco BulletS...
19.71
-0.15% 27.85K -5.04% 545.5K 19.61 0.15% Share
96 TGT Target Corporat...
104.22
-1.08% 4.98K -4.33% 519.4K 148.21 0.15% Share
97 ACN Accenture plc
246.13
+0.18% 1.64K +169.18% 512.37K 327.41 0.14% Share
98 QCOM QUALCOMM Incorp...
158.09
+0.96% 3.32K -2.64% 510.08K 69.35 0.14% Share
99 ETR Entergy Corpora...
90.30
-0.75% 5.85K 0.00% 500.12K 41.96 0.14% Share
100 XLY Consumer Discre...
229.61
-0.1% 2.52K +9.90% 497.6K 147.08 0.14% Share
101 AXP American Expres...
307.72
+0.28% 1.84K -4.9% 496.4K 95.2 0.14% Share
102 LHX L3Harris Techno...
270.96
+0.27% 2.33K +9.51% 486.65K 214.34 0.14% Share
103 IVV iShares Core S&...
648.15
+0.01% 864 0.00% 485.74K 283.15 0.14% Share
104 GOOG Alphabet Inc.
203.77
+0.36% 3.1K 0.00% 484.31K 64.64 0.14% Share
105 LMT Lockheed Martin...
437.38
-1.17% 1.07K -35.9% 480.21K 469.62 0.14% Share
106 PSA Public Storage
281.07
-0.75% 1.57K +5.99% 471.08K 299.88 0.13% Share
107 DGRO iShares Core Di...
66.23
-0.14% 7.25K -5.23% 447.9K 54.79 0.13% Share
108 BSCQ Invesco BulletS...
19.57
+0.03% 22.96K -1.78% 447.32K 19.53 0.13% Share
109 NOBL ProShares S&P 5...
104.33
-0.96% 4.31K +41.03% 440.16K 100.31 0.12% Share
110 SF Stifel Financia...
115.89
-0.3% 4.63K +100.00% 436.42K 94.26 0.12% Share
111 XLP Consumer Staple...
81.89
-0.9% 5.3K +6.19% 433.18K 75.11 0.12% Share
112 FCX Freeport-McMoRa...
42.27
-1.11% 11.3K +6.36% 427.68K 41.55 0.12% Share
113 DIS The Walt Disney...
116.33
-0.27% 4.3K -4.47% 424.31K 130.32 0.12% Share
114 XLV Health Care Sel...
133.94
+0.49% 2.89K +14.95% 422.12K 136.96 0.12% Share
115 BEN Franklin Resour...
25.62
-1.58% 21.25K +3.35% 408.97K 25.4 0.12% Share
116 T AT&T Inc.
28.75
+1.27% 13.87K +0.01% 392.29K 23.78 0.11% Share
117 EIPI FT Energy Incom...
19.82
-0.05% 18.72K -1.36% 379.81K 18.53 0.11% Share
118 STXG Strive 1000 Gro...
48.27
-0.07% 9.43K +4.91% 377.53K 31.22 0.11% Share
119 KLAC KLA Corporation
954.98
+0.58% 550 0.00% 373.89K 162.49 0.11% Share
120 AVGO Broadcom Inc.
311.19
+0.68% 2.22K +84.22% 371.44K 170.18 0.11% Share
121 CMCSA Comcast Corpora...
32.88
-0.17% 9.92K 0.00% 366.05K 38.67 0.10% Share
122 BSCT Invesco BulletS...
18.79
-0.11% 19.05K +0.94% 352.98K 18.34 0.10% Share
123 QQQ Invesco QQQ Tru...
579.86
-0.08% 716 -6.28% 335.75K 254.3 0.10% Share
124 MAIN Main Street Cap...
67.17
-0.55% 5.44K -2.56% 307.59K 31.78 0.09% Share
125 XLI Industrial Sele...
151.15
-0.87% 2.28K +7.34% 299.1K 125.68 0.08% Share
126 VIG Vanguard Divide...
210.08
+0.06% 1.53K -3.03% 297.89K 183.59 0.08% Share
127 JEF Jefferies Finan...
61.73
-2% 5.5K -1.79% 294.37K 36.63 0.08% Share
128 MSTR MicroStrategy I...
372.94
-4.35% 1K 0.00% 288.27K 289.62 0.08% Share
129 GLD SPDR Gold Share...
307.25
-0.63% 1K -6.98% 288.14K 242.13 0.08% Share
130 MU Micron Technolo...
125.27
+0.80% 3.31K -5.03% 287.17K 94.3 0.08% Share
131 TMO Thermo Fisher S...
485.13
+0.07% 550 +3.77% 273.73K 584.73 0.08% Share
132 C Citigroup Inc.
95.45
+0.85% 3.77K +4.43% 268.02K 63.83 0.08% Share
133 ENB Enbridge Inc.
48.19
+1.06% 5.9K 0.00% 261.3K 36.03 0.07% Share
134 SUN Sunoco LP
52.36
-0.04% 4.5K +0.09% 261.27K 56.35 0.07% Share
135 XLE Energy Select S...
85.55
-0.11% 2.79K +17.70% 261.01K 86.83 0.07% Share
136 PRU Prudential Fina...
106.81
-0.34% 2.33K +17.68% 260.21K 119.68 0.07% Share
137 DRLL Strive U.S. Ene...
27.57
+0.25% 8.46K +3.17% 251.26K 27.34 0.07% Share
138 HWM Howmet Aerospac...
176.03
-0.44% 1.93K 0.00% 250.9K 109.37 0.07% Share
139 ICE Intercontinenta...
182.62
+0.67% 1.45K 0.00% 250.13K 113.08 0.07% Share
140 ADP Automatic Data ...
301.52
-1.12% 800 0.00% 244.42K 276.73 0.07% Share
141 BSCP Invesco BulletS...
20.72
-0.02% 11.69K -7.94% 241.71K 20.51 0.07% Share
142 CME CME Group Inc.
274.71
+0.29% 880 0.00% 233.46K 232.23 0.07% Share
143 SPY SPDR S&P 500 ET...
644.93
+0.01% 406 -3.1% 227.11K 475.3 0.06% Share
144 TROW T. Rowe Price G...
109.06
-0.81% 2.42K +32.49% 222.17K 107.89 0.06% Share
145 ZBH Zimmer Biomet H...
102.13
-1.06% 1.86K -23.41% 211.08K 127.12 0.06% Share
146 BA The Boeing Comp...
233.18
-0.08% 1.23K -12.5% 209.75K 274.78 0.06% Share
147 VNO Vornado Realty ...
37.05
-2.01% 5.64K 0.00% 208.81K 39.4 0.06% Share
148 AKAM Akamai Technolo...
74.29
-1.52% 2.5K -3.47% 201.65K 88.53 0.06% Share