Whitener Capital Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

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.
239.69
-0.04% 105.1K -2.45% 23.34M 51.23 6.60% Share
2 JPM JPMorgan Chase ...
294.56
-3.05% 79.5K -0.43% 19.5M 113.45 5.52% Share
3 WMT Walmart Inc.
100.52
-0.41% 192.17K -1.51% 16.87M 36.2 4.77% Share
4 MSFT Microsoft Corpo...
495.00
-2.55% 42.15K +0.05% 15.82M 150.59 4.48% Share
5 GOOGL Alphabet Inc.
235.00
+1.16% 96.86K -0.79% 14.98M 61.02 4.24% Share
6 AMZN Amazon.com, Inc...
232.33
-1.42% 78.61K -0.15% 14.96M 79.81 4.23% Share
7 NVDA NVIDIA Corporat...
167.02
-2.7% 123.38K +5.07% 13.37M 38.11 3.78% Share
8 V Visa Inc.
343.12
-2.24% 32.75K -1.45% 11.48M 144.46 3.25% Share
9 MCD McDonald's Corp...
314.46
-0.8% 30.38K +5.20% 9.49M 243.24 2.68% Share
10 HON Honeywell Inter...
214.25
-0.42% 43.92K -0.16% 9.3M 169.57 2.63% Share
11 ABBV AbbVie Inc.
212.53
-0.22% 38.38K +0.29% 8.04M 115.59 2.28% Share
12 PEP PepsiCo, Inc.
146.39
-0.34% 46.52K +4.80% 6.98M 143.49 1.97% Share
13 GS The Goldman Sac...
738.57
-1.38% 12.45K +1.08% 6.8M 232.93 1.92% Share
14 BRK-B Berkshire Hatha...
499.86
-1.39% 11.79K -0.42% 6.28M 271.2 1.78% Share
15 PG The Procter & G...
160.06
+0.55% 35.23K +0.88% 6M 108.92 1.70% Share
16 DUK Duke Energy Cor...
120.59
-0.23% 45.78K +3.60% 5.58M 90.76 1.58% Share
17 XOM Exxon Mobil Cor...
109.25
-2.81% 41.9K +3.19% 4.98M 90.11 1.41% Share
18 TFC Truist Financia...
46.55
-1.09% 120.71K -2.17% 4.97M 42.67 1.41% Share
19 SCHB Schwab U.S. Bro...
25.04
-0.22% 210.16K -7.98% 4.52M 11.62 1.28% Share
20 HD The Home Depot,...
419.00
+1.78% 11.52K +4.38% 4.22M 276.03 1.19% Share
21 ROK Rockwell Automa...
339.55
-0.68% 14.96K +0.27% 3.86M 198.35 1.09% Share
22 CVX Chevron Corpora...
153.64
-2.57% 23.03K +6.78% 3.85M 150.57 1.09% Share
23 UNH UnitedHealth Gr...
315.40
+1.62% 7.13K +21.21% 3.74M 397.38 1.06% Share
24 LOW Lowe's Companie...
270.00
+2.05% 15.7K +15.06% 3.66M 164.6 1.04% Share
25 CAT Caterpillar Inc...
423.12
+0.69% 11.1K -2.21% 3.66M 177.99 1.04% Share
26 JNJ Johnson & Johns...
178.39
-0.21% 21.15K +5.96% 3.51M 145.05 0.99% Share
27 MRK Merck & Co., In...
84.70
+0.78% 38.95K -3.83% 3.5M 72.34 0.99% Share
28 DE Deere & Company
473.10
-0.38% 7.28K +0.96% 3.42M 374.1 0.97% Share
29 ABT Abbott Laborato...
132.94
+0.10% 24.87K -2.16% 3.3M 83.33 0.93% Share
30 ISRG Intuitive Surgi...
466.86
+2.71% 6.08K +15.33% 3.01M 208.36 0.85% Share
31 COST Costco Wholesal...
963.48
+0.79% 3.04K +5.19% 2.88M 358.49 0.81% Share
32 META Meta Platforms,...
752.45
+0.51% 4.71K +18.78% 2.72M 332.21 0.77% Share
33 RY Royal Bank of C...
144.54
-0.87% 22.67K -0.65% 2.56M 81.72 0.72% Share
34 KO The Coca-Cola C...
67.98
-0.39% 34.82K +1.41% 2.49M 53.51 0.71% Share
35 MMM 3M Company
155.32
-0.13% 16.97K -0.22% 2.49M 116.04 0.71% Share
36 EMR Emerson Electri...
132.56
-0.41% 22.03K +7.13% 2.42M 90.19 0.68% Share
37 FNDX Schwab Fundamen...
25.85
-0.17% 100.32K +2.42% 2.37M 13.07 0.67% Share
38 RTX RTX Corporation
157.55
-0.71% 17.52K +4.30% 2.32M 87.53 0.66% Share
39 IAU iShares Gold Tr...
67.75
+1.26% 39.31K -0.43% 2.32M 35 0.66% Share
40 SPGI S&P Global Inc.
537.95
-0.43% 4.45K 0.00% 2.26M 189.54 0.64% Share
41 MO Altria Group, I...
66.55
-0.06% 35.5K +1.37% 2.13M 47.02 0.60% Share
42 AMGN Amgen Inc.
283.64
+1.26% 6.83K +1.03% 2.13M 195.37 0.60% Share
43 NKE NIKE, Inc.
73.90
-1.92% 32.68K -4.5% 2.07M 77.27 0.59% Share
44 SCHD Schwab U.S. Div...
27.63
-0.22% 72.3K -3.31% 2.02M 23.2 0.57% Share
45 PANW Palo Alto Netwo...
194.46
+1.10% 11.69K +2.01% 1.99M 95.83 0.56% Share
46 LIN Linde plc
469.52
-0.61% 4.01K 0.00% 1.87M 355.44 0.53% Share
47 PFE Pfizer Inc.
24.88
+1.39% 72.61K -2.91% 1.84M 33.4 0.52% Share
48 IBM International B...
248.64
+0.59% 7.14K -2.57% 1.78M 137.23 0.50% Share
49 XLB Materials Selec...
91.95
+0.69% 19.32K +9.05% 1.66M 89.88 0.47% Share
50 NSC Norfolk Souther...
277.74
-0.72% 6.57K -4.02% 1.56M 187.51 0.44% Share
51 KMB Kimberly-Clark ...
129.89
+1.55% 10.77K -2.84% 1.53M 128.84 0.43% Share
52 VZ Verizon Communi...
44.38
+0.45% 33.2K +12.15% 1.51M 51.69 0.43% Share
53 CMI Cummins Inc.
400.05
-0.22% 4.78K +0.02% 1.5M 223.16 0.42% Share
54 PM Philip Morris I...
161.62
+0.29% 9.26K -5.08% 1.47M 100.2 0.42% Share
55 NFLX Netflix, Inc.
1243.82
-1.09% 1.5K +1.35% 1.4M 378.52 0.40% Share
56 SCHW The Charles Sch...
92.08
-5.68% 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...
417.63
+1.25% 3.9K +140.00% 1.38M 335 0.39% Share
59 MLM Martin Marietta...
623.06
+0.66% 2.87K +2.50% 1.37M 376.91 0.39% Share
60 MA Mastercard Inco...
584.12
-1.93% 2.38K +1.28% 1.3M 157.97 0.37% Share
61 LLY Eli Lilly and C...
726.85
-2.16% 1.48K -18.58% 1.22M 679.99 0.35% Share
62 MDT Medtronic plc
92.89
+0.04% 13.27K 0.00% 1.19M 86.18 0.34% Share
63 EPD Enterprise Prod...
31.67
-0.41% 34.86K -0.23% 1.19M 23.96 0.34% Share
64 SCHV Schwab U.S. Lar...
28.66
-0.28% 44.3K +3.02% 1.18M 20.95 0.33% Share
65 KR The Kroger Co.
67.76
-0.12% 16.7K -3.17% 1.13M 48.52 0.32% Share
66 TY Tri-Continental...
33.67
+0.30% 36.55K -0.34% 1.12M 26.23 0.32% Share
67 COF Capital One Fin...
221.57
-2.1% 6.07K -1.7% 1.09M 92.35 0.31% Share
68 IYC iShares US Cons...
104.58
-0.16% 11.96K +0.74% 1.06M 48.18 0.30% Share
69 BK The Bank of New...
103.70
-1.76% 12.44K -3.04% 1.04M 43.53 0.30% Share
70 SCHG Schwab U.S. Lar...
30.79
-0.13% 41.59K +26.04% 1.04M 19.29 0.29% Share
71 GD General Dynamic...
322.86
+0.13% 3.56K +0.85% 969.51K 206.3 0.27% Share
72 GILD Gilead Sciences...
115.05
+2.02% 8.52K -1.62% 954.33K 69.53 0.27% Share
73 PFF iShares Preferr...
31.72
+0.70% 30.5K +51.67% 937.14K 31.47 0.27% Share
74 NDAQ Nasdaq, Inc.
93.47
-0.88% 12.21K +4.21% 926.25K 55.04 0.26% Share
75 FCNCA First Citizens ...
1925.26
-4.22% 495 0.00% 917.79K 1021.22 0.26% Share
76 BSCS Invesco BulletS...
20.64
+0.19% 42K +59.35% 854.78K 20.21 0.24% Share
77 XLK Technology Sele...
262.90
+0.10% 4.06K +20.19% 838.31K 173.46 0.24% Share
78 D Dominion Energy...
58.19
-1.03% 14.87K +1.69% 833.76K 75.48 0.24% Share
79 BDX Becton, Dickins...
192.32
+0.55% 3.6K -2.7% 824.62K 231.07 0.23% Share
80 CSCO Cisco Systems, ...
66.90
-1.6% 13.21K 0.00% 814.94K 47.16 0.23% Share
81 BAC Bank of America...
49.76
-1.71% 18.14K +4.25% 756.77K 31.41 0.21% Share
82 UNP Union Pacific C...
220.09
-1.33% 3.14K +5.01% 742.27K 242.04 0.21% Share
83 AMAT Applied Materia...
162.75
+2.85% 5.07K -0.08% 736.38K 75.92 0.21% Share
84 TXN Texas Instrumen...
187.93
+0.34% 4.06K -2.4% 729.4K 145.43 0.21% Share
85 MDLZ Mondelez Intern...
61.74
+1.38% 10.6K +1.92% 718.87K 48.64 0.20% Share
86 EW Edwards Lifesci...
80.90
-0.07% 9.47K -2.32% 686.6K 46.23 0.19% Share
87 ORCL Oracle Corporat...
232.80
+4.39% 4.87K +1.78% 680.6K 54.35 0.19% Share
88 PSX Phillips 66
131.56
-0.02% 5.35K 0.00% 660.37K 78.99 0.19% Share
89 ET Energy Transfer...
17.39
-1.47% 35.12K +2.93% 652.9K 12.83 0.18% Share
90 ARCC Ares Capital Co...
22.44
+0.31% 28.09K -5.05% 622.53K 16.8 0.18% Share
91 CSX CSX Corporation
32.53
-0.4% 21.02K -4.76% 618.62K 34.65 0.18% Share
92 NOC Northrop Grumma...
580.62
+0.15% 1.12K -32.95% 572.94K 460.11 0.16% Share
93 FNDF Schwab Fundamen...
42.21
+0.43% 15.74K +5.61% 569.02K 32.31 0.16% Share
94 IYF iShares U.S. Fi...
123.94
-1.72% 4.95K +24.91% 558.04K 87.82 0.16% Share
95 BSCR Invesco BulletS...
19.76
+0.13% 27.85K -5.04% 545.5K 19.61 0.15% Share
96 TGT Target Corporat...
93.19
+0.52% 4.98K -4.33% 519.4K 148.21 0.15% Share
97 ACN Accenture plc
254.97
+0.80% 1.64K +169.18% 512.37K 327.41 0.14% Share
98 QCOM QUALCOMM Incorp...
159.84
+0.08% 3.32K -2.64% 510.08K 69.35 0.14% Share
99 ETR Entergy Corpora...
87.72
-0.52% 5.85K 0.00% 500.12K 41.96 0.14% Share
100 XLY Consumer Discre...
235.17
0.00% 2.52K +9.90% 497.6K 147.08 0.14% Share
101 AXP American Expres...
326.39
-1.29% 1.84K -4.9% 496.4K 95.2 0.14% Share
102 LHX L3Harris Techno...
272.38
-0.22% 2.33K +9.51% 486.65K 214.34 0.14% Share
103 IVV iShares Core S&...
650.45
-0.27% 864 0.00% 485.74K 283.15 0.14% Share
104 GOOG Alphabet Inc.
235.17
+1.08% 3.1K 0.00% 484.31K 64.64 0.14% Share
105 LMT Lockheed Martin...
463.91
+1.55% 1.07K -35.9% 480.21K 469.62 0.14% Share
106 PSA Public Storage
297.83
+1.92% 1.57K +5.99% 471.08K 299.88 0.13% Share
107 DGRO iShares Core Di...
66.95
-0.07% 7.25K -5.23% 447.9K 54.79 0.13% Share
108 BSCQ Invesco BulletS...
19.58
+0.08% 22.96K -1.78% 447.32K 19.53 0.13% Share
109 NOBL ProShares S&P 5...
104.61
-0.07% 4.31K +41.03% 440.16K 100.31 0.12% Share
110 SF Stifel Financia...
112.57
-2.71% 4.63K +100.00% 436.42K 94.26 0.12% Share
111 XLP Consumer Staple...
80.86
+0.28% 5.3K +6.19% 433.18K 75.11 0.12% Share
112 FCX Freeport-McMoRa...
46.35
+0.61% 11.3K +6.36% 427.68K 41.55 0.12% Share
113 DIS The Walt Disney...
117.95
-0.72% 4.3K -4.47% 424.31K 130.32 0.12% Share
114 XLV Health Care Sel...
137.91
+0.35% 2.89K +14.95% 422.12K 136.96 0.12% Share
115 BEN Franklin Resour...
24.96
-3.01% 21.25K +3.35% 408.97K 25.4 0.12% Share
116 T AT&T Inc.
29.61
+0.08% 13.87K +0.01% 392.29K 23.78 0.11% Share
117 EIPI FT Energy Incom...
19.61
-0.49% 18.72K -1.36% 379.81K 18.53 0.11% Share
118 STXG Strive 1000 Gro...
48.31
-0.11% 9.43K +4.91% 377.53K 31.22 0.11% Share
119 KLAC KLA Corporation
905.09
+3.64% 550 0.00% 373.89K 162.49 0.11% Share
120 AVGO Broadcom Inc.
334.89
+9.41% 2.22K +84.22% 371.44K 170.18 0.11% Share
121 CMCSA Comcast Corpora...
33.91
-0.12% 9.92K 0.00% 366.05K 38.67 0.10% Share
122 BSCT Invesco BulletS...
18.90
+0.21% 19.05K +0.94% 352.98K 18.34 0.10% Share
123 QQQ Invesco QQQ Tru...
576.06
+0.14% 716 -6.28% 335.75K 254.3 0.10% Share
124 MAIN Main Street Cap...
66.52
-0.11% 5.44K -2.56% 307.59K 31.78 0.09% Share
125 XLI Industrial Sele...
150.93
-0.37% 2.28K +7.34% 299.1K 125.68 0.08% Share
126 VIG Vanguard Divide...
211.97
+0.09% 1.53K -3.03% 297.89K 183.59 0.08% Share
127 JEF Jefferies Finan...
63.49
-2.28% 5.5K -1.79% 294.37K 36.63 0.08% Share
128 MSTR MicroStrategy I...
335.87
+2.53% 1K 0.00% 288.27K 289.62 0.08% Share
129 GLD SPDR Gold Share...
330.87
+1.28% 1K -6.98% 288.14K 242.13 0.08% Share
130 MU Micron Technolo...
131.37
+5.76% 3.31K -5.03% 287.17K 94.3 0.08% Share
131 TMO Thermo Fisher S...
492.57
+0.63% 550 +3.77% 273.73K 584.73 0.08% Share
132 C Citigroup Inc.
95.43
-1.7% 3.77K +4.43% 268.02K 63.83 0.08% Share
133 ENB Enbridge Inc.
48.27
+0.24% 5.9K 0.00% 261.3K 36.03 0.07% Share
134 SUN Sunoco LP
50.90
-0.59% 4.5K +0.09% 261.27K 56.35 0.07% Share
135 XLE Energy Select S...
87.35
-1.94% 2.79K +17.70% 261.01K 86.83 0.07% Share
136 PRU Prudential Fina...
105.69
-2.89% 2.33K +17.68% 260.21K 119.68 0.07% Share
137 DRLL Strive U.S. Ene...
28.22
-2.05% 8.46K +3.17% 251.26K 27.34 0.07% Share
138 HWM Howmet Aerospac...
178.15
-0.77% 1.93K 0.00% 250.9K 109.37 0.07% Share
139 ICE Intercontinenta...
174.25
-0.15% 1.45K 0.00% 250.13K 113.08 0.07% Share
140 ADP Automatic Data ...
295.97
-1.73% 800 0.00% 244.42K 276.73 0.07% Share
141 BSCP Invesco BulletS...
20.71
+0.02% 11.69K -7.94% 241.71K 20.51 0.07% Share
142 CME CME Group Inc.
261.94
-2.05% 880 0.00% 233.46K 232.23 0.07% Share
143 SPY SPDR S&P 500 ET...
647.21
-0.29% 406 -3.1% 227.11K 475.3 0.06% Share
144 TROW T. Rowe Price G...
108.16
-3.01% 2.42K +32.49% 222.17K 107.89 0.06% Share
145 ZBH Zimmer Biomet H...
105.69
+0.89% 1.86K -23.41% 211.08K 127.12 0.06% Share
146 BA The Boeing Comp...
229.68
-0.46% 1.23K -12.5% 209.75K 274.78 0.06% Share
147 VNO Vornado Realty ...
41.28
+3.48% 5.64K 0.00% 208.81K 39.4 0.06% Share
148 AKAM Akamai Technolo...
78.56
+1.77% 2.5K -3.47% 201.65K 88.53 0.06% Share