$330 Million is the total value of WHITENER CAPITAL MANAGEMENT, INC.'s 154 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | FIRST TR EXCHNG TRADED FD VI | $393,002 | – | 21,153 | +100.0% | 0.12% | – | |
| PFF | New | ISHARES TRpfd and incm sec | $366,169 | – | 11,606 | +100.0% | 0.11% | – |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $269,130 | – | 4,760 | +100.0% | 0.08% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $241,092 | – | 2,645 | +100.0% | 0.07% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $202,353 | – | 9,895 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 27 | Q2 2024 | 9.6% |
| AMAZON COM INC COM | 27 | Q2 2024 | 9.0% |
| JPMORGAN CHASE & CO COM | 27 | Q2 2024 | 5.1% |
| Alphabet Inc Cl A | 27 | Q2 2024 | 5.6% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 5.8% |
| WAL-MART STORES INC COM | 27 | Q2 2024 | 5.2% |
| VISA INC COM CL A | 27 | Q2 2024 | 3.3% |
| HONEYWELL INTL INC COM | 27 | Q2 2024 | 3.8% |
| SCHWAB U.S. BROAD MARKET ETF | 27 | Q2 2024 | 3.1% |
| PEPSICO INC COM | 27 | Q2 2024 | 2.8% |
View WHITENER CAPITAL MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-03-01 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-09 |
View WHITENER CAPITAL MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.