$266 Million is the total value of WHITENER CAPITAL MANAGEMENT, INC.'s 144 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COIN | New | Coinbase Global Inc | $498,000 | – | 2,625 | +100.0% | 0.19% | – |
BLK | New | Blackrock Inc | $259,000 | – | 339 | +100.0% | 0.10% | – |
BEN | New | FRANKLIN RESOURCES INC COM | $240,000 | – | 8,609 | +100.0% | 0.09% | – |
LDOS | New | Leidos Holdings Inc | $219,000 | – | 2,029 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 24 | Q3 2023 | 9.6% |
AMAZON COM INC COM | 24 | Q3 2023 | 9.0% |
JPMORGAN CHASE & CO COM | 24 | Q3 2023 | 5.0% |
Alphabet Inc Cl A | 24 | Q3 2023 | 5.3% |
WAL-MART STORES INC COM | 24 | Q3 2023 | 5.2% |
MICROSOFT CORP COM | 24 | Q3 2023 | 5.2% |
VISA INC COM CL A | 24 | Q3 2023 | 3.3% |
HONEYWELL INTL INC COM | 24 | Q3 2023 | 3.8% |
SCHWAB U.S. BROAD MARKET ETF | 24 | Q3 2023 | 3.1% |
PEPSICO INC COM | 24 | Q3 2023 | 2.8% |
View WHITENER CAPITAL MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-11 |
13F-HR/A | 2022-02-14 |
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.