$250 Million is the total value of WHITENER CAPITAL MANAGEMENT, INC.'s 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NDAQ | New | NASDAQ INC | $345,718 | – | 7,115 | +100.0% | 0.14% | – |
New | EA SERIES TRUSTstrive 1000 grwt | $236,432 | – | 7,871 | +100.0% | 0.10% | – | |
SCHW | New | SCHWAB CHARLES CORP | $223,882 | – | 4,078 | +100.0% | 0.09% | – |
JEF | New | JEFFERIES FINL GROUP INC | $218,498 | – | 5,965 | +100.0% | 0.09% | – |
IYF | New | ISHARES TRu.s. finls etf | $212,169 | – | 2,838 | +100.0% | 0.08% | – |
FFC | New | FLAHERTY & CRUMRINE PFD SECS | $145,783 | – | 11,240 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
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.