$305 Million is the total value of WHITENER CAPITAL MANAGEMENT, INC.'s 152 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $19,273,009 | -14.3% | 112,392 | -3.8% | 6.31% | -22.5% |
| MSFT | Buy | MICROSOFT CORP | $17,076,813 | +12.9% | 40,589 | +0.9% | 5.59% | +2.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $15,523,987 | +17.6% | 77,504 | -0.1% | 5.08% | +6.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $14,978,293 | +6.6% | 99,240 | -1.3% | 4.90% | -3.6% |
| AMZN | Buy | AMAZON COM INC | $13,993,832 | +19.6% | 77,580 | +0.7% | 4.58% | +8.2% |
| WMT | Buy | WALMART INC | $11,892,826 | +14.7% | 196,599 | +198.9% | 3.89% | +3.8% |
| NVDA | Buy | NVIDIA CORPORATION | $11,487,143 | +99.9% | 12,713 | +9.6% | 3.76% | +80.9% |
| V | Buy | VISA INC | $8,452,940 | +7.4% | 30,289 | +0.2% | 2.77% | -2.8% |
| HON | Buy | HONEYWELL INTL INC | $8,147,307 | +0.3% | 39,695 | +2.5% | 2.67% | -9.2% |
| PEP | Buy | PEPSICO INC | $6,743,668 | +8.7% | 38,533 | +5.5% | 2.21% | -1.7% |
| ABBV | Buy | ABBVIE INC | $6,437,916 | +18.3% | 35,354 | +0.7% | 2.11% | +7.0% |
| MCD | Buy | MCDONALDS CORP | $6,299,045 | -1.5% | 22,341 | +3.6% | 2.06% | -10.9% |
| TFC | Buy | TRUIST FINL CORP | $5,843,492 | +6.5% | 149,910 | +0.9% | 1.91% | -3.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,552,292 | +12.7% | 34,221 | +1.8% | 1.82% | +2.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $5,262,476 | +7.8% | 12,599 | -0.4% | 1.72% | -2.4% |
| MRK | Sell | MERCK & CO INC | $5,160,960 | +19.4% | 39,113 | -1.3% | 1.69% | +8.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,026,857 | +7.6% | 82,340 | -1.9% | 1.64% | -2.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,597,125 | +20.5% | 10,932 | +2.2% | 1.50% | +9.1% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $4,438,995 | -7.6% | 15,237 | -1.5% | 1.45% | -16.4% |
| CAT | Buy | CATERPILLAR INC | $4,343,650 | +24.6% | 11,854 | +0.5% | 1.42% | +12.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,135,238 | +2.4% | 42,759 | +2.8% | 1.35% | -7.3% |
| XOM | Buy | EXXON MOBIL CORP | $3,955,880 | +16.7% | 34,032 | +0.4% | 1.30% | +5.5% |
| HD | Buy | HOME DEPOT INC | $3,710,946 | +14.2% | 9,674 | +3.2% | 1.22% | +3.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,465,627 | -1.5% | 21,908 | -2.4% | 1.13% | -10.9% |
| NKE | Sell | NIKE INCcl b | $3,347,850 | -15.7% | 35,623 | -2.6% | 1.10% | -23.7% |
| LOW | Buy | LOWES COS INC | $2,937,561 | +19.8% | 11,532 | +4.7% | 0.96% | +8.5% |
| ABT | Sell | ABBOTT LABS | $2,793,835 | +2.6% | 24,581 | -0.7% | 0.92% | -7.2% |
| DE | Buy | DEERE & CO | $2,632,843 | +10.8% | 6,410 | +7.9% | 0.86% | +0.2% |
| RY | Buy | ROYAL BK CDA | $2,335,271 | -0.2% | 23,149 | +0.0% | 0.76% | -9.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,281,556 | +15.2% | 4,612 | +22.6% | 0.75% | +4.2% |
| CVX | Buy | CHEVRON CORP NEW | $2,277,049 | +12.5% | 14,435 | +6.4% | 0.74% | +1.8% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,243,334 | +8.9% | 33,289 | +0.1% | 0.73% | -1.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,154,687 | +22.4% | 5,399 | +3.4% | 0.70% | +10.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,080,669 | +11.8% | 2,840 | +0.7% | 0.68% | +1.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,992,529 | +14.1% | 24,712 | +7.8% | 0.65% | +3.2% |
| AMGN | Buy | AMGEN INC | $1,973,465 | -0.7% | 6,941 | +0.6% | 0.65% | -10.2% |
| EMR | Buy | EMERSON ELEC CO | $1,940,730 | +19.8% | 17,111 | +2.8% | 0.64% | +8.4% |
| SPGI | S&P GLOBAL INC | $1,914,525 | -3.4% | 4,500 | 0.0% | 0.63% | -12.6% | |
| Sell | LINDE PLC | $1,861,459 | +11.7% | 4,009 | -1.2% | 0.61% | +1.0% | |
| FB | Buy | META PLATFORMS INCcl a | $1,734,067 | +38.4% | 3,571 | +0.9% | 0.57% | +25.4% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,723,447 | +5.9% | 6,762 | -1.7% | 0.56% | -4.2% |
| KO | Buy | COCA COLA CO | $1,698,051 | +5.1% | 27,755 | +1.3% | 0.56% | -4.8% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,675,989 | +10.1% | 39,895 | +2.3% | 0.55% | -0.4% |
| PEO | Buy | ADAM NAT RES FD INC | $1,643,143 | +14.6% | 71,255 | +2.6% | 0.54% | +3.7% |
| TGT | Sell | TARGET CORP | $1,622,358 | +23.7% | 9,155 | -0.6% | 0.53% | +11.8% |
| MA | MASTERCARD INCORPORATEDcl a | $1,620,620 | +12.9% | 3,365 | 0.0% | 0.53% | +2.1% | |
| RTX | Buy | RTX CORPORATION | $1,474,166 | +24.2% | 15,115 | +7.2% | 0.48% | +12.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,446,004 | +6.9% | 11,179 | +0.4% | 0.47% | -3.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,443,665 | -2.2% | 5,081 | +1.5% | 0.47% | -11.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,436,019 | +18.2% | 7,520 | +1.2% | 0.47% | +6.8% |
| MMM | Buy | 3M CO | $1,319,723 | +12.2% | 12,442 | +15.7% | 0.43% | +1.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,305,753 | +9.2% | 31,119 | -1.9% | 0.43% | -1.4% |
| CMI | Buy | CUMMINS INC | $1,274,656 | +27.8% | 4,326 | +3.9% | 0.42% | +15.5% |
| MDT | Sell | MEDTRONIC PLC | $1,237,791 | +3.8% | 14,203 | -1.9% | 0.40% | -6.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $1,234,922 | +22.8% | 12,923 | -2.0% | 0.40% | +11.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $1,206,392 | +23.7% | 1,965 | +0.5% | 0.40% | +11.9% |
| MO | Buy | ALTRIA GROUP INC | $1,174,250 | +44.7% | 26,920 | +33.9% | 0.38% | +30.6% |
| GOLD | Buy | BARRICK GOLD CORP | $1,154,483 | -7.8% | 69,380 | +0.2% | 0.38% | -16.6% |
| AMAT | Sell | APPLIED MATLS INC | $1,139,066 | +25.9% | 5,523 | -1.1% | 0.37% | +14.1% |
| TY | Buy | TRI CONTL CORP | $1,096,173 | +7.2% | 35,590 | +0.4% | 0.36% | -3.0% |
| LLY | Buy | ELI LILLY & CO | $1,095,368 | +57.1% | 1,408 | +17.7% | 0.36% | +42.5% |
| ALB | Sell | ALBEMARLE CORP | $1,046,411 | -17.6% | 7,943 | -9.7% | 0.34% | -25.4% |
| NFLX | Buy | NETFLIX INC | $1,025,173 | +38.6% | 1,688 | +11.1% | 0.34% | +25.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,012,967 | +10.5% | 34,714 | -0.2% | 0.33% | 0.0% |
| IYC | Buy | ISHARES TRus consum discre | $1,001,346 | +8.9% | 12,216 | +0.6% | 0.33% | -1.5% |
| PFE | Buy | PFIZER INC | $990,675 | -0.3% | 35,700 | +3.4% | 0.32% | -10.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $974,624 | +12.8% | 12,827 | +4.0% | 0.32% | +1.9% |
| GD | Sell | GENERAL DYNAMICS CORP | $961,878 | +8.0% | 3,405 | -0.7% | 0.32% | -2.2% |
| BDX | Sell | BECTON DICKINSON & CO | $952,683 | -0.5% | 3,850 | -1.9% | 0.31% | -9.8% |
| KR | Buy | KROGER CO | $912,823 | +50.1% | 15,978 | +20.1% | 0.30% | +35.9% |
| COF | Sell | CAPITAL ONE FINL CORP | $886,044 | +5.7% | 5,951 | -6.9% | 0.29% | -4.3% |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $850,200 | +15.2% | 520 | 0.0% | 0.28% | +4.1% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $829,728 | +13.5% | 14,400 | +2.5% | 0.27% | +2.6% |
| PSX | Sell | PHILLIPS 66 | $818,211 | +18.2% | 5,009 | -3.7% | 0.27% | +7.2% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $807,864 | – | 8,697 | +100.0% | 0.26% | – |
| CSX | Buy | CSX CORP | $771,056 | +12.9% | 20,800 | +5.6% | 0.25% | +2.0% |
| D | Sell | DOMINION ENERGY INC | $744,048 | +1.8% | 15,126 | -2.7% | 0.24% | -7.6% |
| QCOM | Buy | QUALCOMM INC | $724,033 | +18.1% | 4,277 | +0.8% | 0.24% | +6.8% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $715,190 | -6.7% | 10,217 | -3.4% | 0.23% | -15.5% |
| GILD | Sell | GILEAD SCIENCES INC | $709,133 | -11.9% | 9,681 | -2.5% | 0.23% | -20.3% |
| TXN | Buy | TEXAS INSTRS INC | $702,763 | +6.1% | 4,034 | +3.9% | 0.23% | -4.2% |
| DIS | Sell | DISNEY WALT CO | $686,684 | +32.2% | 5,612 | -2.4% | 0.22% | +19.7% |
| CSCO | Buy | CISCO SYS INC | $670,291 | -1.0% | 13,430 | +0.2% | 0.22% | -10.6% |
| THQ | Buy | ABRDN HEALTHCARE OPPORTUNITI | $666,315 | +12.2% | 33,150 | +1.1% | 0.22% | +1.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $665,803 | +9.0% | 7,267 | +11.9% | 0.22% | -1.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $629,141 | +53.9% | 8,697 | +46.4% | 0.21% | +39.2% |
| BAC | Sell | BANK AMERICA CORP | $618,210 | +3.5% | 16,303 | -8.1% | 0.20% | -6.5% |
| ARCC | Sell | ARES CAPITAL CORP | $613,671 | +3.2% | 29,475 | -0.7% | 0.20% | -6.5% |
| BAX | Sell | BAXTER INTL INC | $610,413 | +5.6% | 14,282 | -4.5% | 0.20% | -4.3% |
| ORCL | Buy | ORACLE CORP | $607,701 | +20.5% | 4,838 | +1.1% | 0.20% | +9.3% |
| BEN | Sell | FRANKLIN RESOURCES INC | $599,558 | -6.1% | 21,329 | -0.5% | 0.20% | -15.2% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $588,865 | +13.8% | 6,351 | +1.8% | 0.19% | +3.2% |
| NDAQ | Buy | NASDAQ INC | $579,069 | +23.8% | 9,177 | +14.0% | 0.19% | +12.4% |
| RVT | Buy | ROYCE VALUE TR INC | $575,428 | +21.0% | 37,932 | +16.1% | 0.19% | +9.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $553,577 | +18.2% | 1,217 | +17.8% | 0.18% | +7.1% |
| UNP | Buy | UNION PAC CORP | $551,867 | +14.5% | 2,244 | +14.3% | 0.18% | +4.0% |
| INTC | Buy | INTEL CORP | $535,836 | -4.6% | 12,131 | +8.5% | 0.18% | -13.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $529,463 | -15.4% | 1,007 | -23.2% | 0.17% | -23.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $456,780 | +10.2% | 3,000 | +2.0% | 0.15% | 0.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $457,657 | +18.6% | 2,010 | -2.4% | 0.15% | +7.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $452,154 | +13.9% | 2,171 | +5.2% | 0.15% | +2.8% |
| SNOW | Buy | SNOWFLAKE INCcl a | $452,965 | -17.5% | 2,803 | +1.6% | 0.15% | -25.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $447,806 | -4.0% | 10,330 | -2.9% | 0.15% | -13.0% |
| NUE | Buy | NUCOR CORP | $445,077 | +16.0% | 2,249 | +2.0% | 0.15% | +5.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $438,353 | +8.6% | 7,550 | +0.7% | 0.14% | -2.1% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $418,845 | -0.8% | 11,762 | -6.0% | 0.14% | -10.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $406,581 | +7.6% | 2,211 | +4.6% | 0.13% | -2.9% |
| KLAC | Sell | KLA CORP | $401,678 | +16.7% | 575 | -2.9% | 0.13% | +4.8% |
| FEI | FIRST TR MLP & ENERGY INCOM | $390,668 | +12.8% | 40,400 | 0.0% | 0.13% | +2.4% | |
| PSA | Buy | PUBLIC STORAGE | $372,437 | +1.3% | 1,284 | +6.5% | 0.12% | -8.3% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $363,524 | +14.1% | 7,731 | +3.3% | 0.12% | +3.5% |
| IYF | Buy | ISHARES TRu.s. finls etf | $360,887 | +27.1% | 3,773 | +13.5% | 0.12% | +14.6% |
| KRE | New | SPDR SER TRs&p regl bkg | $361,262 | – | 7,185 | +100.0% | 0.12% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $359,279 | +23.3% | 2,432 | +13.9% | 0.12% | +12.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $357,519 | +9.8% | 805 | +1.3% | 0.12% | -0.8% |
| ET | ENERGY TRANSFER L P | $354,840 | +14.0% | 22,558 | 0.0% | 0.12% | +2.7% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $354,812 | +12.7% | 1,665 | +11.4% | 0.12% | +1.8% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $350,207 | -13.2% | 3,220 | -5.6% | 0.12% | -21.2% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $346,256 | +10.3% | 26,800 | +8.1% | 0.11% | -0.9% |
| BA | Sell | BOEING CO | $346,417 | -44.9% | 1,795 | -25.5% | 0.11% | -50.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $345,300 | +19.2% | 4,522 | +12.5% | 0.11% | +7.6% |
| Buy | EA SERIES TRUSTstrive 1000 grwt | $336,782 | +19.0% | 8,983 | +7.8% | 0.11% | +7.8% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $322,691 | +12.6% | 2,445 | +3.8% | 0.11% | +1.9% |
| MU | MICRON TECHNOLOGY INC | $318,539 | +38.1% | 2,702 | 0.0% | 0.10% | +25.3% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $318,788 | +55.1% | 666 | +51.7% | 0.10% | +40.5% |
| ETR | Buy | ENTERGY CORP NEW | $314,609 | +6.3% | 2,977 | +1.8% | 0.10% | -3.7% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $287,793 | +18.4% | 19,380 | +10.9% | 0.09% | +6.8% |
| TROW | Buy | PRICE T ROWE GROUP INC | $282,893 | +39.7% | 2,320 | +23.4% | 0.09% | +27.4% |
| ADBE | ADOBE INC | $281,062 | -15.4% | 557 | 0.0% | 0.09% | -23.3% | |
| NS | NUSTAR ENERGY LP | $276,913 | +24.6% | 11,900 | 0.0% | 0.09% | +13.8% | |
| MAIN | Sell | MAIN STR CAP CORP | $273,181 | +0.8% | 5,774 | -7.9% | 0.09% | -9.2% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $267,989 | +7.0% | 1,950 | 0.0% | 0.09% | -3.3% | |
| JEF | JEFFERIES FINL GROUP INC | $259,970 | +9.1% | 5,895 | 0.0% | 0.08% | -1.2% | |
| FITB | Buy | FIFTH THIRD BANCORP | $259,540 | +9.5% | 6,975 | +1.5% | 0.08% | -1.2% |
| KHC | Sell | KRAFT HEINZ CO | $256,455 | -1.6% | 6,950 | -1.4% | 0.08% | -10.6% |
| MSTR | New | MICROSTRATEGY INCcl a new | $255,684 | – | 150 | +100.0% | 0.08% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $249,009 | – | 1,364 | +100.0% | 0.08% | – |
| SPY | SPDR S&P 500 ETF TRtr unit | $238,520 | +10.0% | 456 | 0.0% | 0.08% | 0.0% | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $234,031 | – | 730 | +100.0% | 0.08% | – |
| BOE | Buy | BLACKROCK ENHANCED GLOBAL DI | $218,855 | +15.6% | 20,923 | +9.7% | 0.07% | +5.9% |
| XLI | New | SELECT SECTOR SPDR TRindl | $215,895 | – | 1,714 | +100.0% | 0.07% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $218,017 | – | 375 | +100.0% | 0.07% | – |
| ENB | ENBRIDGE INC | $212,992 | +0.4% | 5,887 | 0.0% | 0.07% | -9.1% | |
| C | New | CITIGROUP INC | $208,658 | – | 3,299 | +100.0% | 0.07% | – |
| T | Sell | AT&T INC | $203,460 | +3.3% | 11,560 | -1.6% | 0.07% | -5.6% |
| LDOS | New | LEIDOS HOLDINGS INC | $200,437 | – | 1,529 | +100.0% | 0.07% | – |
| PAI | Buy | WESTERN ASSET INVESTMENT GRA | $197,966 | +9.3% | 16,240 | +8.0% | 0.06% | -1.5% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $192,111 | +1.7% | 16,171 | -1.8% | 0.06% | -7.4% |
| TSI | Buy | TCW STRATEGIC INCOME FD INC | $190,818 | +8.4% | 39,671 | +3.5% | 0.06% | -3.1% |
| PPT | Sell | PUTNAM PREMIER INCOME TRsh ben int | $164,630 | -2.3% | 46,770 | -0.9% | 0.05% | -11.5% |
| FCT | Sell | FIRST TR SR FLTG RATE INCOME | $137,138 | -4.4% | 13,250 | -6.8% | 0.04% | -13.5% |
| SNOW | SNOWFLAKE INCcall | $16,160 | -18.8% | 100 | 0.0% | 0.01% | -28.6% | |
| GOLD | Exit | BARRICK GOLD CORPcall | $0 | – | -500 | -100.0% | -0.00% | – |
| Exit | XERIS BIOPHARMA HOLDINGS INC | $0 | – | -12,000 | -100.0% | -0.01% | – | |
| PSX | Exit | PHILLIPS 66call | $0 | – | -200 | -100.0% | -0.01% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FD | $0 | – | -11,675 | -100.0% | -0.02% | – |
| TSLA | Exit | TESLA INCcall | $0 | – | -200 | -100.0% | -0.02% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -7,215 | -100.0% | -0.07% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,740 | -100.0% | -0.07% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,092 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -848 | -100.0% | -0.08% | – |
| PLL | Exit | PIEDMONT LITHIUM INC | $0 | – | -7,725 | -100.0% | -0.08% | – |
| FHI | Exit | FEDERATED HERMES INCcl b | $0 | – | -9,450 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-16
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.