HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
112,392 | -4,412 | $19,273 |
| AAPL | 112,392 | -4,412 | $19,273 |
| MICROSOFT CORP |
40,589 | +349 | $17,077 |
| MSFT | 40,589 | +349 | $17,077 |
| JPMORGAN CHASE & CO |
77,504 | -104 | $15,524 |
| JPM | 77,504 | -104 | $15,524 |
| ALPHABET INC |
99,240 | -1,342 | $14,978 |
| GOOGL | 99,240 | -1,342 | $14,978 |
| AMAZON COM INC |
77,580 | +548 | $13,994 |
| AMZN | 77,580 | +548 | $13,994 |
| WALMART INC |
196,599 | +130,831 | $11,893 |
| WMT | 196,599 | +130,831 | $11,893 |
| NVIDIA CORPORATION |
12,713 | +1,109 | $11,487 |
| NVDA | 12,713 | +1,109 | $11,487 |
| VISA INC |
30,289 | +66 | $8,453 |
| V | 30,289 | +66 | $8,453 |
| HONEYWELL INTL INC |
39,695 | +970 | $8,147 |
| HON | 39,695 | +970 | $8,147 |
| PEPSICO INC |
38,533 | +2,001 | $6,744 |
| PEP | 38,533 | +2,001 | $6,744 |
| ABBVIE INC |
35,354 | +239 | $6,438 |
| ABBV | 35,354 | +239 | $6,438 |
| MCDONALDS CORP |
22,341 | +778 | $6,299 |
| MCD | 22,341 | +778 | $6,299 |
| TRUIST FINL CORP |
149,910 | +1,287 | $5,843 |
| TFC | 149,910 | +1,287 | $5,843 |
| PROCTER AND GAMBLE CO |
34,221 | +609 | $5,552 |
| PG | 34,221 | +609 | $5,552 |
| GOLDMAN SACHS GROUP INC |
12,599 | -56 | $5,262 |
| GS | 12,599 | -56 | $5,262 |
| MERCK & CO INC |
39,113 | -527 | $5,161 |
| MRK | 39,113 | -527 | $5,161 |
| SCHWAB STRATEGIC TR |
82,340 | -1,576 | $5,027 |
| SCHB | 82,340 | -1,576 | $5,027 |
 BERKSHIRE HATHAWAY INC DEL |
$4,597 | ||
| BRK.B | 10,932 | +236 | $4,597 |
| ROCKWELL AUTOMATION INC |
15,237 | -235 | $4,439 |
| ROK | 15,237 | -235 | $4,439 |
| CATERPILLAR INC |
11,854 | +64 | $4,344 |
| CAT | 11,854 | +64 | $4,344 |
| DUKE ENERGY CORP NEW |
42,759 | +1,157 | $4,135 |
| DUK | 42,759 | +1,157 | $4,135 |
| EXXON MOBIL CORP |
34,032 | +122 | $3,956 |
| XOM | 34,032 | +122 | $3,956 |
| HOME DEPOT INC |
9,674 | +299 | $3,711 |
| HD | 9,674 | +299 | $3,711 |
| JOHNSON & JOHNSON |
21,908 | -539 | $3,466 |
| JNJ | 21,908 | -539 | $3,466 |
| NIKE INC |
35,623 | -957 | $3,348 |
| NKE | 35,623 | -957 | $3,348 |
| LOWES COS INC |
11,532 | +514 | $2,938 |
| LOW | 11,532 | +514 | $2,938 |
| ABBOTT LABS |
24,581 | -164 | $2,794 |
| ABT | 24,581 | -164 | $2,794 |
| DEERE & CO |
6,410 | +469 | $2,633 |
| DE | 6,410 | +469 | $2,633 |
| ROYAL BK CDA |
23,149 | +2 | $2,335 |
| RY | 23,149 | +2 | $2,335 |
| UNITEDHEALTH GROUP INC |
4,612 | +850 | $2,282 |
| UNH | 4,612 | +850 | $2,282 |
| CHEVRON CORP NEW |
14,435 | +871 | $2,277 |
| CVX | 14,435 | +871 | $2,277 |
| SCHWAB STRATEGIC TR |
33,289 | +41 | $2,243 |
| FNDX | 33,289 | +41 | $2,243 |
| INTUITIVE SURGICAL INC |
5,399 | +180 | $2,155 |
| ISRG | 5,399 | +180 | $2,155 |
| COSTCO WHSL CORP NEW |
2,840 | +20 | $2,081 |
| COST | 2,840 | +20 | $2,081 |
| SCHWAB STRATEGIC TR |
24,712 | +1,782 | $1,993 |
| SCHD | 24,712 | +1,782 | $1,993 |
| AMGEN INC |
6,941 | +38 | $1,973 |
| AMGN | 6,941 | +38 | $1,973 |
| EMERSON ELEC CO |
17,111 | +462 | $1,941 |
| EMR | 17,111 | +462 | $1,941 |
| S&P GLOBAL INC |
4,500 | UNCH | $1,915 |
| SPGI | 4,500 | UNCH | $1,915 |
| LINDE PLC |
4,009 | -50 | $1,861 |
| LIN | 4,009 | -50 | $1,861 |
| META PLATFORMS INC |
3,571 | +31 | $1,734 |
| META | 3,571 | +31 | $1,734 |
| NORFOLK SOUTHN CORP |
6,762 | -120 | $1,723 |
| NSC | 6,762 | -120 | $1,723 |
| COCA COLA CO |
27,755 | +346 | $1,698 |
| KO | 27,755 | +346 | $1,698 |
| ISHARES GOLD TR (IAU) |
39,895 | +895 | $1,676 |
| IAU | 39,895 | +895 | $1,676 |
| ADAM NAT RES FD INC |
71,255 | +1,782 | $1,643 |
| PEO | 71,255 | +1,782 | $1,643 |
| TARGET CORP |
9,155 | -55 | $1,622 |
| TGT | 9,155 | -55 | $1,622 |
| MASTERCARD INCORPORATED |
3,365 | UNCH | $1,621 |
| MA | 3,365 | UNCH | $1,621 |
| RTX CORPORATION |
15,115 | +1,009 | $1,474 |
| RTX | 15,115 | +1,009 | $1,474 |
| KIMBERLY CLARK CORP |
11,179 | +50 | $1,446 |
| KMB | 11,179 | +50 | $1,446 |
| PALO ALTO NETWORKS INC |
5,081 | +76 | $1,444 |
| PANW | 5,081 | +76 | $1,444 |
| INTERNATIONAL BUSINESS MACHS |
7,520 | +90 | $1,436 |
| IBM | 7,520 | +90 | $1,436 |
See Full List: All Stocks Held By Whitener Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Whitener Capital Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $305,499 At 12/31/2023: $276,369 Whitener Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whitener Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
