Whitener Capital Management, Inc.
CIK Number: 0000825217
353.39M
Market Value
153
# of Holdings
19 months
Avg. Holding Period
41.25%
Win Rate
22.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 107.75K | -2.07% | 26.98M | 51.23 | 7.56% |
| 2 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 79.84K | -0.72% | 19.14M | 113.45 | 5.36% |
| 3 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 97.62K | -1.69% | 18.48M | 61.02 | 5.18% |
| 4 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 42.13K | -0.56% | 17.76M | 150.48 | 4.98% |
| 5 | WMT | Walmart Inc. | 94.23 | -0.22% | 195.12K | -3.49% | 17.63M | 36.2 | 4.94% |
| 6 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 78.73K | -2.55% | 17.27M | 79.81 | 4.84% |
| 7 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 117.42K | -9.19% | 15.77M | 34.55 | 4.42% |
| 8 | V | Visa Inc. | 355.07 | +0.63% | 33.23K | +0.38% | 10.5M | 144.46 | 2.94% |
| 9 | HON | Honeywell Inter... | 223.91 | -0.17% | 43.99K | -0.57% | 9.94M | 169.57 | 2.78% |
| 10 | MCD | McDonald's Corp... | 295.94 | -1.98% | 28.87K | +5.11% | 8.37M | 239.65 | 2.35% |
| 11 | GS | The Goldman Sac... | 626.86 | +2.17% | 12.32K | -2.07% | 7.05M | 229.54 | 1.98% |
| 12 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 38.27K | +0.81% | 6.8M | 115.32 | 1.91% |
| 13 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 44.39K | +5.83% | 6.75M | 143.18 | 1.89% |
| 14 | PG | The Procter & G... | 160.70 | +0.26% | 34.92K | -3.06% | 5.85M | 108.38 | 1.64% |
| 15 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 11.84K | -2.1% | 5.36M | 271.2 | 1.50% |
| 16 | TFC | Truist Financia... | 39.37 | +1.03% | 123.38K | -11.84% | 5.35M | 42.67 | 1.50% |
| 17 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 228.38K | +177.40% | 5.18M | 11.62 | 1.45% |
| 18 | DUK | Duke Energy Cor... | 115.23 | -1.39% | 44.19K | +0.98% | 4.76M | 89.64 | 1.33% |
| 19 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 40.6K | +3.66% | 4.37M | 89.19 | 1.22% |
| 20 | HD | The Home Depot,... | 353.06 | -0.45% | 11.04K | -0.49% | 4.29M | 272.06 | 1.20% |
| 21 | ROK | Rockwell Automa... | 323.76 | +1.86% | 14.91K | -0.11% | 4.26M | 198.19 | 1.19% |
| 22 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 11.35K | -1.64% | 4.12M | 177.99 | 1.15% |
| 23 | MRK | Merck & Co., In... | 80.88 | -1.02% | 40.5K | +0.50% | 4.03M | 72.34 | 1.13% |
| 24 | LOW | Lowe's Companie... | 215.74 | -0.7% | 13.65K | +2.83% | 3.37M | 154.27 | 0.94% |
| 25 | CVX | Chevron Corpora... | 146.06 | +0.10% | 21.57K | +13.19% | 3.12M | 149.44 | 0.88% |
| 26 | DE | Deere & Company | 524.06 | +2.84% | 7.21K | +1.39% | 3.06M | 373.19 | 0.86% |
| 27 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 5.88K | +2.26% | 2.98M | 370.57 | 0.83% |
| 28 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 19.96K | -7.5% | 2.89M | 143.81 | 0.81% |
| 29 | ABT | Abbott Laborato... | 133.99 | -1.2% | 25.42K | -2.68% | 2.88M | 83.33 | 0.81% |
| 30 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 5.27K | 0.00% | 2.75M | 164.38 | 0.77% |
| 31 | RY | Royal Bank of C... | 128.88 | +0.88% | 22.82K | -0.2% | 2.75M | 81.72 | 0.77% |
| 32 | COST | Costco Wholesal... | 984.10 | -0.62% | 2.89K | +3.77% | 2.65M | 328.01 | 0.74% |
| 33 | NKE | NIKE, Inc. | 61.88 | +2.22% | 34.22K | -4% | 2.59M | 77.27 | 0.73% |
| 34 | EMR | Emerson Electri... | 128.64 | +2.47% | 20.57K | +1.02% | 2.55M | 88.81 | 0.71% |
| 35 | META | Meta Platforms,... | 701.33 | +2.70% | 3.97K | -2.1% | 2.32M | 286.34 | 0.65% |
| 36 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 97.95K | +195.40% | 2.32M | 12.82 | 0.65% |
| 37 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 4.45K | -1.11% | 2.22M | 189.54 | 0.62% |
| 38 | MMM | 3M Company | 144.91 | +1.82% | 17.01K | +1.42% | 2.2M | 116.04 | 0.62% |
| 39 | KO | The Coca-Cola C... | 70.46 | -0.79% | 34.34K | +2.00% | 2.14M | 53.25 | 0.60% |
| 40 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 11.46K | +100.21% | 2.08M | 94.33 | 0.58% |
| 41 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 74.78K | +195.36% | 2.04M | 23.2 | 0.57% |
| 42 | PFE | Pfizer Inc. | 24.39 | -0.63% | 74.79K | +42.06% | 1.98M | 33.4 | 0.56% |
| 43 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 39.48K | -0.76% | 1.95M | 35 | 0.55% |
| 44 | RTX | RTX Corporation | 146.33 | +0.44% | 16.79K | +8.20% | 1.94M | 85.6 | 0.54% |
| 45 | MO | Altria Group, I... | 58.77 | -1.74% | 35.02K | +1.75% | 1.83M | 46.84 | 0.51% |
| 46 | AMGN | Amgen Inc. | 295.12 | -0.03% | 6.76K | 0.00% | 1.76M | 194.17 | 0.49% |
| 47 | LIN | Linde plc | 465.93 | -0.01% | 4.01K | 0.00% | 1.68M | 355.44 | 0.47% |
| 48 | CMI | Cummins Inc. | 322.04 | +0.79% | 4.78K | -2.89% | 1.67M | 223.14 | 0.47% |
| 49 | IBM | International B... | 281.56 | +1.57% | 7.33K | -1.87% | 1.61M | 137.23 | 0.45% |
| 50 | NSC | Norfolk Souther... | 251.90 | +1.33% | 6.85K | 0.00% | 1.61M | 187.51 | 0.45% |
| 51 | PEO | Adams Natural R... | 21.70 | -0.37% | 72.87K | -2.16% | 1.58M | 16.02 | 0.44% |
| 52 | XLB | Materials Selec... | 88.05 | +0.77% | 17.72K | +7.80% | 1.49M | 90.23 | 0.42% |
| 53 | KMB | Kimberly-Clark ... | 130.64 | -0.15% | 11.08K | -2.34% | 1.45M | 128.84 | 0.41% |
| 54 | MLM | Martin Marietta... | 542.09 | -0.07% | 2.79K | +0.36% | 1.44M | 374.38 | 0.40% |
| 55 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 1.82K | -2.36% | 1.4M | 679.99 | 0.39% |
| 56 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.48K | -0.34% | 1.32M | 371.03 | 0.37% |
| 57 | MA | Mastercard Inco... | 568.14 | +1.09% | 2.35K | -29.85% | 1.24M | 152.99 | 0.35% |
| 58 | VZ | Verizon Communi... | 42.42 | -1.37% | 29.6K | -7.61% | 1.18M | 52.46 | 0.33% |
| 59 | PM | Philip Morris I... | 183.22 | -0.6% | 9.75K | -0.94% | 1.17M | 100.21 | 0.33% |
| 60 | TY | Tri-Continental... | 30.86 | -1.85% | 36.68K | -0.38% | 1.16M | 26.23 | 0.33% |
| 61 | IYC | iShares US Cons... | 96.78 | +0.98% | 11.87K | +0.50% | 1.14M | 47.88 | 0.32% |
| 62 | GOLD | Barrick Gold Co... | 21.51 | -0.37% | 73.33K | +0.20% | 1.14M | 18.44 | 0.32% |
| 63 | SCHV | Schwab U.S. Lar... | 27.23 | +0.50% | 43K | +213.08% | 1.12M | 20.78 | 0.31% |
| 64 | COF | Capital One Fin... | 197.66 | +2.50% | 6.18K | -3.14% | 1.1M | 92.35 | 0.31% |
| 65 | EPD | Enterprise Prod... | 31.50 | -1.73% | 34.94K | -1.83% | 1.1M | 23.96 | 0.31% |
| 66 | MDT | Medtronic plc | 87.94 | +0.77% | 13.27K | -2.16% | 1.06M | 86.18 | 0.30% |
| 67 | KR | The Kroger Co. | 66.03 | +0.72% | 17.25K | +0.42% | 1.05M | 48.52 | 0.30% |
| 68 | FCNCA | First Citizens ... | 1816.01 | -0.15% | 495 | 0.00% | 1.05M | 1021.22 | 0.29% |
| 69 | BK | The Bank of New... | 90.38 | +2.00% | 12.83K | -4.47% | 985.73K | 43.53 | 0.28% |
| 70 | GD | General Dynamic... | 278.85 | -1.47% | 3.53K | 0.00% | 930.12K | 205.74 | 0.26% |
| 71 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 33K | +353.92% | 919.71K | 17.79 | 0.26% |
| 72 | NDAQ | Nasdaq, Inc. | 86.64 | +1.23% | 11.72K | +4.17% | 905.84K | 54.16 | 0.25% |
| 73 | SCHW | The Charles Sch... | 88.92 | +1.79% | 11.53K | +6.27% | 853.34K | 64.31 | 0.24% |
| 74 | BDX | Becton, Dickins... | 172.18 | -0.02% | 3.7K | -6.92% | 839.42K | 231.07 | 0.24% |
| 75 | AMAT | Applied Materia... | 176.39 | +3.40% | 5.08K | -0.88% | 825.88K | 75.92 | 0.23% |
| 76 | LMT | Lockheed Martin... | 466.60 | -4.08% | 1.68K | +6.34% | 814.92K | 469.62 | 0.23% |
| 77 | GILD | Gilead Sciences... | 110.72 | +0.67% | 8.66K | -1.37% | 799.65K | 69.53 | 0.22% |
| 78 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 4.78K | 0.00% | 797.04K | 52.83 | 0.22% |
| 79 | D | Dominion Energy... | 54.73 | -1.41% | 14.62K | +0.02% | 787.6K | 75.81 | 0.22% |
| 80 | XLK | Technology Sele... | 242.79 | +1.51% | 3.38K | +4.52% | 785.45K | 166.79 | 0.22% |
| 81 | NOC | Northrop Grumma... | 496.55 | -3.9% | 1.67K | +6.85% | 783.25K | 460.12 | 0.22% |
| 82 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 13.21K | -0.83% | 781.79K | 47.16 | 0.22% |
| 83 | TXN | Texas Instrumen... | 199.09 | +2.10% | 4.16K | -5.67% | 779.85K | 145.43 | 0.22% |
| 84 | BAC | Bank of America... | 44.36 | +0.61% | 17.39K | -1.14% | 764.51K | 30.97 | 0.21% |
| 85 | EW | Edwards Lifesci... | 74.71 | -0.59% | 9.7K | -6.96% | 717.94K | 46.23 | 0.20% |
| 86 | CSX | CSX Corporation | 32.56 | +1.38% | 22.07K | -6.05% | 712.2K | 34.65 | 0.20% |
| 87 | TGT | Target Corporat... | 97.44 | +2.17% | 5.2K | -40.72% | 703.21K | 148.21 | 0.20% |
| 88 | UNP | Union Pacific C... | 224.53 | +0.52% | 2.99K | +8.48% | 682.3K | 242.33 | 0.19% |
| 89 | ET | Energy Transfer... | 18.14 | -1.01% | 34.12K | -3.7% | 668.43K | 12.66 | 0.19% |
| 90 | ARCC | Ares Capital Co... | 21.36 | -0.81% | 29.59K | -3.98% | 647.66K | 16.8 | 0.18% |
| 91 | PFF | iShares Preferr... | 30.21 | +0.17% | 20.11K | +16.04% | 632.16K | 31.86 | 0.18% |
| 92 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 10.39K | -5.88% | 620.89K | 48.27 | 0.17% |
| 93 | PSX | Phillips 66 | 123.57 | +1.16% | 5.35K | -1.31% | 609.3K | 78.99 | 0.17% |
| 94 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 3.1K | -3.13% | 590.36K | 64.64 | 0.17% |
| 95 | AXP | American Expres... | 293.96 | +2.14% | 1.94K | 0.00% | 575.77K | 95.2 | 0.16% |
| 96 | BSCR | Invesco BulletS... | 19.63 | +0.08% | 29.32K | +84.31% | 571.23K | 19.61 | 0.16% |
| 97 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 1.63K | -1.22% | 556.01K | 310.39 | 0.16% |
| 98 | BSCS | Invesco BulletS... | 20.41 | +0.12% | 26.36K | +100.00% | 530.63K | 20.13 | 0.15% |
| 99 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 3.41K | -17.85% | 523.94K | 69.35 | 0.15% |
| 100 | XLY | Consumer Discre... | 213.86 | +1.00% | 2.29K | +2.05% | 514.43K | 142.09 | 0.14% |
| 101 | IVV | iShares Core S&... | 603.05 | +0.54% | 864 | -6.7% | 508.71K | 283.15 | 0.14% |
| 102 | DIS | The Walt Disney... | 119.45 | +1.28% | 4.5K | -8.16% | 501.07K | 130.32 | 0.14% |
| 103 | FNDF | Schwab Fundamen... | 39.70 | +0.34% | 14.91K | -0.84% | 495.13K | 32.1 | 0.14% |
| 104 | DGRO | iShares Core Di... | 62.67 | -0.23% | 7.65K | 0.00% | 469.25K | 54.79 | 0.13% |
| 105 | BSCQ | Invesco BulletS... | 19.54 | +0.03% | 23.38K | +31.77% | 454.24K | 19.53 | 0.13% |
| 106 | LHX | L3Harris Techno... | 247.20 | -3.81% | 2.12K | +4.32% | 446.42K | 214.81 | 0.13% |
| 107 | PSA | Public Storage | 294.44 | -0.17% | 1.49K | +3.41% | 444.67K | 299.91 | 0.12% |
| 108 | ETR | Entergy Corpora... | 81.69 | -0.47% | 5.85K | +100.00% | 443.55K | 41.96 | 0.12% |
| 109 | JEF | Jefferies Finan... | 53.85 | +3.16% | 5.59K | -5.09% | 438.65K | 36.63 | 0.12% |
| 110 | IYF | iShares U.S. Fi... | 115.12 | +0.66% | 3.96K | +4.32% | 437.79K | 81.59 | 0.12% |
| 111 | BEN | Franklin Resour... | 22.79 | +2.77% | 20.56K | -13.87% | 417.1K | 25.6 | 0.12% |
| 112 | FRA | BlackRock Float... | 12.83 | -0.7% | 30.2K | +3.46% | 415.19K | 12.28 | 0.12% |
| 113 | FCX | Freeport-McMoRa... | 41.88 | +2.31% | 10.62K | +8.37% | 404.46K | 41.79 | 0.11% |
| 114 | XLP | Consumer Staple... | 81.17 | +0.25% | 5K | +6.41% | 392.66K | 74.71 | 0.11% |
| 115 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 764 | -17.05% | 390.58K | 254.3 | 0.11% |
| 116 | STXG | Strive 1000 Gro... | 44.52 | +1.20% | 8.98K | 0.00% | 390.13K | 30.78 | 0.11% |
| 117 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 9.92K | -2.94% | 372.3K | 38.67 | 0.10% |
| 118 | EIPI | FT Energy Incom... | 19.68 | -0.66% | 18.98K | -2.56% | 369.86K | 18.53 | 0.10% |
| 119 | KLAC | KLA Corporation | 890.63 | +2.65% | 550 | 0.00% | 346.57K | 162.49 | 0.10% |
| 120 | BSCT | Invesco BulletS... | 18.59 | +0.03% | 18.87K | +100.00% | 346.09K | 18.34 | 0.10% |
| 121 | XLV | Health Care Sel... | 135.62 | -0.38% | 2.52K | +0.04% | 345.99K | 135.6 | 0.10% |
| 122 | MAIN | Main Street Cap... | 57.44 | -0.56% | 5.58K | +0.04% | 326.99K | 31.78 | 0.09% |
| 123 | T | AT&T Inc. | 27.94 | -0.89% | 13.87K | -6.49% | 315.8K | 23.78 | 0.09% |
| 124 | VIG | Vanguard Divide... | 200.94 | +0.24% | 1.58K | +11.17% | 310.12K | 183.59 | 0.09% |
| 125 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 3.05K | +100.00% | 304.09K | 99.55 | 0.09% |
| 126 | MU | Micron Technolo... | 119.73 | +3.57% | 3.48K | 0.00% | 292.88K | 94.31 | 0.08% |
| 127 | MSTR | MicroStrategy I... | 381.96 | -0.24% | 1K | +100.00% | 289.62K | 289.62 | 0.08% |
| 128 | XLI | Industrial Sele... | 143.49 | +0.59% | 2.13K | +4.01% | 280.12K | 125.28 | 0.08% |
| 129 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 1.2K | 0.00% | 279.25K | 172.5 | 0.08% |
| 130 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 530 | 0.00% | 275.78K | 588.02 | 0.08% |
| 131 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 12.7K | +17.11% | 262.17K | 20.51 | 0.07% |
| 132 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 1.07K | +100.00% | 260.29K | 242.13 | 0.07% |
| 133 | ZBH | Zimmer Biomet H... | 92.13 | +0.93% | 2.44K | 0.00% | 257.21K | 127.13 | 0.07% |
| 134 | C | Citigroup Inc. | 77.94 | +2.07% | 3.62K | +0.84% | 254.49K | 63.51 | 0.07% |
| 135 | KRE | SPDR S&P Region... | 56.38 | +0.28% | 4.21K | -33.78% | 254.38K | 49.29 | 0.07% |
| 136 | NUE | Nucor Corporati... | 121.55 | -0.31% | 2.17K | 0.00% | 253.14K | 115.87 | 0.07% |
| 137 | ENB | Enbridge Inc. | 45.95 | -1.54% | 5.9K | +0.17% | 250.21K | 36.03 | 0.07% |
| 138 | AKAM | Akamai Technolo... | 79.93 | +3.76% | 2.6K | -14.78% | 248.21K | 88.53 | 0.07% |
| 139 | BA | The Boeing Comp... | 201.50 | +0.59% | 1.4K | -4.76% | 247.8K | 274.78 | 0.07% |
| 140 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 419 | -2.33% | 245.57K | 475.3 | 0.07% |
| 141 | VNO | Vornado Realty ... | 40.71 | +0.77% | 5.64K | -3.09% | 237.32K | 39.4 | 0.07% |
| 142 | PRU | Prudential Fina... | 104.76 | +1.74% | 1.98K | -0.2% | 234.69K | 121.1 | 0.07% |
| 143 | ADP | Automatic Data ... | 307.60 | +0.25% | 800 | 0.00% | 234.18K | 276.73 | 0.07% |
| 144 | SUN | Sunoco LP | 52.93 | -0.54% | 4.5K | -5.55% | 231.27K | 56.35 | 0.06% |
| 145 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 570 | +100.00% | 230.19K | 403.84 | 0.06% |
| 146 | DRLL | Strive U.S. Ene... | 28.39 | +0.11% | 8.2K | +100.00% | 223.61K | 27.27 | 0.06% |
| 147 | TSI | TCW Strategic I... | 4.92 | +0.07% | 45.16K | -23.84% | 217.23K | 4.66 | 0.06% |
| 148 | ICE | Intercontinenta... | 179.54 | +0.62% | 1.45K | 0.00% | 216.06K | 113.08 | 0.06% |
| 149 | ACN | Accenture plc | 313.78 | +0.66% | 610 | +3.39% | 214.59K | 353.42 | 0.06% |
| 150 | HWM | Howmet Aerospac... | 171.31 | +0.06% | 1.93K | +100.00% | 211.52K | 109.37 | 0.06% |