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| Whitener Capital Management Inc
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|
|---|---|
| CRD # | 106865 |
| SEC # | 801-31219 |
| CIK # | 0000825217 |
| AUM | $409.2 MM (2024-03-04) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 252-972-8909 |
| Address | 3993 Sunset Avenue Rocky Mount, NC 27804 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 23.5 | |
| MSFT | 1,918,222.4 | 19.1 | |
| GOOGL | 1,475,138.5 | 18.4 | |
| JPM | 340,169.2 | 16.1 | |
| NVDA | 399,550.0 | 16.0 | |
| AMZN | 1,092,997.8 | 15.4 | |
| WMT | 335,434.5 | 13.7 | |
| HON | 119,775.0 | 9.0 | |
| V | 419,260.5 | 8.4 | |
| PEP | 226,773.9 | 6.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 117.9 |
| (b) Individuals (high net worth individuals) | 132 | 228.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 39.4 |
| (h) Charitable organizations | 3 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 7.7 |
| (n) Other | 21 | 11.9 |
| Total | 1,284 | 409.2 |
| By Discretionary | ||
| Discretionary | 1,206 | 367.7 |
| Non-Discretionary | 78 | 41.6 |
| Total | 1,284 | 409.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.2 | |
| Total | 1,284 | 409.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000825217] |
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