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| Happy Holidays!! thanks for using AUM13F!! |
| Whitener Capital Management Inc
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| CRD # | 106865 |
| SEC # | 801-31219 |
| CIK # | 0000825217 |
| AUM | $506.1 M (2025-04-28) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 252-972-8909 |
| Address | 3993 Sunset Avenue Rocky Mount, NC 27804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 22.7 | ||
| Apple Inc | 20.9 | ||
| Microsoft Corp | 20.5 | ||
| Nvidia Corp | 19.4 | ||
| Wal Mart Stores Inc | 18.5 | ||
| Amazon Com Inc | 17.0 | ||
| Alphabet Inc | 16.8 | ||
| VISA Inc | 11.6 | ||
| Honeywell International Inc | 10.1 | ||
| McDonalds Corp | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 154.0 |
| (b) Individuals (high net worth individuals) | 87 | 283.5 |
| (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 | 25 | 47.1 |
| (h) Charitable organizations | 3 | 3.9 |
| (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 | 5 | 7.1 |
| (n) Other | 18 | 10.5 |
| Total | 1,446 | 506.1 |
| By Discretionary | ||
| Discretionary | 1,375 | 464.6 |
| Non-Discretionary | 71 | 41.5 |
| Total | 1,446 | 506.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.1 | |
| Total | 1,446 | 506.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000825217] |
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|---|---|---|
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TX | 0.5 |
|
Tiempo Capital Partners LLC
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FL | 0.5 |
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Argonautica Private Wealth Management Inc
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Gilliland Jeter Wealth Management LLC
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Allegiance Financial Group Advisory Services LLC
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Mascoma Wealth Management LLC
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NH | 0.5 |
|
BNA Wealth Inc
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SC | 0.5 |
|
Paulson Wealth Management Inc
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