Whitener Capital Management Inc

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Whitener Capital Management Inc
CRD #106865
SEC #801-31219
CIK #0000825217
AUM $409.2 MM (2024-03-04)
Employees 10 (50% Investors, 0% Brokers)
Phone252-972-8909
Address3993 Sunset Avenue
Rocky Mount, NC 27804
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
4503602701809002001200920172025
CIK Period
0000825217
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 23.5
Microsoft Corp 1,918,222.4 19.1
Alphabet Inc 1,475,138.5 18.4
J P Morgan Chase & Co 340,169.2 16.1
Nvidia Corp 399,550.0 16.0
Amazon Com Inc 1,092,997.8 15.4
Wal Mart Stores Inc 335,434.5 13.7
Honeywell International Inc 119,775.0 9.0
VISA Inc 419,260.5 8.4
PepsiCo Inc 226,773.9 6.7
AbbVie Inc 269,466.6 6.5
McDonalds Corp 179,584.2 6.5
Procter & Gamble Co 338,108.9 5.9
Goldman Sachs Group Inc 102,858.9 5.7
BB&T Corp 64,400.5 5.7
Merck & Co Inc 232,371.9 5.0
Duke Energy Corp 81,378.5 4.4
Exxon Mobil Corp 385,508.3 4.3
Rockwell Automation Inc 22,977.9 4.2
Caterpillar Inc 99,975.7 4.0
Home Depot Inc 277,648.0 3.6
Johnson & Johnson 465,600.2 3.3
Lowes Companies Inc 111,668.6 2.9
Abbott Laboratories 187,298.3 2.8
Costco Wholesale Corp /NEW 207,576.9 2.7
UnitedHealth Group Inc 477,004.0 2.7
Chevron Corp 294,604.1 2.7
Nike Inc 161,751.8 2.7
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 583 117.9
(b) Individuals (high net worth individuals) 132 228.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 39.4
(h) Charitable organizations 3 3.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 7.7
(n) Other 21 11.9
Total 1,284 409.2
By Discretionary
Discretionary 1,206 367.7
Non-Discretionary 78 41.6
Total 1,284 409.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 409.2
Total 1,284 409.2
EDGAR Form CIK 2011 - 2024
13F-HR [0000825217]
Comparable Firms State AUM ($BB)
Morganrosel Wealth Management LLC
CO 0.4
Fortress Wealth Planning LLC
FL 0.4
Navis Wealth Advisors LLC
NY 0.4
Avaii Wealth Management LLC
WI 0.4
Dean Jacobson Financial Services LLC
TX 0.4
Compass Financial Management LLC
FL 0.4
Zimmermann Investment Management & Planning LLC
PA 0.4
Ashton Thomas Securities LLC
NY 0.4
Keeler & Nadler Financial Planning and Wealth Management LLC
OH 0.4
Orin Green Financial LLC
CA 0.4
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