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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) |
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CIK | Period |
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0000825217 | |
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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 ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 583 | 117.9 |
(b) Individuals (high net worth individuals) | 132 | 228.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 15 | 39.4 |
(h) Charitable organizations | 3 | 3.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 7.7 |
(n) Other | 21 | 11.9 |
Total | 1,284 | 409.2 |
By Discretionary | ||
Discretionary | 1,206 | 367.7 |
Non-Discretionary | 78 | 41.6 |
Total | 1,284 | 409.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 409.2 | |
Total | 1,284 | 409.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0000825217] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Morganrosel Wealth Management LLC
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|
CO | 0.4 |
Fortress Wealth Planning LLC
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|
FL | 0.4 |
Navis Wealth Advisors LLC
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|
NY | 0.4 |
Avaii Wealth Management LLC
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|
WI | 0.4 |
Dean Jacobson Financial Services LLC
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|
TX | 0.4 |
Compass Financial Management LLC
✚
|
FL | 0.4 |
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
Ashton Thomas Securities LLC
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|
NY | 0.4 |
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.4 |
Orin Green Financial LLC
✚
|
CA | 0.4 |