Whitener Capital Management, Inc.

13F filer, CIK 825217, Rocky Mount, NC

Whitener Capital Management, Inc. reported $356,929,556 across 158 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-15. Its ten largest share positions make up 45.34% of the portfolio.

Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000192

Period: 2024-12-31
Reported value: $357M
Holdings: 158
Top 10 weight: 45.34%
New: 11
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHBadded	+146,053	$3.32M
FNDXadded	+64,791	$1.53M
SCHDadded	+49,460	$1.35M
PANWadded	+5,735	$1.04M
SCHVadded	+29,266	$763K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVDAreduced	-11,880	-$1.6M
TFCreduced	-16,576	-$719K
WMTreduced	-7,052	-$637K
AAPLreduced	-2,277	-$570K
MAreduced	-1,000	-$527K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000192, largest first. % of portfolio is the value over $356,929,556, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	107,746	$27M	7.56%	-2,277	Timeline
JPMJPMORGAN CHASE & CO	79,837	$19.1M	5.36%	-578	Timeline
GOOGLALPHABET INC	97,623	$18.5M	5.18%	-1,677	Timeline
MSFTMICROSOFT CORP	42,130	$17.8M	4.98%	-239	Timeline
WMTWALMART INC	195,120	$17.6M	4.94%	-7,052	Timeline
AMZNAMAZON COM INC	78,728	$17.3M	4.84%	-2,057	Timeline
NVDANVIDIA CORPORATION	117,424	$15.8M	4.42%	-11,880	Timeline
VVISA INC	33,228	$10.5M	2.94%	+127	Timeline
HONHONEYWELL INTL INC	43,990	$9.94M	2.78%	-254	Timeline
MCDMCDONALDS CORP	28,873	$8.37M	2.34%	+1,404	Timeline
GSGOLDMAN SACHS GROUP INC	12,316	$7.05M	1.98%	-260	Timeline
ABBVABBVIE INC	38,266	$6.8M	1.91%	+309	Timeline
PEPPEPSICO INC	44,389	$6.75M	1.89%	+2,447	Timeline
PGPROCTER & GAMBLE CO	34,921	$5.85M	1.64%	-1,103	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	11,835	$5.36M	1.5%	-254	Timeline
TFCTRUIST FINL CORP	123,380	$5.35M	1.5%	-16,576	Timeline
SCHBSCHWAB STRATEGIC TR	228,382	$5.18M	1.45%	+146,053	Timeline
DUKDUKE ENERGY CORP NEW	44,187	$4.76M	1.33%	+430	Timeline
XOMEXXON MOBIL CORP	40,605	$4.37M	1.22%	+1,433	Timeline
HDHOME DEPOT INC	11,039	$4.29M	1.2%	-54	Timeline
ROKROCKWELL AUTOMATION INC	14,915	$4.26M	1.19%	-17	Timeline
CATCATERPILLAR INC	11,354	$4.12M	1.15%	-189	Timeline
MRKMERCK & CO INC	40,503	$4.03M	1.13%	+200	Timeline
LOWLOWES COS INC	13,646	$3.37M	0.94%	+376	Timeline
CVXCHEVRON CORPORATION	21,569	$3.12M	0.88%	+2,513	Timeline
DEDEERE & CO	7,213	$3.06M	0.86%	+99	Timeline
UNHUNITEDHEALTH GROUP INC	5,884	$2.98M	0.83%	+130	Timeline
JNJJOHNSON & JOHNSON	19,958	$2.89M	0.81%	-1,618	Timeline
ABTABBOTT LABORATORIES	25,420	$2.88M	0.81%	-700	Timeline
ISRGINTUITIVE SURGICAL INC	5,271	$2.75M	0.77%	0	Timeline
RYROYAL BK CDA	22,819	$2.75M	0.77%	-45	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,890	$2.65M	0.74%	+105	Timeline
NKENIKE INC	34,222	$2.59M	0.73%	-1,426	Timeline
EMREMERSON ELEC CO	20,565	$2.55M	0.71%	+208	Timeline
METAMETA PLATFORMS INC	3,966	$2.32M	0.65%	-85	Timeline
FNDXSCHWAB STRATEGIC TR	97,949	$2.32M	0.65%	+64,791	Timeline
SPGIS&P GLOBAL INC	4,450	$2.22M	0.62%	-50	Timeline
MMM3M CO	17,007	$2.2M	0.62%	+238	Timeline
KOCOCA COLA CO	34,336	$2.14M	0.6%	+673	Timeline
PANWPALO ALTO NETWORKS INC	11,458	$2.08M	0.58%	+5,735	Timeline
SCHDSCHWAB STRATEGIC TR	74,778	$2.04M	0.57%	+49,460	Timeline
PFEPFIZER INC	74,790	$1.98M	0.56%	+22,145	Timeline
IAUISHARES GOLD TR	39,480	$1.95M	0.55%	-302	Timeline
RTXRTX CORPORATION	16,793	$1.94M	0.54%	+1,272	Timeline
MOALTRIA GROUP INC	35,023	$1.83M	0.51%	+603	Timeline
AMGNAMGEN INC	6,763	$1.76M	0.49%	0	Timeline
LINLINDE PLC	4,009	$1.68M	0.47%	0	Timeline
CMICUMMINS INC	4,777	$1.67M	0.47%	-142	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,328	$1.61M	0.45%	-140	Timeline
NSCNORFOLK SOUTHN CORP	6,847	$1.61M	0.45%	0	Timeline
PEOADAM NAT RES FD INC	72,867	$1.58M	0.44%	-1,611	Timeline
XLBSELECT SECTOR SPDR TR	17,717	$1.49M	0.42%	+1,282	Timeline
KMBKIMBERLY-CLARK CORP	11,080	$1.45M	0.41%	-265	Timeline
MLMMARTIN MARIETTA MATLS INC	2,795	$1.44M	0.4%	+10	Timeline
LLYELI LILLY & CO	1,819	$1.4M	0.39%	-44	Timeline
NFLXNETFLIX INC.	1,480	$1.32M	0.37%	-5	Timeline
MAMASTERCARD INCORPORATED	2,350	$1.24M	0.35%	-1,000	Timeline
VZVERIZON COMMUNICATIONS INC	29,598	$1.18M	0.33%	-2,439	Timeline
PMPHILIP MORRIS INTL INC	9,750	$1.17M	0.33%	-93	Timeline
TYTRI CONTL CORP	36,676	$1.16M	0.33%	-139	Timeline
IYCISHARES TR	11,867	$1.14M	0.32%	+59	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	73,328	$1.14M	0.32%	+143
SCHVSCHWAB STRATEGIC TR	43,001	$1.12M	0.31%	+29,266	Timeline
COFCAPITAL ONE FINL CORP	6,179	$1.1M	0.31%	-200	Timeline
EPDENTERPRISE PRODS PARTNERS L	34,943	$1.1M	0.31%	-651	Timeline
MDTMEDTRONIC PLC	13,265	$1.06M	0.3%	-293	Timeline
KRKROGER CO	17,245	$1.05M	0.3%	+72	Timeline
FCNCAFIRST CTZNS BANCSHARES INC D	495	$1.05M	0.29%	0	Timeline
BNYBANK OF NY MELLON CORP	12,830	$986K	0.28%	-600	Timeline
GDGENERAL DYNAMICS CORP	3,530	$930K	0.26%	0	Timeline
SCHGSCHWAB STRATEGIC TR	33,000	$920K	0.26%	+25,730	Timeline
NDAQNASDAQ INC	11,717	$906K	0.25%	+469	Timeline
SCHWCHARLES SCHWAB CORP (THE)	11,530	$853K	0.24%	+680	Timeline
BDXBECTON DICKINSON & CO	3,700	$839K	0.24%	-275	Timeline
AMATAPPLIED MATLS INC	5,078	$826K	0.23%	-45	Timeline
LMTLOCKHEED MARTIN CORP	1,677	$815K	0.23%	+100	Timeline
GILDGILEAD SCIENCES INC	8,657	$800K	0.22%	-120	Timeline
ORCLORACLE CORP	4,783	$797K	0.22%	0	Timeline
RVTROYCE SMALL CAP TRUST INC	49,978	$790K	0.22%	+3,216	Timeline
DDOMINION ENERGY INC	14,623	$788K	0.22%	+3	Timeline
XLKSELECT SECTOR SPDR TR	3,378	$785K	0.22%	+146	Timeline
NOCNORTHROP GRUMMAN CORP	1,669	$783K	0.22%	+107	Timeline
CSCOCISCO SYS INC	13,206	$782K	0.22%	-110	Timeline
TXNTEXAS INSTRS INC	4,159	$780K	0.22%	-250	Timeline
BACBANK OF AMER CORP	17,395	$765K	0.21%	-200	Timeline
EWEDWARDS LIFESCIENCES CORP	9,698	$718K	0.2%	-725	Timeline
CSXCSX CORP	22,070	$712K	0.2%	-1,420	Timeline
TGTTARGET CORP	5,202	$703K	0.2%	-3,573	Timeline
UNPUNION PAC CORP	2,992	$682K	0.19%	+234	Timeline
ETENERGY TRANSFER L P	34,121	$668K	0.19%	-1,312	Timeline
ARCCARES CAPITAL CORP	29,586	$648K	0.18%	-1,225	Timeline
PFFISHARES TR	20,107	$632K	0.18%	+2,780	Timeline
MDLZMONDELEZ INTL INC	10,395	$621K	0.17%	-650	Timeline
PSXPHILLIPS 66	5,348	$609K	0.17%	-71	Timeline
GOOGALPHABET INC	3,100	$590K	0.17%	-100	Timeline
AXPAMERICAN EXPRESS CO	1,940	$576K	0.16%	0	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	29,324	$571K	0.16%	+13,414	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,625	$556K	0.16%	-20	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	26,360	$531K	0.15%	new	Timeline
QCOMQUALCOMM INC	3,410	$524K	0.15%	-741	Timeline
XLYSELECT SECTOR SPDR TR	2,293	$514K	0.14%	+46	Timeline
IVVISHARES TR	864	$509K	0.14%	-62	Timeline
DISDISNEY WALT CO	4,500	$501K	0.14%	-400	Timeline
FNDFSCHWAB STRATEGIC TR	14,909	$495K	0.14%	-126	Timeline
DGROISHARES TR	7,650	$469K	0.13%	0	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	23,378	$454K	0.13%	+5,636	Timeline
LHXL3HARRIS TECHNOLOGIES INC	2,123	$446K	0.13%	+88	Timeline
PSAPUBLIC STORAGE	1,485	$445K	0.12%	+49	Timeline
ETRENTERGY CORP NEW	5,850	$444K	0.12%	+2,925	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	5,595	$439K	0.12%	-300	Timeline
IYFISHARES TR	3,959	$438K	0.12%	+164	Timeline
BENFRANKLIN TEMPLETON INC	20,557	$417K	0.12%	-3,310	Timeline
XFRAXBLACKROCK FLOATING RATE INCO	30,196	$415K	0.12%	+1,010	Timeline
FCXFREEPORT MCMORAN INC	10,621	$404K	0.11%	+820	Timeline
XLPSELECT SECTOR SPDR TR	4,995	$393K	0.11%	+301	Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INM	25,180	$391K	0.11%	+400	Timeline
QQQINVESCO QQQ TR	764	$391K	0.11%	-157	Timeline
STXGEA SERIES TRUST	8,985	$390K	0.11%	0	Timeline
CMCSACOMCAST CORP NEW	9,920	$372K	0.1%	-300	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	18,977	$370K	0.1%	-498	Timeline
KLACKLA CORP	550	$347K	0.1%	0	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	18,871	$346K	0.1%	new	Timeline
XLVSELECT SECTOR SPDR TR	2,515	$346K	0.1%	+1	Timeline
MAINMAIN STR CAP CORP	5,581	$327K	0.09%	+2	Timeline
TAT&T INC	13,869	$316K	0.09%	-962	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,583	$310K	0.09%	+159	Timeline
NOBLPROSHARES TR	3,054	$304K	0.09%	new	Timeline
MUMICRON TECHNOLOGY INC	3,480	$293K	0.08%	0	Timeline
MSTRSTRATEGY INC	1,000	$290K	0.08%	new	Timeline
XLISELECT SECTOR SPDR TR	2,126	$280K	0.08%	+82	Timeline
AVGOBROADCOM INC	1,204	$279K	0.08%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	530	$276K	0.08%	0	Timeline
INVESCOINVESCO	12,696	$262K	0.07%	+1,855
GLDSPDR GOLD TR	1,075	$260K	0.07%	new	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	2,435	$257K	0.07%	0	Timeline
CCITIGROUP INC	3,615	$254K	0.07%	+30	Timeline
KRESPDR SERIES TRUST	4,215	$254K	0.07%	-2,150	Timeline
NUENUCOR CORP	2,169	$253K	0.07%	0	Timeline
ENBENBRIDGE INC	5,897	$250K	0.07%	+10	Timeline
AKAMAKAMAI TECHNOLOGIES INC	2,595	$248K	0.07%	-450	Timeline
BABOEING CO	1,400	$248K	0.07%	-70	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	419	$246K	0.07%	-10	Timeline
VNOVORNADO RLTY TR	5,645	$237K	0.07%	-180	Timeline
PRUPRUDENTIAL FINL INC	1,980	$235K	0.07%	-4	Timeline
ADPAUTOMATIC DATA PROCESSING IN	800	$234K	0.07%	0	Timeline
SUNSUNOCO LP/SUNOCO FIN CORP	4,496	$231K	0.06%	-264	Timeline
TSLATESLA INC	570	$230K	0.06%	new	Timeline
DRLLEA SERIES TRUST	8,200	$224K	0.06%	new	Timeline
XBOEXBLACKROCK ENHANCED GLOBAL	20,379	$219K	0.06%	-3,165	Timeline
TSITCW STRATEGIC INCOME FD INC	45,162	$217K	0.06%	-14,134	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,450	$216K	0.06%	0	Timeline
ACNACCENTURE PLC IRELAND	610	$215K	0.06%	+20	Timeline
HWMHOWMET AEROSPACE INC	1,934	$212K	0.06%	new	Timeline
PAIWESTERN ASSET INVESTMENT GRA	16,530	$207K	0.06%	0	Timeline
TROWPRICE T ROWE GROUP INC	1,825	$206K	0.06%	new	Timeline
CMECME GROUP INC	880	$204K	0.06%	new	Timeline
XLESELECT SECTOR SPDR TR	2,373	$203K	0.06%	new	Timeline
PPTFRANKLIN PREMIER INCOME TR	12,330	$43.9K	0.01%	-7,970	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
THQABRDN HEALTHCARE OPPORTUNITI	21,850	$482K	shares
BAXBAXTER INTL INC	11,032	$419K	shares
ADBEADOBE INC	757	$392K	shares
FITBFIFTH THIRD BANCORP	6,675	$286K	shares
INTCINTEL CORP	10,625	$249K	shares
KHCKRAFT HEINZ CO	6,300	$221K	shares
CARRCARRIER GLOBAL CORPORATION	2,666	$215K	shares
ALBALBEMARLE CORP	2,226	$211K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000192	base		2025-01-15	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC