test

Rick Sanford

@Whitener Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$356.93MTotal holdings158
Assets growth rate1.24%Assets growth rate (2-Q avg)4.01%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitener Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Whitener Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 356.93M in assets, with a quarterly growth rate of 1.24% and a 2-quarter average growth rate of 4.01%. The portfolio is managed by Rick Sanford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.15%
$530,627
26,360 shares@ $20.14 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.1%
$346,094
18,871 shares@ $18.34 avg price
NOBLProshares Tr
Recent Activity
New Position
0.09%
$304,092
3,054 shares@ $99.58 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.09%
$289,620
1,000 shares@ $289.62 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.08%
$260,290
1,075 shares@ $242.14 avg price
TSLATesla Inc
Recent Activity
New Position
0.07%
$230,189
570 shares@ $403.85 avg price
DRLLEa Series Trust
Recent Activity
New Position
0.07%
$223,614
8,200 shares@ $27.27 avg price
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.06%
$211,522
1,934 shares@ $109.38 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.06%
$206,425
1,825 shares@ $113.11 avg price
CMECme Group Inc
Recent Activity
New Position
0.06%
$204,362
880 shares@ $232.23 avg price