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
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.06%
1.98%
$7.052M
12,316 shares@ $572.63 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.82%
1.91%
$6.8M
38,266 shares@ $177.71 avg price
PEPPepsico Inc
Recent Activity
Increased 5.84%
1.9%
$6.75M
44,389 shares@ $152.06 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.06%
1.65%
$5.855M
34,921 shares@ $167.66 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.1%
1.51%
$5.365M
11,835 shares@ $453.29 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -11.84%
1.5%
$5.352M
123,380 shares@ $43.38 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 177.41%
1.46%
$5.184M
228,382 shares@ $22.7 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.99%
1.34%
$4.761M
44,187 shares@ $107.75 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.66%
1.23%
$4.368M
40,605 shares@ $107.58 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.48%
1.21%
$4.294M
11,039 shares@ $389.0 avg price