Sponsored

The Analysis of WHITENER CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, WHITENER CAPITAL MANAGEMENT, INC. holds 174 types of securities in its portfolio with a total value $438.4M. In the most recent quarter, they have increased their positions in N/A (+9.0K shares, valued at $1.2M), BSCU (+35.9K shares, valued at $599.7K), N/A (+7.8K shares, valued at $592.3K); decreased their positions in AAPL (-9.7K shares, valued at $2.5M), SCHB (-14.1K shares, valued at $352.7K), JPM (-895 shares, valued at $263.3K); initiated new positions in N/A (+7.8K shares, valued at $592.3K), F (+48.8K shares, valued at $563.6K), IWR (+4.2K shares, valued at $405.6K).

1M P&L

+11.2M+2.81%

3M P&L

+13.9M+3.52%

HY P&L

+39.3M+10.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A42.5M

11.3%

2Banks - Diversified28.3M

7.5%

3Discount Stores27.4M

7.3%

Top Industries by Stock Count

1N/A49 stocks

31.6%

2Drug Manufacturers - General6 stocks

3.9%

3Aerospace & Defense6 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC94.5K shares-0.32%2026-03-312026-04-16

WMT WALMART INC186.2K shares-0.00%2026-03-312026-04-16

AAPL APPLE INC90.9K shares-9.65%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO76.9K shares-1.15%2026-03-312026-04-16

NVDA NVIDIA CORPORATION126.6K shares2.00%2026-03-312026-04-16

AMZN AMAZON COM INC77.1K shares0.40%2026-03-312026-04-16

MSFT MICROSOFT CORP41.3K shares0.50%2026-03-312026-04-16

MCD MCDONALDS CORP32.8K shares0.65%2026-03-312026-04-16

Sponsored

HON HONEYWELL INTL INC45.0K shares-1.45%2026-03-312026-04-16

V VISA INC33.0K shares0.47%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC11.6K shares-1.20%2026-03-312026-04-16

ABBV ABBVIE INC41.9K shares3.35%2026-03-312026-04-16

CAT CATERPILLAR INC11.9K shares3.74%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW62.2K shares17.04%2026-03-312026-04-16

XOM EXXON MOBIL CORP46.5K shares-0.36%2026-03-312026-04-16

PEP PEPSICO INC49.4K shares-0.17%2026-03-312026-04-16

Sponsored

JNJ JOHNSON & JOHNSON26.4K shares-0.54%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.0K shares1.10%2026-03-312026-04-16

PG PROCTER & GAMBLE CO38.8K shares-1.35%2026-03-312026-04-16

TFC TRUIST FINL CORP120.6K shares-0.28%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC44.4K shares-0.39%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC14.3K shares-3.78%2026-03-312026-04-16

CVX CHEVRON CORPORATION23.6K shares1.12%2026-03-312026-04-16

LOW LOWES COS INC20.4K shares0.65%2026-03-312026-04-16

Sponsored

DE DEERE & CO8.2K shares-0.10%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR179.2K shares-7.27%2026-03-312026-04-16

HD HOME DEPOT INC13.1K shares1.90%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION3.7K shares4.77%2026-03-312026-04-16

RTX RTX CORPORATION18.7K shares-0.81%2026-03-312026-04-16

RY ROYAL BK CDA21.2K shares-0.38%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR37.6K shares-0.02%2026-03-312026-04-16

EMR EMERSON ELEC CO24.0K shares-1.64%2026-03-312026-04-16

Sponsored

FNDX SCHWAB STRATEGIC TR105.8K shares4.45%2026-03-312026-04-16

KO COCA COLA CO38.5K shares1.57%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC6.3K shares-1.50%2026-03-312026-04-16

ABT ABBOTT LABORATORIES27.8K shares-1.79%2026-03-312026-04-16

CMI CUMMINS INC5.2K shares0.76%2026-03-312026-04-16

MMM 3M CO19.1K shares12.00%2026-03-312026-04-16

META META PLATFORMS INC4.7K shares-1.53%2026-03-312026-04-16

BSCS INVESCO EXCH TRD SLF IDX FD129.9K shares13.53%2026-03-312026-04-16

Sponsored

BARRICK MNG CORP BARRICK MNG CORP64.4K shares-0.01%2026-03-312026-04-16

MO ALTRIA GROUP INC38.7K shares0.91%2026-03-312026-04-16

PEO ADAM NAT RES FD INC89.5K shares2.24%2026-03-312026-04-16

PFE PFIZER INC87.1K shares3.88%2026-03-312026-04-16

XLB SELECT SECTOR SPDR TR43.8K shares2.89%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR68.2K shares1.39%2026-03-312026-04-16

LINDE PLC LINDE PLC4.1K shares-0.02%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP21.3K shares6.76%2026-03-312026-04-16

Sponsored

AMGN AMGEN INC5.7K shares-2.07%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR68.0K shares10.42%2026-03-312026-04-16

SPGI S&P GLOBAL INC4.6K shares0.00%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC11.9K shares0.96%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC37.9K shares-2.37%2026-03-312026-04-16

AMAT APPLIED MATLS INC5.3K shares-1.11%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP6.2K shares0.00%2026-03-312026-04-16

MLM MARTIN MARIETTA MATLS INC3.0K shares0.00%2026-03-312026-04-16

Sponsored

PFF ISHARES TR57.3K shares17.32%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC4.4K shares30.76%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS6.4K shares-2.08%2026-03-312026-04-16

LLY ELI LILLY & CO1.7K shares13.24%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC9.0K shares-0.51%2026-03-312026-04-16

NFLX NETFLIX INC.15.1K shares-0.50%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR45.7K shares-2.82%2026-03-312026-04-16

KR KROGER CO18.6K shares-3.62%2026-03-312026-04-16

Sponsored

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D708 shares-0.84%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP10.9K shares-1.72%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.7K shares0.00%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L33.8K shares-0.29%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR9.2K shares-6.37%2026-03-312026-04-16

MA MASTERCARD INCORPORATED2.4K shares0.42%2026-03-312026-04-16

GILD GILEAD SCIENCES INC8.4K shares-5.02%2026-03-312026-04-16

D DOMINION ENERGY INC18.6K shares19.95%2026-03-312026-04-16

Sponsored

NDAQ NASDAQ INC13.4K shares2.16%2026-03-312026-04-16

IYC ISHARES TR11.8K shares0.12%2026-03-312026-04-16

BROADCOM INC BROADCOM INC3.5K shares9.57%2026-03-312026-04-16

PSX PHILLIPS 665.9K shares1.54%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP5.9K shares-0.17%2026-03-312026-04-16

TY TRI CONTL CORP33.8K shares0.20%2026-03-312026-04-16

NKE NIKE INC20.2K shares-9.39%2026-03-312026-04-16

CSCO CISCO SYS INC13.3K shares1.84%2026-03-312026-04-16

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD55.3K shares73.54%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC3.0K shares1.85%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP10.4K shares0.82%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC3.0K shares-9.26%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR20.4K shares7.29%2026-03-312026-04-16

BSCR INVESCO EXCH TRD SLF IDX FD50.6K shares24.82%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC11.3K shares-2.99%2026-03-312026-04-16

BAC BANK AMERICA CORP19.4K shares-0.01%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP3.8K shares3.32%2026-03-312026-04-16

ALPHABET INC ALPHABET INC3.1K shares-1.14%2026-03-312026-04-16

RVT ROYCE SMALL CAP TRUST INC53.3K shares4.15%2026-03-312026-04-16

BSCU INVESCO EXCH TRD SLF IDX FD50.6K shares244.06%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC13.5K shares4.53%2026-03-312026-04-16

ORCL ORACLE CORP5.0K shares21.97%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC2.7K shares7.63%2026-03-312026-04-16

KLAC KLA CORP500 shares0.00%2026-03-312026-04-16

Sponsored

IYF ISHARES TR5.9K shares-4.36%2026-03-312026-04-16

NOBL PROSHARES TR6.3K shares19.20%2026-03-312026-04-16

BSCQ INVESCO EXCH TRD SLF IDX FD33.9K shares24.43%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP956 shares-4.11%2026-03-312026-04-16

ETR ENTERGY CORP NEW5.8K shares-1.36%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.2K shares18.19%2026-03-312026-04-16

EW EDWARDS LIFESCIENCES CORP7.9K shares-5.69%2026-03-312026-04-16

TXN TEXAS INSTRS INC3.2K shares-1.52%2026-03-312026-04-16

Sponsored

ET ENERGY TRANSFER L P31.4K shares0.00%2026-03-312026-04-16

PSA PUBLIC STORAGE OPER CO2.2K shares5.09%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.0K shares6.24%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC10.3K shares-1.44%2026-03-312026-04-16

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC7.8K sharesnew addition2026-03-312026-04-16

F FORD MTR CO48.8K sharesnew addition2026-03-312026-04-16

BDX BECTON DICKINSON & CO3.6K shares0.00%2026-03-312026-04-16

DGRO ISHARES TR7.9K shares0.00%2026-03-312026-04-16

Sponsored

XLY SELECT SECTOR SPDR TR5.0K shares-7.57%2026-03-312026-04-16

IVV ISHARES TR831 shares-7.25%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO1.8K shares-1.54%2026-03-312026-04-16

STXG EA SERIES TRUST11.4K shares12.84%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP883 shares-5.36%2026-03-312026-04-16

TGT TARGET CORP4.4K shares-10.20%2026-03-312026-04-16

TSLA TESLA INC1.3K shares21.58%2026-03-312026-04-16

GLD SPDR GOLD TR1.1K shares-0.69%2026-03-312026-04-16

Sponsored

FRA BLACKROCK FLOATING RATE INCO44.1K shares8.62%2026-03-312026-04-16

SF STIFEL FINL CORP6.5K shares47.70%2026-03-312026-04-16

ENB ENBRIDGE INC8.4K shares42.09%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC1.9K shares0.00%2026-03-312026-04-16

BEN FRANKLIN RESOURCES INC18.8K shares1.19%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR3.0K shares-3.10%2026-03-312026-04-16

DRLL EA SERIES TRUST11.0K shares3.09%2026-03-312026-04-16

T AT&T INC15.0K shares8.64%2026-03-312026-04-16

Sponsored

ARCC ARES CAPITAL CORP23.5K shares-1.02%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC3.7K shares0.24%2026-03-312026-04-16

QCOM QUALCOMM INC3.2K shares-1.33%2026-03-312026-04-16

IWR ISHARES TR4.2K sharesnew addition2026-03-312026-04-16

CSX CSX CORP9.7K shares-12.51%2026-03-312026-04-16

RING ISHARES INC5.0K shares0.00%2026-03-312026-04-16

BA BOEING CO2.0K shares4.85%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS1.8K shares2.60%2026-03-312026-04-16

Sponsored

FFC FLAHERTY & CRUMRIN PFD & INM24.8K shares4.20%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF9.6K shares67.40%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR2.2K shares-3.40%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST10.6K sharesnew addition2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR5.7K shares7.24%2026-03-312026-04-16

L LOEWS CORP3.3K shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO3.6K shares-10.45%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR4.2K shares-5.66%2026-03-312026-04-16

Sponsored

TMO THERMO FISHER SCIENTIFIC INC677 shares20.46%2026-03-312026-04-16

INTC INTEL CORP7.5K shares2.27%2026-03-312026-04-16

EIPI FIRST TR EXCHNG TRADED FD VI14.3K shares-6.72%2026-03-312026-04-16

JPIE J P MORGAN EXCHANGE TRADED F6.7K sharesnew addition2026-03-312026-04-16

TROW PRICE T ROWE GROUP INC3.4K shares28.22%2026-03-312026-04-16

BSCV INVESCO EXCH TRD SLF IDX FD18.3K sharesnew addition2026-03-312026-04-16

PRU PRUDENTIAL FINL INC3.1K shares29.68%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL750 shares0.00%2026-03-312026-04-16

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.8K shares0.00%2026-03-312026-04-16

ASML ASML HLDG NV212 shares0.00%2026-03-312026-04-16

SUN SUNOCO LP/SUNOCO FIN CORP4.3K shares-5.09%2026-03-312026-04-16

IBDT ISHARES TR10.8K shares22.73%2026-03-312026-04-16

MAIN MAIN STR CAP CORP5.0K shares-2.46%2026-03-312026-04-16

CMCSA COMCAST CORP NEW9.3K shares-6.08%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T408 shares-19.69%2026-03-312026-04-16

CME CME GROUP INC880 shares0.00%2026-03-312026-04-16

Sponsored

GE AEROSPACE GE AEROSPACE909 shares0.11%2026-03-312026-04-16

IYH ISHARES TR4.1K shares2.15%2026-03-312026-04-16

JEF JEFFERIES FINANCIAL GROUP IN5.8K shares3.56%2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR5.1K shares-0.24%2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-0.48%2026-03-312026-04-16

IBDS ISHARES TR9.4K sharesnew addition2026-03-312026-04-16

NUE NUCOR CORP1.3K shares0.00%2026-03-312026-04-16

MCK MCKESSON CORP257 shares0.00%2026-03-312026-04-16

Sponsored

IBDU ISHARES TR9.4K sharesnew addition2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST4.1K sharesnew addition2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP747 sharesnew addition2026-03-312026-04-16

LDOS LEIDOS HOLDINGS INC1.3K shares0.00%2026-03-312026-04-16

PAI WESTERN ASSET INVESTMENT GRA16.3K shares-1.33%2026-03-312026-04-16

TSI TCW STRATEGIC INCOME FD INC25.1K shares-24.33%2026-03-312026-04-16

ALPHABET INC

-0.32%

Shares94.5K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-0.00%

Shares186.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-9.65%

Shares90.9K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-1.15%

Shares76.9K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.00%

Shares126.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

0.40%

Shares77.1K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

0.50%

Shares41.3K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

0.65%

Shares32.8K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC

-1.45%

Shares45.0K

Event2026-03-31

Filed2026-04-16

VISA INC

0.47%

Shares33.0K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

-1.20%

Shares11.6K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

3.35%

Shares41.9K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

3.74%

Shares11.9K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

17.04%

Shares62.2K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-0.36%

Shares46.5K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

-0.17%

Shares49.4K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-0.54%

Shares26.4K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

1.10%

Shares13.0K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

-1.35%

Shares38.8K

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP

-0.28%

Shares120.6K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

-0.39%

Shares44.4K

Event2026-03-31

Filed2026-04-16

ROK

ROCKWELL AUTOMATION INC

-3.78%

Shares14.3K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

1.12%

Shares23.6K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

0.65%

Shares20.4K

Event2026-03-31

Filed2026-04-16

DEERE & CO

-0.10%

Shares8.2K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

-7.27%

Shares179.2K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

1.90%

Shares13.1K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

4.77%

Shares3.7K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

-0.81%

Shares18.7K

Event2026-03-31

Filed2026-04-16

ROYAL BK CDA

-0.38%

Shares21.2K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-0.02%

Shares37.6K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-1.64%

Shares24.0K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

4.45%

Shares105.8K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

1.57%

Shares38.5K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

-1.50%

Shares6.3K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

-1.79%

Shares27.8K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

0.76%

Shares5.2K

Event2026-03-31

Filed2026-04-16

MMM

3M CO

12.00%

Shares19.1K

Event2026-03-31

Filed2026-04-16