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WHITENER CAPITAL MANAGEMENT, INC. Information

105 CANDLEWOOD ROAD, ROCKY MOUNT, North Carolina, 27804, (252) 972-8909

Report Date: 03/31/2019

Position Statistics

Total Positions 524
New Positions 55
Increased Positions 162
Decreased Positions 105
Positions with Activity 267
Sold Out Positions 28
Total Mkt Value (in $ millions) 155

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 3.35%
Basic Materials 1.07%
Industrials 8.91%
Consumer Cyclicals 11.57%
Consumer Non-Cyclicals 9.91%
Financials 27.09%
Healthcare 11.05%
Technology 21.55%
Telecommunication Services 1.84%
Utilities 2.48%

524 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 9,044 -137 (1.5) 4,869
APPLE INC COM 7,850 -316 (3.87) 42,070
JPMORGAN CHASE & CO COM 6,765 288 4.45 60,544
ALPHABET INC CAP STK CL A 5,538 25 .46 4,797
WALMART INC COM 5,368 559 11.62 53,088
VISA INC COM CL A 5,136 -125 (2.37) 31,345
SCHWAB STRATEGIC TR US BRD MKT ETF 4,555 182 4.17 66,099
MICROSOFT CORP COM 3,743 -1,497 (28.56) 29,497
HONEYWELL INTL INC COM 3,269 43 1.32 19,274
EXXON MOBIL CORP COM 3,121 24 .79 40,935
PEPSICO INC COM 2,796 303 12.17 21,664
PROCTER AND GAMBLE CO COM 2,748 -10 (0.35) 25,835
UNITED TECHNOLOGIES CORP COM 2,716 286 11.75 19,968
NIKE INC CL B 2,646 92 3.60 31,636
GOLDMAN SACHS GROUP INC COM 2,602 1,005 62.87 13,069
NETFLIX INC COM 2,503 472 23.21 7,065
ROYAL BK CDA MONTREAL QUE COM 2,158 -26 (1.2) 27,513
JOHNSON & JOHNSON COM 1,919 155 8.79 13,895
DUKE ENERGY CORP NEW COM NEW 1,686 -22 (1.29) 19,357
VERIZON COMMUNICATIONS INC COM 1,600 456 39.80 26,891