Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WHITENER CAPITAL MANAGEMENT INC | 01-10-2024 | 12-31-2023 | 154 | 276,371,192 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $22,488,122 | 116,804 | 0.01 | 0.01 | 4,199 | 3.73 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $15,132,037 | 40,240 | 0.01 | 0.01 | 553 | 1.39 | 12-31-2023 |
ALPHABET INC | CAP STK CL A | 3 | $14,050,308 | 100,582 | 0.01 | 0.01 | 440 | 0.44 | 12-31-2023 |
JPMORGAN CHASE & CO | COM | 4 | $13,201,065 | 77,608 | 0.00 | 0.00 | -794 | -1.01 | 12-31-2023 |