WHITENER CAPITAL MANAGEMENT, INC.

RIA/Wealth

WHITENER CAPITAL MANAGEMENT, INC. is a RIA/Wealth based in Rocky Mount, NC led by Angela Rhodes Hill, reporting $506.1M in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).

PresidentAngela Rhodes Hill

Portfolio Value: $417.7M
Positions: 165
Top Holding: AAPL at 6.29%
Last Reported: Q3 2025

Address3993 Sunset Avenue, Rocky Mount, NC, 27804, United States

Top Holdings

Largest long holdings in WHITENER CAPITAL MANAGEMENT, INC.'s portfolio (44.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$26.3M	6.29%	+$305.0K Bought	0.00% 103.1K shares	Q3 2019 Held for 6y 2m
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$24.6M	5.89%	-$125.2K Sold	0.00% 77.9K shares	Q4 2017 Held for 7y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$23.6M	5.64%	+$425.7K Bought	0.00% 96.9K shares	Q4 2017 Held for 7y 11m
4 Nvidia NVDA	Semiconductors Technology	$23.6M	5.64%	+$661.6K Bought	0.00% 126.2K shares	Q4 2017 Held for 7y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$21.4M	5.12%	+$19.2K Bought	0.00% 41.3K shares	Q4 2017 Held for 7y 11m
6 Walmart WMT	Discount Stores Consumer Defensive	$19.6M	4.70%	+$71.6K Bought	0.00% 190.3K shares	Q4 2017 Held for 7y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$17.3M	4.14%	+$249.7K Bought	0.00% 78.8K shares	Q4 2017 Held for 7y 11m
8 Visa V	Financial - Credit Services Financial Services	$11.1M	2.66%	+$9.9K Bought	0.00% 32.6K shares	Q4 2017 Held for 7y 11m
9 McDonald's MCD	Restaurants Consumer Cyclical	$9.6M	2.30%	+$283.5K Bought	0.00% 31.6K shares	Q4 2017 Held for 7y 11m
10 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$9.6M	2.29%	-$109.1K Sold	0.00% 12.0K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WHITENER CAPITAL MANAGEMENT, INC.'s latest filing

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Market Value

$417.7M

Prior: $377.5M

Q/Q Change

+10.63%

+$40.2M

Net Flows % of MV

+1.84%

Turnover Ratio

1.7%

New Purchases

2 stocks

$420.5K

Added To

91 stocks

+$9.4M

Sold Out Of

1 stocks

$202.1K

Reduced Holdings

47 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2030 Corporate Bond ETF BSCU	New	0 → 12.8K +$216.0K
2 Palantir Technologies Inc. PLTR	New	0 → 1.1K +$204.5K
3 Invesco BulletShares 2028 Corporate Bond BSCS	+59.46%	61.0K → 97.2K +$745.4K
4 Boeing BA	+34.29%	1.2K → 1.6K +$90.6K
5 iShares Core S&P 500 ETF IVV	+30.58%	860.0 → 1.1K +$176.0K

Decreased Positions

Position	Shares Δ	Change
1 MicroStrategy MSTR	Sold	500.0 → 0 −$202.1K
2 T Rowe Price Group TROW	-26.91%	3.3K → 2.4K −$92.4K
3 Prudential Financial PRU	-19.76%	2.9K → 2.4K −$60.2K
4 Energy Select Sector SPDR Fund XLE	-12.49%	3.2K → 2.8K −$35.6K
5 Medtronic MDT	-12.04%	12.9K → 11.4K −$148.2K