B&D White Capital Company

B&D White Capital Company as of Dec. 31, 2024

Portfolio Holdings for B&D White Capital Company

B&D White Capital Company holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 38.2 $227M 387k 586.08
Alphabet Cap Stk Cl A (GOOGL) 13.0 $77M 408k 189.30
American Centy Etf Tr Us Eqt Etf (AVUS) 9.9 $59M 605k 96.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.7 $34M 1.2M 27.87
Vanguard Index Fds Growth Etf (VUG) 4.8 $28M 69k 410.44
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.7 $22M 105k 210.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $13M 134k 96.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.0 $12M 177k 66.77
Pepsi (PEP) 1.9 $11M 73k 152.06
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $7.8M 152k 51.25
Apple (AAPL) 1.3 $7.7M 31k 250.42
American Centy Etf Tr Avantis All Int (AVNM) 1.1 $6.7M 122k 54.77
Spdr Gold Tr Gold Shs (GLD) 0.9 $5.5M 23k 242.13
Global X Fds Glb X Mlp Enrg I (MLPX) 0.9 $5.4M 89k 60.56
Ishares Silver Tr Ishares (SLV) 0.9 $5.3M 200k 26.33
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $4.6M 76k 61.37
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $4.4M 108k 40.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $4.3M 9.4k 453.28
American Centy Etf Tr Avantis Us Small (AVSC) 0.7 $4.1M 75k 54.36
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.7 $3.9M 51k 76.06
Ishares Tr Us Hlthcare Etf (IYH) 0.6 $3.7M 64k 58.27
Select Sector Spdr Tr Indl (XLI) 0.5 $3.2M 25k 131.76
Select Sector Spdr Tr Financial (XLF) 0.5 $2.9M 60k 48.33
NVIDIA Corporation (NVDA) 0.5 $2.7M 20k 134.29
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $2.4M 50k 48.16
American Centy Etf Tr International Lr (AVIV) 0.4 $2.3M 44k 51.90
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.4 $2.1M 46k 46.14
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $2.1M 11k 188.30
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $2.1M 36k 58.79
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $2.0M 25k 80.20
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $2.0M 23k 86.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 3.3k 511.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.5M 67k 22.70
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $1.4M 29k 46.20
ConocoPhillips (COP) 0.2 $1.3M 13k 99.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.2M 14k 89.08
Amazon (AMZN) 0.2 $1.2M 5.4k 219.39
Amgen (AMGN) 0.2 $1.2M 4.5k 260.64
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.2M 20k 57.31
Ishares Tr Us Industrials (IYJ) 0.2 $1.1M 8.6k 133.52
Johnson & Johnson (JNJ) 0.2 $1.1M 7.4k 144.62
Microsoft Corporation (MSFT) 0.2 $981k 2.3k 421.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $972k 15k 65.08
Merck & Co (MRK) 0.2 $913k 9.2k 99.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $722k 12k 62.31
Oracle Corporation (ORCL) 0.1 $700k 4.2k 166.64
United Parcel Service CL B (UPS) 0.1 $631k 5.0k 126.10
Qualcomm (QCOM) 0.1 $522k 3.4k 153.62
Constellation Brands Cl A (STZ) 0.1 $508k 2.3k 221.00
Nike CL B (NKE) 0.1 $499k 6.6k 75.67
CVS Caremark Corporation (CVS) 0.1 $418k 9.3k 44.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $400k 2.9k 137.57
Rio Tinto Sponsored Adr (RIO) 0.1 $359k 6.1k 58.81
Broadcom (AVGO) 0.1 $350k 1.5k 231.84
Huntington Ingalls Inds (HII) 0.1 $321k 1.7k 188.97
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $294k 3.2k 90.93
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $290k 5.8k 50.07
Valero Energy Corporation (VLO) 0.0 $270k 2.2k 122.59
Costco Wholesale Corporation (COST) 0.0 $269k 294.00 916.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $251k 2.0k 124.96
Bhp Group Sponsored Ads (BHP) 0.0 $230k 4.7k 48.83
Biogen Idec (BIIB) 0.0 $229k 1.5k 152.92
At&t (T) 0.0 $228k 10k 22.77
Global X Fds Artificial Etf (AIQ) 0.0 $211k 5.5k 38.64
Mondelez Intl Cl A (MDLZ) 0.0 $203k 3.4k 59.73