B&D White Capital Company, LLC Top Holdings and 13F Report (2025) About B&D White Capital Company, LLCInvestment ActivityB&D White Capital Company, LLC has $678.25 million in total holdings as of March 31, 2025.B&D White Capital Company, LLC owns shares of 53 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 56.60% of the portfolio was purchased this quarter.About 36.79% of the portfolio was sold this quarter.This quarter, B&D White Capital Company, LLC has purchased 65 new stocks and bought additional shares in 31 stocks.B&D White Capital Company, LLC sold shares of 7 stocks and completely divested from 27 stocks this quarter.Largest Holdings Alphabet $106,170,721Avantis U.S. Equity ETF $80,539,651Amazon.com $77,012,491Schwab U.S. Large-Cap Growth ETF $40,518,426Vanguard Growth ETF $30,696,850 Largest New Holdings this Quarter 25459Y207 - Direxion NASDAQ-100 Equal Weighted Index Shares $20,307,206 Holding921909768 - Vanguard Total International Stock ETF $16,259,084 Holding46641Q332 - JPMorgan Equity Premium Income ETF $15,913,604 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $14,899,799 Holding25434V807 - Dimensional International Value ETF $10,612,361 Holding Largest Purchases this Quarter Amazon.com 399,347 shares (about $75.98M)Alphabet 278,535 shares (about $43.07M)Avantis U.S. Equity ETF 266,654 shares (about $24.63M)Direxion NASDAQ-100 Equal Weighted Index Shares 232,744 shares (about $20.31M)Vanguard Total International Stock ETF 261,868 shares (about $16.26M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 384,399 shares (about $206.40M)Apple 20,498 shares (about $4.55M)SPDR S&P 400 Mid Cap Value ETF 18,276 shares (about $1.41M)SPDR S&P 400 Mid Cap Growth ETF 16,667 shares (about $1.32M)NVIDIA 8,595 shares (about $931.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofB&D White Capital Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$106,170,721$43,072,652 ▲68.3%686,56715.7%Computer and TechnologyAVUSAvantis U.S. Equity ETF$80,539,651$24,633,495 ▲44.1%871,83011.9%ETFAMZNAmazon.com$77,012,491$75,979,760 ▲7,357.2%404,77511.4%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$40,518,426$10,172,225 ▲33.5%1,618,1486.0%ETFVUGVanguard Growth ETF$30,696,850$5,178,872 ▲20.3%82,7814.5%ETFQQQMInvesco NASDAQ 100 ETF$23,716,174$3,403,136 ▲16.8%122,8693.5%ETFAVLVAvantis U.S. Large Cap Value ETF$21,104,825$9,579,088 ▲83.1%323,6443.1%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$20,307,206$20,307,206 ▲New Holding232,7443.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,732,530$9,304,285 ▲125.3%343,1612.5%ETFVXUSVanguard Total International Stock ETF$16,259,084$16,259,084 ▲New Holding261,8682.4%ETFJEPIJPMorgan Equity Premium Income ETF$15,913,604$15,913,604 ▲New Holding278,5022.3%ETFAMLPAlerian MLP ETF$15,825,027$13,228,027 ▲509.4%304,6792.3%ETFAVDEAvantis International Equity ETF$15,824,613$10,821,758 ▲216.3%238,7902.3%ETFAVUVAvantis U.S. Small Cap Value ETF$14,935,538$3,251,006 ▲27.8%171,3382.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$14,899,799$14,899,799 ▲New Holding287,7522.2%ETFGLDSPDR Gold Shares$14,734,039$8,184,617 ▲125.0%51,1352.2%FinanceSLViShares Silver Trust$13,766,936$7,570,474 ▲122.2%444,7062.0%ETFDFIVDimensional International Value ETF$10,612,361$10,612,361 ▲New Holding269,7131.6%ETFDFAIDimensional International Core Equity Market ETF$10,465,579$10,465,579 ▲New Holding335,1131.5%ETFBRK.BBerkshire Hathaway$10,136,063$5,120,757 ▲102.1%19,0321.5%FinanceIEURiShares Core MSCI Europe ETF$8,147,498$8,147,498 ▲New Holding135,4531.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,144,008$8,144,008 ▲New Holding310,8401.2%ETFEZUiShares MSCI Eurozone ETF$8,125,897$8,125,897 ▲New Holding152,6541.2%ETFAVNMAvantis All International Markets Equity ETF$8,018,222$908,265 ▲12.8%137,5061.2%ETFAVSCAvantis U.S. Small Cap Equity ETF$7,947,716$4,325,653 ▲119.4%164,2091.2%ETFAVIVAvantis International Large Cap Value ETF$7,818,609$5,328,430 ▲214.0%137,9431.2%ETFAVEMAvantis Emerging Markets Equity ETF$6,790,846$4,656,977 ▲218.2%112,8611.0%ETFAVIGAvantis Core Fixed Income ETF$5,242,871$778,422 ▲17.4%126,6700.8%ETFQQQInvesco QQQ$5,223,758$3,687,110 ▲239.9%11,1230.8%FinanceAVESAvantis Emerging Markets Value ETF$4,522,927$3,145,290 ▲228.3%95,9520.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$3,762,276$3,521,978 ▲1,465.7%31,4230.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$3,642,334$3,372,840 ▲1,251.5%43,7360.5%ETFAVDVAvantis International Small Cap Value ETF$3,554,508$2,513,429 ▲241.4%50,9680.5%ETFONEQFidelity NASDAQ Composite Index ETF$3,482,202$4,356 ▲0.1%51,1600.5%ETFAVNVAvantis All International Markets Value ETF$2,784,818$2,784,818 ▲New Holding47,1650.4%ETFAVSFAvantis Short-Term Fixed Income ETF$2,557,613$415,201 ▲19.4%54,5770.4%ETFMSFTMicrosoft$2,297,387$1,423,479 ▲162.9%6,1200.3%Computer and TechnologyAAPLApple$2,241,292$4,553,221 ▼-67.0%10,0900.3%Computer and TechnologyQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,934,754$174 ▲0.0%11,1470.3%ManufacturingSPYSPDR S&P 500 ETF Trust$1,566,292$206,404,209 ▼-99.2%2,9170.2%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$1,555,049$987,402 ▲173.9%243,7000.2%ETFSCHBSchwab US Broad Market ETF$1,370,014$78,972 ▼-5.5%63,6330.2%ETFLMTLockheed Martin$1,340,130$1,340,130 ▲New Holding3,0000.2%AerospaceNVDANVIDIA$1,236,148$931,582 ▼-43.0%11,4050.2%Computer and TechnologyCATCaterpillar$1,154,300$1,154,300 ▲New Holding3,5000.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$823,027$147,334 ▲21.8%14,1050.1%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$527,947$1,408,167 ▼-72.7%6,8520.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$498,929$1,321,623 ▼-72.6%6,2920.1%ETFUSRTiShares Core U.S. REIT ETF$478,944$681,178 ▼-58.7%8,3150.1%ETFTSLATesla$424,504$424,504 ▲New Holding1,6380.1%Auto/Tires/TrucksMETAMeta Platforms$332,560$332,560 ▲New Holding5770.0%Computer and TechnologyCOSTCostco Wholesale$283,734$5,675 ▲2.0%3000.0%Retail/WholesaleCRD.ACrawford & Company$249,504$249,504 ▲New Holding21,8480.0%Business ServicesPEPPepsiCo$0$11,027,391 ▼-100.0%00.0%Consumer StaplesIYHiShares U.S. Healthcare ETF$0$3,723,336 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$3,248,675 ▼-100.0%00.0%ETFXLFFinancial Select Sector SPDR Fund$0$2,906,276 ▼-100.0%00.0%ETFCOPConocoPhillips$0$1,296,648 ▼-100.0%00.0%EnergyVNQVanguard Real Estate ETF$0$1,240,973 ▼-100.0%00.0%ETFAMGNAmgen$0$1,172,880 ▼-100.0%00.0%MedicalIYJiShares U.S. Industrials ETF$0$1,148,539 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$1,070,188 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$912,729 ▼-100.0%00.0%MedicalORCLOracle$0$699,888 ▼-100.0%00.0%Computer and TechnologyUPSUnited Parcel Service$0$630,500 ▼-100.0%00.0%TransportationQCOMQUALCOMM$0$522,308 ▼-100.0%00.0%Computer and TechnologySTZConstellation Brands$0$508,300 ▼-100.0%00.0%Consumer StaplesNKENIKE$0$499,422 ▼-100.0%00.0%Consumer DiscretionaryCVSCVS Health$0$417,477 ▼-100.0%00.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$400,191 ▼-100.0%00.0%ETFRIORio Tinto Group$0$358,741 ▼-100.0%00.0%Basic MaterialsAVGOBroadcom$0$350,078 ▼-100.0%00.0%Computer and TechnologyHIIHuntington Ingalls Industries$0$321,249 ▼-100.0%00.0%AerospaceBUDAnheuser-Busch InBev SA/NV$0$290,406 ▼-100.0%00.0%Consumer StaplesVLOValero Energy$0$269,698 ▼-100.0%00.0%EnergyBHPBHP Group$0$229,501 ▼-100.0%00.0%Basic MaterialsBIIBBiogen$0$229,380 ▼-100.0%00.0%MedicalTAT&T$0$227,950 ▼-100.0%00.0%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$0$211,219 ▼-100.0%00.0%ETFMDLZMondelez International$0$203,082 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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