White Knight Strategic Wealth Advisors
Latest statistics and disclosures from White Knight Strategic Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, JNJ, NVDA, AAPL, and represent 37.85% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Bitwise Bitcoin Etf Tr, GBTC, SPGP, DVN, COWZ, SCHD, SQM, KHC, CRSP, UL.
- Started 15 new stock positions in NI, BLK, UL, ADSK, SQM, JCI, META, IJT, DVN, GBTC. VZ, KHC, ICLR, CRSP, Bitwise Bitcoin Etf Tr.
- Reduced shares in these 10 stocks: NVDA, AMZN, SCHM, ARKW, FVD, GOOGL, ARKK, TSN, ALTL, IWS.
- Sold out of its positions in ADBE, IWS, TSN.
- White Knight Strategic Wealth Advisors was a net buyer of stock by $5.2M.
- White Knight Strategic Wealth Advisors has $96M in assets under management (AUM), dropping by 27.12%.
- Central Index Key (CIK): 0001904677
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Download as csv Download as ExcelPortfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 73 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 19.5 | $19M | 45k | 420.52 |
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Amazon (AMZN) | 5.1 | $4.9M | -10% | 27k | 180.38 |
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Johnson & Johnson (JNJ) | 4.8 | $4.6M | 29k | 158.19 |
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NVIDIA Corporation (NVDA) | 4.5 | $4.4M | -32% | 4.8k | 903.56 |
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Apple (AAPL) | 4.0 | $3.8M | -3% | 22k | 171.48 |
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Microsoft Corporation (MSFT) | 3.6 | $3.5M | -4% | 8.3k | 420.71 |
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Bitwise Bitcoin Etf Tr Shs Ben Int | 3.2 | $3.1M | NEW | 81k | 38.71 |
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Tesla Motors (TSLA) | 3.0 | $2.9M | +4% | 16k | 175.79 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.9 | $2.8M | +6% | 31k | 89.90 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $2.7M | -8% | 18k | 150.93 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.3 | $2.2M | +33% | 28k | 80.63 |
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Blackstone Group Inc Com Cl A (BX) | 2.3 | $2.2M | -3% | 17k | 131.37 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $2.1M | +3% | 19k | 110.52 |
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Alphabet Cap Stk Cl C (GOOG) | 2.2 | $2.1M | 14k | 152.26 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $1.7M | -4% | 3.3k | 523.07 |
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Vanguard Index Fds Growth Etf (VUG) | 1.8 | $1.7M | -4% | 4.9k | 344.20 |
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Lam Research Corporation (LRCX) | 1.7 | $1.6M | -6% | 1.6k | 971.57 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 1.6 | $1.5M | NEW | 25k | 63.17 |
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Visa Com Cl A (V) | 1.6 | $1.5M | -2% | 5.5k | 279.08 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.6 | $1.5M | +127% | 14k | 106.49 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.5 | $1.4M | +75% | 24k | 58.11 |
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MercadoLibre (MELI) | 1.4 | $1.3M | -11% | 869.00 | 1511.96 |
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Ark Etf Tr Innovation Etf (ARKK) | 1.3 | $1.3M | -17% | 25k | 50.08 |
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Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 1.1 | $1.1M | +2% | 34k | 31.31 |
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Home Depot (HD) | 1.0 | $982k | -3% | 2.6k | 383.60 |
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Ishares Tr Cohen Steer Reit (ICF) | 0.9 | $822k | +19% | 14k | 57.70 |
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Devon Energy Corporation (DVN) | 0.8 | $787k | NEW | 16k | 50.18 |
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Mastercard Incorporated Cl A (MA) | 0.8 | $785k | -2% | 1.6k | 481.57 |
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Amgen (AMGN) | 0.8 | $783k | -10% | 2.8k | 284.37 |
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Enbridge (ENB) | 0.8 | $766k | +56% | 21k | 36.18 |
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Costco Wholesale Corporation (COST) | 0.8 | $743k | -19% | 1.0k | 732.71 |
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AMN Healthcare Services (AMN) | 0.8 | $733k | +10% | 12k | 62.51 |
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Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.8 | $727k | -28% | 8.7k | 83.30 |
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Lockheed Martin Corporation (LMT) | 0.7 | $713k | 1.6k | 454.87 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $628k | 5.5k | 114.14 |
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Advanced Micro Devices (AMD) | 0.6 | $597k | 3.3k | 180.49 |
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Baxter International (BAX) | 0.6 | $562k | +29% | 13k | 42.74 |
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UnitedHealth (UNH) | 0.6 | $549k | +47% | 1.1k | 494.70 |
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Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.5 | $520k | NEW | 11k | 49.16 |
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Broadcom (AVGO) | 0.5 | $512k | -3% | 386.00 | 1325.41 |
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Block Cl A (SQ) | 0.5 | $502k | -25% | 5.9k | 84.58 |
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Qualcomm (QCOM) | 0.5 | $473k | 2.8k | 169.30 |
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American Express Company (AXP) | 0.4 | $433k | -20% | 1.9k | 227.68 |
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3M Company (MMM) | 0.4 | $432k | +10% | 4.1k | 106.07 |
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Medtronic SHS (MDT) | 0.4 | $419k | +72% | 4.8k | 87.15 |
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.4 | $411k | -38% | 12k | 35.04 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $384k | 799.00 | 480.70 |
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First Tr Value Line Divid In SHS (FVD) | 0.4 | $378k | -43% | 8.9k | 42.23 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $376k | -45% | 4.6k | 81.43 |
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Pfizer (PFE) | 0.4 | $374k | -34% | 14k | 27.75 |
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salesforce (CRM) | 0.4 | $367k | -6% | 1.2k | 301.18 |
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Duke Energy Corp Com New (DUK) | 0.4 | $359k | +53% | 3.7k | 96.71 |
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Kraft Heinz (KHC) | 0.4 | $344k | NEW | 9.3k | 36.90 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $317k | 713.00 | 444.01 |
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Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $311k | NEW | 4.6k | 68.16 |
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Unilever Spon Adr New (UL) | 0.3 | $308k | NEW | 6.1k | 50.19 |
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Crown Castle Intl (CCI) | 0.3 | $301k | -5% | 2.8k | 105.83 |
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Verizon Communications (VZ) | 0.3 | $289k | NEW | 6.9k | 41.96 |
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Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $282k | -25% | 4.4k | 64.21 |
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NiSource (NI) | 0.3 | $275k | NEW | 10k | 27.66 |
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Ameriprise Financial (AMP) | 0.3 | $272k | -15% | 621.00 | 438.53 |
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Icon SHS (ICLR) | 0.3 | $272k | NEW | 810.00 | 335.95 |
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Paypal Holdings (PYPL) | 0.3 | $262k | -16% | 3.9k | 66.99 |
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Edwards Lifesciences (EW) | 0.3 | $261k | -8% | 2.7k | 95.56 |
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Johnson Ctls Intl SHS (JCI) | 0.3 | $247k | NEW | 3.8k | 65.32 |
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Union Pacific Corporation (UNP) | 0.3 | $246k | 1.0k | 245.93 |
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BlackRock (BLK) | 0.2 | $240k | NEW | 288.00 | 833.70 |
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Clorox Company (CLX) | 0.2 | $229k | -5% | 1.5k | 153.11 |
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Autodesk (ADSK) | 0.2 | $217k | NEW | 833.00 | 260.42 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $213k | -33% | 1.2k | 182.67 |
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Meta Platforms Cl A (META) | 0.2 | $209k | NEW | 430.00 | 485.60 |
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Wal-Mart Stores (WMT) | 0.2 | $207k | +122% | 3.4k | 60.18 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $207k | NEW | 1.6k | 130.73 |
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Past Filings by White Knight Strategic Wealth Advisors
SEC 13F filings are viewable for White Knight Strategic Wealth Advisors going back to 2021
- White Knight Strategic Wealth Advisors 2024 Q1 filed May 15, 2024
- White Knight Strategic Wealth Advisors 2023 Q3 filed Nov. 14, 2023
- White Knight Strategic Wealth Advisors 2023 Q2 filed Aug. 11, 2023
- White Knight Strategic Wealth Advisors 2023 Q1 filed May 15, 2023
- White Knight Strategic Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- White Knight Strategic Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- White Knight Strategic Wealth Advisors 2022 Q2 filed Aug. 15, 2022
- White Knight Strategic Wealth Advisors 2022 Q1 filed April 22, 2022
- White Knight Strategic Wealth Advisors 2021 Q4 filed Jan. 14, 2022