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, JNJ, AAPL, TSLA, AMZN, and represent 42.20% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNH, CCI, DUK, CLX, SPGP, ENB, COWZ, SCHD, ALTL, AXP.
- Started 4 new stock positions in DUK, CCI, UNH, CLX.
- Reduced shares in these 10 stocks: AMZN, SPY, GOOGL, SCHM, NVDA, , ABT, Innovator Etfs Tr, ADBE, HON.
- Sold out of its positions in ABT, BLK, BGX, EA, META, HON, Innovator Etfs Tr, UJAN, IJT, SCHO. SHOP, XMPT, ICLR.
- White Knight Strategic Wealth Advisors was a net seller of stock by $-7.8M.
- White Knight Strategic Wealth Advisors has $76M in assets under management (AUM), dropping by -11.38%.
- Central Index Key (CIK): 0001904677
Tip: Access up to 7 years of quarterly data
Positions held by White Knight Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 61 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 20.7 | $16M | 45k | 350.30 |
|
|
| Johnson & Johnson (JNJ) | 6.0 | $4.6M | -2% | 29k | 155.75 |
|
| Apple (AAPL) | 5.2 | $4.0M | -6% | 23k | 171.21 |
|
| Tesla Motors (TSLA) | 5.2 | $3.9M | -2% | 16k | 250.22 |
|
| Amazon (AMZN) | 5.1 | $3.8M | -15% | 30k | 127.12 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $3.1M | -12% | 7.2k | 434.99 |
|
| Microsoft Corporation (MSFT) | 3.6 | $2.7M | -3% | 8.6k | 315.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $2.5M | -18% | 20k | 130.86 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.9 | $2.2M | -8% | 29k | 75.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $1.8M | -4% | 17k | 107.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $1.8M | -6% | 14k | 131.85 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $1.7M | -5% | 18k | 94.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $1.5M | -32% | 3.5k | 427.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $1.5M | +5% | 21k | 70.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $1.4M | -4% | 5.2k | 272.31 |
|
| Visa Com Cl A (V) | 1.7 | $1.3M | 5.6k | 229.99 |
|
|
| MercadoLibre (MELI) | 1.6 | $1.2M | -4% | 984.00 | 1267.88 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 1.6 | $1.2M | -16% | 30k | 39.67 |
|
| Lam Research Corporation (LRCX) | 1.5 | $1.1M | -10% | 1.8k | 626.77 |
|
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.3 | $964k | -6% | 33k | 29.38 |
|
| AMN Healthcare Services (AMN) | 1.2 | $901k | 11k | 85.18 |
|
|
| Amgen (AMGN) | 1.1 | $829k | -14% | 3.1k | 268.77 |
|
| Home Depot (HD) | 1.1 | $801k | 2.7k | 302.16 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $708k | -5% | 1.3k | 564.93 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $690k | +18% | 14k | 49.43 |
|
| Pfizer (PFE) | 0.9 | $681k | +3% | 21k | 33.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $665k | -9% | 1.7k | 395.91 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.9 | $663k | -15% | 12k | 54.16 |
|
| Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.9 | $652k | +9% | 19k | 34.45 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $639k | -3% | 1.6k | 408.96 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.8 | $598k | -2% | 12k | 50.16 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.8 | $590k | -16% | 16k | 37.39 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $569k | -45% | 8.4k | 67.68 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.7 | $563k | +29% | 6.2k | 91.24 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $513k | -6% | 5.6k | 91.35 |
|
| Enbridge (ENB) | 0.6 | $454k | +34% | 14k | 33.54 |
|
| Baxter International (BAX) | 0.5 | $384k | 10k | 37.74 |
|
|
| UnitedHealth (UNH) | 0.5 | $378k | NEW | 750.00 | 504.19 |
|
| American Express Company (AXP) | 0.5 | $359k | +7% | 2.4k | 149.20 |
|
| Block Cl A (SQ) | 0.5 | $353k | -14% | 8.0k | 44.26 |
|
| 3M Company (MMM) | 0.5 | $346k | 3.7k | 93.62 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $339k | +7% | 3.3k | 102.82 |
|
| Broadcom (AVGO) | 0.4 | $333k | -6% | 401.00 | 830.58 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.4 | $318k | 5.9k | 54.09 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $314k | 800.00 | 392.70 |
|
|
| Qualcomm (QCOM) | 0.4 | $313k | -4% | 2.8k | 111.06 |
|
| Crown Castle Intl (CCI) | 0.4 | $278k | NEW | 3.0k | 92.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $273k | -3% | 1.8k | 155.36 |
|
| Paypal Holdings (PYPL) | 0.4 | $272k | 4.7k | 58.46 |
|
|
| salesforce (CRM) | 0.3 | $265k | -2% | 1.3k | 202.78 |
|
| Tyson Foods Cl A (TSN) | 0.3 | $256k | +5% | 5.1k | 50.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $255k | 713.00 | 358.27 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $251k | -32% | 2.4k | 104.34 |
|
| Wal-Mart Stores (WMT) | 0.3 | $247k | -12% | 1.5k | 159.94 |
|
| Ameriprise Financial (AMP) | 0.3 | $241k | -34% | 732.00 | 329.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $232k | -59% | 454.00 | 509.90 |
|
| Medtronic SHS (MDT) | 0.3 | $219k | -14% | 2.8k | 78.36 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $213k | NEW | 2.4k | 88.26 |
|
| Clorox Company (CLX) | 0.3 | $209k | NEW | 1.6k | 131.06 |
|
| Edwards Lifesciences (EW) | 0.3 | $206k | 3.0k | 69.28 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $204k | 1.0k | 203.63 |
|
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 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