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, NVDA, AAPL, AMZN, TSLA, and represent 37.44% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, VZ, BITB, UPS, TGT, GPN, NVDA, INTC, VALE, PLTR.
- Started 10 new stock positions in PLTR, BBY, Grayscale Bitcoin Mini Trust BTC, XOM, CEG, GPN, IJT, INTC, TGT, KVUE.
- Reduced shares in these 10 stocks: LMT, MMM, IBM, JNJ, CRSP, ALTL, , BX, , DUK.
- Sold out of its positions in BLK, EW, IBM, ALTL, CRSP.
- White Knight Strategic Wealth Advisors was a net buyer of stock by $3.2M.
- White Knight Strategic Wealth Advisors has $110M in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0001904677
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Portfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 81 positions in its portfolio as reported in the September 2024 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) | 18.6 | $21M | 45k | 460.26 |
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| NVIDIA Corporation (NVDA) | 5.6 | $6.2M | +5% | 51k | 121.44 |
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| Apple (AAPL) | 4.7 | $5.2M | 22k | 233.00 |
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| Amazon (AMZN) | 4.4 | $4.9M | 26k | 186.33 |
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| Tesla Motors (TSLA) | 4.1 | $4.5M | 17k | 261.63 |
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| Johnson & Johnson (JNJ) | 4.1 | $4.5M | -5% | 28k | 162.06 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 3.3 | $3.6M | +11% | 104k | 34.59 |
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| Microsoft Corporation (MSFT) | 3.2 | $3.5M | 8.2k | 430.30 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.6 | $2.9M | -2% | 30k | 96.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $2.8M | 17k | 165.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $2.4M | 29k | 84.53 |
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| Blackstone Group Inc Com Cl A (BX) | 2.1 | $2.3M | -9% | 15k | 153.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.3M | 14k | 167.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $1.9M | -2% | 17k | 116.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $1.8M | 4.7k | 383.93 |
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| Visa Com Cl A (V) | 1.6 | $1.7M | +15% | 6.3k | 274.93 |
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| MercadoLibre (MELI) | 1.5 | $1.7M | -2% | 828.00 | 2051.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $1.7M | -7% | 2.9k | 573.76 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.5 | $1.6M | +6% | 16k | 104.67 |
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| Lam Research Corporation (LRCX) | 1.4 | $1.6M | +18% | 2.0k | 816.08 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.4 | $1.6M | +6% | 28k | 57.83 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 1.2 | $1.3M | 33k | 39.21 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 1.1 | $1.2M | 24k | 50.50 |
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| Ark Etf Tr Innovation Etf (ARKK) | 1.0 | $1.2M | -2% | 24k | 47.53 |
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| Enbridge (ENB) | 0.9 | $1.0M | +3% | 26k | 40.61 |
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| Home Depot (HD) | 0.9 | $1.0M | -2% | 2.5k | 405.20 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $940k | +16% | 1.9k | 493.80 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.8 | $917k | 14k | 65.91 |
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| Costco Wholesale Corporation (COST) | 0.8 | $857k | -3% | 966.00 | 886.63 |
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| Devon Energy Corporation (DVN) | 0.8 | $853k | +25% | 22k | 39.12 |
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| Amgen (AMGN) | 0.8 | $850k | 2.6k | 322.17 |
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| Verizon Communications (VZ) | 0.7 | $813k | +173% | 18k | 44.91 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $810k | 1.9k | 423.12 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.7 | $766k | +23% | 18k | 41.68 |
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| UnitedHealth (UNH) | 0.7 | $764k | 1.3k | 584.68 |
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| AMN Healthcare Services (AMN) | 0.6 | $676k | +14% | 16k | 42.39 |
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| Broadcom (AVGO) | 0.6 | $659k | +900% | 3.8k | 172.50 |
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| Advanced Micro Devices (AMD) | 0.6 | $659k | +3% | 4.0k | 164.08 |
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| Crown Castle Intl (CCI) | 0.6 | $657k | +2% | 5.5k | 118.63 |
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| United Parcel Service CL B (UPS) | 0.6 | $645k | +131% | 4.7k | 136.34 |
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| Paypal Holdings (PYPL) | 0.6 | $636k | +48% | 8.2k | 78.03 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $625k | 5.3k | 117.29 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.6 | $614k | -9% | 7.2k | 85.13 |
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| Vale S A Sponsored Ads (VALE) | 0.5 | $551k | +113% | 47k | 11.68 |
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| Kraft Heinz (KHC) | 0.5 | $535k | +30% | 15k | 35.11 |
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| American Express Company (AXP) | 0.5 | $517k | 1.9k | 271.23 |
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| Baxter International (BAX) | 0.5 | $510k | +2% | 13k | 37.97 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $499k | -48% | 853.00 | 584.56 |
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| Prologis (PLD) | 0.4 | $447k | -3% | 3.5k | 126.28 |
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| Pfizer (PFE) | 0.4 | $445k | 15k | 28.94 |
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| Clorox Company (CLX) | 0.4 | $425k | +19% | 2.6k | 162.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $421k | 798.00 | 527.67 |
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| Block Cl A (SQ) | 0.4 | $409k | 6.1k | 67.13 |
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| salesforce (CRM) | 0.3 | $378k | +2% | 1.4k | 273.71 |
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| Bristol Myers Squibb (BMY) | 0.3 | $360k | 6.9k | 51.74 |
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| CVS Caremark Corporation (CVS) | 0.3 | $359k | +59% | 5.7k | 62.88 |
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| Target Corporation (TGT) | 0.3 | $354k | NEW | 2.3k | 155.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $350k | 716.00 | 488.07 |
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| Global Payments (GPN) | 0.3 | $345k | NEW | 3.4k | 102.42 |
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| Newmont Mining Corporation (NEM) | 0.3 | $344k | +7% | 6.4k | 53.45 |
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| First Tr Value Line Divid In SHS (FVD) | 0.3 | $313k | -18% | 6.9k | 45.49 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $311k | 4.4k | 71.51 |
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| Intel Corporation (INTC) | 0.3 | $310k | NEW | 13k | 23.46 |
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| Johnson Ctls Intl SHS (JCI) | 0.3 | $310k | 4.0k | 77.61 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $305k | -8% | 3.7k | 83.09 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $292k | NEW | 7.9k | 37.20 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $279k | NEW | 2.4k | 117.21 |
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| Wal-Mart Stores (WMT) | 0.3 | $278k | 3.4k | 80.76 |
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| Qualcomm (QCOM) | 0.3 | $276k | -6% | 1.6k | 170.05 |
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| 3M Company (MMM) | 0.2 | $261k | -53% | 1.9k | 136.70 |
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| Meta Platforms Cl A (META) | 0.2 | $261k | 456.00 | 572.52 |
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| Kenvue (KVUE) | 0.2 | $256k | NEW | 11k | 23.13 |
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| Constellation Energy (CEG) | 0.2 | $252k | NEW | 968.00 | 260.04 |
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| NiSource (NI) | 0.2 | $234k | -31% | 6.7k | 34.65 |
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| Icon SHS (ICLR) | 0.2 | $233k | 810.00 | 287.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $231k | 1.2k | 198.11 |
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| Best Buy (BBY) | 0.2 | $220k | NEW | 2.1k | 103.30 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $213k | -50% | 1.9k | 115.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $213k | NEW | 1.5k | 139.49 |
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| Unilever Spon Adr New (UL) | 0.2 | $208k | -47% | 3.2k | 64.96 |
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| Grayscale Bitcoin Mini Tr Bt SHS | 0.1 | $134k | NEW | 24k | 5.63 |
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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 Q3 filed Nov. 14, 2024
- White Knight Strategic Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- 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