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, TSLA, AMZN, AAPL, and represent 37.24% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$20M), NVDA (+$6.9M), TSLA (+$5.8M), AAPL (+$5.4M), AMZN (+$5.4M), BITB (+$5.1M), SCHD, JNJ, MSFT, GOOGL.
- Started 32 new stock positions in JEPI, DVY, CROX, MAR, SHOP, OXY, Grayscale Bitcoin Mini Trust Etf, UNP, XPO, TSM.
- Reduced shares in these 8 stocks: Lam Research Corporation, KVUE, VIG, BMY, Grayscale Bitcoin Mini Trust BTC, GPN, MMM, CLX.
- Sold out of its positions in Grayscale Bitcoin Mini Trust BTC, KVUE, Lam Research Corporation, VIG.
- White Knight Strategic Wealth Advisors was a net buyer of stock by $125M.
- White Knight Strategic Wealth Advisors has $239M in assets under management (AUM), dropping by 116.78%.
- Central Index Key (CIK): 0001904677
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Portfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 109 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 | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 16.9 | $40M | +100% | 89k | 453.28 |
|
| NVIDIA Corporation (NVDA) | 5.8 | $14M | +100% | 102k | 134.29 |
|
| Tesla Motors (TSLA) | 5.3 | $13M | +82% | 32k | 403.84 |
|
| Amazon (AMZN) | 4.7 | $11M | +94% | 51k | 219.39 |
|
| Apple (AAPL) | 4.6 | $11M | +97% | 44k | 250.42 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 4.4 | $10M | +96% | 205k | 50.85 |
|
| Johnson & Johnson (JNJ) | 3.2 | $7.7M | +92% | 53k | 144.62 |
|
| Microsoft Corporation (MSFT) | 2.9 | $6.9M | +100% | 16k | 421.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $6.4M | +97% | 34k | 189.30 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.3 | $5.4M | +94% | 58k | 92.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $5.1M | +98% | 27k | 190.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.1 | $5.0M | +93% | 29k | 172.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $4.7M | +498% | 171k | 27.32 |
|
| Visa Com Cl A (V) | 1.6 | $3.9M | +94% | 12k | 316.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.8M | +126% | 6.5k | 586.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $3.7M | +94% | 32k | 115.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $3.5M | +82% | 8.6k | 410.44 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.5 | $3.5M | +100% | 48k | 74.02 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.4 | $3.3M | +101% | 31k | 104.88 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.3 | $3.2M | +104% | 56k | 56.48 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $2.9M | NEW | 40k | 72.23 |
|
| MercadoLibre (MELI) | 1.2 | $2.8M | +96% | 1.6k | 1700.44 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 1.0 | $2.3M | +65% | 40k | 56.77 |
|
| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.9 | $2.3M | +98% | 66k | 34.48 |
|
| Enbridge (ENB) | 0.9 | $2.2M | +100% | 51k | 42.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.0M | +97% | 3.8k | 526.57 |
|
| Home Depot (HD) | 0.8 | $1.9M | +95% | 4.9k | 388.99 |
|
| Broadcom (AVGO) | 0.7 | $1.8M | +100% | 7.6k | 231.84 |
|
| Amgen (AMGN) | 0.7 | $1.7M | +149% | 6.6k | 260.62 |
|
| Verizon Communications (VZ) | 0.7 | $1.7M | +134% | 42k | 39.99 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.7M | +90% | 1.8k | 916.39 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.7 | $1.6M | +96% | 27k | 60.26 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.6M | +100% | 3.8k | 425.50 |
|
| UnitedHealth (UNH) | 0.6 | $1.4M | +118% | 2.9k | 505.86 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.6 | $1.3M | +72% | 12k | 107.98 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $1.3M | +96% | 11k | 126.75 |
|
| Devon Energy Corporation (DVN) | 0.5 | $1.3M | +79% | 39k | 32.73 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.5 | $1.2M | +86% | 34k | 36.36 |
|
| United Parcel Service CL B (UPS) | 0.5 | $1.2M | +100% | 9.5k | 126.10 |
|
| Paypal Holdings (PYPL) | 0.5 | $1.2M | +69% | 14k | 85.35 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $1.2M | +389% | 32k | 37.22 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.2M | NEW | 20k | 57.53 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.1M | +92% | 15k | 75.63 |
|
| American Express Company (AXP) | 0.5 | $1.1M | +101% | 3.8k | 296.78 |
|
| Block Cl A (SQ) | 0.4 | $1.0M | +98% | 12k | 84.99 |
|
| Crown Castle Intl (CCI) | 0.4 | $1.0M | +104% | 11k | 90.76 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $948k | NEW | 45k | 21.16 |
|
| Vale S A Sponsored Ads (VALE) | 0.4 | $940k | +124% | 106k | 8.87 |
|
| Advanced Micro Devices (AMD) | 0.4 | $920k | +89% | 7.6k | 120.79 |
|
| Kraft Heinz (KHC) | 0.4 | $915k | +95% | 30k | 30.71 |
|
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.4 | $912k | NEW | 18k | 49.45 |
|
| salesforce (CRM) | 0.4 | $903k | +95% | 2.7k | 334.33 |
|
| Constellation Energy (CEG) | 0.4 | $872k | +302% | 3.9k | 223.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $861k | +100% | 1.6k | 538.67 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $829k | +100% | 1.7k | 485.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $754k | NEW | 1.3k | 588.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $730k | +99% | 1.4k | 511.18 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $707k | +176% | 16k | 44.89 |
|
| Target Corporation (TGT) | 0.3 | $664k | +116% | 4.9k | 135.18 |
|
| Baxter International (BAX) | 0.3 | $653k | +66% | 22k | 29.16 |
|
| Johnson Ctls Intl SHS (JCI) | 0.3 | $630k | +100% | 8.0k | 78.93 |
|
| Wal-Mart Stores (WMT) | 0.3 | $621k | +100% | 6.9k | 90.35 |
|
| Pfizer (PFE) | 0.3 | $614k | +50% | 23k | 26.53 |
|
| AMN Healthcare Services (AMN) | 0.3 | $614k | +60% | 26k | 23.92 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $611k | +100% | 8.7k | 70.22 |
|
| Chevron Corporation (CVX) | 0.3 | $608k | NEW | 4.2k | 144.84 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $598k | +99% | 14k | 43.64 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $546k | +436% | 20k | 27.71 |
|
| Coca-Cola Company (KO) | 0.2 | $545k | NEW | 8.8k | 62.26 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $544k | +112% | 5.1k | 107.58 |
|
| Nextera Energy (NEE) | 0.2 | $541k | NEW | 7.6k | 71.69 |
|
| Intel Corporation (INTC) | 0.2 | $539k | +103% | 27k | 20.05 |
|
| Celanese Corporation (CE) | 0.2 | $536k | NEW | 7.7k | 69.21 |
|
| Meta Platforms Cl A (META) | 0.2 | $506k | +89% | 864.00 | 585.61 |
|
| Prologis (PLD) | 0.2 | $504k | +34% | 4.8k | 105.70 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $491k | NEW | 6.3k | 78.01 |
|
| NiSource (NI) | 0.2 | $489k | +97% | 13k | 36.76 |
|
| Synopsys (SNPS) | 0.2 | $485k | NEW | 1.0k | 485.36 |
|
| Qualcomm (QCOM) | 0.2 | $482k | +93% | 3.1k | 153.62 |
|
| Clorox Company (CLX) | 0.2 | $413k | -2% | 2.5k | 162.41 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $413k | +100% | 3.1k | 135.37 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $413k | NEW | 10k | 40.48 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $399k | +100% | 3.7k | 107.74 |
|
| Grayscale Bitcoin Mini Tr Et Shs New | 0.2 | $398k | NEW | 9.5k | 41.87 |
|
| Xpo Logistics Inc equity (XPO) | 0.2 | $381k | NEW | 2.9k | 131.15 |
|
| Best Buy (BBY) | 0.2 | $368k | +101% | 4.3k | 85.80 |
|
| Unilever Spon Adr New (UL) | 0.2 | $363k | +100% | 6.4k | 56.70 |
|
| Shopify Cl A (SHOP) | 0.1 | $351k | NEW | 3.3k | 106.33 |
|
| Icon SHS (ICLR) | 0.1 | $340k | +100% | 1.6k | 209.71 |
|
| Global Payments (GPN) | 0.1 | $327k | -13% | 2.9k | 112.06 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $326k | NEW | 1.3k | 248.30 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $323k | NEW | 3.8k | 84.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $320k | NEW | 2.4k | 131.30 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $312k | NEW | 1.6k | 197.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $309k | NEW | 1.4k | 228.04 |
|
| Crocs (CROX) | 0.1 | $306k | NEW | 2.8k | 109.53 |
|
| Edwards Lifesciences (EW) | 0.1 | $303k | NEW | 4.1k | 74.03 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $303k | NEW | 6.1k | 49.41 |
|
| International Business Machines (IBM) | 0.1 | $290k | NEW | 1.3k | 219.83 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $290k | NEW | 2.2k | 129.34 |
|
| Moody's Corporation (MCO) | 0.1 | $284k | NEW | 600.00 | 473.37 |
|
| Pepsi (PEP) | 0.1 | $253k | NEW | 1.7k | 152.06 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $252k | NEW | 904.00 | 278.94 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $248k | -37% | 4.4k | 56.56 |
|
| 3M Company (MMM) | 0.1 | $235k | -4% | 1.8k | 129.09 |
|
| Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.1 | $234k | NEW | 6.3k | 37.17 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $224k | NEW | 1.1k | 198.18 |
|
| Electronic Arts (EA) | 0.1 | $218k | NEW | 1.5k | 146.30 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $204k | NEW | 600.00 | 339.93 |
|
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 Q4 filed Feb. 18, 2025
- 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