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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Portfolio 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 | |
|---|---|---|---|---|---|---|
| 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