White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About White Knight Strategic Wealth Advisors, LLC

Investment Activity

White Knight Strategic Wealth Advisors, LLC has $96.25 million in total holdings as of March 31, 2024.
White Knight Strategic Wealth Advisors, LLC owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 6.31% of the portfolio was purchased this quarter.
About 4.54% of the portfolio was sold this quarter.
This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 73 new stocks and bought additional shares in 21 stocks.
White Knight Strategic Wealth Advisors, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $18,739,212
Amazon.com: $4,872,244
Johnson & Johnson: $4,624,643
NVIDIA: $4,362,388
Apple: $3,831,864

Largest New Holdings this Quarter

BITWISE BITCOIN ETF TR: $3,115,729 Holding
GRAYSCALE BITCOIN TR BTC: $1,545,454 Holding
Meta Platforms: $208,809 Holding

Largest Purchases this Quarter

BITWISE BITCOIN ETF TR: 80,489 shares (about $3.12M)
GRAYSCALE BITCOIN TR BTC: 24,465 shares (about $1.55M)
Tesla: 1,333 shares (about $234.33K)
Meta Platforms: 430 shares (about $208.81K)
UnitedHealth Group: 359 shares (about $177.60K)

Largest Sales this Quarter

NVIDIA: 1,294 shares (about $1.17M)
Amazon.com: 1,342 shares (about $242.07K)
Pacer Lunt Large Cap Alternator ETF: 4,910 shares (about $172.05K)
Costco Wholesale: 215 shares (about $157.53K)
SPDR S&P 500 ETF Trust: 266 shares (about $139.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$18,739,212	$73,170 ▼	-0.4%	44,562	19.5%	Finance
AMZN Amazon.com	$4,872,244	$242,070 ▼	-4.7%	27,011	5.1%	Retail/Wholesale
JNJ Johnson & Johnson	$4,624,643	$19,615 ▼	-0.4%	29,235	4.8%	Medical
NVDA NVIDIA	$4,362,388	$1,169,207 ▼	-21.1%	4,828	4.5%	Computer and Technology
AAPL Apple	$3,831,864	$10,289 ▼	-0.3%	22,346	4.0%	Computer and Technology
MSFT Microsoft	$3,471,275	$100,970 ▼	-2.8%	8,251	3.6%	Computer and Technology
BITWISE BITCOIN ETF TR	$3,115,729	$3,115,729 ▲	New Holding	80,489	3.2%	SHS BEN INT
TSLA Tesla	$2,889,812	$234,328 ▲	8.8%	16,439	3.0%	Auto/Tires/Trucks
MOAT VanEck Morningstar Wide Moat ETF	$2,792,833	$62,750 ▼	-2.2%	31,066	2.9%	ETF
GOOGL Alphabet	$2,675,234	$125,272 ▼	-4.5%	17,725	2.8%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,229,823	$69,987 ▲	3.2%	27,655	2.3%	ETF
BX Blackstone	$2,176,932	$38,097 ▼	-1.7%	16,571	2.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,096,454	$101,457 ▼	-4.6%	18,969	2.2%	ETF
GOOG Alphabet	$2,083,678	$19,794 ▼	-0.9%	13,685	2.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,746,531	$139,137 ▼	-7.4%	3,339	1.8%	Finance
VUG Vanguard Growth ETF	$1,691,399	$48,532 ▼	-2.8%	4,914	1.8%	ETF
LRCX Lam Research	$1,596,290	$65,095 ▼	-3.9%	1,643	1.7%	Computer and Technology
GRAYSCALE BITCOIN TR BTC	$1,545,454	$1,545,454 ▲	New Holding	24,465	1.6%	SHS REP COM UT
V Visa	$1,531,294	$33,768 ▼	-2.2%	5,487	1.6%	Business Services
SPGP Invesco S&P 500 GARP ETF	$1,497,888	$68,899 ▲	4.8%	14,066	1.6%	ETF
COWZ Pacer US Cash Cows 100 ETF	$1,420,557	$151,202 ▲	11.9%	24,446	1.5%	ETF
MELI MercadoLibre	$1,313,893	$93,742 ▼	-6.7%	869	1.4%	Retail/Wholesale
ARKK ARK Innovation ETF	$1,259,738	$92,947 ▼	-6.9%	25,155	1.3%	ETF
EMQQ Emerging Markets Internet & Ecommerce ETF	$1,055,930	$70,729 ▼	-6.3%	33,725	1.1%	ETF
HD Home Depot	$982,400	$34,524 ▼	-3.4%	2,561	1.0%	Retail/Wholesale
ICF iShares Cohen & Steers REIT ETF	$822,225	$750 ▲	0.1%	14,250	0.9%	ETF
DVN Devon Energy	$786,572	$105,629 ▲	15.5%	15,675	0.8%	Oils/Energy
MA Mastercard	$784,478	$24,079 ▼	-3.0%	1,629	0.8%	Business Services
AMGN Amgen	$783,426	$29,290 ▼	-3.6%	2,755	0.8%	Medical
ENB Enbridge	$765,931	$87,194 ▲	12.8%	21,170	0.8%	Oils/Energy
COST Costco Wholesale	$742,967	$157,532 ▼	-17.5%	1,014	0.8%	Retail/Wholesale
AMN AMN Healthcare Services	$733,242	$15,190 ▲	2.1%	11,730	0.8%	Medical
ARKW ARK Next Generation Internation ETF	$726,524	$96,376 ▼	-11.7%	8,722	0.8%	ETF
LMT Lockheed Martin	$713,236	$1,819 ▼	-0.3%	1,568	0.7%	Aerospace
IWP iShares Russell Mid-Cap Growth ETF	$628,341		0.0%	5,505	0.7%	ETF
AMD Advanced Micro Devices	$597,422		0.0%	3,310	0.6%	Computer and Technology
BAX Baxter International	$562,373	$5,343 ▲	1.0%	13,158	0.6%	Medical
UNH UnitedHealth Group	$548,622	$177,597 ▲	47.9%	1,109	0.6%	Medical
SQM Sociedad Química y Minera de Chile	$519,621	$96,845 ▲	22.9%	10,570	0.5%	Basic Materials
AVGO Broadcom	$511,608	$6,627 ▼	-1.3%	386	0.5%	Computer and Technology
SQ Block	$501,898	$107,840 ▼	-17.7%	5,934	0.5%	Business Services
QCOM QUALCOMM	$472,516		0.0%	2,791	0.5%	Computer and Technology
AXP American Express	$432,826	$87,203 ▼	-16.8%	1,901	0.4%	Finance
MMM 3M	$432,447	$11,137 ▲	2.6%	4,077	0.4%	Multi-Sector Conglomerates
MDT Medtronic	$419,104		0.0%	4,809	0.4%	Medical
ALTL Pacer Lunt Large Cap Alternator ETF	$411,229	$172,046 ▼	-29.5%	11,736	0.4%	ETF
VOO Vanguard S&P 500 ETF	$384,079	$481 ▼	-0.1%	799	0.4%	ETF
FVD First Trust Value Line Dividend Index Fund	$377,916	$108,235 ▼	-22.3%	8,949	0.4%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$375,962	$40,308 ▼	-9.7%	4,617	0.4%	ETF
PFE Pfizer	$374,070	$111 ▲	0.0%	13,480	0.4%	Medical
CRM Salesforce	$367,440		0.0%	1,220	0.4%	Computer and Technology
DUK Duke Energy	$359,278	$11,605 ▲	3.3%	3,715	0.4%	Utilities
KHC Kraft Heinz	$344,044	$5,682 ▲	1.7%	9,324	0.4%	Consumer Staples
QQQ Invesco QQQ	$316,579		0.0%	713	0.3%	Finance
CRSP CRISPR Therapeutics	$310,469	$7,838 ▲	2.6%	4,555	0.3%	Medical
UL Unilever	$307,665	$1,255 ▲	0.4%	6,130	0.3%	Consumer Staples
CCI Crown Castle	$300,663	$529 ▲	0.2%	2,841	0.3%	Finance
VZ Verizon Communications	$289,356		0.0%	6,896	0.3%	Computer and Technology
QDEF FlexShares Quality Dividend Defensive Index Fund	$281,622	$95,479 ▼	-25.3%	4,386	0.3%	ETF
NI NiSource	$275,217	$21,298 ▲	8.4%	9,950	0.3%	Utilities
AMP Ameriprise Financial	$272,330	$4,824 ▼	-1.7%	621	0.3%	Finance
ICLR ICON Public	$272,120		0.0%	810	0.3%	Medical
PYPL PayPal	$261,596	$31,820 ▼	-10.8%	3,905	0.3%	Computer and Technology
EW Edwards Lifesciences	$260,592	$20,928 ▼	-7.4%	2,727	0.3%	Medical
JCI Johnson Controls International	$246,583	$14,370 ▲	6.2%	3,775	0.3%	Industrial Products
UNP Union Pacific	$245,930		0.0%	1,000	0.3%	Transportation
BLK BlackRock	$240,106		0.0%	288	0.2%	Finance
CLX Clorox	$229,206	$49,761 ▼	-17.8%	1,497	0.2%	Consumer Staples
ADSK Autodesk	$216,930		0.0%	833	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$213,180	$82,934 ▼	-28.0%	1,167	0.2%	ETF
META Meta Platforms	$208,809	$208,809 ▲	New Holding	430	0.2%	Computer and Technology
WMT Walmart	$206,886	$113,853 ▲	122.4%	3,438	0.2%	Retail/Wholesale
IJT iShares S&P Small-Cap 600 Growth ETF	$206,815	$17,256 ▼	-7.7%	1,582	0.2%	ETF
IWS iShares Russell Mid-Cap Value ETF	$0	$263,629 ▼	-100.0%	0	0.0%	ETF
ADBE Adobe	$0	$223,128 ▼	-100.0%	0	0.0%	Computer and Technology
SHOP Shopify	$0	$206,825 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information