White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $93.1 Million
  • Q1 2024

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $93.1 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $18.7M, Amazon Com Inc with a value of $4.87M, Johnson & Johnson with a value of $4.62M, Nvidia Corp with a value of $4.36M, and Apple Inc. with a value of $3.83M.

Examining the 13F form we can see an increase of $6.23M in the current position value, from $86.9M to 93.1M.

White Knight Strategic Wealth Advisors, LLC is based out at Princeton, NJ

Below you can find more details about White Knight Strategic Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.1 Million
Financial Services: $24.4 Million
ETFs: $21.7 Million
Technology: $15.9 Million
Consumer Cyclical: $10.1 Million
Healthcare: $8.89 Million
Communication Services: $5.26 Million
Consumer Defensive: $1.83 Million
Industrials: $1.64 Million
Other: $3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$529B
$18.7 Million 20.13% of portfolio
44,562
Q1 2024 Reduced 0.39%
$1.97T
$4.87 Million 5.23% of portfolio
27,011
Q1 2024 Reduced 4.73%
$382B
$4.62 Million 4.97% of portfolio
29,235
Q1 2024 Reduced 0.42%
$308B
$4.36 Million 4.69% of portfolio
4,828
Q1 2024 Reduced 21.14%
$3.38T
$3.83 Million 4.12% of portfolio
22,346
Q1 2024 Reduced 0.27%
$3.33T
$3.47 Million 3.73% of portfolio
8,251
Q1 2024 Reduced 2.83%
$625B
$2.89 Million 3.1% of portfolio
16,439
Q1 2024 Added 8.82%
$0
$2.79 Million 3.0% of portfolio
31,066
Q1 2024 Reduced 2.2%
$1.09T
$2.68 Million 2.87% of portfolio
17,725
Q1 2024 Reduced 4.47%
$0
$2.23 Million 2.39% of portfolio
27,655
Q1 2024 Added 3.24%
$87.8B
$2.18 Million 2.34% of portfolio
16,571
Q1 2024 Reduced 1.72%
$0
$2.1 Million 2.25% of portfolio
18,969
Q1 2024 Reduced 4.62%
$1.12T
$2.08 Million 2.24% of portfolio
13,685
Q1 2024 Reduced 0.94%
$0
$1.75 Million 1.88% of portfolio
3,339
Q1 2024 Reduced 7.38%
$0
$1.69 Million 1.82% of portfolio
4,914
Q1 2024 Reduced 2.79%
$145B
$1.6 Million 1.71% of portfolio
1,643
Q1 2024 Reduced 3.92%
$429B
$1.53 Million 1.64% of portfolio
5,487
Q1 2024 Reduced 2.16%
$0
$1.5 Million 1.61% of portfolio
14,066
Q1 2024 Added 4.82%
$0
$1.42 Million 1.53% of portfolio
24,446
Q1 2024 Added 11.91%
$82.7B
$1.31 Million 1.41% of portfolio
869
Q1 2024 Reduced 6.66%
$0
$1.26 Million 1.35% of portfolio
25,155
Q1 2024 Reduced 6.87%
$0
$1.06 Million 1.13% of portfolio
33,725
Q1 2024 Reduced 6.28%
$352B
$982,000 1.05% of portfolio
2,561
Q1 2024 Reduced 3.39%
$0
$822,000 0.88% of portfolio
14,250
Q1 2024 Added 0.09%
$31B
$786,000 0.84% of portfolio
15,675
Q1 2024 Added 15.51%
$167B
$783,000 0.84% of portfolio
2,755
Q1 2024 Reduced 3.6%
$421B
$784,000 0.84% of portfolio
1,629
Q1 2024 Reduced 2.98%
$72.1B
$765,000 0.82% of portfolio
21,170
Q1 2024 Added 12.85%
$376B
$742,000 0.8% of portfolio
1,014
Q1 2024 Reduced 17.49%
$2.22B
$733,000 0.79% of portfolio
11,730
Q1 2024 Added 2.12%
$0
$726,000 0.78% of portfolio
8,722
Q1 2024 Reduced 11.71%
$122B
$713,000 0.77% of portfolio
1,568
Q1 2024 Reduced 0.25%
$0
$628,000 0.67% of portfolio
5,505
Q4 2023 Reduced 1.96%
$262B
$597,000 0.64% of portfolio
3,310
Q4 2023 Added 0.46%
$16.9B
$562,000 0.6% of portfolio
13,158
Q1 2024 Added 0.96%
$476B
$548,000 0.59% of portfolio
1,109
Q1 2024 Added 47.87%
$11.6B
$519,000 0.56% of portfolio
10,570
Q1 2024 Added 22.91%
$650B
$511,000 0.55% of portfolio
386
Q1 2024 Reduced 1.28%
$34.1B
$501,000 0.54% of portfolio
5,934
Q1 2024 Reduced 17.69%
$224B
$472,000 0.51% of portfolio
2,791
Q4 2023 Reduced 1.06%
$173B
$432,000 0.46% of portfolio
1,901
Q1 2024 Reduced 16.77%
$56.5B
$432,000 0.46% of portfolio
4,077
Q1 2024 Added 2.64%
$105B
$419,000 0.45% of portfolio
4,809
Q4 2023 Added 72.12%
$0
$411,000 0.44% of portfolio
11,736
Q1 2024 Reduced 29.5%
$0
$384,000 0.41% of portfolio
799
Q1 2024 Reduced 0.13%
$157B
$374,000 0.4% of portfolio
13,480
Q1 2024 Added 0.03%
$0
$377,000 0.4% of portfolio
8,949
Q1 2024 Reduced 22.26%
$0
$375,000 0.4% of portfolio
4,617
Q1 2024 Reduced 9.68%
$77.2B
$359,000 0.39% of portfolio
3,715
Q1 2024 Added 3.34%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $93.1 Million
  • Prior Value $86.9 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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