White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $102 Million
  • Q1 2025

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 Million distributed in 74 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 $23.7M, Nvidia Corp with a value of $5.83M, Apple Inc. with a value of $4.87M, Amazon Com Inc with a value of $4.7M, and Tesla, Inc. with a value of $4.47M.

Examining the 13F form we can see an decrease of $122M in the current position value, from $224M to 102M.

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 $102 Million
Financial Services: $29.3 Million
ETFs: $22.1 Million
Technology: $17.6 Million
Consumer Cyclical: $11.5 Million
Healthcare: $7.2 Million
Communication Services: $5.88 Million
Energy: $2.37 Million
Consumer Defensive: $2.08 Million
Other: $4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$23.7 Million 23.19% of portfolio
44,446
Q1 2025 Reduced 50.17%
$359B
$5.83 Million 5.71% of portfolio
53,757
Q1 2025 Reduced 47.49%
$3.14T
$4.87 Million 4.77% of portfolio
21,937
Q1 2025 Reduced 50.15%
$2.19T
$4.7 Million 4.6% of portfolio
24,681
Q1 2025 Reduced 51.33%
$999B
$4.47 Million 4.38% of portfolio
17,264
Q1 2025 Reduced 45.19%
$398B
$4.39 Million 4.3% of portfolio
26,493
Q1 2025 Reduced 50.26%
$3.56T
$3.15 Million 3.09% of portfolio
8,399
Q1 2025 Reduced 48.67%
$993B
$2.56 Million 2.51% of portfolio
16,544
Q1 2025 Reduced 51.08%
$0
$2.44 Million 2.39% of portfolio
28,419
Q1 2025 Reduced 51.14%
$0
$2.36 Million 2.32% of portfolio
84,557
Q1 2025 Reduced 50.41%
$1.08T
$2.11 Million 2.07% of portfolio
13,495
Q1 2025 Reduced 50.03%
$585B
$1.88 Million 1.84% of portfolio
5,360
Q1 2025 Reduced 56.07%
$96.2B
$1.85 Million 1.81% of portfolio
13,215
Q1 2025 Reduced 54.53%
$120B
$1.57 Million 1.54% of portfolio
805
Q1 2025 Reduced 50.49%
$0
$1.58 Million 1.54% of portfolio
4,251
Q1 2025 Reduced 50.47%
$0
$1.56 Million 1.53% of portfolio
15,604
Q1 2025 Reduced 50.08%
$0
$1.53 Million 1.5% of portfolio
3,645
Q1 2025 Reduced 4.83%
$0
$1.52 Million 1.49% of portfolio
27,756
Q1 2025 Reduced 50.58%
$0
$1.51 Million 1.47% of portfolio
2,692
Q1 2025 Reduced 58.8%
$0
$1.24 Million 1.21% of portfolio
32,494
Q1 2025 Reduced 50.36%
$155B
$1.1 Million 1.08% of portfolio
3,542
Q1 2025 Reduced 46.15%
$0
$1.1 Million 1.08% of portfolio
10,558
Q1 2025 Reduced 67.25%
$93.1B
$1.04 Million 1.02% of portfolio
23,400
Q1 2025 Reduced 54.35%
$543B
$987,000 0.97% of portfolio
1,801
Q1 2025 Reduced 52.08%
$176B
$968,000 0.95% of portfolio
21,362
Q1 2025 Reduced 49.58%
$0
$937,000 0.92% of portfolio
16,406
Q1 2025 Reduced 18.62%
$0
$827,000 0.81% of portfolio
13,441
Q1 2025 Reduced 50.83%
$433B
$802,000 0.79% of portfolio
849
Q1 2025 Reduced 53.76%
$357B
$793,000 0.78% of portfolio
2,165
Q1 2025 Reduced 55.38%
$0
$750,000 0.73% of portfolio
15,770
Q1 2025 Reduced 60.87%
$22.7B
$724,000 0.71% of portfolio
19,377
Q1 2025 Reduced 50.45%
$271B
$680,000 0.67% of portfolio
8,061
Q1 2025 Reduced 46.55%
$101B
$683,000 0.67% of portfolio
4,085
Q1 2025 Reduced 46.53%
$72.7B
$649,000 0.64% of portfolio
1,514
Q1 2025 Added 51.4%
$0
$610,000 0.6% of portfolio
5,199
Q1 2025 Reduced 50.38%
$289B
$611,000 0.6% of portfolio
1,168
Q1 2025 Reduced 59.1%
$9.19B
$594,000 0.58% of portfolio
14,952
Q1 2025 Reduced 56.34%
$42.8B
$538,000 0.53% of portfolio
5,169
Q1 2025 Reduced 54.33%
$219B
$513,000 0.5% of portfolio
1,909
Q1 2025 Reduced 50.21%
$42.5B
$504,000 0.49% of portfolio
50,545
Q1 2025 Reduced 52.33%
$31.8B
$488,000 0.48% of portfolio
19,230
Q1 2025 Reduced 57.1%
$0
$478,000 0.47% of portfolio
11,746
Q1 2025 Added 15.27%
$0
$478,000 0.47% of portfolio
6,065
Q1 2025 Reduced 3.64%
$141B
$459,000 0.45% of portfolio
6,486
Q1 2025 Reduced 14.12%
$126B
$443,000 0.43% of portfolio
993
Q1 2025 Reduced 41.79%
$31.5B
$427,000 0.42% of portfolio
14,055
Q1 2025 Reduced 52.82%
$72.7B
$433,000 0.42% of portfolio
3,942
Q1 2025 Reduced 58.48%
$0
$415,000 0.41% of portfolio
4,391
Q1 2025 Reduced 64.67%
$205B
$404,000 0.4% of portfolio
3,937
Q1 2025 Reduced 48.29%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $102 Million
  • Prior Value $224 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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