White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $106 Million
  • Q3 2024

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $106 Million distributed in 81 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 $20.5M, Nvidia Corp with a value of $6.21M, Apple Inc. with a value of $5.19M, Amazon Com Inc with a value of $4.86M, and Tesla, Inc. with a value of $4.51M.

Examining the 13F form we can see an increase of $8.73M in the current position value, from $97.2M to 106M.

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 $106 Million
Financial Services: $26.6 Million
ETFs: $22.3 Million
Technology: $19.5 Million
Consumer Cyclical: $12.3 Million
Healthcare: $8.67 Million
Communication Services: $6.19 Million
Consumer Defensive: $2.65 Million
Energy: $2.17 Million
Other: $5.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$590B
$20.5 Million 19.37% of portfolio
44,566
Q3 2024 Reduced 0.09%
$336B
$6.21 Million 5.87% of portfolio
51,159
Q3 2024 Added 5.55%
$4.09T
$5.19 Million 4.9% of portfolio
22,270
Q3 2024 Reduced 0.65%
$2.29T
$4.86 Million 4.59% of portfolio
26,107
Q3 2024 Reduced 1.98%
$1.33T
$4.51 Million 4.26% of portfolio
17,247
Q3 2024 Added 1.64%
$378B
$4.47 Million 4.22% of portfolio
27,601
Q3 2024 Reduced 5.72%
$3.25T
$3.51 Million 3.32% of portfolio
8,166
Q3 2024 Added 0.09%
$1.14T
$2.85 Million 2.69% of portfolio
17,158
Q3 2024 Reduced 0.9%
$0
$2.56 Million 2.42% of portfolio
29,846
Q3 2024 Reduced 2.05%
$0
$2.41 Million 2.27% of portfolio
28,504
Q3 2024 Added 0.16%
$121B
$2.29 Million 2.17% of portfolio
14,985
Q3 2024 Reduced 9.57%
$1.17T
$2.27 Million 2.14% of portfolio
13,582
Q3 2024 Added 0.05%
$0
$1.94 Million 1.83% of portfolio
16,585
Q3 2024 Reduced 2.71%
$0
$1.81 Million 1.71% of portfolio
4,704
Q3 2024 Reduced 0.13%
$519B
$1.73 Million 1.63% of portfolio
6,278
Q3 2024 Added 15.79%
$86.6B
$1.7 Million 1.6% of portfolio
828
Q3 2024 Reduced 2.13%
$0
$1.62 Million 1.53% of portfolio
15,516
Q3 2024 Added 6.73%
$9.79B
$1.59 Million 1.5% of portfolio
1,950
Q3 2024 Added 18.69%
$0
$1.59 Million 1.5% of portfolio
27,459
Q3 2024 Added 6.42%
$0
$1.3 Million 1.22% of portfolio
33,053
Q3 2024 Added 1.05%
$52.9B
$1.2 Million 1.13% of portfolio
23,740
Q3 2024 Reduced 1.78%
$0
$1.16 Million 1.09% of portfolio
24,305
Q3 2024 Reduced 2.92%
$83.8B
$1.04 Million 0.98% of portfolio
25,605
Q3 2024 Added 3.64%
$402B
$1.01 Million 0.95% of portfolio
2,486
Q3 2024 Reduced 2.93%
$504B
$940,000 0.89% of portfolio
1,904
Q3 2024 Added 16.88%
$0
$917,000 0.87% of portfolio
13,915
Q3 2024 Reduced 0.01%
$422B
$856,000 0.81% of portfolio
966
Q3 2024 Reduced 3.5%
$20.1B
$852,000 0.8% of portfolio
21,792
Q3 2024 Added 25.24%
$141B
$849,000 0.8% of portfolio
2,637
Q3 2024 Reduced 1.46%
$168B
$812,000 0.77% of portfolio
18,097
Q3 2024 Added 173.95%
$0
$810,000 0.76% of portfolio
1,915
Q2 2024 New
$10.6B
$765,000 0.72% of portfolio
18,365
Q3 2024 Added 23.26%
$468B
$764,000 0.72% of portfolio
1,307
Q3 2024 Reduced 0.83%
$993M
$675,000 0.64% of portfolio
15,940
Q3 2024 Added 14.97%
$192B
$658,000 0.62% of portfolio
4,016
Q3 2024 Added 3.11%
$39.3B
$656,000 0.62% of portfolio
5,534
Q3 2024 Added 2.71%
$89.4B
$659,000 0.62% of portfolio
3,820
Q3 2024 Added 900.0%
$91.7B
$644,000 0.61% of portfolio
4,732
Q3 2024 Added 131.96%
$101B
$635,000 0.6% of portfolio
8,150
Q3 2024 Added 48.05%
$0
$625,000 0.59% of portfolio
5,329
Q3 2024 Reduced 0.02%
$0
$614,000 0.58% of portfolio
7,217
Q3 2024 Reduced 9.7%
$40.4B
$551,000 0.52% of portfolio
47,205
Q3 2024 Added 113.21%
$37.4B
$534,000 0.5% of portfolio
15,236
Q3 2024 Added 30.26%
$223B
$516,000 0.49% of portfolio
1,905
Q3 2024 Added 0.11%
$14.9B
$510,000 0.48% of portfolio
13,438
Q3 2024 Added 2.56%
$128B
$498,000 0.47% of portfolio
853
Q3 2024 Reduced 48.27%
$95.4B
$446,000 0.42% of portfolio
3,537
Q3 2024 Reduced 3.78%
$148B
$445,000 0.42% of portfolio
15,382
Q2 2024 Added 14.11%
$0
$421,000 0.4% of portfolio
798
Q3 2024 Reduced 0.13%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $106 Million
  • Prior Value $97.2 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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