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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$23.7 Million 23.19% of portfolio
44,446
Q1 2025 Reduced 50.17%
$335B
$5.83 Million 5.71% of portfolio
53,757
Q1 2025 Reduced 47.49%
$3.32T
$4.87 Million 4.77% of portfolio
21,937
Q1 2025 Reduced 50.15%
$2.08T
$4.7 Million 4.6% of portfolio
24,681
Q1 2025 Reduced 51.33%
$1.09T
$4.47 Million 4.38% of portfolio
17,264
Q1 2025 Reduced 45.19%
$402B
$4.39 Million 4.3% of portfolio
26,493
Q1 2025 Reduced 50.26%
$3.42T
$3.15 Million 3.09% of portfolio
8,399
Q1 2025 Reduced 48.67%
$979B
$2.56 Million 2.51% of portfolio
16,544
Q1 2025 Reduced 51.08%
$1.01T
$2.11 Million 2.07% of portfolio
13,495
Q1 2025 Reduced 50.03%
$600B
$1.88 Million 1.84% of portfolio
5,360
Q1 2025 Reduced 56.07%
$102B
$1.85 Million 1.81% of portfolio
13,215
Q1 2025 Reduced 54.53%
$130B
$1.57 Million 1.54% of portfolio
805
Q1 2025 Reduced 50.49%
$58.5B
$1.55 Million 1.52% of portfolio
23,744
Q1 2025 Reduced 50.0%
$147B
$1.1 Million 1.08% of portfolio
3,542
Q1 2025 Reduced 46.15%
$92.4B
$1.04 Million 1.02% of portfolio
23,400
Q1 2025 Reduced 54.35%
$554B
$987,000 0.97% of portfolio
1,801
Q1 2025 Reduced 52.08%
$459B
$802,000 0.79% of portfolio
849
Q1 2025 Reduced 53.76%
$386B
$793,000 0.78% of portfolio
2,165
Q1 2025 Reduced 55.38%
$21.1B
$724,000 0.71% of portfolio
19,377
Q1 2025 Reduced 50.45%
$247B
$680,000 0.67% of portfolio
8,061
Q1 2025 Reduced 46.55%
$93.8B
$683,000 0.67% of portfolio
4,085
Q1 2025 Reduced 46.53%
$78.8B
$649,000 0.64% of portfolio
1,514
Q1 2025 Added 51.4%
$301B
$611,000 0.6% of portfolio
1,168
Q1 2025 Reduced 59.1%
$9.78B
$594,000 0.58% of portfolio
14,952
Q1 2025 Reduced 56.34%
$44.6B
$538,000 0.53% of portfolio
5,169
Q1 2025 Reduced 54.33%
$221B
$513,000 0.5% of portfolio
1,909
Q1 2025 Reduced 50.21%
$44.4B
$504,000 0.49% of portfolio
50,545
Q1 2025 Reduced 52.33%
$31.9B
$488,000 0.48% of portfolio
19,230
Q1 2025 Reduced 57.1%
$146B
$459,000 0.45% of portfolio
6,486
Q1 2025 Reduced 14.12%
$125B
$443,000 0.43% of portfolio
993
Q1 2025 Reduced 41.79%
$34.2B
$427,000 0.42% of portfolio
14,055
Q1 2025 Reduced 52.82%
$71.2B
$433,000 0.42% of portfolio
3,942
Q1 2025 Reduced 58.48%
$183B
$404,000 0.4% of portfolio
3,937
Q1 2025 Reduced 48.29%
$95.6B
$401,000 0.39% of portfolio
1,989
Q1 2025 Reduced 48.97%
$184B
$392,000 0.38% of portfolio
1,190
Q1 2025 New
$84B
$392,000 0.38% of portfolio
6,022
Q1 2025 Reduced 56.39%
$269B
$362,000 0.35% of portfolio
2,165
Q1 2025 Reduced 48.45%
$288B
$339,000 0.33% of portfolio
1,266
Q1 2025 Reduced 53.15%
$15.9B
$323,000 0.32% of portfolio
9,445
Q1 2025 Reduced 57.85%
$265B
$301,000 0.29% of portfolio
3,438
Q1 2025 Reduced 50.01%
$30.3B
$300,000 0.29% of portfolio
5,254
Q1 2025 Reduced 56.54%
$45.2B
$286,000 0.28% of portfolio
2,747
Q1 2025 Reduced 44.1%
$993M
$284,000 0.28% of portfolio
11,625
Q1 2025 Reduced 54.68%
$310B
$259,000 0.25% of portfolio
3,629
Q1 2025 Reduced 58.56%
$83.7B
$249,000 0.24% of portfolio
3,685
Q1 2025 Reduced 76.59%
$1.43T
$242,000 0.24% of portfolio
420
Q1 2025 Reduced 51.39%
$437B
$249,000 0.24% of portfolio
2,094
Q1 2025 Reduced 58.56%
$22.1B
$239,000 0.23% of portfolio
2,443
Q1 2025 Reduced 16.22%
$173B
$238,000 0.23% of portfolio
1,555
Q1 2025 Reduced 50.48%

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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