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
$132B
$238,000 0.23% of portfolio
9,397
Q1 2025 Reduced 59.42%

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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