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 Market Cap. of $200 Billions or more

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%
$1.17T
$2.27 Million 2.14% of portfolio
13,582
Q3 2024 Added 0.05%
$519B
$1.73 Million 1.63% of portfolio
6,278
Q3 2024 Added 15.79%
$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%
$422B
$856,000 0.81% of portfolio
966
Q3 2024 Reduced 3.5%
$468B
$764,000 0.72% of portfolio
1,307
Q3 2024 Reduced 0.83%
$223B
$516,000 0.49% of portfolio
1,905
Q3 2024 Added 0.11%
$344B
$378,000 0.36% of portfolio
1,382
Q3 2024 Added 2.98%
$441B
$278,000 0.26% of portfolio
2,376
Q3 2024 New
$1.32T
$261,000 0.25% of portfolio
456
Q3 2024 Added 1.33%

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
Track This Portfolio

Track White Knight Strategic Wealth Advisors, LLC Portfolio

Follow White Knight Strategic Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Knight Strategic Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on White Knight Strategic Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email