White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $224 Million
  • Q4 2024

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Million distributed in 109 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 $40.4M, Nvidia Corp with a value of $13.7M, Tesla, Inc. with a value of $12.7M, Amazon Com Inc with a value of $11.1M, and Apple Inc. with a value of $11M.

Examining the 13F form we can see an increase of $118M in the current position value, from $106M to 224M.

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 $224 Million
Financial Services: $53.9 Million
ETFs: $48.6 Million
Technology: $41.2 Million
Consumer Cyclical: $29.7 Million
Healthcare: $14.3 Million
Communication Services: $14 Million
Consumer Defensive: $5.45 Million
Energy: $4.91 Million
Other: $11.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $224 Million
  • Prior Value $106 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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