White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $97.2 Million
  • Q2 2024

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $97.2 Million distributed in 76 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 $18.1M, Nvidia Corp with a value of $5.99M, Amazon Com Inc with a value of $5.15M, Apple Inc. with a value of $4.72M, and Johnson & Johnson with a value of $4.28M.

Examining the 13F form we can see an increase of $4.09M in the current position value, from $93.1M to 97.2M.

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 $97.2 Million
Financial Services: $23.3 Million
ETFs: $21.1 Million
Technology: $18.7 Million
Consumer Cyclical: $10.8 Million
Healthcare: $8.61 Million
Communication Services: $6.14 Million
Consumer Defensive: $2.09 Million
Industrials: $1.74 Million
Other: $4.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$710,000 0.73% of portfolio
13,865
Q2 2024 Added 18.2%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $97.2 Million
  • Prior Value $93.1 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 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