White Knight Strategic Wealth Advisors, LLC Portfolio Holdings by Sector
White Knight Strategic Wealth Advisors, LLC
- $224 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MOAT SCHD SPY IJR GBTC VUG SPGP COWZ 27 stocks |
$48,599
21.71% of portfolio
|
27
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$40,428
18.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD INTC QCOM TSM 6 stocks |
$17,770
7.94% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA 3 stocks |
$14,212
6.35% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$12,719
5.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$12,052
5.38% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$11,968
5.35% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN PFE BMY 4 stocks |
$10,278
4.59% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR SQ SNPS 4 stocks |
$9,548
4.27% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL AXP 4 stocks |
$8,149
3.64% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$5,010
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT 3 stocks |
$2,967
1.33% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$2,174
0.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$2,150
0.96% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,887
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,694
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN OXY 2 stocks |
$1,582
0.71% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SHOP COIN 3 stocks |
$1,579
0.71% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS XPO 2 stocks |
$1,578
0.7% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SQM SHW 2 stocks |
$1,448
0.65% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$1,173
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,151
0.51% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$1,027
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$940
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK 2 stocks |
$939
0.42% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$914
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$876
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$829
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$797
0.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX UL 2 stocks |
$776
0.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BAX 1 stocks |
$653
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$629
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
AMN 1 stocks |
$613
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
CE 1 stocks |
$535
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$504
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$488
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$367
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR 1 stocks |
$339
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$326
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$308
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$305
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$303
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$290
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$284
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$252
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$234
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$217
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|