White Knight Strategic Wealth Advisors, LLC Portfolio Holdings by Sector
White Knight Strategic Wealth Advisors, LLC
- $97.2 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MOAT SCHD IJR VUG SPY SPGP COWZ GBTC 20 stocks |
$21,144
21.81% of portfolio
|
  4  
|
  15  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$18,146
18.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD AVGO QCOM 4 stocks |
$7,578
7.82% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$6,537
6.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$5,868
6.05% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ AMGN PFE BMY 4 stocks |
$5,831
6.02% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,721
4.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SQ 2 stocks |
$4,044
4.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,357
3.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA AXP PYPL 4 stocks |
$2,900
2.99% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BLK 2 stocks |
$2,269
2.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$1,749
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,082
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$881
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$881
0.91% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$879
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$824
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$770
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
AMN 1 stocks |
$710
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
UL CLX 2 stocks |
$631
0.65% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$607
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$526
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BAX 1 stocks |
$438
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$422
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$412
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$376
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$372
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$345
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$287
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$284
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$279
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$272
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$265
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ICLR 1 stocks |
$253
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
NEM 1 stocks |
$250
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRSP 1 stocks |
$250
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
EW 1 stocks |
$247
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$247
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|