White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Write this ticker symbol down… (From StocksToTrade) (Ad) About White Knight Strategic Wealth Advisors, LLCInvestment ActivityWhite Knight Strategic Wealth Advisors, LLC has $96.25 million in total holdings as of March 31, 2024.White Knight Strategic Wealth Advisors, LLC owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.31% of the portfolio was purchased this quarter.About 4.54% of the portfolio was sold this quarter.This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 73 new stocks and bought additional shares in 21 stocks.White Knight Strategic Wealth Advisors, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $18,739,212Amazon.com $4,872,244Johnson & Johnson $4,624,643NVIDIA $4,362,388Apple $3,831,864 Largest New Holdings this Quarter BITWISE BITCOIN ETF TR $3,115,729 HoldingGRAYSCALE BITCOIN TR BTC $1,545,454 HoldingMeta Platforms $208,809 Holding Largest Purchases this Quarter BITWISE BITCOIN ETF TR 80,489 shares (about $3.12M)GRAYSCALE BITCOIN TR BTC 24,465 shares (about $1.55M)Tesla 1,333 shares (about $234.33K)Meta Platforms 430 shares (about $208.81K)UnitedHealth Group 359 shares (about $177.60K) Largest Sales this Quarter NVIDIA 1,294 shares (about $1.17M)Amazon.com 1,342 shares (about $242.07K)Pacer Lunt Large Cap Alternator ETF 4,910 shares (about $172.05K)Costco Wholesale 215 shares (about $157.53K)SPDR S&P 500 ETF Trust 266 shares (about $139.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$18,739,212$73,170 ▼-0.4%44,56219.5%FinanceAMZNAmazon.com$4,872,244$242,070 ▼-4.7%27,0115.1%Retail/WholesaleJNJJohnson & Johnson$4,624,643$19,615 ▼-0.4%29,2354.8%MedicalNVDANVIDIA$4,362,388$1,169,207 ▼-21.1%4,8284.5%Computer and TechnologyAAPLApple$3,831,864$10,289 ▼-0.3%22,3464.0%Computer and TechnologyMSFTMicrosoft$3,471,275$100,970 ▼-2.8%8,2513.6%Computer and TechnologyBITWISE BITCOIN ETF TR$3,115,729$3,115,729 ▲New Holding80,4893.2%SHS BEN INTTSLATesla$2,889,812$234,328 ▲8.8%16,4393.0%Auto/Tires/TrucksMOATVanEck Morningstar Wide Moat ETF$2,792,833$62,750 ▼-2.2%31,0662.9%ETFGOOGLAlphabet$2,675,234$125,272 ▼-4.5%17,7252.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,229,823$69,987 ▲3.2%27,6552.3%ETFBXBlackstone$2,176,932$38,097 ▼-1.7%16,5712.3%FinanceIJRiShares Core S&P Small-Cap ETF$2,096,454$101,457 ▼-4.6%18,9692.2%ETFGOOGAlphabet$2,083,678$19,794 ▼-0.9%13,6852.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,746,531$139,137 ▼-7.4%3,3391.8%FinanceVUGVanguard Growth ETF$1,691,399$48,532 ▼-2.8%4,9141.8%ETFLRCXLam Research$1,596,290$65,095 ▼-3.9%1,6431.7%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$1,545,454$1,545,454 ▲New Holding24,4651.6%SHS REP COM UTVVisa$1,531,294$33,768 ▼-2.2%5,4871.6%Business ServicesSPGPInvesco S&P 500 GARP ETF$1,497,888$68,899 ▲4.8%14,0661.6%ETFCOWZPacer US Cash Cows 100 ETF$1,420,557$151,202 ▲11.9%24,4461.5%ETFMELIMercadoLibre$1,313,893$93,742 ▼-6.7%8691.4%Retail/WholesaleARKKARK Innovation ETF$1,259,738$92,947 ▼-6.9%25,1551.3%ETFEMQQEmerging Markets Internet & Ecommerce ETF$1,055,930$70,729 ▼-6.3%33,7251.1%ETFHDHome Depot$982,400$34,524 ▼-3.4%2,5611.0%Retail/WholesaleICFiShares Cohen & Steers REIT ETF$822,225$750 ▲0.1%14,2500.9%ETFDVNDevon Energy$786,572$105,629 ▲15.5%15,6750.8%Oils/EnergyMAMastercard$784,478$24,079 ▼-3.0%1,6290.8%Business ServicesAMGNAmgen$783,426$29,290 ▼-3.6%2,7550.8%MedicalENBEnbridge$765,931$87,194 ▲12.8%21,1700.8%Oils/EnergyCOSTCostco Wholesale$742,967$157,532 ▼-17.5%1,0140.8%Retail/WholesaleAMNAMN Healthcare Services$733,242$15,190 ▲2.1%11,7300.8%MedicalARKWARK Next Generation Internation ETF$726,524$96,376 ▼-11.7%8,7220.8%ETFLMTLockheed Martin$713,236$1,819 ▼-0.3%1,5680.7%AerospaceIWPiShares Russell Mid-Cap Growth ETF$628,3410.0%5,5050.7%ETFAMDAdvanced Micro Devices$597,4220.0%3,3100.6%Computer and TechnologyBAXBaxter International$562,373$5,343 ▲1.0%13,1580.6%MedicalUNHUnitedHealth Group$548,622$177,597 ▲47.9%1,1090.6%MedicalSQMSociedad Química y Minera de Chile$519,621$96,845 ▲22.9%10,5700.5%Basic MaterialsAVGOBroadcom$511,608$6,627 ▼-1.3%3860.5%Computer and TechnologySQBlock$501,898$107,840 ▼-17.7%5,9340.5%Business ServicesQCOMQUALCOMM$472,5160.0%2,7910.5%Computer and TechnologyAXPAmerican Express$432,826$87,203 ▼-16.8%1,9010.4%FinanceMMM3M$432,447$11,137 ▲2.6%4,0770.4%Multi-Sector ConglomeratesMDTMedtronic$419,1040.0%4,8090.4%MedicalALTLPacer Lunt Large Cap Alternator ETF$411,229$172,046 ▼-29.5%11,7360.4%ETFVOOVanguard S&P 500 ETF$384,079$481 ▼-0.1%7990.4%ETFFVDFirst Trust Value Line Dividend Index Fund$377,916$108,235 ▼-22.3%8,9490.4%ETFSCHMSchwab U.S. Mid-Cap ETF$375,962$40,308 ▼-9.7%4,6170.4%ETFPFEPfizer$374,070$111 ▲0.0%13,4800.4%MedicalCRMSalesforce$367,4400.0%1,2200.4%Computer and TechnologyDUKDuke Energy$359,278$11,605 ▲3.3%3,7150.4%UtilitiesKHCKraft Heinz$344,044$5,682 ▲1.7%9,3240.4%Consumer StaplesQQQInvesco QQQ$316,5790.0%7130.3%FinanceCRSPCRISPR Therapeutics$310,469$7,838 ▲2.6%4,5550.3%MedicalULUnilever$307,665$1,255 ▲0.4%6,1300.3%Consumer StaplesCCICrown Castle$300,663$529 ▲0.2%2,8410.3%FinanceVZVerizon Communications$289,3560.0%6,8960.3%Computer and TechnologyQDEFFlexShares Quality Dividend Defensive Index Fund$281,622$95,479 ▼-25.3%4,3860.3%ETFNINiSource$275,217$21,298 ▲8.4%9,9500.3%UtilitiesAMPAmeriprise Financial$272,330$4,824 ▼-1.7%6210.3%FinanceICLRICON Public$272,1200.0%8100.3%MedicalPYPLPayPal$261,596$31,820 ▼-10.8%3,9050.3%Computer and TechnologyEWEdwards Lifesciences$260,592$20,928 ▼-7.4%2,7270.3%MedicalJCIJohnson Controls International$246,583$14,370 ▲6.2%3,7750.3%Industrial ProductsUNPUnion Pacific$245,9300.0%1,0000.3%TransportationBLKBlackRock$240,1060.0%2880.2%FinanceCLXClorox$229,206$49,761 ▼-17.8%1,4970.2%Consumer StaplesADSKAutodesk$216,9300.0%8330.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$213,180$82,934 ▼-28.0%1,1670.2%ETFMETAMeta Platforms$208,809$208,809 ▲New Holding4300.2%Computer and TechnologyWMTWalmart$206,886$113,853 ▲122.4%3,4380.2%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$206,815$17,256 ▼-7.7%1,5820.2%ETFIWSiShares Russell Mid-Cap Value ETF$0$263,629 ▼-100.0%00.0%ETFADBEAdobe$0$223,128 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$206,825 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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