White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

White Knight Strategic Wealth Advisors, LLC has $110.29 million in total holdings as of September 30, 2024.
White Knight Strategic Wealth Advisors, LLC owns shares of 81 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 6.45% of the portfolio was purchased this quarter.
About 3.50% of the portfolio was sold this quarter.
This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 76 new stocks and bought additional shares in 34 stocks.
White Knight Strategic Wealth Advisors, LLC sold shares of 31 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $20,511,947
NVIDIA: $6,212,750
Apple: $5,188,953
Amazon.com: $4,864,517
Tesla: $4,512,333

Largest New Holdings this Quarter

Target: $354,120 Holding
Global Payments: $344,951 Holding
Intel: $310,024 Holding
PALANTIR TECHNOLOGIES INC: $292,206 Holding
Exxon Mobil: $278,497 Holding

Largest Purchases this Quarter

Broadcom: 3,438 shares (about $593.06K)
Verizon Communications: 11,491 shares (about $516.06K)
BITWISE BITCOIN ETF TR: 10,874 shares (about $376.13K)
United Parcel Service: 2,692 shares (about $367.03K)
Target: 2,272 shares (about $354.12K)

Largest Sales this Quarter

Lockheed Martin: 796 shares (about $465.31K)
3M: 2,227 shares (about $304.43K)
Johnson & Johnson: 1,674 shares (about $271.29K)
Blackstone: 1,586 shares (about $242.86K)
Duke Energy: 1,865 shares (about $215.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$20,511,947	$18,871 ▼	-0.1%	44,566	18.6%	Finance
NVDA NVIDIA	$6,212,750	$326,552 ▲	5.5%	51,159	5.6%	Computer and Technology
AAPL Apple	$5,188,953	$34,018 ▼	-0.7%	22,270	4.7%	Computer and Technology
AMZN Amazon.com	$4,864,517	$98,196 ▼	-2.0%	26,107	4.4%	Retail/Wholesale
TSLA Tesla	$4,512,333	$72,995 ▲	1.6%	17,247	4.1%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$4,473,046	$271,290 ▼	-5.7%	27,601	4.1%	Medical
BITWISE BITCOIN ETF TR	$3,598,294	$376,132 ▲	11.7%	104,027	3.3%	SHS BEN INT
MSFT Microsoft	$3,513,843	$3,012 ▲	0.1%	8,166	3.2%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$2,893,570	$60,691 ▼	-2.1%	29,846	2.6%	ETF
GOOGL Alphabet	$2,845,654	$25,707 ▼	-0.9%	17,158	2.6%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,409,443	$3,804 ▲	0.2%	28,504	2.2%	ETF
BX Blackstone	$2,294,653	$242,864 ▼	-9.6%	14,985	2.1%	Finance
GOOG Alphabet	$2,270,776	$1,170 ▲	0.1%	13,582	2.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,939,818	$54,037 ▼	-2.7%	16,585	1.8%	ETF
VUG Vanguard Growth ETF	$1,806,007	$2,304 ▼	-0.1%	4,704	1.6%	ETF
V Visa	$1,726,002	$235,339 ▲	15.8%	6,278	1.6%	Business Services
MELI MercadoLibre	$1,699,023	$36,935 ▼	-2.1%	828	1.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,652,429	$135,407 ▼	-7.6%	2,880	1.5%	Finance
SPGP Invesco S&P 500 GARP ETF	$1,624,060	$102,472 ▲	6.7%	15,516	1.5%	ETF
LRCX Lam Research	$1,591,356	$250,537 ▲	18.7%	1,950	1.4%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$1,587,954	$95,766 ▲	6.4%	27,459	1.4%	ETF
EMQQ Emerging Markets Internet & Ecommerce ETF	$1,296,008	$13,488 ▲	1.1%	33,053	1.2%	ETF
GRAYSCALE BITCOIN TR BTC	$1,198,870	$21,715 ▼	-1.8%	23,740	1.1%	SHS REP COM UT
ARKK ARK Innovation ETF	$1,155,193	$34,791 ▼	-2.9%	24,305	1.0%	ETF
ENB Enbridge	$1,039,819	$36,549 ▲	3.6%	25,605	0.9%	Oils/Energy
HD Home Depot	$1,007,327	$30,390 ▼	-2.9%	2,486	0.9%	Retail/Wholesale
MA Mastercard	$940,195	$135,795 ▲	16.9%	1,904	0.9%	Business Services
ICF iShares Cohen & Steers REIT ETF	$917,138	$66 ▼	0.0%	13,915	0.8%	ETF
COST Costco Wholesale	$856,483	$31,032 ▼	-3.5%	966	0.8%	Retail/Wholesale
DVN Devon Energy	$852,503	$171,815 ▲	25.2%	21,792	0.8%	Oils/Energy
AMGN Amgen	$849,567	$12,565 ▼	-1.5%	2,637	0.8%	Medical
VZ Verizon Communications	$812,736	$516,061 ▲	173.9%	18,097	0.7%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$810,275		0.0%	1,915	0.7%	Finance
SQM Sociedad Química y Minera de Chile	$765,453	$144,421 ▲	23.3%	18,365	0.7%	Basic Materials
UNH UnitedHealth Group	$764,177	$6,431 ▼	-0.8%	1,307	0.7%	Medical
AMN AMN Healthcare Services	$675,697	$87,959 ▲	15.0%	15,940	0.6%	Medical
AVGO Broadcom	$658,950	$593,055 ▲	900.0%	3,820	0.6%	Computer and Technology
AMD Advanced Micro Devices	$658,945	$19,854 ▲	3.1%	4,016	0.6%	Computer and Technology
CCI Crown Castle	$656,498	$17,320 ▲	2.7%	5,534	0.6%	Finance
UPS United Parcel Service	$645,161	$367,027 ▲	132.0%	4,732	0.6%	Transportation
PYPL PayPal	$635,945	$206,390 ▲	48.0%	8,150	0.6%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$625,038	$117 ▼	0.0%	5,329	0.6%	ETF
ARKW ARK Next Generation Internation ETF	$614,364	$65,974 ▼	-9.7%	7,217	0.6%	ETF
VALE Vale	$551,354	$292,759 ▲	113.2%	47,205	0.5%	Basic Materials
KHC Kraft Heinz	$534,923	$124,251 ▲	30.3%	15,236	0.5%	Consumer Staples
AXP American Express	$516,685	$542 ▲	0.1%	1,905	0.5%	Finance
BAX Baxter International	$510,241	$12,720 ▲	2.6%	13,438	0.5%	Medical
LMT Lockheed Martin	$498,630	$465,310 ▼	-48.3%	853	0.5%	Aerospace
PLD Prologis	$446,652	$17,553 ▼	-3.8%	3,537	0.4%	Finance
PFE Pfizer	$445,155		0.0%	15,382	0.4%	Medical
CLX Clorox	$424,869	$69,563 ▲	19.6%	2,608	0.4%	Consumer Staples
VOO Vanguard S&P 500 ETF	$421,081	$528 ▼	-0.1%	798	0.4%	ETF
SQ Block	$408,755	$5,706 ▼	-1.4%	6,089	0.4%	Business Services
CRM Salesforce	$378,267	$10,948 ▲	3.0%	1,382	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$359,490	$1,035 ▲	0.3%	6,948	0.3%	Medical
CVS CVS Health	$358,527	$134,055 ▲	59.7%	5,702	0.3%	Retail/Wholesale
TGT Target	$354,120	$354,120 ▲	New Holding	2,272	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$349,458	$1,952 ▲	0.6%	716	0.3%	Finance
GPN Global Payments	$344,951	$344,951 ▲	New Holding	3,368	0.3%	Business Services
NEM Newmont	$344,264	$24,854 ▲	7.8%	6,441	0.3%	Basic Materials
FVD First Trust Value Line Dividend Index Fund	$312,653	$69,736 ▼	-18.2%	6,873	0.3%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$311,139		0.0%	4,351	0.3%	ETF
INTC Intel	$310,024	$310,024 ▲	New Holding	13,215	0.3%	Computer and Technology
JCI Johnson Controls International	$309,664		0.0%	3,990	0.3%	Construction
SCHM Schwab U.S. Mid-Cap ETF	$305,111	$30,079 ▼	-9.0%	3,672	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$292,206	$292,206 ▲	New Holding	7,855	0.3%	CL A
XOM Exxon Mobil	$278,497	$278,497 ▲	New Holding	2,376	0.3%	Oils/Energy
WMT Walmart	$277,653		0.0%	3,438	0.3%	Retail/Wholesale
QCOM QUALCOMM	$276,331	$20,406 ▼	-6.9%	1,625	0.3%	Computer and Technology
MMM 3M	$261,097	$304,431 ▼	-53.8%	1,910	0.2%	Multi-Sector Conglomerates
META Meta Platforms	$261,067	$3,435 ▲	1.3%	456	0.2%	Computer and Technology
KVUE Kenvue	$256,350	$256,350 ▲	New Holding	11,083	0.2%	Consumer Staples
CEG Constellation Energy	$251,719	$251,719 ▲	New Holding	968	0.2%	Oils/Energy
NI NiSource	$233,714	$108,281 ▼	-31.7%	6,745	0.2%	Utilities
ICLR ICON Public	$232,721		0.0%	810	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$230,595	$792 ▲	0.3%	1,164	0.2%	ETF
BBY Best Buy	$219,517	$219,517 ▲	New Holding	2,125	0.2%	Retail/Wholesale
DUK Duke Energy	$213,305	$215,035 ▼	-50.2%	1,850	0.2%	Utilities
IJT iShares S&P Small-Cap 600 Growth ETF	$212,862	$212,862 ▲	New Holding	1,526	0.2%	ETF
UL Unilever	$208,197	$186,760 ▼	-47.3%	3,205	0.2%	Consumer Staples
GRAYSCALE BITCOIN MINI TR BT	$133,656	$133,656 ▲	New Holding	23,740	0.1%	SHS
IBM International Business Machines	$0	$287,962 ▼	-100.0%	0	0.0%	Computer and Technology
CRSP CRISPR Therapeutics	$0	$250,066 ▼	-100.0%	0	0.0%	Medical
ALTL Pacer Lunt Large Cap Alternator ETF	$0	$248,486 ▼	-100.0%	0	0.0%	ETF
EW Edwards Lifesciences	$0	$247,459 ▼	-100.0%	0	0.0%	Medical
BLK BlackRock	$0	$218,875 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools