White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2025) About White Knight Strategic Wealth Advisors, LLCInvestment ActivityWhite Knight Strategic Wealth Advisors, LLC has $239.08 million in total holdings as of December 31, 2024.White Knight Strategic Wealth Advisors, LLC owns shares of 109 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 53.30% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 81 new stocks and bought additional shares in 73 stocks.White Knight Strategic Wealth Advisors, LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $40,428,043NVIDIA $13,748,882Tesla $12,719,345Amazon.com $11,126,144Apple $11,020,137 Largest New Holdings this Quarter LAM RESEARCH CORP $2,853,374 HoldingJPMorgan Equity Premium Income ETF $1,159,805 HoldingSony Group $948,391 HoldingGOLDMAN SACHS ETF TR $912,155 HoldingiShares Core S&P 500 ETF $753,510 Holding Largest Purchases this Quarter Berkshire Hathaway 44,624 shares (about $20.23M)NVIDIA 51,223 shares (about $6.88M)Tesla 14,249 shares (about $5.75M)Apple 21,737 shares (about $5.44M)Amazon.com 24,607 shares (about $5.40M) Largest Sales this Quarter Bristol-Myers Squibb 2,572 shares (about $145.47K)Global Payments 452 shares (about $50.65K)3M 90 shares (about $11.62K)Clorox 64 shares (about $10.39K) 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$40,428,043$20,227,167 ▲100.1%89,19016.9%FinanceNVDANVIDIA$13,748,882$6,878,738 ▲100.1%102,3825.8%Computer and TechnologyTSLATesla$12,719,345$5,754,316 ▲82.6%31,4965.3%Auto/Tires/TrucksAMZNAmazon.com$11,126,144$5,398,530 ▲94.3%50,7144.7%Retail/WholesaleAAPLApple$11,020,137$5,443,332 ▲97.6%44,0074.6%Computer and TechnologyBITWISE BITCOIN ETF TR$10,409,097$5,119,324 ▲96.8%204,7024.4%SHS BEN INTJNJJohnson & Johnson$7,702,971$3,711,350 ▲93.0%53,2643.2%MedicalMSFTMicrosoft$6,896,713$3,454,679 ▲100.4%16,3622.9%Computer and TechnologyGOOGLAlphabet$6,401,369$3,153,359 ▲97.1%33,8162.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$5,392,887$2,625,416 ▲94.9%58,1602.3%ETFGOOGAlphabet$5,142,648$2,556,089 ▲98.8%27,0042.2%Computer and TechnologyBXBlackstone$5,010,525$2,426,811 ▲93.9%29,0602.1%FinanceSCHDSchwab US Dividend Equity ETF$4,658,169$3,879,440 ▲498.2%170,5041.9%ETFVVisa$3,856,133$1,871,968 ▲94.3%12,2011.6%Business ServicesSPYSPDR S&P 500 ETF Trust$3,829,447$2,141,536 ▲126.9%6,5341.6%FinanceIJRiShares Core S&P Small-Cap ETF$3,714,348$1,803,424 ▲94.4%32,2371.6%ETFVUGVanguard Growth ETF$3,522,396$1,591,686 ▲82.4%8,5821.5%ETFGRAYSCALE BITCOIN TRUST ETF$3,515,062$1,757,827 ▲100.0%47,4881.5%SHS REP COM UTSPGPInvesco S&P 500 GARP ETF$3,278,129$1,650,811 ▲101.4%31,2561.4%ETFCOWZPacer US Cash Cows 100 ETF$3,172,256$1,621,372 ▲104.5%56,1661.3%ETFLAM RESEARCH CORP$2,853,374$2,853,374 ▲New Holding39,5041.2%COM NEWMELIMercadoLibre$2,764,915$1,356,951 ▲96.4%1,6261.2%Retail/WholesaleARKKARK Innovation ETF$2,288,126$908,324 ▲65.8%40,3051.0%ETFEMQQEmerging Markets Internet & Ecommerce ETF$2,257,130$1,117,462 ▲98.1%65,4620.9%ETFENBEnbridge$2,174,962$1,088,542 ▲100.2%51,2600.9%Oils/EnergyMAMastercard$1,978,850$976,261 ▲97.4%3,7580.8%Business ServicesHDHome Depot$1,887,379$920,350 ▲95.2%4,8520.8%Retail/WholesaleAVGOBroadcom$1,771,258$885,629 ▲100.0%7,6400.7%Computer and TechnologyAMGNAmgen$1,714,385$1,027,119 ▲149.5%6,5780.7%MedicalVZVerizon Communications$1,694,136$970,437 ▲134.1%42,3640.7%Computer and TechnologyCOSTCostco Wholesale$1,682,495$797,261 ▲90.1%1,8360.7%Retail/WholesaleICFiShares Cohen & Steers REIT ETF$1,647,267$808,749 ▲96.4%27,3360.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,629,665$814,833 ▲100.0%3,8300.7%FinanceUNHUnitedHealth Group$1,444,736$783,577 ▲118.5%2,8560.6%MedicalARKWARK Next Generation Internet ETF$1,341,975$562,684 ▲72.2%12,4280.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,328,087$652,636 ▲96.6%10,4780.6%ETFDVNDevon Energy$1,279,874$566,622 ▲79.4%39,1040.5%Oils/EnergySQMSociedad Química y Minera de Chile$1,245,112$577,361 ▲86.5%34,2440.5%Basic MaterialsUPSUnited Parcel Service$1,197,193$600,488 ▲100.6%9,4940.5%TransportationPYPLPayPal$1,178,684$483,081 ▲69.4%13,8100.5%Computer and TechnologyNEMNewmont$1,173,982$934,250 ▲389.7%31,5420.5%Basic MaterialsJEPIJPMorgan Equity Premium Income ETF$1,159,805$1,159,805 ▲New Holding20,1600.5%ETFPALANTIR TECHNOLOGIES INC$1,140,652$546,578 ▲92.0%15,0820.5%CL AAXPAmerican Express$1,137,859$572,491 ▲101.3%3,8340.5%FinanceBLOCK INC$1,027,359$509,855 ▲98.5%12,0880.4%CL ACCICrown Castle$1,027,222$524,956 ▲104.5%11,3180.4%FinanceSONYSony Group$948,391$948,391 ▲New Holding44,8200.4%Consumer StaplesVALEVale$940,397$521,689 ▲124.6%106,0200.4%Basic MaterialsAMDAdvanced Micro Devices$919,695$434,602 ▲89.6%7,6140.4%Computer and TechnologyKHCKraft Heinz$914,851$446,953 ▲95.5%29,7900.4%Consumer StaplesGOLDMAN SACHS ETF TR$912,155$912,155 ▲New Holding18,4460.4%S&P 500 CORE PRECRMSalesforce$903,360$441,316 ▲95.5%2,7020.4%Computer and TechnologyCEGConstellation Energy$872,091$655,522 ▲302.7%3,8980.4%Oils/EnergyVOOVanguard S&P 500 ETF$860,799$430,938 ▲100.3%1,5980.4%ETFLMTLockheed Martin$829,014$414,507 ▲100.0%1,7060.3%AerospaceIVViShares Core S&P 500 ETF$753,510$753,510 ▲New Holding1,2800.3%ETFQQQInvesco QQQ$729,967$363,961 ▲99.4%1,4280.3%FinanceCVSCVS Health$706,569$450,606 ▲176.0%15,7400.3%MedicalTGTTarget$664,285$357,151 ▲116.3%4,9140.3%Retail/WholesaleBAXBaxter International$653,359$261,507 ▲66.7%22,4060.3%MedicalJCIJohnson Controls International$629,861$314,931 ▲100.0%7,9800.3%ConstructionWMTWalmart$621,323$310,707 ▲100.0%6,8770.3%Retail/WholesalePFEPfizer$614,276$206,191 ▲50.5%23,1540.3%MedicalAMNAMN Healthcare Services$613,548$232,263 ▲60.9%25,6500.3%MedicalQDEFFlexShares Quality Dividend Defensive Index Fund$611,083$305,542 ▲100.0%8,7020.3%ETFCVXChevron$608,328$608,328 ▲New Holding4,2000.3%Oils/EnergyFVDFirst Trust Value Line Dividend Index Fund$598,392$298,454 ▲99.5%13,7120.3%ETFSCHMSchwab U.S. Mid-Cap ETF$546,115$444,363 ▲436.7%19,7080.2%ETFKOCoca-Cola$545,273$545,273 ▲New Holding8,7580.2%Consumer StaplesXOMExxon Mobil$543,601$287,991 ▲112.7%5,0530.2%Oils/EnergyNEENextEra Energy$541,403$541,403 ▲New Holding7,5520.2%UtilitiesINTCIntel$538,944$273,983 ▲103.4%26,8800.2%Computer and TechnologyCECelanese$535,685$535,685 ▲New Holding7,7400.2%Basic MaterialsMETAMeta Platforms$505,969$238,930 ▲89.5%8640.2%Computer and TechnologyPLDPrologis$504,189$130,328 ▲34.9%4,7700.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$491,003$491,003 ▲New Holding6,2940.2%ETFNINiSource$488,540$240,594 ▲97.0%13,2900.2%UtilitiesSNPSSynopsys$485,360$485,360 ▲New Holding1,0000.2%Computer and TechnologyQCOMQUALCOMM$482,367$232,734 ▲93.2%3,1400.2%Computer and TechnologyCLXClorox$413,171$10,394 ▼-2.5%2,5440.2%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$413,149$206,575 ▲100.0%3,0520.2%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$412,491$412,491 ▲New Holding10,1900.2%ETFDUKDuke Energy$398,638$199,319 ▲100.0%3,7000.2%UtilitiesGRAYSCALE BITCOIN MINI TR ET$397,598$397,598 ▲New Holding9,4960.2%SHS NEWXPOXPO$381,122$381,122 ▲New Holding2,9060.2%TransportationBBYBest Buy$367,739$185,414 ▲101.7%4,2860.2%Retail/WholesaleULUnilever$363,447$181,724 ▲100.0%6,4100.2%Consumer StaplesSHOPShopify$350,889$350,889 ▲New Holding3,3000.1%Computer and TechnologyICLRICON Public$339,730$169,865 ▲100.0%1,6200.1%MedicalGPNGlobal Payments$326,767$50,651 ▼-13.4%2,9160.1%Business ServicesCOINCoinbase Global$326,266$326,266 ▲New Holding1,3140.1%FinanceBABAAlibaba Group$322,711$322,711 ▲New Holding3,8060.1%Retail/WholesaleDVYiShares Select Dividend ETF$320,232$320,232 ▲New Holding2,4390.1%ETFTSMTaiwan Semiconductor Manufacturing$312,429$312,429 ▲New Holding1,5820.1%Computer and TechnologyUNPUnion Pacific$308,766$308,766 ▲New Holding1,3540.1%TransportationCROXCrocs$305,589$305,589 ▲New Holding2,7900.1%Consumer DiscretionaryEWEdwards Lifesciences$303,375$303,375 ▲New Holding4,0980.1%MedicalOXYOccidental Petroleum$303,180$303,180 ▲New Holding6,1360.1%Oils/EnergyIBMInternational Business Machines$290,176$290,176 ▲New Holding1,3200.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$289,722$289,722 ▲New Holding2,2400.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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