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Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio

White Knight Strategic Wealth Advisors, LLC Performance:
2025 Q2: 7.51%YTD: 1.44%2024: 14.82%
Performance for 2025 Q2 is 7.51%, and YTD is 1.44%, and 2024 is 14.82%.

About White Knight Strategic Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $117.5 Millions as of 30 Jun, 2025.

The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , NVDA, . The fund has invested 18.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), CROWN CASTLE INC (CCI) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in ENBRIDGE INC (ENB), BAXTER INTL INC (BAX) and BLOCK INC (SQ). White Knight Strategic Wealth Advisors, LLC opened new stock positions in ISHARES SILVER TR (SLV), SCHLUMBERGER LTD (SLB) and LYONDELLBASELL INDUSTRIES N (LYB). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), PFIZER INC (PFE) and TARGET CORP (TGT).

White Knight Strategic Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that White Knight Strategic Wealth Advisors, LLC made a return of 7.51% in the last quarter. In trailing 12 months, it's portfolio return was 7.18%.
2022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ishares silver tr686,779
schlumberger ltd374,335
lyondellbasell industries n285,018
pacer fds tr270,698
icon plc261,519
merck & co inc242,150
grayscale bitcoin mini tr et223,900
e l f beauty inc216,152
New stocks bought by White Knight Strategic Wealth Advisors, LLC

Additions

Ticker% Inc.
exxon mobil corp138
pfizer inc53.00
target corp31.31
meta platforms inc18.57
united parcel service inc17.88
paypal hldgs inc17.29
j p morgan exchange traded f15.34
amplify etf tr14.74
Additions to existing portfolio by White Knight Strategic Wealth Advisors, LLC

Reductions

Ticker% Reduced
enbridge inc-59.94
baxter intl inc-28.00
block inc-26.74
ark etf tr-20.52
visa inc-14.96
lam research corp-11.22
nextera energy inc-10.79
sony group corp-10.76
White Knight Strategic Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
crown castle inc-538,765
cvs health corp-249,659
coca cola co-259,909
global pmts inc-239,219
unitedhealth group inc-611,740
White Knight Strategic Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

White Knight Strategic Wealth Advisors, LLC has about 46.3% of it's holdings in Others sector.

47%20%12%
Sector%
Others46.3
Technology19.4
Consumer Cyclical11.5
Healthcare5.7
Communication Services5.6
Financial Services5.2
Energy2
Consumer Defensive1.8
Industrials1.2

Market Cap. Distribution

White Knight Strategic Wealth Advisors, LLC has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

47%39%15%
Category%
UNALLOCATED46.3
MEGA-CAP38.2
LARGE-CAP14.6

Stocks belong to which Index?

About 49.4% of the stocks held by White Knight Strategic Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

50%50%
Index%
Others49.7
S&P 50049.4
Top 5 Winners (%)%
AVGO
broadcom inc
64.6 %
PLTR
palantir technologies inc
58.8 %
CEG
constellation energy corp
52.2 %
NVDA
nvidia corporation
45.8 %
AMD
advanced micro devices inc
38.1 %
Top 5 Winners ($)$
NVDA
nvidia corporation
2.7 M
MSFT
microsoft corp
1.0 M
TSLA
tesla inc
1.0 M
AMZN
amazon com inc
0.7 M
MELI
mercadolibre inc
0.5 M
Top 5 Losers (%)%
AMN
amn healthcare svcs inc
-15.5 %
KHC
kraft heinz co
-15.2 %
CVX
chevron corp new
-14.1 %
DVN
devon energy corp new
-13.8 %
BAX
baxter intl inc
-11.5 %
Top 5 Losers ($)$
AAPL
apple inc
-0.4 M
JNJ
johnson & johnson
-0.3 M
AMGN
amgen inc
-0.1 M
DVN
devon energy corp new
-0.1 M
KHC
kraft heinz co
-0.1 M

White Knight Strategic Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

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Current Stock Holdings of White Knight Strategic Wealth Advisors, LLC

White Knight Strategic Wealth Advisors, LLC has 81 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for White Knight Strategic Wealth Advisors, LLC last quarter.

Last Reported on: 14 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions