Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio
$96.25Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About White Knight Strategic Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $96.2 Millions as of 31 Mar, 2024.
The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , AMZN, JNJ. The fund has invested 19.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.1% of portfolio in AMAZON COM INC.
The fund managers got completely rid off ISHARES TR (AGG), ADOBE INC (ADBE) and SHOPIFY INC (SHOP) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), VANGUARD SPECIALIZED FUNDS (VIG) and FLEXSHARES TR (ASET). White Knight Strategic Wealth Advisors, LLC opened new stock positions in BITWISE BITCOIN ETF TR and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), UNITEDHEALTH GROUP INC (UNH) and SOCIEDAD QUIMICA Y MINERA DE (SQM).
The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , AMZN, JNJ. The fund has invested 19.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.1% of portfolio in AMAZON COM INC.
The fund managers got completely rid off ISHARES TR (AGG), ADOBE INC (ADBE) and SHOPIFY INC (SHOP) stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), VANGUARD SPECIALIZED FUNDS (VIG) and FLEXSHARES TR (ASET). White Knight Strategic Wealth Advisors, LLC opened new stock positions in BITWISE BITCOIN ETF TR and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), UNITEDHEALTH GROUP INC (UNH) and SOCIEDAD QUIMICA Y MINERA DE (SQM).
New Buys
| Ticker | $ Bought |
|---|---|
| BITWISE BITCOIN ETF TR | 3,115,730 |
| GRAYSCALE BITCOIN TR BTC | 1,545,450 |
| META PLATFORMS INC | 208,809 |
New stocks bought by White Knight Strategic Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 122 |
| UNITEDHEALTH GROUP INC | 47.87 |
| SOCIEDAD QUIMICA Y MINERA DE | 22.91 |
| DEVON ENERGY CORP NEW | 15.51 |
| ENBRIDGE INC | 12.85 |
| PACER FDS TR | 11.91 |
| TESLA INC | 8.82 |
| NISOURCE INC | 8.39 |
Additions to existing portfolio by White Knight Strategic Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| PACER FDS TR | -29.5 |
| VANGUARD SPECIALIZED FUNDS | -28.01 |
| FLEXSHARES TR | -25.32 |
| FIRST TR VALUE LINE DIVID IN | -22.26 |
| NVIDIA CORPORATION | -21.14 |
| CLOROX CO DEL | -17.84 |
| BLOCK INC | -17.69 |
| COSTCO WHSL CORP NEW | -17.49 |
White Knight Strategic Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SHOPIFY INC | -206,825 |
| ISHARES TR | -263,629 |
| ADOBE INC | -223,128 |
White Knight Strategic Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of White Knight Strategic Wealth Advisors, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.98 | 22,346 | 3,831,860 | REDUCED | -0.27 | |
| ADBE | ADOBE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADSK | AUTODESK INC | 0.22 | 833 | 216,930 | UNCHANGED | 0.00 | |
| AFK | VANECK ETF TRUST | 2.90 | 31,066 | 2,792,830 | REDUCED | -2.2 | |
| AFTY | PACER FDS TR | 1.48 | 24,446 | 1,420,560 | ADDED | 11.91 | |
| AFTY | PACER FDS TR | 0.43 | 11,736 | 411,229 | REDUCED | -29.5 | |
| AGG | ISHARES TR | 2.18 | 18,969 | 2,096,450 | REDUCED | -4.62 | |
| AGG | ISHARES TR | 0.85 | 14,250 | 822,225 | ADDED | 0.09 | |
| AGG | ISHARES TR | 0.65 | 5,505 | 628,341 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.22 | 1,582 | 206,815 | REDUCED | -7.7 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.62 | 3,310 | 597,422 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.81 | 2,755 | 783,426 | REDUCED | -3.6 | |
| AMN | AMN HEALTHCARE SVCS INC | 0.76 | 11,730 | 733,242 | ADDED | 2.12 | |
| AMP | AMERIPRISE FINL INC | 0.28 | 621 | 272,330 | REDUCED | -1.74 | |
| AMZN | AMAZON COM INC | 5.06 | 27,011 | 4,872,240 | REDUCED | -4.73 | |
| ARKF | ARK ETF TR | 1.31 | 25,155 | 1,259,740 | REDUCED | -6.87 | |
| ARKF | ARK ETF TR | 0.76 | 8,722 | 726,524 | REDUCED | -11.71 | |
| ASET | FLEXSHARES TR | 0.29 | 4,386 | 281,622 | REDUCED | -25.32 | |
| AVGO | BROADCOM INC | 0.53 | 386 | 511,608 | REDUCED | -1.28 | |
| AXP | AMERICAN EXPRESS CO | 0.45 | 1,901 | 432,826 | REDUCED | -16.77 | |
| BAX | BAXTER INTL INC | 0.58 | 13,158 | 562,373 | ADDED | 0.96 | |
| BITQ | EXCHANGE TRADED CONCEPTS TRU | 1.10 | 33,725 | 1,055,930 | REDUCED | -6.28 | |
| BLK | BLACKROCK INC | 0.25 | 288 | 240,106 | UNCHANGED | 0.00 | |
| BX | BLACKSTONE INC | 2.26 | 16,571 | 2,176,930 | REDUCED | -1.72 | |
| CCI | CROWN CASTLE INC | 0.31 | 2,841 | 300,663 | ADDED | 0.18 | |
| CLX | CLOROX CO DEL | 0.24 | 1,497 | 229,206 | REDUCED | -17.84 | |
| COST | COSTCO WHSL CORP NEW | 0.77 | 1,014 | 742,967 | REDUCED | -17.49 | |
| CRM | SALESFORCE INC | 0.38 | 1,220 | 367,440 | UNCHANGED | 0.00 | |
| CRSP | CRISPR THERAPEUTICS AG | 0.32 | 4,555 | 310,469 | ADDED | 2.59 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 1.56 | 14,066 | 1,497,890 | ADDED | 4.82 | |
| DUK | DUKE ENERGY CORP NEW | 0.37 | 3,715 | 359,278 | ADDED | 3.34 | |
| DVN | DEVON ENERGY CORP NEW | 0.82 | 15,675 | 786,572 | ADDED | 15.51 | |
| ENB | ENBRIDGE INC | 0.80 | 21,170 | 765,931 | ADDED | 12.85 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.27 | 2,727 | 260,592 | REDUCED | -7.43 | |
| FNDA | SCHWAB STRATEGIC TR | 2.32 | 27,655 | 2,229,820 | ADDED | 3.24 | |
| FNDA | SCHWAB STRATEGIC TR | 0.39 | 4,617 | 375,962 | REDUCED | -9.68 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 0.39 | 8,949 | 377,916 | REDUCED | -22.26 | |
| GOOG | ALPHABET INC | 2.78 | 17,725 | 2,675,230 | REDUCED | -4.47 | |
| GOOG | ALPHABET INC | 2.16 | 13,685 | 2,083,680 | REDUCED | -0.94 | |
| HD | HOME DEPOT INC | 1.02 | 2,561 | 982,400 | REDUCED | -3.39 | |
| ICLR | ICON PLC | 0.28 | 810 | 272,120 | UNCHANGED | 0.00 | |
| JCI | JOHNSON CTLS INTL PLC | 0.26 | 3,775 | 246,583 | ADDED | 6.19 | |
| JNJ | JOHNSON & JOHNSON | 4.80 | 29,235 | 4,624,640 | REDUCED | -0.42 | |
| KHC | KRAFT HEINZ CO | 0.36 | 9,324 | 344,044 | ADDED | 1.68 | |
| LMT | LOCKHEED MARTIN CORP | 0.74 | 1,568 | 713,236 | REDUCED | -0.25 | |
| LRCX | LAM RESEARCH CORP | 1.66 | 1,643 | 1,596,290 | REDUCED | -3.92 | |
| MA | MASTERCARD INCORPORATED | 0.81 | 1,629 | 784,478 | REDUCED | -2.98 | |
| MDT | MEDTRONIC PLC | 0.44 | 4,809 | 419,104 | UNCHANGED | 0.00 | |
| MELI | MERCADOLIBRE INC | 1.36 | 869 | 1,313,890 | REDUCED | -6.66 | |
| META | META PLATFORMS INC | 0.22 | 430 | 208,809 | NEW | ||
| MMM | 3M CO | 0.45 | 4,077 | 432,447 | ADDED | 2.64 | |
| MSFT | MICROSOFT CORP | 3.61 | 8,251 | 3,471,280 | REDUCED | -2.83 | |
| NI | NISOURCE INC | 0.29 | 9,950 | 275,217 | ADDED | 8.39 | |
| NVDA | NVIDIA CORPORATION | 4.53 | 4,828 | 4,362,390 | REDUCED | -21.14 | |
| PFE | PFIZER INC | 0.39 | 13,480 | 374,070 | ADDED | 0.03 | |
| PYPL | PAYPAL HLDGS INC | 0.27 | 3,905 | 261,596 | REDUCED | -10.84 | |
| QCOM | QUALCOMM INC | 0.49 | 2,791 | 472,516 | UNCHANGED | 0.00 | |
| QQQ | INVESCO QQQ TR | 0.33 | 713 | 316,579 | UNCHANGED | 0.00 | |
| SHOP | SHOPIFY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPY | SPDR S&P 500 ETF TR | 1.81 | 3,339 | 1,746,530 | REDUCED | -7.38 | |
| SQ | BLOCK INC | 0.52 | 5,934 | 501,898 | REDUCED | -17.69 | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 0.54 | 10,570 | 519,621 | ADDED | 22.91 | |
| TSLA | TESLA INC | 3.00 | 16,439 | 2,889,810 | ADDED | 8.82 | |
| UL | UNILEVER PLC | 0.32 | 6,130 | 307,665 | ADDED | 0.41 | |
| UNH | UNITEDHEALTH GROUP INC | 0.57 | 1,109 | 548,622 | ADDED | 47.87 | |
| UNP | UNION PAC CORP | 0.26 | 1,000 | 245,930 | UNCHANGED | 0.00 | |
| V | VISA INC | 1.59 | 5,487 | 1,531,290 | REDUCED | -2.16 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.22 | 1,167 | 213,180 | REDUCED | -28.01 | |
| VOO | VANGUARD INDEX FDS | 1.76 | 4,914 | 1,691,400 | REDUCED | -2.79 | |
| VOO | VANGUARD INDEX FDS | 0.40 | 799 | 384,079 | REDUCED | -0.12 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.30 | 6,896 | 289,356 | UNCHANGED | 0.00 | |
| WMT | WALMART INC | 0.22 | 3,438 | 206,886 | ADDED | 122 | |
| BERKSHIRE HATHAWAY INC DEL | 19.47 | 44,562 | 18,739,200 | REDUCED | -0.39 | ||
| BITWISE BITCOIN ETF TR | 3.24 | 80,489 | 3,115,730 | NEW | |||
| GRAYSCALE BITCOIN TR BTC | 1.61 | 24,465 | 1,545,450 | NEW |