96 is the total number of securities White Knight Strategic Wealth Advisors, LLC has owned. The longest White Knight Strategic Wealth Advisors, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 13.57% | 17.43% | 20.70% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 5.46% | 6.31% | 7.35% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 4.12% | 5.39% | 6.25% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 4.71% | 5.16% | 5.59% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 8 | 8 | 2.21% | 4.26% | 5.19% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 8 | 8 | 2.30% | 3.36% | 4.12% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 2.92% | 3.24% | 3.59% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 2.87% | 3.22% | 3.38% | Q4 2021 | Q3 2023 | 8 |
MOAT | VANECK ETF TRUST | 8 | 8 | 2.75% | 2.96% | 3.11% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.78% | 2.37% | 3.16% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC | 8 | 8 | 1.89% | 2.20% | 2.42% | Q4 2021 | Q3 2023 | 8 |
IJR | ISHARES TR | 8 | 8 | 1.33% | 2.15% | 2.46% | Q4 2021 | Q3 2023 | 8 |
BX | BLACKSTONE INC | 8 | 8 | 1.60% | 1.89% | 2.44% | Q4 2021 | Q3 2023 | 8 |
VUG | VANGUARD INDEX FDS | 8 | 8 | 1.67% | 1.80% | 1.86% | Q4 2021 | Q3 2023 | 8 |
SCHM | SCHWAB STRATEGIC TR | 8 | 8 | 0.75% | 1.71% | 2.10% | Q4 2021 | Q3 2023 | 8 |
ARKK | ARK ETF TR | 8 | 8 | 1.25% | 1.71% | 1.98% | Q4 2021 | Q3 2023 | 8 |
V | VISA INC | 8 | 8 | 1.33% | 1.60% | 1.75% | Q4 2021 | Q3 2023 | 8 |
FVD | FIRST TR VALUE LINE DI... | 8 | 8 | 0.78% | 1.57% | 2.47% | Q4 2021 | Q3 2023 | 8 |
LRCX | LAM RESEARCH CORP | 8 | 8 | 1.29% | 1.52% | 1.97% | Q4 2021 | Q3 2023 | 8 |
MELI | MERCADOLIBRE INC | 8 | 8 | 1.07% | 1.52% | 2.04% | Q4 2021 | Q3 2023 | 8 |
ARKW | ARK ETF TR | 8 | 8 | 0.88% | 1.38% | 2.63% | Q4 2021 | Q3 2023 | 8 |
EMQQ | EXCHANGE TRADED CONCEP... | 8 | 8 | 1.18% | 1.37% | 1.60% | Q4 2021 | Q3 2023 | 8 |
AMN | AMN HEALTHCARE SVCS INC | 8 | 8 | 0.96% | 1.23% | 1.42% | Q4 2021 | Q3 2023 | 8 |
LMT | LOCKHEED MARTIN CORP | 8 | 8 | 0.84% | 1.17% | 1.56% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.94% | 1.11% | 1.30% | Q4 2021 | Q3 2023 | 8 |
MA | MASTERCARD INCORPORATED | 8 | 8 | 0.85% | 0.92% | 1.01% | Q4 2021 | Q3 2023 | 8 |
AMGN | AMGEN INC | 8 | 8 | 0.75% | 0.88% | 1.09% | Q4 2021 | Q3 2023 | 8 |
SQ | BLOCK INC | 8 | 8 | 0.47% | 0.88% | 1.47% | Q4 2021 | Q3 2023 | 8 |
ICF | ISHARES TR | 8 | 8 | 0.56% | 0.75% | 0.83% | Q4 2021 | Q3 2023 | 8 |
IWP | ISHARES TR | 8 | 8 | 0.68% | 0.71% | 0.79% | Q4 2021 | Q3 2023 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.45% | 0.62% | 0.94% | Q4 2021 | Q3 2023 | 8 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 8 | 0.31% | 0.55% | 0.63% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 0.32% | 0.51% | 0.60% | Q4 2021 | Q3 2023 | 8 |
QDEF | FLEXSHARES TR | 8 | 8 | 0.38% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
AXP | AMERICAN EXPRESS CO | 8 | 8 | 0.46% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
IWS | ISHARES TR | 8 | 8 | 0.33% | 0.47% | 0.52% | Q4 2021 | Q3 2023 | 8 |
AVGO | BROADCOM INC | 8 | 8 | 0.40% | 0.44% | 0.54% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 8 | 8 | 0.37% | 0.41% | 0.44% | Q4 2021 | Q3 2023 | 8 |
AMD | ADVANCED MICRO DEVICES... | 8 | 8 | 0.30% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD INDEX FDS | 8 | 8 | 0.34% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
EW | EDWARDS LIFESCIENCES CORP | 8 | 8 | 0.27% | 0.34% | 0.40% | Q4 2021 | Q3 2023 | 8 |
SCHD | SCHWAB STRATEGIC TR | 7 | 7 | 0.71% | 1.51% | 1.94% | Q1 2022 | Q3 2023 | 7 |
FB | META PLATFORMS INC | 7 | 7 | 0.47% | 0.98% | 1.82% | Q4 2021 | Q2 2023 | 7 |
XMPT | VANECK ETF TRUST | 7 | 7 | 0.24% | 0.67% | 0.97% | Q4 2021 | Q2 2023 | 7 |
UJAN | INNOVATOR ETFS TR | 7 | 7 | 0.29% | 0.62% | 0.86% | Q4 2021 | Q2 2023 | 7 |
DBOC | INNOVATOR ETFS TR | 7 | 7 | 0.43% | 0.57% | 0.72% | Q4 2021 | Q2 2023 | 7 |
VIG | VANGUARD SPECIALIZED F... | 7 | 7 | 0.35% | 0.49% | 0.62% | Q1 2022 | Q3 2023 | 7 |
SCHO | SCHWAB STRATEGIC TR | 7 | 7 | 0.25% | 0.37% | 0.50% | Q4 2021 | Q2 2023 | 7 |
IJT | ISHARES TR | 7 | 7 | 0.26% | 0.35% | 0.44% | Q4 2021 | Q2 2023 | 7 |
ICLR | ICON PLC | 7 | 7 | 0.30% | 0.31% | 0.37% | Q4 2021 | Q2 2023 | 7 |
EA | ELECTRONIC ARTS INC | 7 | 7 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q2 2023 | 7 |
QQQ | INVESCO QQQ TR | 4 | 3 | 0.28% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 7 |
BGX | BLACKSTONE LONG SHORT ... | 7 | 7 | 0.14% | 0.27% | 0.50% | Q4 2021 | Q2 2023 | 7 |
UDEC | INNOVATOR ETFS TR | 6 | 6 | 0.37% | 0.62% | 0.73% | Q4 2021 | Q1 2023 | 6 |
AMP | AMERIPRISE FINL INC | 6 | 6 | 0.32% | 0.43% | 0.56% | Q2 2022 | Q3 2023 | 6 |
CRM | SALESFORCE INC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 6 |
BLK | BLACKROCK INC | 3 | 3 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q2 2023 | 6 |
UMAR | INNOVATOR ETFS TR | 5 | 5 | 0.64% | 0.90% | 1.15% | Q4 2021 | Q4 2022 | 5 |
PFE | PFIZER INC | 5 | 5 | 0.83% | 0.87% | 0.90% | Q3 2022 | Q3 2023 | 5 |
UNOV | INNOVATOR ETFS TR | 5 | 5 | 0.40% | 0.50% | 0.56% | Q4 2021 | Q4 2022 | 5 |
PYPL | PAYPAL HLDGS INC | 3 | 2 | 0.24% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 5 |
HON | HONEYWELL INTL INC | 3 | 2 | 0.22% | 0.30% | 0.37% | Q4 2021 | Q2 2023 | 5 |
PLTR | PALANTIR TECHNOLOGIES INC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 5 |
ALTL | PACER FDS TR | 4 | 4 | 0.61% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
COWZ | PACER FDS TR | 4 | 4 | 0.41% | 0.63% | 0.91% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.43% | 0.51% | 0.59% | Q3 2022 | Q2 2023 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.29% | 0.49% | 0.68% | Q4 2022 | Q3 2023 | 4 |
SHOP | SHOPIFY INC | 2 | 2 | 0.26% | 0.34% | 0.50% | Q4 2021 | Q2 2023 | 4 |
UNP | UNION PAC CORP | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 3 | 0.62% | 0.68% | 0.78% | Q4 2021 | Q2 2022 | 3 |
SPGP | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.29% | 0.51% | 0.74% | Q1 2023 | Q3 2023 | 3 |
BAX | BAXTER INTL INC | 3 | 3 | 0.41% | 0.49% | 0.54% | Q1 2023 | Q3 2023 | 3 |
NFLX | NETFLIX INC | 2 | 1 | 0.34% | 0.45% | 0.61% | Q4 2021 | Q3 2022 | 3 |
ENB | ENBRIDGE INC | 3 | 3 | 0.29% | 0.44% | 0.60% | Q1 2023 | Q3 2023 | 3 |
MMM | 3M CO | 3 | 3 | 0.32% | 0.40% | 0.46% | Q1 2023 | Q3 2023 | 3 |
REGN | REGENERON PHARMACEUTICALS | 3 | 3 | 0.34% | 0.39% | 0.43% | Q4 2021 | Q2 2022 | 3 |
MCO | MOODYS CORP | 2 | 1 | 0.26% | 0.27% | 0.28% | Q4 2021 | Q4 2022 | 3 |
DBEF | DBX ETF TR | 2 | 2 | 1.11% | 1.12% | 1.13% | Q4 2021 | Q1 2022 | 2 |
UFEB | INNOVATOR ETFS TR | 2 | 2 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q1 2022 | 2 |
FDN | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2022 | Q1 2023 | 2 |
INNOVATOR ETFS TR | 2 | 2 | 0.31% | 0.32% | 0.32% | Q2 2022 | Q3 2022 | 2 | |
TSN | TYSON FOODS INC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
CLX | CLOROX CO DEL | 1 | 1 | 0.28% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 2 |
DIS | DISNEY WALT CO | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q1 2022 | 2 |
VBR | VANGUARD INDEX FDS | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
SMLV | SPDR SER TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
CCI | CROWN CASTLE INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
SONY | SONY GROUP CORPORATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
ARKG | ARK ETF TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
BA | BOEING CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
UOCT | INNOVATOR ETFS TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Download |
The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, JOHNSON & JOHNSON, and AMAZON COM INC, are the highest-conviction holdings of White Knight Strategic Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by White Knight Strategic Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that White Knight Strategic Wealth Advisors, LLC owns currently or has owned in the past.