$95.6 Million is the total value of White Knight Strategic Wealth Advisors, LLC's 72 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $12,978,000 | – | 43,404 | +100.0% | 13.57% | – |
| AMZN | New | AMAZON COM INC | $5,915,000 | – | 1,774 | +100.0% | 6.18% | – |
| JNJ | New | JOHNSON & JOHNSON | $5,221,000 | – | 30,520 | +100.0% | 5.46% | – |
| AAPL | New | APPLE INC | $4,782,000 | – | 26,930 | +100.0% | 5.00% | – |
| TSLA | New | TESLA INC | $4,382,000 | – | 4,147 | +100.0% | 4.58% | – |
| NVDA | New | NVIDIA CORPORATION | $3,673,000 | – | 12,488 | +100.0% | 3.84% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $3,071,000 | – | 1,060 | +100.0% | 3.21% | – |
| MSFT | New | MICROSOFT CORP | $2,816,000 | – | 8,374 | +100.0% | 2.94% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $2,676,000 | – | 35,160 | +100.0% | 2.80% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $2,514,000 | – | 21,205 | +100.0% | 2.63% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $2,363,000 | – | 54,898 | +100.0% | 2.47% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $2,243,000 | – | 775 | +100.0% | 2.35% | – |
| ARKK | New | ARK ETF TRinnovation etf | $1,890,000 | – | 19,979 | +100.0% | 1.98% | – |
| LRCX | New | LAM RESEARCH CORP | $1,886,000 | – | 2,623 | +100.0% | 1.97% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $1,877,000 | – | 23,337 | +100.0% | 1.96% | – |
| FB | New | META PLATFORMS INCcl a | $1,744,000 | – | 5,184 | +100.0% | 1.82% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,731,000 | – | 5,394 | +100.0% | 1.81% | – |
| BX | New | BLACKSTONE INC | $1,692,000 | – | 13,076 | +100.0% | 1.77% | – |
| MELI | New | MERCADOLIBRE INC | $1,451,000 | – | 1,076 | +100.0% | 1.52% | – |
| SQ | New | BLOCK INCcl a | $1,402,000 | – | 8,682 | +100.0% | 1.47% | – |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,351,000 | – | 31,501 | +100.0% | 1.41% | – |
| V | New | VISA INC | $1,276,000 | – | 5,888 | +100.0% | 1.33% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,272,000 | – | 11,105 | +100.0% | 1.33% | – |
| HD | New | HOME DEPOT INC | $1,242,000 | – | 2,993 | +100.0% | 1.30% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $1,146,000 | – | 9,365 | +100.0% | 1.20% | – |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $1,101,000 | – | 36,955 | +100.0% | 1.15% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $1,083,000 | – | 27,575 | +100.0% | 1.13% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,001,000 | – | 2,815 | +100.0% | 1.05% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $937,000 | – | 2,609 | +100.0% | 0.98% | – |
| UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $820,000 | – | 25,964 | +100.0% | 0.86% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $759,000 | – | 6,587 | +100.0% | 0.79% | – |
| XMPT | New | VANECK ETF TRUST | $755,000 | – | 25,476 | +100.0% | 0.79% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $751,000 | – | 1,581 | +100.0% | 0.78% | – |
| AMGN | New | AMGEN INC | $721,000 | – | 3,203 | +100.0% | 0.75% | – |
| DBOC | New | INNOVATOR ETFS TRdouble stackr 9 | $693,000 | – | 22,929 | +100.0% | 0.72% | – |
| UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $619,000 | – | 20,449 | +100.0% | 0.65% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $598,000 | – | 9,589 | +100.0% | 0.62% | – |
| NFLX | New | NETFLIX INC | $584,000 | – | 970 | +100.0% | 0.61% | – |
| WMT | New | WALMART INC | $574,000 | – | 3,966 | +100.0% | 0.60% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $548,000 | – | 9,264 | +100.0% | 0.57% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $534,000 | – | 942 | +100.0% | 0.56% | – |
| ICF | New | ISHARES TRcohen steer reit | $534,000 | – | 7,019 | +100.0% | 0.56% | – |
| AXP | New | AMERICAN EXPRESS CO | $530,000 | – | 3,238 | +100.0% | 0.55% | – |
| UNOV | New | INNOVATOR ETFS TRus eqty ultra bu | $523,000 | – | 17,712 | +100.0% | 0.55% | – |
| SHOP | New | SHOPIFY INCcl a | $483,000 | – | 351 | +100.0% | 0.50% | – |
| BGX | New | BLACKSTONE LONG SHORT CR INC | $481,000 | – | 32,716 | +100.0% | 0.50% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $473,000 | – | 9,307 | +100.0% | 0.50% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $457,000 | – | 3,735 | +100.0% | 0.48% | – |
| COST | New | COSTCO WHSL CORP NEW | $428,000 | – | 754 | +100.0% | 0.45% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $418,000 | – | 3,014 | +100.0% | 0.44% | – |
| QCOM | New | QUALCOMM INC | $417,000 | – | 2,283 | +100.0% | 0.44% | – |
| AVGO | New | BROADCOM INC | $401,000 | – | 602 | +100.0% | 0.42% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $386,000 | – | 2,976 | +100.0% | 0.40% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $374,000 | – | 2,597 | +100.0% | 0.39% | – |
| UFEB | New | INNOVATOR ETFS TRus eqt ultra bfr | $363,000 | – | 12,982 | +100.0% | 0.38% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $359,000 | – | 3,006 | +100.0% | 0.38% | – |
| ICLR | New | ICON PLC | $350,000 | – | 1,130 | +100.0% | 0.37% | – |
| PYPL | New | PAYPAL HLDGS INC | $349,000 | – | 1,852 | +100.0% | 0.36% | – |
| VOO | New | VANGUARD INDEX FDS | $327,000 | – | 748 | +100.0% | 0.34% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $326,000 | – | 517 | +100.0% | 0.34% | – |
| BLK | New | BLACKROCK INC | $297,000 | – | 324 | +100.0% | 0.31% | – |
| EA | New | ELECTRONIC ARTS INC | $288,000 | – | 2,185 | +100.0% | 0.30% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $284,000 | – | 713 | +100.0% | 0.30% | – |
| CRM | New | SALESFORCE COM INC | $280,000 | – | 1,100 | +100.0% | 0.29% | – |
| MCO | New | MOODYS CORP | $273,000 | – | 700 | +100.0% | 0.28% | – |
| DIS | New | DISNEY WALT CO | $252,000 | – | 1,628 | +100.0% | 0.26% | – |
| HON | New | HONEYWELL INTL INC | $233,000 | – | 1,117 | +100.0% | 0.24% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $231,000 | – | 1,289 | +100.0% | 0.24% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $222,000 | – | 1,755 | +100.0% | 0.23% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $211,000 | – | 3,440 | +100.0% | 0.22% | – |
| BA | New | BOEING CO | $205,000 | – | 1,017 | +100.0% | 0.21% | – |
| UOCT | New | INNOVATOR ETFS TRus eqty ultra b | $200,000 | – | 7,024 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 20.7% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 7.3% |
| AMAZON COM INC | 8 | Q3 2023 | 6.2% |
| APPLE INC | 8 | Q3 2023 | 5.6% |
| TESLA INC | 8 | Q3 2023 | 5.2% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.4% |
| VANECK ETF TRUST | 8 | Q3 2023 | 3.1% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.2% |
View White Knight Strategic Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-14 |
View White Knight Strategic Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.