$72.8 Thousand is the total value of White Knight Strategic Wealth Advisors, LLC's 69 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $13,856 | -99.9% | 44,855 | -0.4% | 19.02% | +10.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,239 | -99.9% | 29,659 | -0.6% | 7.19% | +3.0% |
| AAPL | Sell | APPLE INC | $3,431 | -99.9% | 26,405 | -0.6% | 4.71% | -10.4% |
| AMZN | Sell | AMAZON COM INC | $3,004 | -99.9% | 35,766 | -0.8% | 4.12% | -29.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,305 | -99.9% | 6,028 | +23.7% | 3.16% | +27.0% |
| MSFT | Buy | MICROSOFT CORP | $2,250 | -99.9% | 9,384 | +2.9% | 3.09% | +1.6% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $2,209 | -99.9% | 34,027 | -4.8% | 3.03% | -1.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,090 | -99.9% | 23,690 | +3.9% | 2.87% | -8.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,933 | -99.9% | 13,226 | -0.0% | 2.65% | +15.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,792 | -99.9% | 18,935 | -2.2% | 2.46% | +1.7% |
| TSLA | Buy | TESLA INC | $1,613 | -100.0% | 13,094 | +7.4% | 2.21% | -52.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,509 | -99.9% | 23,005 | -3.9% | 2.07% | -0.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,411 | -99.9% | 18,684 | +25.4% | 1.94% | +36.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,377 | -99.9% | 15,515 | +0.6% | 1.89% | -10.9% |
| V | Sell | VISA INC | $1,274 | -99.9% | 6,131 | -0.9% | 1.75% | +11.2% |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,267 | -99.9% | 5,944 | 0.0% | 1.74% | -4.5% | |
| BX | Buy | BLACKSTONE INC | $1,169 | -99.9% | 15,756 | +5.0% | 1.60% | -10.7% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,153 | -99.9% | 36,918 | +1.1% | 1.58% | -19.8% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,086 | -99.9% | 36,539 | +0.0% | 1.49% | +7.0% |
| MELI | Buy | MERCADOLIBRE INC | $1,072 | -99.9% | 1,267 | +1.5% | 1.47% | -0.5% |
| LRCX | Buy | LAM RESEARCH CORP | $1,050 | -99.9% | 2,498 | +1.4% | 1.44% | +11.7% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,042 | -99.9% | 26,107 | -26.0% | 1.43% | -20.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $966 | -99.9% | 1,985 | -23.8% | 1.33% | -7.9% |
| HD | Sell | HOME DEPOT INC | $927 | -99.9% | 2,934 | -0.4% | 1.27% | +9.4% |
| AMN | Sell | AMN HEALTHCARE SVCS INC | $925 | -99.9% | 9,000 | -3.9% | 1.27% | -10.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $739 | -99.9% | 2,126 | -4.3% | 1.01% | +12.0% |
| XMPT | Buy | VANECK ETF TRUST | $704 | -99.9% | 32,770 | +8.5% | 0.97% | +8.3% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $682 | -99.9% | 17,695 | -9.6% | 0.94% | -26.9% |
| AMGN | Sell | AMGEN INC | $664 | -99.9% | 2,530 | -3.6% | 0.91% | +7.7% |
| PFE | Sell | PFIZER INC | $654 | -99.9% | 12,758 | -3.7% | 0.90% | +8.2% |
| ICF | Buy | ISHARES TRcohen steer reit | $605 | -99.9% | 11,028 | +12.2% | 0.83% | +10.2% |
| SQ | Buy | BLOCK INCcl a | $584 | -99.9% | 9,291 | +2.8% | 0.80% | +12.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $512 | -99.9% | 6,127 | -5.2% | 0.70% | -3.2% |
| FB | Sell | META PLATFORMS INCcl a | $512 | -99.9% | 4,251 | -19.9% | 0.70% | -31.8% |
| MDT | New | MEDTRONIC PLC | $486 | – | 6,254 | +100.0% | 0.67% | – |
| UDEC | Sell | INNOVATOR ETFS TRus eqty ultra b | $481 | -99.9% | 17,529 | -3.5% | 0.66% | -9.1% |
| UMAR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $465 | -99.9% | 16,520 | -12.4% | 0.64% | -14.6% |
| UJAN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $465 | -99.9% | 15,650 | -10.5% | 0.64% | -12.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $455 | -99.9% | 2,999 | -4.0% | 0.62% | +3.5% |
| ALTL | New | PACER FDS TRlunt lrg cp altr | $444 | – | 10,977 | +100.0% | 0.61% | – |
| QDEF | Sell | FLEXSHARES TRqlt div def idx | $429 | -99.9% | 8,337 | -4.0% | 0.59% | +3.2% |
| ABT | Buy | ABBOTT LABS | $428 | -99.9% | 3,895 | +2.1% | 0.59% | +11.4% |
| WMT | Sell | WALMART INC | $426 | -99.9% | 3,006 | -7.5% | 0.58% | -3.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $422 | -99.9% | 1,255 | +2.1% | 0.58% | +19.6% |
| DBOC | Sell | INNOVATOR ETFS TRdouble stackr 9 | $420 | -99.9% | 15,187 | -10.0% | 0.58% | -9.8% |
| AMP | Buy | AMERIPRISE FINL INC | $406 | -99.9% | 1,304 | +0.1% | 0.56% | +18.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $379 | -99.9% | 3,595 | -2.5% | 0.52% | +2.6% |
| AVGO | Buy | BROADCOM INC | $363 | -99.9% | 649 | +1.1% | 0.50% | +22.1% |
| AXP | AMERICAN EXPRESS CO | $363 | -99.9% | 2,458 | 0.0% | 0.50% | +4.8% | |
| COST | Sell | COSTCO WHSL CORP NEW | $362 | -99.9% | 794 | -4.2% | 0.50% | -11.2% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $318 | – | 2,581 | +100.0% | 0.44% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $296 | – | 6,391 | +100.0% | 0.41% | – |
| UNOV | Sell | INNOVATOR ETFS TRus eqty ultra bu | $291 | -99.9% | 10,513 | -26.8% | 0.40% | -29.4% |
| QCOM | Buy | QUALCOMM INC | $272 | -99.9% | 2,478 | +0.8% | 0.37% | -6.3% |
| VOO | Buy | VANGUARD INDEX FDS | $271 | -99.9% | 770 | +2.9% | 0.37% | +5.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $268 | -99.9% | 5,557 | -10.2% | 0.37% | -14.0% |
| BLK | New | BLACKROCK INC | $250 | – | 353 | +100.0% | 0.34% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $241 | -99.9% | 3,719 | +13.1% | 0.33% | +11.1% |
| HON | New | HONEYWELL INTL INC | $238 | – | 1,112 | +100.0% | 0.33% | – |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $236 | -99.9% | 2,180 | -11.6% | 0.32% | -9.7% |
| EW | EDWARDS LIFESCIENCES CORP | $226 | -99.9% | 3,026 | 0.0% | 0.31% | -13.4% | |
| ABBV | New | ABBVIE INC | $220 | – | 1,359 | +100.0% | 0.30% | – |
| ICLR | ICON PLC | $220 | -99.9% | 1,130 | 0.0% | 0.30% | +1.3% | |
| EA | Sell | ELECTRONIC ARTS INC | $218 | -99.9% | 1,785 | -9.8% | 0.30% | -8.8% |
| UNP | New | UNION PAC CORP | $210 | – | 1,015 | +100.0% | 0.29% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $210 | – | 790 | +100.0% | 0.29% | – |
| MCO | New | MOODYS CORP | $201 | – | 720 | +100.0% | 0.28% | – |
| BGX | Sell | BLACKSTONE LONG SHORT CR INC | $180 | -99.9% | 16,580 | -13.2% | 0.25% | -17.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $79 | -99.9% | 12,290 | +5.0% | 0.11% | -20.6% |
| Exit | INNOVATOR ETFS TRgrwt accltd plus | $0 | – | -12,763 | -100.0% | -0.31% | – | |
| NFLX | Exit | NETFLIX INC | $0 | – | -997 | -100.0% | -0.34% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -2,234 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.