$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | MEDTRONIC PLC | $486 | – | 6,254 | +100.0% | 0.67% | – |
| ALTL | New | PACER FDS TRlunt lrg cp altr | $444 | – | 10,977 | +100.0% | 0.61% | – |
| 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% | – |
| BLK | New | BLACKROCK INC | $250 | – | 353 | +100.0% | 0.34% | – |
| HON | New | HONEYWELL INTL INC | $238 | – | 1,112 | +100.0% | 0.33% | – |
| ABBV | New | ABBVIE INC | $220 | – | 1,359 | +100.0% | 0.30% | – |
| 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% | – |
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 | 2024-05-15 |
| 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.