$79.6 Thousand is the total value of White Knight Strategic Wealth Advisors, LLC's 74 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 40.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $13,930 | +0.5% | 45,115 | +0.6% | 17.50% | -8.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,648 | -11.3% | 29,990 | +1.1% | 5.84% | -18.8% |
| AMZN | Buy | AMAZON COM INC | $3,873 | +28.9% | 37,501 | +4.9% | 4.86% | +18.0% |
| TSLA | Buy | TESLA INC | $3,246 | +101.2% | 15,647 | +19.5% | 4.08% | +84.2% |
| MSFT | Buy | MICROSOFT CORP | $2,860 | +27.1% | 9,919 | +5.7% | 3.59% | +16.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,573 | +23.1% | 24,805 | +4.7% | 3.23% | +12.7% |
| BX | Buy | BLACKSTONE INC | $1,530 | +30.9% | 17,416 | +10.5% | 1.92% | +19.8% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,495 | +29.7% | 37,071 | +0.4% | 1.88% | +18.6% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $761 | -17.7% | 9,177 | +2.0% | 0.96% | -24.7% |
| PFE | Buy | PFIZER INC | $699 | +6.9% | 17,143 | +34.4% | 0.88% | -2.2% |
| AMGN | Buy | AMGEN INC | $669 | +0.8% | 2,766 | +9.3% | 0.84% | -7.9% |
| SQ | Buy | BLOCK INCcl a | $660 | +13.0% | 9,621 | +3.6% | 0.83% | +3.4% |
| ICF | Buy | ISHARES TRcohen steer reit | $639 | +5.6% | 11,510 | +4.4% | 0.80% | -3.4% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $541 | +21.8% | 14,249 | +29.8% | 0.68% | +11.5% |
| MDT | Buy | MEDTRONIC PLC | $541 | +11.3% | 6,709 | +7.3% | 0.68% | +1.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $493 | +36.2% | 993 | +25.1% | 0.62% | +24.5% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $437 | +47.6% | 9,312 | +45.7% | 0.55% | +35.2% |
| AVGO | Buy | BROADCOM INC | $430 | +18.5% | 670 | +3.2% | 0.54% | +8.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $404 | +67.6% | 4,124 | +10.9% | 0.51% | +53.5% |
| QCOM | Buy | QUALCOMM INC | $331 | +21.7% | 2,598 | +4.8% | 0.42% | +11.5% |
| BAX | New | BAXTER INTL INC | $329 | – | 8,113 | +100.0% | 0.41% | – |
| HON | Buy | HONEYWELL INTL INC | $279 | +17.2% | 1,462 | +31.5% | 0.35% | +7.0% |
| CLX | New | CLOROX CO DEL | $268 | – | 1,694 | +100.0% | 0.34% | – |
| CRM | New | SALESFORCE INC | $268 | – | 1,340 | +100.0% | 0.34% | – |
| MMM | New | 3M CO | $257 | – | 2,445 | +100.0% | 0.32% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $248 | – | 2,668 | +100.0% | 0.31% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $231 | – | 2,708 | +100.0% | 0.29% | – |
| ENB | New | ENBRIDGE INC | $229 | – | 6,005 | +100.0% | 0.29% | – |
| EA | Buy | ELECTRONIC ARTS INC | $216 | -0.9% | 1,795 | +0.6% | 0.27% | -9.4% |
| SHOP | New | SHOPIFY INCcl a | $210 | – | 4,380 | +100.0% | 0.26% | – |
| PYPL | New | PAYPAL HLDGS INC | $208 | – | 2,737 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.