$85.4 Million is the total value of White Knight Strategic Wealth Advisors, LLC's 70 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 4.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Buy | TESLA INC | $4,221,303 | +129946.3% | 16,126 | +3.1% | 4.94% | +21.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,922,547 | +105942.3% | 19,293 | +2.9% | 2.25% | -1.2% |
| BX | Buy | BLACKSTONE INC | $1,684,245 | +109981.4% | 18,116 | +4.0% | 1.97% | +2.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,417,833 | +113873.7% | 19,524 | +14.8% | 1.66% | +6.2% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $1,157,981 | +152065.7% | 10,612 | +15.6% | 1.36% | +41.7% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,031,622 | +92505.2% | 35,137 | +1.2% | 1.21% | -13.7% |
| AMGN | Buy | AMGEN INC | $802,824 | +119903.6% | 3,616 | +30.7% | 0.94% | +11.9% |
| PFE | Buy | PFIZER INC | $730,817 | +104451.8% | 19,924 | +16.2% | 0.86% | -2.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $712,673 | +144458.4% | 1,324 | +33.3% | 0.83% | +34.7% |
| ICF | Buy | ISHARES TRcohen steer reit | $678,176 | +106030.8% | 12,204 | +6.0% | 0.79% | -1.1% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $651,319 | +120291.7% | 17,350 | +21.8% | 0.76% | +12.1% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $564,627 | +129105.3% | 11,795 | +26.7% | 0.66% | +20.4% |
| BAX | Buy | BAXTER INTL INC | $459,609 | +139598.8% | 10,088 | +24.3% | 0.54% | +30.3% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $433,747 | +187669.3% | 4,778 | +76.4% | 0.51% | +75.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $390,499 | +106303.0% | 2,242 | +0.9% | 0.46% | -0.9% |
| ENB | Buy | ENBRIDGE INC | $372,986 | +162776.0% | 10,040 | +67.2% | 0.44% | +51.7% |
| MMM | Buy | 3M CO | $368,531 | +143297.3% | 3,682 | +50.6% | 0.43% | +33.4% |
| QCOM | Buy | QUALCOMM INC | $350,692 | +105849.2% | 2,946 | +13.4% | 0.41% | -1.2% |
| VOO | Buy | VANGUARD INDEX FDS | $326,231 | +112393.4% | 801 | +4.0% | 0.38% | +4.9% |
| HON | Buy | HONEYWELL INTL INC | $313,740 | +112351.6% | 1,512 | +3.4% | 0.37% | +4.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $312,630 | +150202.9% | 4,685 | +71.2% | 0.37% | +40.2% |
| TSN | New | TYSON FOODS INCcl a | $245,502 | – | 4,810 | +100.0% | 0.29% | – |
| BGX | Buy | BLACKSTONE LONG SHORT CR INC | $117,434 | +104751.8% | 10,356 | +0.6% | 0.14% | -2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.