$75.7 Million is the total value of White Knight Strategic Wealth Advisors, LLC's 61 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,463,246 | +3.2% | 20,679 | +5.9% | 1.93% | +16.4% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $689,895 | +22.2% | 13,957 | +18.3% | 0.91% | +37.8% |
| PFE | Buy | PFIZER INC | $680,918 | -6.8% | 20,528 | +3.0% | 0.90% | +5.1% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $652,206 | +0.1% | 18,933 | +9.1% | 0.86% | +13.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $562,951 | +29.8% | 6,170 | +29.1% | 0.74% | +46.5% |
| ENB | Buy | ENBRIDGE INC | $453,796 | +21.7% | 13,530 | +34.8% | 0.60% | +37.1% |
| BAX | Buy | BAXTER INTL INC | $384,118 | -16.4% | 10,178 | +0.9% | 0.51% | -5.8% |
| UNH | New | UNITEDHEALTH GROUP INC | $378,143 | – | 750 | +100.0% | 0.50% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $358,673 | -8.2% | 2,404 | +7.2% | 0.47% | +3.7% |
| MMM | Buy | 3M CO | $346,113 | -6.1% | 3,697 | +0.4% | 0.46% | +6.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $338,792 | -2.8% | 3,295 | +7.7% | 0.45% | +9.6% |
| CCI | New | CROWN CASTLE INC | $277,562 | – | 3,016 | +100.0% | 0.37% | – |
| TSN | Buy | TYSON FOODS INCcl a | $255,479 | +4.1% | 5,060 | +5.2% | 0.34% | +17.4% |
| DUK | New | DUKE ENERGY CORP NEW | $213,148 | – | 2,415 | +100.0% | 0.28% | – |
| CLX | New | CLOROX CO DEL | $208,648 | – | 1,592 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.