$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC | $378,143 | – | 750 | +100.0% | 0.50% | – |
| CCI | New | CROWN CASTLE INC | $277,562 | – | 3,016 | +100.0% | 0.37% | – |
| 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.