$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BGX | Exit | BLACKSTONE LONG SHORT CR INC | $0 | – | -10,356 | -100.0% | -0.14% | – |
| XMPT | Exit | VANECK ETF TRUST | $0 | – | -9,907 | -100.0% | -0.24% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,424 | -100.0% | -0.25% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -313 | -100.0% | -0.25% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,710 | -100.0% | -0.26% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,960 | -100.0% | -0.26% | – |
| UJAN | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -7,522 | -100.0% | -0.29% | – |
| ICLR | Exit | ICON PLC | $0 | – | -1,050 | -100.0% | -0.31% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -4,300 | -100.0% | -0.32% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,512 | -100.0% | -0.37% | – |
| DBOC | Exit | INNOVATOR ETFS TRdouble stackr 9 | $0 | – | -11,859 | -100.0% | -0.43% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,390 | -100.0% | -0.43% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,410 | -100.0% | -0.47% | – |
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.