White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $224 Million
  • Q4 2024

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $40.4M, Nvidia Corp with a value of $13.7M, Tesla, Inc. with a value of $12.7M, Amazon Com Inc with a value of $11.1M, and Apple Inc. with a value of $11M.

Examining the 13F form we can see an increase of $118M in the current position value, from $106M to 224M.

White Knight Strategic Wealth Advisors, LLC is based out at Princeton, NJ

Below you can find more details about White Knight Strategic Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
Financial Services: $53.9 Million
ETFs: $48.6 Million
Technology: $41.2 Million
Consumer Cyclical: $29.7 Million
Healthcare: $14.3 Million
Communication Services: $14 Million
Consumer Defensive: $5.45 Million
Energy: $4.91 Million
Other: $11.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$650B
$40.4 Million 18.04% of portfolio
89,190
Q4 2024 Added 100.13%
$316B
$13.7 Million 6.13% of portfolio
102,382
Q4 2024 Added 100.13%
$956B
$12.7 Million 5.68% of portfolio
31,496
Q4 2024 Added 82.62%
$2.17T
$11.1 Million 4.96% of portfolio
50,714
Q4 2024 Added 94.25%
$3.97T
$11 Million 4.92% of portfolio
44,007
Q4 2024 Added 97.61%
$434B
$7.7 Million 3.44% of portfolio
53,264
Q4 2024 Added 92.98%
$2.97T
$6.9 Million 3.08% of portfolio
16,362
Q4 2024 Added 100.37%
$1.05T
$6.4 Million 2.86% of portfolio
33,816
Q4 2024 Added 97.09%
$1.08T
$5.14 Million 2.29% of portfolio
27,004
Q4 2024 Added 98.82%
$111B
$5.01 Million 2.24% of portfolio
29,060
Q4 2024 Added 93.93%
$576B
$3.86 Million 1.72% of portfolio
12,201
Q4 2024 Added 94.35%
$48.2B
$3.54 Million 1.58% of portfolio
47,488
Q4 2024 Added 100.03%
$109B
$2.76 Million 1.23% of portfolio
1,626
Q4 2024 Added 96.38%
$84.3B
$2.17 Million 0.97% of portfolio
51,260
Q4 2024 Added 100.2%
$538B
$1.98 Million 0.88% of portfolio
3,758
Q4 2024 Added 97.37%
$403B
$1.89 Million 0.84% of portfolio
4,852
Q4 2024 Added 95.17%
$169B
$1.71 Million 0.76% of portfolio
6,578
Q4 2024 Added 149.45%
$184B
$1.69 Million 0.76% of portfolio
42,364
Q4 2024 Added 134.09%
$467B
$1.68 Million 0.75% of portfolio
1,836
Q4 2024 Added 90.06%
$440B
$1.44 Million 0.64% of portfolio
2,856
Q4 2024 Added 118.52%
$23.5B
$1.28 Million 0.57% of portfolio
39,104
Q4 2024 Added 79.44%
$11.4B
$1.25 Million 0.56% of portfolio
34,244
Q4 2024 Added 86.46%
$86.2B
$1.2 Million 0.53% of portfolio
9,494
Q4 2024 Added 100.63%
$85.7B
$1.18 Million 0.53% of portfolio
13,810
Q4 2024 Added 69.45%
$34.1B
$1.17 Million 0.52% of portfolio
31,542
Q4 2024 Added 389.71%
$173B
$1.14 Million 0.51% of portfolio
15,082
Q4 2024 Added 92.01%
$219B
$1.14 Million 0.51% of portfolio
3,834
Q4 2024 Added 101.26%
$34.9B
$1.03 Million 0.46% of portfolio
12,088
Q4 2024 Added 98.52%
$40.4B
$1.03 Million 0.46% of portfolio
11,318
Q4 2024 Added 104.52%
$31B
$948,000 0.42% of portfolio
44,820
Q4 2024 New
$44.9B
$940,000 0.42% of portfolio
106,020
Q4 2024 Added 124.59%
$38.9B
$914,000 0.41% of portfolio
29,790
Q4 2024 Added 95.52%
$168B
$919,000 0.41% of portfolio
7,614
Q4 2024 Added 89.59%
$306B
$903,000 0.4% of portfolio
2,702
Q4 2024 Added 95.51%
$86.4B
$876,000 0.39% of portfolio
3,898
Q4 2024 Added 302.69%
$118B
$829,000 0.37% of portfolio
1,706
Q4 2024 Added 100.0%
$83.6B
$706,000 0.32% of portfolio
15,740
Q4 2024 Added 176.04%
$58.6B
$664,000 0.3% of portfolio
4,914
Q4 2024 Added 116.29%
$18.1B
$653,000 0.29% of portfolio
22,406
Q4 2024 Added 66.74%
$57.8B
$629,000 0.28% of portfolio
7,980
Q4 2024 Added 100.0%
$265B
$621,000 0.28% of portfolio
6,877
Q4 2024 Added 100.03%
$306B
$608,000 0.27% of portfolio
4,200
Q4 2024 New
$1.13B
$613,000 0.27% of portfolio
25,650
Q4 2024 Added 60.92%
$150B
$614,000 0.27% of portfolio
23,154
Q4 2024 Added 50.53%
$5.9B
$535,000 0.24% of portfolio
7,740
Q4 2024 New
$94.4B
$538,000 0.24% of portfolio
26,880
Q4 2024 Added 103.41%
$140B
$541,000 0.24% of portfolio
7,552
Q4 2024 New
$457B
$543,000 0.24% of portfolio
5,053
Q4 2024 Added 112.67%
$309B
$545,000 0.24% of portfolio
8,758
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $224 Million
  • Prior Value $106 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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