White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2025) About White Knight Strategic Wealth Advisors, LLCInvestment ActivityWhite Knight Strategic Wealth Advisors, LLC has $108.61 million in total holdings as of March 31, 2025.White Knight Strategic Wealth Advisors, LLC owns shares of 74 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 0.62% of the portfolio was purchased this quarter.About 113.45% of the portfolio was sold this quarter.This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 109 new stocks and bought additional shares in 2 stocks.White Knight Strategic Wealth Advisors, LLC sold shares of 71 stocks and completely divested from 36 stocks this quarter.Largest Holdings Berkshire Hathaway $23,671,051NVIDIA $5,826,185Apple $4,872,933Amazon.com $4,695,807Tesla $4,474,138 Largest New Holdings this Quarter 149123101 - Caterpillar $392,387 Holding Largest Purchases this Quarter Caterpillar 1,190 shares (about $392.39K)Synopsys 514 shares (about $220.43K)Amplify YieldShares CWP Dividend & Option Income ETF 1,556 shares (about $63.44K) Largest Sales this Quarter Berkshire Hathaway 44,744 shares (about $23.83M)NVIDIA 48,625 shares (about $5.27M)Amazon.com 26,033 shares (about $4.95M)Apple 22,070 shares (about $4.90M)BITWISE BITCOIN ETF TR 106,381 shares (about $4.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$23,671,051$23,829,760 ▼-50.2%44,44621.8%FinanceNVDANVIDIA$5,826,185$5,269,979 ▼-47.5%53,7575.4%Computer and TechnologyAAPLApple$4,872,933$4,902,477 ▼-50.2%21,9374.5%Computer and TechnologyAMZNAmazon.com$4,695,807$4,953,039 ▼-51.3%24,6814.3%Retail/WholesaleTSLATesla$4,474,138$3,688,365 ▼-45.2%17,2644.1%Auto/Tires/TrucksBITWISE BITCOIN ETF TR$4,412,646$4,774,379 ▼-52.0%98,3214.1%SHS BEN INTJNJJohnson & Johnson$4,393,583$4,439,686 ▼-50.3%26,4934.0%MedicalMSFTMicrosoft$3,153,007$2,989,331 ▼-48.7%8,3992.9%Computer and TechnologyGOOGLAlphabet$2,558,364$2,670,942 ▼-51.1%16,5442.4%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,500,872$2,617,208 ▼-51.1%28,4192.3%ETFSCHDSchwab US Dividend Equity ETF$2,364,214$2,403,078 ▼-50.4%84,5572.2%ETFGOOGAlphabet$2,108,324$2,110,511 ▼-50.0%13,4951.9%Computer and TechnologyVVisa$1,878,364$2,397,367 ▼-56.1%5,3601.7%Business ServicesBXBlackstone$1,847,193$2,214,814 ▼-54.5%13,2151.7%FinanceVUGVanguard Growth ETF$1,576,356$1,606,022 ▼-50.5%4,2511.5%ETFMELIMercadoLibre$1,570,450$1,601,664 ▼-50.5%8051.4%Retail/WholesaleSPGPInvesco S&P 500 GARP ETF$1,558,528$1,563,322 ▼-50.1%15,6041.4%ETFGRAYSCALE BITCOIN TRUST ETF$1,547,396$1,547,396 ▼-50.0%23,7441.4%SHS REP COM UTDIASPDR Dow Jones Industrial Average ETF Trust$1,530,463$77,678 ▼-4.8%3,6451.4%FinanceCOWZPacer US Cash Cows 100 ETF$1,519,919$1,555,732 ▼-50.6%27,7561.4%ETFSPYSPDR S&P 500 ETF Trust$1,505,878$2,149,177 ▼-58.8%2,6921.4%FinanceLAM RESEARCH CORP$1,388,788$1,483,153 ▼-51.6%19,1031.3%COM NEWEMQQEmerging Markets Internet ETF$1,239,971$1,258,059 ▼-50.4%32,4941.1%ETFIJRiShares Core S&P Small-Cap ETF$1,104,050$2,266,973 ▼-67.2%10,5581.0%ETFAMGNAmgen$1,103,456$945,819 ▼-46.2%3,5421.0%MedicalENBEnbridge$1,036,854$1,234,477 ▼-54.4%23,4001.0%EnergyMAMastercard$987,164$1,072,671 ▼-52.1%1,8010.9%Business ServicesVZVerizon Communications$968,980$952,650 ▼-49.6%21,3620.9%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$937,417$214,499 ▼-18.6%16,4060.9%ETFICFiShares Select U.S. REIT ETF$827,025$854,960 ▼-50.8%13,4410.8%ETFCOSTCostco Wholesale$803,087$933,624 ▼-53.8%8490.7%Retail/WholesaleHDHome Depot$793,451$984,759 ▼-55.4%2,1650.7%Retail/WholesaleARKKARK Innovation ETF$750,317$1,167,345 ▼-60.9%15,7700.7%ETFDVNDevon Energy$724,700$737,790 ▼-50.4%19,3770.7%EnergyAVGOBroadcom$683,952$595,214 ▼-46.5%4,0850.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$680,348$592,572 ▼-46.6%8,0610.6%CL AGOLDMAN SACHS ETF TR$668,116$191,663 ▼-22.3%14,3340.6%S&P 500 CORE PRESNPSSynopsys$649,279$220,429 ▲51.4%1,5140.6%Computer and TechnologyUNHUnitedHealth Group$611,740$884,090 ▼-59.1%1,1680.6%MedicalIWPiShares Russell Mid-Cap Growth ETF$610,831$620,230 ▼-50.4%5,1990.6%ETFSQMSociedad Química y Minera de Chile$594,043$766,471 ▼-56.3%14,9520.5%Basic MaterialsCCICrown Castle$538,765$640,910 ▼-54.3%5,1690.5%FinanceAXPAmerican Express$513,497$517,801 ▼-50.2%1,9090.5%FinanceVALEVale$504,439$553,640 ▼-52.3%50,5450.5%Basic MaterialsSONYSony Group$488,250$649,730 ▼-57.1%19,2300.4%Consumer StaplesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$478,876$63,437 ▲15.3%11,7460.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$478,804$18,079 ▼-3.6%6,0650.4%ETFNEENextEra Energy$459,793$75,569 ▼-14.1%6,4860.4%UtilitiesLMTLockheed Martin$443,583$318,504 ▼-41.8%9930.4%AerospaceUPSUnited Parcel Service$433,581$610,665 ▼-58.5%3,9420.4%TransportationKHCKraft Heinz$427,694$478,816 ▼-52.8%14,0550.4%Consumer StaplesARKWARK Next Generation Internet ETF$415,696$760,863 ▼-64.7%4,3910.4%ETFAMDAdvanced Micro Devices$404,487$377,775 ▼-48.3%3,9370.4%Computer and TechnologyCEGConstellation Energy$401,094$384,962 ▼-49.0%1,9890.4%EnergyPYPLPayPal$392,936$508,168 ▼-56.4%6,0220.4%Computer and TechnologyCATCaterpillar$392,387$392,387 ▲New Holding1,1900.4%IndustrialsCVXChevron$362,183$340,435 ▼-48.5%2,1650.3%EnergyIVViShares Core S&P 500 ETF$348,378$370,854 ▼-51.6%6200.3%ETFCRMSalesforce$339,744$385,365 ▼-53.1%1,2660.3%Computer and TechnologyBAXBaxter International$323,302$443,655 ▼-57.8%9,4450.3%MedicalQDEFFlexShares Quality Dividend Defensive Index Fund$304,091$304,091 ▼-50.0%4,3510.3%ETFWMTWalmart$301,861$301,949 ▼-50.0%3,4380.3%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$288,809$322,608 ▼-52.8%6,4770.3%ETFTGTTarget$286,686$226,155 ▼-44.1%2,7470.3%Retail/WholesaleBLOCK INC$285,450$371,291 ▼-56.5%5,2540.3%CL AAMNAMN Healthcare Services$284,348$343,052 ▼-54.7%11,6250.3%MedicalVOOVanguard S&P 500 ETF$262,094$559,134 ▼-68.1%5100.2%ETFKOCoca-Cola$259,909$367,339 ▼-58.6%3,6290.2%Consumer StaplesCVSCVS Health$249,659$816,727 ▼-76.6%3,6850.2%MedicalXOMExxon Mobil$248,982$351,833 ▼-58.6%2,0940.2%EnergyMETAMeta Platforms$242,114$255,949 ▼-51.4%4200.2%Computer and TechnologyGPNGlobal Payments$239,219$46,316 ▼-16.2%2,4430.2%Business ServicesQCOMQUALCOMM$238,864$243,472 ▼-50.5%1,5550.2%Computer and TechnologyPFEPfizer$238,120$348,602 ▼-59.4%9,3970.2%MedicalNEMNewmont$0$1,173,982 ▼-100.0%00.0%Basic MaterialsQQQInvesco QQQ$0$729,967 ▼-100.0%00.0%FinanceJCIJohnson Controls International$0$629,861 ▼-100.0%00.0%ConstructionSCHMSchwab U.S. Mid-Cap ETF$0$546,115 ▼-100.0%00.0%ETFINTCIntel$0$538,944 ▼-100.0%00.0%Computer and TechnologyCECelanese$0$535,685 ▼-100.0%00.0%Basic MaterialsPLDPrologis$0$504,189 ▼-100.0%00.0%FinanceNINiSource$0$488,540 ▼-100.0%00.0%UtilitiesCLXClorox$0$413,171 ▼-100.0%00.0%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$0$413,149 ▼-100.0%00.0%ETFDUKDuke Energy$0$398,638 ▼-100.0%00.0%UtilitiesGRAYSCALE BITCOIN MINI TR ET$0$397,598 ▼-100.0%00.0%SHS NEWXPOXPO$0$381,122 ▼-100.0%00.0%TransportationBBYBest Buy$0$367,739 ▼-100.0%00.0%Retail/WholesaleULUnilever$0$363,447 ▼-100.0%00.0%Consumer StaplesSHOPShopify$0$350,889 ▼-100.0%00.0%Computer and TechnologyICLRICON Public$0$339,730 ▼-100.0%00.0%MedicalCOINCoinbase Global$0$326,266 ▼-100.0%00.0%FinanceBABAAlibaba Group$0$322,711 ▼-100.0%00.0%Retail/WholesaleDVYiShares Select Dividend ETF$0$320,232 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$312,429 ▼-100.0%00.0%Computer and TechnologyUNPUnion Pacific$0$308,766 ▼-100.0%00.0%TransportationCROXCrocs$0$305,589 ▼-100.0%00.0%Consumer DiscretionaryEWEdwards Lifesciences$0$303,375 ▼-100.0%00.0%MedicalOXYOccidental Petroleum$0$303,180 ▼-100.0%00.0%EnergyIBMInternational Business Machines$0$290,176 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
