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White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

  • White Knight Strategic Wealth Advisors, LLC has $117.51 million in total holdings as of June 30, 2025.
  • White Knight Strategic Wealth Advisors, LLC owns shares of 81 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 4.24% of the portfolio was purchased this quarter.
  • About 4.49% of the portfolio was sold this quarter.
  • This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 74 new stocks and bought additional shares in 22 stocks.
  • White Knight Strategic Wealth Advisors, LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$21,485,607
NVIDIA
$8,155,762
BITWISE BITCOIN ETF TR
$5,566,519
Tesla
$5,424,680
Amazon.com
$5,387,121

Largest New Holdings this Quarter

46428Q109 - iShares Silver Trust
$686,779 Holding
806857108 - Schlumberger
$374,335 Holding
N53745100 - LyondellBasell Industries
$285,018 Holding
G4705A100 - ICON
$261,519 Holding

Largest Purchases this Quarter

iShares Silver Trust
20,932 shares (about $686.78K)
Schlumberger
11,075 shares (about $374.34K)
Exxon Mobil
2,897 shares (about $312.32K)
LyondellBasell Industries
4,926 shares (about $285.02K)

Largest Sales this Quarter

Enbridge
14,025 shares (about $635.61K)
NVIDIA
2,135 shares (about $337.31K)
Visa
802 shares (about $284.73K)
LAM RESEARCH CORP
2,143 shares (about $208.60K)
BITWISE BITCOIN ETF TR
3,313 shares (about $194.11K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$21,485,607$104,926 -0.5%44,23018.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,155,762$337,309 -4.0%51,6226.9%Computer and Technology
BITWISE BITCOIN ETF TR
$5,566,519$194,109 -3.4%95,0084.7%SHS BEN INT
Tesla, Inc. stock logo
TSLA
Tesla
$5,424,680$59,402 -1.1%17,0774.6%Auto/Tires/Trucks
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,387,121$27,643 -0.5%24,5554.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$4,498,005$2,872 -0.1%21,9233.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,135,156$42,779 -1.0%8,3133.5%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,045,453$1,375 0.0%26,4843.4%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,864,796$50,754 -1.7%16,2562.4%Computer and Technology
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,624,526$40,892 -1.5%27,9832.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,398,313$4,435 0.2%13,5202.0%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,234,650$6,122 -0.3%84,3261.9%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,215,729$239,029 12.1%14,8131.9%Finance
GRAYSCALE BITCOIN TRUST ETF
$2,009,114$5,090 -0.3%23,6841.7%SHS REP COM UT
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,952,382$151,591 -7.2%7471.7%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,850,048$13,590 -0.7%4,2201.6%ETF
LAM RESEARCH CORP
$1,650,886$208,600 -11.2%16,9601.4%COM NEW
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$1,626,162$54,388 -3.2%15,0991.4%ETF
Visa Inc. stock logo
V
Visa
$1,618,217$284,732 -15.0%4,5581.4%Business Services
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,606,1690.0%3,6451.4%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,499,767$29,589 -1.9%27,2191.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,498,904$164,348 -9.9%2,4261.3%Finance
Emerging Markets Internet ETF stock logo
EMQQ
Emerging Markets Internet ETF
$1,256,559$97,466 -7.2%30,1551.1%ETF
PALANTIR TECHNOLOGIES INC
$1,130,911$32,035 2.9%8,2961.0%CL A
Broadcom Inc. stock logo
AVGO
Broadcom
$1,123,274$2,757 -0.2%4,0751.0%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,112,333$123,406 12.5%3,9840.9%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,075,765$143,090 15.3%18,9230.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,061,643$92,241 -8.0%9,7140.9%ETF
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$1,007,438$101,004 -9.1%14,3330.9%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$978,338$33,716 -3.3%1,7410.8%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$893,006$31,327 -3.4%20,6380.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$802,972$37,624 -4.5%8110.7%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$790,109$3,666 -0.5%2,1550.7%Retail/Wholesale
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$788,719$33,332 -4.1%12,8960.7%ETF
GOLDMAN SACHS ETF TR
$765,227$51,115 7.2%15,3600.7%S&P 500 PREMIUM
Synopsys, Inc. stock logo
SNPS
Synopsys
$750,051$26,147 -3.4%1,4630.6%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$716,837$4,160 -0.6%5,1690.6%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$702,433$60,365 9.4%2,1760.6%Energy
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$686,779$686,779 New Holding20,9320.6%ETF
Devon Energy Corporation stock logo
DVN
Devon Energy
$675,231$58,849 9.5%21,2270.6%Energy
American Express Company stock logo
AXP
American Express
$615,204$6,378 1.0%1,9290.5%Finance
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$573,462$73,656 14.7%13,4770.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$548,018$10,643 -1.9%3,8620.5%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$538,073$312,322 138.3%4,9910.5%Energy
Sociedad Quimica y Minera S.A. stock logo
SQM
Sociedad Quimica y Minera
$533,529$6,172 1.2%15,1270.5%Basic Materials
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$524,922$77,367 17.3%7,0630.4%Business Services
ARK Next Generation Internet ETF stock logo
ARKW
ARK Next Generation Internet ETF
$515,194$133,006 -20.5%3,4900.4%ETF
VALE S.A. stock logo
VALE
VALE
$499,667$8,875 1.8%51,4590.4%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$488,315$26,395 5.7%1,2580.4%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$470,087$10,189 2.2%1,0150.4%Aerospace
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$469,068$71,163 17.9%4,6470.4%Transportation
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$468,772$13,355 -2.8%5,8970.4%ETF
Sony Corporation stock logo
SONY
Sony
$446,675$53,882 -10.8%17,1600.4%Consumer Discretionary
Enbridge Inc stock logo
ENB
Enbridge
$424,875$635,613 -59.9%9,3750.4%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$401,664$48,594 -10.8%5,7860.3%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$380,612$4,346 -1.1%6130.3%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$374,335$374,335 New Holding11,0750.3%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$367,633$57,581 18.6%4980.3%Computer and Technology
Target Corporation stock logo
TGT
Target
$355,845$84,842 31.3%3,6070.3%Retail/Wholesale
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$353,579$9,321 -2.6%13,6940.3%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$348,498$120,715 53.0%14,3770.3%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$347,407$2,182 0.6%1,2740.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$331,814$4,401 -1.3%3,3930.3%Retail/Wholesale
QDEF
FlexShares Quality Dividend Defensive Index Fund
$322,1950.0%4,3510.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$319,314$9,307 3.0%2,2300.3%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$289,127$568 -0.2%5090.2%ETF
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$285,018$285,018 New Holding4,9260.2%Basic Materials
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$270,698$270,698 New Holding7,7100.2%ETF
ICON PLC stock logo
ICLR
ICON
$261,519$261,519 New Holding1,7980.2%Medical
BLOCK INC
$261,463$95,442 -26.7%3,8490.2%CL A
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$260,467$29,055 -10.0%5,8270.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$247,6490.0%1,5550.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$242,150$242,150 New Holding3,0590.2%Medical
AMN Healthcare Services Inc stock logo
AMN
AMN Healthcare Services
$227,680$12,609 -5.2%11,0150.2%Medical
GRAYSCALE BITCOIN MINI TR ET
$223,900$223,900 New Holding4,6890.2%SHS NEW
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$216,152$216,152 New Holding1,7370.2%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$214,588$214,588 New Holding3890.2%Finance
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$212,747$212,747 New Holding6070.2%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$208,345$208,345 New Holding3,3410.2%Finance
Baxter International Inc. stock logo
BAX
Baxter International
$205,904$80,091 -28.0%6,8000.2%Medical
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$201,226$201,226 New Holding3,6990.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$611,740 -100.0%00.0%Medical
Crown Castle Inc. stock logo
CCI
Crown Castle
$0$538,765 -100.0%00.0%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$0$259,909 -100.0%00.0%Consumer Staples
CVS Health Corporation stock logo
CVS
CVS Health
$0$249,659 -100.0%00.0%Medical
Global Payments Inc. stock logo
GPN
Global Payments
$0$239,219 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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