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WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $119M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
+7.31%
1 Year Est. Return
+24.94%
3 Year Est. Return
+104.86%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$239M
AUM Growth
+$129M
Cap. Flow
+$123M
Cap. Flow %
51.6%
Top 10 Hldgs %
52.64%
Holding
111
New
30
Increased
75
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M
2
NVDA icon
NVIDIA
NVDA
+$7.06M
3
AAPL icon
Apple
AAPL
+$5.12M
4
AMZN icon
Amazon
AMZN
+$5.03M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

Rank Stock Value
1
KVUE icon
Kenvue
KVUE
+$256K
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$231K
3
BMY icon
Bristol-Myers Squibb
BMY
+$144K
4
GPN icon
Global Payments
GPN
+$49.4K
5
MMM icon
3M
MMM
+$11.8K

Sector Composition

Rank Sector Weight
1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
76
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$491K 0.21%
+6,294
New +$494K
NI icon
77
NiSource
NI
$20.4B
$489K 0.2%
13,290
+6,545
+97% +$235K
SNPS icon
78
Synopsys
SNPS
$79.7B
$485K 0.2%
+1,000
New +$523K
QCOM icon
79
Qualcomm
QCOM
$176B
$482K 0.2%
3,140
+1,515
+93% +$248K
CLX icon
80
Clorox
CLX
$12.7B
$413K 0.17%
2,544
-64
-2% -$10.5K
IJT icon
81
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$413K 0.17%
3,052
+1,526
+100% +$216K
DIVO icon
82
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$412K 0.17%
+10,190
New +$423K
DUK icon
83
Duke Energy
DUK
$97.3B
$399K 0.17%
3,700
+1,850
+100% +$210K
BTC
84
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$398K 0.17%
9,496
+4,748
+100% +$175K
XPO icon
85
XPO
XPO
$23.7B
$381K 0.16%
+2,906
New +$393K
BBY icon
86
Best Buy
BBY
$17.3B
$368K 0.15%
4,286
+2,161
+102% +$197K
UL icon
87
Unilever
UL
$136B
$363K 0.15%
5,698
+2,849
+100% +$192K
SHOP icon
88
Shopify
SHOP
$195B
$351K 0.15%
+3,300
New +$321K
ICLR icon
89
Icon
ICLR
$12.7B
$340K 0.14%
1,620
+810
+100% +$189K
GPN icon
90
Global Payments
GPN
$22.8B
$327K 0.14%
2,916
-452
-13% -$49.4K
COIN icon
91
Coinbase
COIN
$40.5B
$326K 0.14%
+1,314
New +$334K
BABA icon
92
Alibaba
BABA
$308B
$323K 0.14%
+3,806
New +$360K
DVY icon
93
iShares Select Dividend ETF
DVY
$23.6B
$320K 0.13%
+2,439
New +$332K
TSM icon
94
TSMC
TSM
$2.18T
$312K 0.13%
+1,582
New +$306K
UNP icon
95
Union Pacific
UNP
$174B
$309K 0.13%
+1,354
New +$321K
CROX icon
96
Crocs
CROX
$6.55B
$306K 0.13%
+2,790
New +$325K
EW icon
97
Edwards Lifesciences
EW
$51.7B
$303K 0.13%
+4,098
New +$287K
OXY icon
98
Occidental Petroleum
OXY
$55.9B
$303K 0.13%
+6,136
New +$310K
IBM icon
99
IBM
IBM
$224B
$290K 0.12%
+1,320
New +$294K
IWS icon
100
iShares Russell Mid-Cap Value ETF
IWS
$16B
$290K 0.12%
+2,240
New +$300K
1 2 3
4
5

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HPM
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TCM
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VA
Valor Advisors Miami, Florida $119M AUM
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
SPW
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IVGAI
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OIM
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RCG
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White Knight Strategic Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, White Knight Strategic Wealth Advisors held 111 positions worth $239M, up 117% from $110M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

White Knight Strategic Wealth Advisors deployed $123M of net new capital in Q4 2024, opening 30 new positions and adding to 75 existing holdings. Its largest new stake was JPMorgan Equity Premium Income ETF: 20,160 shares worth $1.16M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, down from 24% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $144K trimmed.

  • White Knight Strategic Wealth Advisors's largest Q4 2024 buy was JPMorgan Equity Premium Income ETF: 20,160 shares worth $1.16M.
  • White Knight Strategic Wealth Advisors added most to Berkshire Hathaway Class B in Q4 2024, an estimated $20.6M increase.
  • White Knight Strategic Wealth Advisors's biggest Q4 2024 reduction was Bristol-Myers Squibb, cutting an estimated $144K.
  • White Knight Strategic Wealth Advisors fully exited Kenvue in Q4 2024, selling an estimated $256K.
  • White Knight Strategic Wealth Advisors's ten largest holdings make up 53% of its $239M portfolio in Q4 2024.
  • White Knight Strategic Wealth Advisors opened 30 new positions and closed 2 in Q4 2024.
  • White Knight Strategic Wealth Advisors's portfolio value rose 117% quarter-over-quarter to $239M.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.