White Knight Strategic Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$20.6M |
| 2 |
NVIDIA
NVDA
|
+$7.06M |
| 3 |
Apple
AAPL
|
+$5.12M |
| 4 |
Amazon
AMZN
|
+$5.03M |
| 5 |
Tesla
TSLA
|
+$4.58M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kenvue
KVUE
|
+$256K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$231K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$144K |
| 4 |
Global Payments
GPN
|
+$49.4K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Moody's
MCO
$82.7B
| $284K | 0.12% |
+600
| New | +$286K |
|
102
PepsiCo
PEP
$190B
| $253K | 0.11% |
+1,662
| New | +$272K |
|
103
Marriott International
MAR
$92.3B
| $252K | 0.11% |
+904
| New | +$248K |
|
|
104
Bristol-Myers Squibb
BMY
$132B
| $248K | 0.1% |
4,376
-2,572
| -37% | -$144K |
|
|
105
3M
MMM
$94.3B
| $235K | 0.1% |
1,820
-90
| -5% | -$11.8K |
|
106
Pacer Lunt Large Cap Alternator ETF
ALTL
$92M
| $234K | 0.1% |
+6,300
| New | +$242K |
|
107
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
| $224K | 0.09% |
+1,130
| New | +$232K |
|
|
EA
108
DELISTED
Electronic Arts
EA
| $218K | 0.09% |
+1,490
| New | +$229K |
|
109
Sherwin-Williams
SHW
$89.8B
| $204K | 0.09% |
+600
| New | +$224K |
|
|
110
Kenvue
KVUE
$36.9B
| – | – |
-11,083
| Closed | -$256K |
|
|
111
Vanguard Dividend Appreciation ETF
VIG
$114B
| – | – |
-1,164
| Closed | -$231K |
|
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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.