White Knight Strategic Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), White Knight Strategic Wealth Advisors, LLC reported 73 stock positions worth $96.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 19.5% of the portfolio, followed by Amazon.com (AMZN, 5.1%) and Johnson & Johnson (JNJ, 4.8%). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 20 and reduced 39. The biggest buy was a new position in Bitwise Bitcoin ETF (BITB) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001904677
- Portfolio Value
- $96.2M (Q1 2024)
- SEC Filing
- 0001904677-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 73 stocks · $96.2M
| BRK.B Berkshire Hathaway Inc. Class B | 19.47% | 44,562 | $18.7M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 5.06% | 27,011 | $4.9M | Reduce -4.7% |
| JNJ Johnson & Johnson | 4.80% | 29,235 | $4.6M | Reduce -0.4% |
| NVDA Nvidia Corp. | 4.53% | 4,828 | $4.4M | Reduce -21.1% |
| AAPL Apple Inc. | 3.98% | 22,346 | $3.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.61% | 8,251 | $3.5M | Reduce -2.8% |
| BITB Bitwise Bitcoin ETF | 3.24% | 80,489 | $3.1M | New |
| TSLA Tesla Inc. | 3.00% | 16,439 | $2.9M | Add +8.8% |
| MOAT Vaneck Morningstar Wide Moat | 2.90% | 31,066 | $2.8M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.78% | 17,725 | $2.7M | Reduce -4.5% |
| SCHD Schwab US DVD Equity ETF | 2.32% | 27,655 | $2.2M | Add +3.2% |
| BX Blackstone Inc. | 2.26% | 16,571 | $2.2M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 18,969 | $2.1M | Reduce -4.6% |
| GOOG Alphabet Inc. Class C | 2.17% | 13,685 | $2.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 3,339 | $1.7M | Reduce -7.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.76% | 4,914 | $1.7M | Reduce -2.8% |
| LRCX Lam Research Corp. | 1.66% | 1,643 | $1.6M | Reduce -3.9% |
| GBTC Grayscale Bitcoin Trust ETF | 1.61% | 24,465 | $1.5M | New |
| V Visa Inc. Class A | 1.59% | 5,487 | $1.5M | Reduce -2.2% |
| SPGP Invesco S&P 500 Garp ETF | 1.56% | 14,066 | $1.5M | Add +4.8% |
| COWZ Pacer US Cash Cows 100 ETF | 1.48% | 24,446 | $1.4M | Add +11.9% |
| MELI MercadoLibre Inc. | 1.37% | 869 | $1.3M | Reduce -6.7% |
| ARKK ARK Innovation ETF | 1.31% | 25,155 | $1.3M | Reduce -6.9% |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 1.10% | 33,725 | $1.1M | Reduce -6.3% |
| HD Home Depot Inc. | 1.02% | 2,561 | $982K | Reduce -3.4% |
| ICF iShares Select U.S. REIT ETF | 0.85% | 14,250 | $822K | Add +0.1% |
| DVN Devon Energy Corp. | 0.82% | 15,675 | $787K | Add +15.5% |
| MA Mastercard Inc. Class A | 0.82% | 1,629 | $784K | Reduce -3.0% |
| AMGN Amgen Inc. | 0.81% | 2,755 | $783K | Reduce -3.6% |
| ENB Enbridge Inc. | 0.80% | 21,170 | $766K | Add +12.8% |
| COST Costco Wholesale Corp. | 0.77% | 1,014 | $743K | Reduce -17.5% |
| AMN Amn Healthcare Services Inc. | 0.76% | 11,730 | $733K | Add +2.1% |
| ARKW ARK Next Generation Technolo | 0.75% | 8,722 | $727K | Reduce -11.7% |
| LMT Lockheed Martin Corp. | 0.74% | 1,568 | $713K | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.65% | 5,505 | $628K | No change |
| AMD Advanced Micro Devices | 0.62% | 3,310 | $597K | No change |
| BAX Baxter International Inc. | 0.58% | 13,158 | $562K | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.57% | 1,109 | $549K | Add +47.9% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.54% | 10,570 | $520K | Add +22.9% |
| AVGO Broadcom Inc. | 0.53% | 386 | $512K | Reduce -1.3% |
| XYZ Block Inc. | 0.52% | 5,934 | $502K | Reduce -17.7% |
| QCOM Qualcomm Inc. | 0.49% | 2,791 | $473K | No change |
| AXP American Express Co. | 0.45% | 1,901 | $433K | Reduce -16.8% |
| MMM 3M Co. | 0.45% | 4,077 | $432K | Add +2.6% |
| MDT Medtronic PLC | 0.44% | 4,809 | $419K | No change |
| ALTL Pacer Lunt Large Cap Alterna | 0.43% | 11,736 | $411K | Reduce -29.5% |
| VOO Vanguard S&P 500 ETF | 0.40% | 799 | $384K | Reduce -0.1% |
| FVD First Trust Value Line DVD | 0.39% | 8,949 | $378K | Reduce -22.3% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 4,617 | $376K | Reduce -9.7% |
| PFE Pfizer Inc. | 0.39% | 13,480 | $374K | Add +0.0% |
| CRM Salesforce Inc. | 0.38% | 1,220 | $367K | No change |
| DUK Duke Energy Corp. | 0.37% | 3,715 | $359K | Add +3.3% |
| KHC The Kraft Heinz Co. | 0.36% | 9,324 | $344K | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 713 | $317K | No change |
| CRSP Crispr Therapeutics AG | 0.32% | 4,555 | $310K | Add +2.6% |
| UL Unilever PLC | 0.32% | 6,130 | $308K | Add +0.4% |
| CCI Crown Castle Inc. | 0.31% | 2,841 | $301K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.30% | 6,896 | $289K | No change |
| QDEF NT Qual Div Def ETF | 0.29% | 4,386 | $282K | Reduce -25.3% |
| NI Nisource Inc. | 0.29% | 9,950 | $275K | Add +8.4% |
| AMP Ameriprise Financial Inc. | 0.28% | 621 | $272K | Reduce -1.7% |
| ICLR Icon PLC | 0.28% | 810 | $272K | No change |
| PYPL PayPal Holdings Inc. | 0.27% | 3,905 | $262K | Reduce -10.8% |
| EW Edwards Lifesciences Corp. | 0.27% | 2,727 | $261K | Reduce -7.4% |
| JCI Johnson Controls Internation | 0.26% | 3,775 | $247K | Add +6.2% |
| UNP Union Pacific Corp. | 0.26% | 1,000 | $246K | No change |
| BLK BlackRock Finance Inc. | 0.25% | 288 | $240K | No change |
| CLX Clorox Company | 0.24% | 1,497 | $229K | Reduce -17.8% |
| ADSK Autodesk Inc. | 0.23% | 833 | $217K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,167 | $213K | Reduce -28.0% |
| META Meta Platforms Inc. Class A | 0.22% | 430 | $209K | New |
| WMT Walmart Inc. | 0.21% | 3,438 | $207K | Reduce -25.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.21% | 1,582 | $207K | Reduce -7.7% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.3% | 3.98% | −0.98 |
| JNJ Johnson & Johnson | Reduce -0.4% | 4.80% | −0.49 |
| ARKK ARK Innovation ETF | Reduce -6.9% | 1.31% | −0.32 |
| MELI MercadoLibre Inc. | Reduce -6.7% | 1.37% | −0.32 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.30 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.6% | 2.18% | −0.30 |
| BX Blackstone Inc. | Reduce -1.7% | 2.26% | −0.28 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.26 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.24 |
| ALTL Pacer Lunt Large Cap Alterna | Reduce -29.5% | 0.43% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 2.78% | −0.20 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.2% | 2.90% | −0.20 |
| EMQQ Emg MKT Internet ETF-USA Inc. | Reduce -6.3% | 1.10% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -17.5% | 0.77% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.4% | 1.81% | −0.16 |
| FVD First Trust Value Line DVD | Reduce -22.3% | 0.39% | −0.14 |
| AMGN Amgen Inc. | Reduce -3.6% | 0.81% | −0.13 |
| XYZ Block Inc. | Reduce -17.7% | 0.52% | −0.12 |
| ARKW ARK Next Generation Technolo | Reduce -11.7% | 0.75% | −0.11 |
| QDEF NT Qual Div Def ETF | Reduce -25.3% | 0.29% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.0% | 0.22% | −0.10 |
| V Visa Inc. Class A | Reduce -2.2% | 1.59% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.74% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 2.17% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.8% | 3.61% | −0.07 |
| WMT Walmart Inc. | Reduce -25.9% | 0.21% | −0.07 |
| CLX Clorox Company | Reduce -17.8% | 0.24% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.7% | 0.39% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.8% | 1.76% | −0.05 |
| AXP American Express Co. | Reduce -16.8% | 0.45% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -10.8% | 0.27% | −0.04 |
| HD Home Depot Inc. | Reduce -3.4% | 1.02% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -7.7% | 0.21% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.0% | 0.82% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.40% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.28% | +0.01 |
| EW Edwards Lifesciences Corp. | Reduce -7.4% | 0.27% | +0.01 |
| AVGO Broadcom Inc. | Reduce -1.3% | 0.53% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 5.06% | +0.11 |
| LRCX Lam Research Corp. | Reduce -3.9% | 1.66% | +0.12 |
| NVDA Nvidia Corp. | Reduce -21.1% | 4.53% | +1.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 19.47% | +1.11 |
Portfolio Buys Q4 2023 → Q1 2024
| BITB Bitwise Bitcoin ETF | New | 3.24% | +3.24 |
| GBTC Grayscale Bitcoin Trust ETF | New | 1.61% | +1.61 |
| META Meta Platforms Inc. Class A | New | 0.22% | +0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Add +11.9% | 1.48% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +47.9% | 0.57% | +0.12 |
| DVN Devon Energy Corp. | Add +15.5% | 0.82% | +0.11 |
| SPGP Invesco S&P 500 Garp ETF | Add +4.8% | 1.56% | +0.04 |
| JCI Johnson Controls Internation | Add +6.2% | 0.26% | +0.02 |
| ENB Enbridge Inc. | Add +12.8% | 0.80% | +0.02 |
| NI Nisource Inc. | Add +8.4% | 0.29% | +0.01 |
| BAX Baxter International Inc. | Add +1.0% | 0.58% | +0.00 |
| CRSP Crispr Therapeutics AG | Add +2.6% | 0.32% | +0.00 |
| UL Unilever PLC | Add +0.4% | 0.32% | −0.02 |
| DUK Duke Energy Corp. | Add +3.3% | 0.37% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Add +3.2% | 2.32% | −0.03 |
| KHC The Kraft Heinz Co. | Add +1.7% | 0.36% | −0.03 |
| MMM 3M Co. | Add +2.6% | 0.45% | −0.05 |
| SQM Quimica Y Minera Chil-SP ADR | Add +22.9% | 0.54% | −0.06 |
| PFE Pfizer Inc. | Add +0.0% | 0.39% | −0.06 |
| CCI Crown Castle Inc. | Add +0.2% | 0.31% | −0.06 |
| ICF iShares Select U.S. REIT ETF | Add +0.1% | 0.85% | −0.11 |
| AMN Amn Healthcare Services Inc. | Add +2.1% | 0.76% | −0.23 |
| TSLA Tesla Inc. | Add +8.8% | 3.00% | −1.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $142.8M | BRK.B, NVDA, TSLA, JNJ, AAPL |
| Q1 2026 | 81 | $118.7M | BRK.B, NVDA, TSLA, JNJ, AAPL |
| Q4 2025 | 89 | $136.6M | BRK.B, NVDA, TSLA, AAPL, AMZN |
| Q3 2025 | 90 | $127.0M | BRK.B, NVDA, TSLA, BITB, AAPL |
| Q2 2025 | 81 | $117.5M | BRK.B, NVDA, BITB, TSLA, AMZN |
| Q1 2025 | 74 | $108.6M | BRK.B, NVDA, AAPL, AMZN, TSLA |
| Q4 2024 | 109 | $239.1M | BRK.B, NVDA, TSLA, AMZN, AAPL |
| Q3 2024 | 81 | $110.3M | BRK.B, NVDA, AAPL, AMZN, TSLA |
| Q2 2024 | 76 | $100.3M | BRK.B, NVDA, AMZN, AAPL, JNJ |
| Q1 2024 | 73 | $96.2M | BRK.B, AMZN, JNJ, NVDA, AAPL |