White Knight Strategic Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), White Knight Strategic Wealth Advisors, LLC reported 76 stock positions worth $100.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 18.1% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Amazon.com (AMZN, 5.1%). Compared with Q1 2024, it opened 8 new positions, sold out of 5, added to 28 and reduced 32. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale an exit from Medtronic (MDT).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001904677
- Portfolio Value
- $100.3M (Q2 2024)
- SEC Filing
- 0001904677-24-000003 ↗ filed Aug 14, 2024
Holdings Value
Holdings 76 stocks · $100.3M
| BRK.B Berkshire Hathaway Inc. Class B | 18.10% | 44,607 | $18.1M | Add +0.1% |
| NVDA Nvidia Corp. | 5.97% | 48,470 | $6.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 5.13% | 26,634 | $5.1M | Reduce -1.4% |
| AAPL Apple Inc. | 4.71% | 22,416 | $4.7M | Add +0.3% |
| JNJ Johnson & Johnson | 4.27% | 29,275 | $4.3M | Add +0.1% |
| MSFT Microsoft Corp. | 3.64% | 8,159 | $3.6M | Reduce -1.1% |
| TSLA Tesla Inc. | 3.35% | 16,968 | $3.4M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 3.15% | 17,313 | $3.2M | Reduce -2.3% |
| BITB Bitwise Bitcoin ETF | 3.04% | 93,153 | $3.0M | Add +15.7% |
| MOAT Vaneck Morningstar Wide Moat | 2.63% | 30,472 | $2.6M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 2.48% | 13,575 | $2.5M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 2.21% | 28,459 | $2.2M | Add +2.9% |
| BX Blackstone Inc. | 2.05% | 16,571 | $2.1M | No change |
| IJR iShares Core S&P Small-Cap E | 1.81% | 17,047 | $1.8M | Reduce -10.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.76% | 4,710 | $1.8M | Reduce -4.2% |
| LRCX Lam Research Corp. | 1.75% | 1,643 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 3,116 | $1.7M | Reduce -6.7% |
| SPGP Invesco S&P 500 Garp ETF | 1.49% | 14,537 | $1.5M | Add +3.4% |
| V Visa Inc. Class A | 1.42% | 5,422 | $1.4M | Reduce -1.2% |
| COWZ Pacer US Cash Cows 100 ETF | 1.40% | 25,803 | $1.4M | Add +5.5% |
| MELI MercadoLibre Inc. | 1.39% | 846 | $1.4M | Reduce -2.6% |
| GBTC Grayscale Bitcoin Trust ETF | 1.28% | 24,170 | $1.3M | Reduce -1.2% |
| ARKK ARK Innovation ETF | 1.10% | 25,037 | $1.1M | Reduce -0.5% |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 1.08% | 32,709 | $1.1M | Reduce -3.0% |
| HD Home Depot Inc. | 0.88% | 2,561 | $882K | No change |
| ENB Enbridge Inc. | 0.88% | 24,705 | $879K | Add +16.7% |
| COST Costco Wholesale Corp. | 0.85% | 1,001 | $851K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.83% | 2,676 | $836K | Reduce -2.9% |
| DVN Devon Energy Corp. | 0.82% | 17,400 | $825K | Add +11.0% |
| ICF iShares Select U.S. REIT ETF | 0.80% | 13,916 | $797K | Reduce -2.3% |
| LMT Lockheed Martin Corp. | 0.77% | 1,649 | $770K | Add +5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.75% | 1,915 | $749K | New |
| MA Mastercard Inc. Class A | 0.72% | 1,629 | $719K | No change |
| AMN Amn Healthcare Services Inc. | 0.71% | 13,865 | $710K | Add +18.2% |
| UNH Unitedhealth Group Inc. | 0.67% | 1,318 | $671K | Add +18.9% |
| AMD Advanced Micro Devices | 0.63% | 3,895 | $632K | Add +17.7% |
| ARKW ARK Next Generation Technolo | 0.62% | 7,992 | $624K | Reduce -8.4% |
| AVGO Broadcom Inc. | 0.61% | 382 | $613K | Reduce -1.0% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.61% | 14,900 | $607K | Add +41.0% |
| IWP iShares Russell Mid-Cap Grow | 0.59% | 5,330 | $588K | Reduce -3.2% |
| CCI Crown Castle Inc. | 0.53% | 5,388 | $526K | Add +89.7% |
| AXP American Express Co. | 0.44% | 1,903 | $441K | Add +0.1% |
| BAX Baxter International Inc. | 0.44% | 13,103 | $438K | Reduce -0.4% |
| PFE Pfizer Inc. | 0.43% | 15,382 | $430K | Add +14.1% |
| MMM 3M Co. | 0.42% | 4,137 | $423K | Add +1.5% |
| PLD Prologis Inc. | 0.41% | 3,676 | $413K | New |
| VOO Vanguard S&P 500 ETF | 0.40% | 799 | $400K | No change |
| XYZ Block Inc. | 0.40% | 6,174 | $398K | Add +4.0% |
| KHC The Kraft Heinz Co. | 0.38% | 11,697 | $377K | Add +25.4% |
| DUK Duke Energy Corp. | 0.37% | 3,715 | $372K | No change |
| QCOM Qualcomm Inc. | 0.35% | 1,745 | $348K | Reduce -37.5% |
| CRM Salesforce Inc. | 0.34% | 1,342 | $345K | Add +10.0% |
| FVD First Trust Value Line DVD | 0.34% | 8,406 | $343K | Reduce -6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 712 | $341K | Reduce -0.1% |
| UL Unilever PLC | 0.33% | 6,080 | $334K | Reduce -0.8% |
| PYPL PayPal Holdings Inc. | 0.32% | 5,505 | $319K | Add +41.0% |
| SCHM Schwab US Mid Cap ETF | 0.31% | 4,034 | $314K | Reduce -12.6% |
| CLX Clorox Company | 0.30% | 2,181 | $298K | Add +45.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,665 | $288K | New |
| BMY Bristol-Myers Squibb Co. | 0.29% | 6,928 | $288K | New |
| QDEF NT Qual Div Def ETF | 0.28% | 4,351 | $285K | Reduce -0.8% |
| NI Nisource Inc. | 0.28% | 9,870 | $284K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.28% | 2,040 | $279K | New |
| VZ Verizon Communications Inc. | 0.27% | 6,606 | $272K | Reduce -4.2% |
| JCI Johnson Controls Internation | 0.26% | 3,990 | $265K | Add +5.7% |
| ICLR Icon PLC | 0.25% | 810 | $254K | No change |
| NEM Newmont Corp. | 0.25% | 5,976 | $250K | New |
| CRSP Crispr Therapeutics AG | 0.25% | 4,630 | $250K | Add +1.6% |
| ALTL Pacer Lunt Large Cap Alterna | 0.25% | 7,190 | $248K | Reduce -38.7% |
| EW Edwards Lifesciences Corp. | 0.25% | 2,679 | $247K | Reduce -1.8% |
| VALE Vale SA-SP ADR | 0.25% | 22,140 | $247K | New |
| WMT Walmart Inc. | 0.23% | 3,438 | $233K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 450 | $227K | Add +4.7% |
| BLK BlackRock Finance Inc. | 0.22% | 278 | $219K | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,160 | $212K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.21% | 3,570 | $211K | New |
Portfolio Sells Q1 2024 → Q2 2024
| MDT Medtronic PLC | Sold out | 0.00% | −0.44 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.1% | 1.81% | −0.36 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.2% | 1.28% | −0.32 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.28 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.9% | 2.63% | −0.27 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.26 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.23 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.21 |
| ARKK ARK Innovation ETF | Reduce -0.5% | 1.10% | −0.21 |
| ALTL Pacer Lunt Large Cap Alterna | Reduce -38.7% | 0.25% | −0.18 |
| V Visa Inc. Class A | Reduce -1.2% | 1.42% | −0.17 |
| BAX Baxter International Inc. | Reduce -0.4% | 0.44% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -37.5% | 0.35% | −0.14 |
| ARKW ARK Next Generation Technolo | Reduce -8.4% | 0.62% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 1.69% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Reduce -12.6% | 0.31% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.2% | 0.59% | −0.07 |
| ICF iShares Select U.S. REIT ETF | Reduce -2.3% | 0.80% | −0.06 |
| FVD First Trust Value Line DVD | Reduce -6.1% | 0.34% | −0.05 |
| BLK BlackRock Finance Inc. | Reduce -3.5% | 0.22% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.27% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -1.8% | 0.25% | −0.02 |
| EMQQ Emg MKT Internet ETF-USA Inc. | Reduce -3.0% | 1.08% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.21% | −0.01 |
| QDEF NT Qual Div Def ETF | Reduce -0.8% | 0.28% | −0.01 |
| NI Nisource Inc. | Reduce -0.8% | 0.28% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.2% | 1.76% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.34% | +0.01 |
| UL Unilever PLC | Reduce -0.8% | 0.33% | +0.01 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.83% | +0.02 |
| MELI MercadoLibre Inc. | Reduce -2.6% | 1.39% | +0.02 |
| MSFT Microsoft Corp. | Reduce -1.1% | 3.64% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 5.13% | +0.07 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.85% | +0.08 |
| AVGO Broadcom Inc. | Reduce -1.0% | 0.61% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 2.48% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 3.15% | +0.37 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.4% | 5.97% | +1.44 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.75% | +0.75 |
| AAPL Apple Inc. | Add +0.3% | 4.71% | +0.73 |
| PLD Prologis Inc. | New | 0.41% | +0.41 |
| TSLA Tesla Inc. | Add +3.2% | 3.35% | +0.35 |
| IBM Intl Business Machines Corp. | New | 0.29% | +0.29 |
| BMY Bristol-Myers Squibb Co. | New | 0.29% | +0.29 |
| UPS United Parcel Service Class B | New | 0.28% | +0.28 |
| NEM Newmont Corp. | New | 0.25% | +0.25 |
| VALE Vale SA-SP ADR | New | 0.25% | +0.25 |
| CCI Crown Castle Inc. | Add +89.7% | 0.53% | +0.21 |
| CVS CVS Health Corp. | New | 0.21% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +18.9% | 0.67% | +0.10 |
| ENB Enbridge Inc. | Add +16.7% | 0.88% | +0.08 |
| SQM Quimica Y Minera Chil-SP ADR | Add +41.0% | 0.61% | +0.07 |
| CLX Clorox Company | Add +45.7% | 0.30% | +0.06 |
| PYPL PayPal Holdings Inc. | Add +41.0% | 0.32% | +0.05 |
| PFE Pfizer Inc. | Add +14.1% | 0.43% | +0.04 |
| LMT Lockheed Martin Corp. | Add +5.2% | 0.77% | +0.03 |
| KHC The Kraft Heinz Co. | Add +25.4% | 0.38% | +0.02 |
| AMD Advanced Micro Devices | Add +17.7% | 0.63% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.23% | +0.01 |
| JCI Johnson Controls Internation | Add +5.7% | 0.26% | +0.01 |
| DVN Devon Energy Corp. | Add +11.0% | 0.82% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.44% | −0.01 |
| MMM 3M Co. | Add +1.5% | 0.42% | −0.03 |
| CRM Salesforce Inc. | Add +10.0% | 0.34% | −0.04 |
| AMN Amn Healthcare Services Inc. | Add +18.2% | 0.71% | −0.05 |
| SPGP Invesco S&P 500 Garp ETF | Add +3.4% | 1.49% | −0.07 |
| CRSP Crispr Therapeutics AG | Add +1.6% | 0.25% | −0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +5.5% | 1.40% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Add +2.9% | 2.21% | −0.11 |
| XYZ Block Inc. | Add +4.0% | 0.40% | −0.12 |
| BITB Bitwise Bitcoin ETF | Add +15.7% | 3.04% | −0.20 |
| JNJ Johnson & Johnson | Add +0.1% | 4.27% | −0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 18.10% | −1.37 |
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 |