White Knight Strategic Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), White Knight Strategic Wealth Advisors, LLC reported 81 stock positions worth $110.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 18.6% of the portfolio, followed by Nvidia (NVDA, 5.6%) and Apple (AAPL, 4.7%). Compared with Q2 2024, it opened 9 new positions, sold out of 5, added to 33 and reduced 32. The biggest buy was Tesla (TSLA, shares +2%) and the biggest sale Amazon.com (AMZN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001904677
- Portfolio Value
- $110.3M (Q3 2024)
- SEC Filing
- 0001904677-24-000005 ↗ filed Nov 14, 2024
Holdings Value
Holdings 81 stocks · $110.3M
| BRK.B Berkshire Hathaway Inc. Class B | 18.60% | 44,566 | $20.5M | Reduce -0.1% |
| NVDA Nvidia Corp. | 5.63% | 51,159 | $6.2M | Add +5.5% |
| AAPL Apple Inc. | 4.70% | 22,270 | $5.2M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 4.41% | 26,107 | $4.9M | Reduce -2.0% |
| TSLA Tesla Inc. | 4.09% | 17,247 | $4.5M | Add +1.6% |
| JNJ Johnson & Johnson | 4.06% | 27,601 | $4.5M | Reduce -5.7% |
| BITB Bitwise Bitcoin ETF | 3.26% | 104,027 | $3.6M | Add +11.7% |
| MSFT Microsoft Corp. | 3.19% | 8,166 | $3.5M | Add +0.1% |
| MOAT Vaneck Morningstar Wide Moat | 2.62% | 29,846 | $2.9M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 2.58% | 17,158 | $2.8M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 2.18% | 28,504 | $2.4M | Add +0.2% |
| BX Blackstone Inc. | 2.08% | 14,985 | $2.3M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 2.06% | 13,582 | $2.3M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 1.76% | 16,585 | $1.9M | Reduce -2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.64% | 4,704 | $1.8M | Reduce -0.1% |
| V Visa Inc. Class A | 1.56% | 6,278 | $1.7M | Add +15.8% |
| MELI MercadoLibre Inc. | 1.54% | 828 | $1.7M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.50% | 2,880 | $1.7M | Reduce -7.6% |
| SPGP Invesco S&P 500 Garp ETF | 1.47% | 15,516 | $1.6M | Add +6.7% |
| LRCX Lam Research Corp. | 1.44% | 1,950 | $1.6M | Add +18.7% |
| COWZ Pacer US Cash Cows 100 ETF | 1.44% | 27,459 | $1.6M | Add +6.4% |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 1.18% | 33,053 | $1.3M | Add +1.1% |
| GBTC Grayscale Bitcoin Trust ETF | 1.09% | 23,740 | $1.2M | Reduce -1.8% |
| ARKK ARK Innovation ETF | 1.05% | 24,305 | $1.2M | Reduce -2.9% |
| ENB Enbridge Inc. | 0.94% | 25,605 | $1.0M | Add +3.6% |
| HD Home Depot Inc. | 0.91% | 2,486 | $1.0M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 0.85% | 1,904 | $940K | Add +16.9% |
| ICF iShares Select U.S. REIT ETF | 0.83% | 13,915 | $917K | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.78% | 966 | $856K | Reduce -3.5% |
| DVN Devon Energy Corp. | 0.77% | 21,792 | $853K | Add +25.2% |
| AMGN Amgen Inc. | 0.77% | 2,637 | $850K | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.74% | 18,097 | $813K | Add +173.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.73% | 1,915 | $810K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.69% | 18,365 | $765K | Add +23.3% |
| UNH Unitedhealth Group Inc. | 0.69% | 1,307 | $764K | Reduce -0.8% |
| AMN Amn Healthcare Services Inc. | 0.61% | 15,940 | $676K | Add +15.0% |
| AVGO Broadcom Inc. | 0.60% | 3,820 | $659K | No change |
| AMD Advanced Micro Devices | 0.60% | 4,016 | $659K | Add +3.1% |
| CCI Crown Castle Inc. | 0.60% | 5,534 | $656K | Add +2.7% |
| UPS United Parcel Service Class B | 0.58% | 4,732 | $645K | Add +132.0% |
| PYPL PayPal Holdings Inc. | 0.58% | 8,150 | $636K | Add +48.0% |
| IWP iShares Russell Mid-Cap Grow | 0.57% | 5,329 | $625K | Reduce -0.0% |
| ARKW ARK Next Generation Technolo | 0.56% | 7,217 | $614K | Reduce -9.7% |
| VALE Vale SA-SP ADR | 0.50% | 47,205 | $551K | Add +113.2% |
| KHC The Kraft Heinz Co. | 0.48% | 15,236 | $535K | Add +30.3% |
| AXP American Express Co. | 0.47% | 1,905 | $517K | Add +0.1% |
| BAX Baxter International Inc. | 0.46% | 13,438 | $510K | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.45% | 853 | $499K | Reduce -48.3% |
| PLD Prologis Inc. | 0.41% | 3,537 | $447K | Reduce -3.8% |
| PFE Pfizer Inc. | 0.40% | 15,382 | $445K | No change |
| CLX Clorox Company | 0.39% | 2,608 | $425K | Add +19.6% |
| VOO Vanguard S&P 500 ETF | 0.38% | 798 | $421K | Reduce -0.1% |
| XYZ Block Inc. | 0.37% | 6,089 | $409K | Reduce -1.4% |
| CRM Salesforce Inc. | 0.34% | 1,382 | $378K | Add +3.0% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 6,948 | $359K | Add +0.3% |
| CVS CVS Health Corp. | 0.33% | 5,702 | $359K | Add +59.7% |
| TGT Target Corp. | 0.32% | 2,272 | $354K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 716 | $349K | Add +0.6% |
| GPN Global Payments Inc. | 0.31% | 3,368 | $345K | New |
| NEM Newmont Corp. | 0.31% | 6,441 | $344K | Add +7.8% |
| FVD First Trust Value Line DVD | 0.28% | 6,873 | $313K | Reduce -18.2% |
| QDEF NT Qual Div Def ETF | 0.28% | 4,351 | $311K | No change |
| INTC Intel Corp. | 0.28% | 13,215 | $310K | New |
| JCI Johnson Controls Internation | 0.28% | 3,990 | $310K | No change |
| SCHM Schwab US Mid Cap ETF | 0.28% | 3,672 | $305K | Reduce -9.0% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 7,855 | $292K | New |
| XOM Exxon Mobil Corp. | 0.25% | 2,376 | $278K | New |
| WMT Walmart Inc. | 0.25% | 3,438 | $278K | No change |
| QCOM Qualcomm Inc. | 0.25% | 1,625 | $276K | Reduce -6.9% |
| MMM 3M Co. | 0.24% | 1,910 | $261K | Reduce -53.8% |
| META Meta Platforms Inc. Class A | 0.24% | 456 | $261K | Add +1.3% |
| KVUE Kenvue Inc. | 0.23% | 11,083 | $256K | New |
| CEG Constellation Energy | 0.23% | 968 | $252K | New |
| NI Nisource Inc. | 0.21% | 6,745 | $234K | Reduce -31.7% |
| ICLR Icon PLC | 0.21% | 810 | $233K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,164 | $231K | Add +0.3% |
| BBY Best Buy Co. Inc. | 0.20% | 2,125 | $220K | New |
| DUK Duke Energy Corp. | 0.19% | 1,850 | $213K | Reduce -50.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 1,526 | $213K | New |
| UL Unilever PLC | 0.19% | 3,205 | $208K | Reduce -47.3% |
| BTC Grayscale Bitcoin Mini Trust | 0.12% | 23,740 | $134K | Reduce -1.8% |
Portfolio Sells Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Reduce -2.0% | 4.41% | −0.72 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 2.58% | −0.57 |
| LMT Lockheed Martin Corp. | Reduce -48.3% | 0.45% | −0.32 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.29 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.25 |
| ALTL Pacer Lunt Large Cap Alterna | Sold out | 0.00% | −0.25 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.25 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.22 |
| JNJ Johnson & Johnson | Reduce -5.7% | 4.06% | −0.21 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.8% | 1.09% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.6% | 1.50% | −0.19 |
| MMM 3M Co. | Reduce -53.8% | 0.24% | −0.18 |
| DUK Duke Energy Corp. | Reduce -50.2% | 0.19% | −0.18 |
| UL Unilever PLC | Reduce -47.3% | 0.19% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 1.64% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -6.9% | 0.25% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 0.78% | −0.07 |
| NI Nisource Inc. | Reduce -31.7% | 0.21% | −0.07 |
| ARKW ARK Next Generation Technolo | Reduce -9.7% | 0.56% | −0.06 |
| AMGN Amgen Inc. | Reduce -1.5% | 0.77% | −0.06 |
| FVD First Trust Value Line DVD | Reduce -18.2% | 0.28% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 1.76% | −0.05 |
| ARKK ARK Innovation ETF | Reduce -2.9% | 1.05% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.0% | 0.28% | −0.04 |
| XYZ Block Inc. | Reduce -1.4% | 0.37% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.0% | 0.57% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.38% | −0.02 |
| BTC Grayscale Bitcoin Mini Trust | Reduce -1.8% | 0.12% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.0% | 2.62% | −0.01 |
| PLD Prologis Inc. | Reduce -3.8% | 0.41% | −0.01 |
| AAPL Apple Inc. | Reduce -0.7% | 4.70% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.69% | +0.02 |
| HD Home Depot Inc. | Reduce -2.9% | 0.91% | +0.03 |
| BX Blackstone Inc. | Reduce -9.6% | 2.08% | +0.03 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.0% | 0.83% | +0.04 |
| MELI MercadoLibre Inc. | Reduce -2.1% | 1.54% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 18.60% | +0.50 |
Portfolio Buys Q2 2024 → Q3 2024
| TSLA Tesla Inc. | Add +1.6% | 4.09% | +0.74 |
| VZ Verizon Communications Inc. | Add +173.9% | 0.74% | +0.47 |
| TGT Target Corp. | New | 0.32% | +0.32 |
| GPN Global Payments Inc. | New | 0.31% | +0.31 |
| UPS United Parcel Service Class B | Add +132.0% | 0.58% | +0.31 |
| INTC Intel Corp. | New | 0.28% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | New | 0.26% | +0.26 |
| PYPL PayPal Holdings Inc. | Add +48.0% | 0.58% | +0.26 |
| VALE Vale SA-SP ADR | Add +113.2% | 0.50% | +0.25 |
| XOM Exxon Mobil Corp. | New | 0.25% | +0.25 |
| KVUE Kenvue Inc. | New | 0.23% | +0.23 |
| CEG Constellation Energy | New | 0.23% | +0.23 |
| BITB Bitwise Bitcoin ETF | Add +11.7% | 3.26% | +0.23 |
| BBY Best Buy Co. Inc. | New | 0.20% | +0.20 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.19% | +0.19 |
| V Visa Inc. Class A | Add +15.8% | 1.56% | +0.15 |
| MA Mastercard Inc. Class A | Add +16.9% | 0.85% | +0.14 |
| CVS CVS Health Corp. | Add +59.7% | 0.33% | +0.11 |
| KHC The Kraft Heinz Co. | Add +30.3% | 0.48% | +0.11 |
| EMQQ Emg MKT Internet ETF-USA Inc. | Add +1.1% | 1.18% | +0.09 |
| SQM Quimica Y Minera Chil-SP ADR | Add +23.3% | 0.69% | +0.09 |
| CLX Clorox Company | Add +19.6% | 0.39% | +0.09 |
| CCI Crown Castle Inc. | Add +2.7% | 0.60% | +0.07 |
| ENB Enbridge Inc. | Add +3.6% | 0.94% | +0.07 |
| NEM Newmont Corp. | Add +7.8% | 0.31% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.33% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +6.4% | 1.44% | +0.04 |
| AXP American Express Co. | Add +0.1% | 0.47% | +0.03 |
| BAX Baxter International Inc. | Add +2.6% | 0.46% | +0.03 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.24% | +0.01 |
| CRM Salesforce Inc. | Add +3.0% | 0.34% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.21% | −0.00 |
| SPGP Invesco S&P 500 Garp ETF | Add +6.7% | 1.47% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Add +0.2% | 2.18% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 0.32% | −0.02 |
| AMD Advanced Micro Devices | Add +3.1% | 0.60% | −0.03 |
| DVN Devon Energy Corp. | Add +25.2% | 0.77% | −0.05 |
| AMN Amn Healthcare Services Inc. | Add +15.0% | 0.61% | −0.10 |
| LRCX Lam Research Corp. | Add +18.7% | 1.44% | −0.30 |
| NVDA Nvidia Corp. | Add +5.5% | 5.63% | −0.34 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.06% | −0.42 |
| MSFT Microsoft Corp. | Add +0.1% | 3.19% | −0.45 |
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 |