White Knight Strategic Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), White Knight Strategic Wealth Advisors, LLC reported 109 stock positions worth $239.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 16.9% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Tesla (TSLA, 5.3%). Compared with Q3 2024, it opened 30 new positions, sold out of 2, added to 75 and reduced 4. The biggest buy was Tesla (TSLA, shares +83%) and the biggest sale an exit from Kenvue (KVUE).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0001904677
Portfolio Value
$239.1M (Q4 2024)
SEC Filing
0001904677-25-000001 ↗ filed Feb 18, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $96.2M Q1 2024 Q2 2024: $100.3M Q2 2024 Q3 2024: $110.3M Q3 2024 Q4 2024: $239.1M $239.1M Q4 2024 Q1 2025: $108.6M Q1 2025 Q2 2025: $117.5M Q2 2025 Q3 2025: $127.0M Q3 2025 Q4 2025: $136.6M Q4 2025 Q1 2026: $118.7M Q1 2026 Q2 2026: $142.8M Q2 2026

Holdings 109 stocks · $239.1M

BRK.B Berkshire Hathaway Inc. Class B 16.91% 89,190 $40.4M Add +100.1%
NVDA Nvidia Corp. 5.75% 102,382 $13.7M Add +100.1%
TSLA Tesla Inc. 5.32% 31,496 $12.7M Add +82.6%
AMZN Amazon.com Inc. 4.65% 50,714 $11.1M Add +94.3%
AAPL Apple Inc. 4.61% 44,007 $11.0M Add +97.6%
BITB Bitwise Bitcoin ETF 4.35% 204,702 $10.4M Add +96.8%
JNJ Johnson & Johnson 3.22% 53,264 $7.7M Add +93.0%
MSFT Microsoft Corp. 2.88% 16,362 $6.9M Add +100.4%
GOOGL Alphabet Inc. Class A 2.68% 33,816 $6.4M Add +97.1%
MOAT Vaneck Morningstar Wide Moat 2.26% 58,160 $5.4M Add +94.9%
GOOG Alphabet Inc. Class C 2.15% 27,004 $5.1M Add +98.8%
BX Blackstone Inc. 2.10% 29,060 $5.0M Add +93.9%
SCHD Schwab US DVD Equity ETF 1.95% 170,504 $4.7M Add +99.4%
V Visa Inc. Class A 1.61% 12,201 $3.9M Add +94.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.60% 6,534 $3.8M Add +126.9%
IJR iShares Core S&P Small-Cap E 1.55% 32,237 $3.7M Add +94.4%
VUG Vanguard Mrngstar GR ETF-Sui 1.47% 8,582 $3.5M Add +82.4%
GBTC Grayscale Bitcoin Trust ETF 1.47% 47,488 $3.5M Add +100.0%
SPGP Invesco S&P 500 Garp ETF 1.37% 31,256 $3.3M Add +101.4%
COWZ Pacer US Cash Cows 100 ETF 1.33% 56,166 $3.2M Add +104.5%
LRCX Lam Research Corp. 1.19% 39,504 $2.9M Add +102.6%
MELI MercadoLibre Inc. 1.16% 1,626 $2.8M Add +96.4%
ARKK ARK Innovation ETF 0.96% 40,305 $2.3M Add +65.8%
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU 0.94% 65,462 $2.3M Add +98.0%
ENB Enbridge Inc. 0.91% 51,260 $2.2M Add +100.2%
MA Mastercard Inc. Class A 0.83% 3,758 $2.0M Add +97.4%
HD Home Depot Inc. 0.79% 4,852 $1.9M Add +95.2%
AVGO Broadcom Inc. 0.74% 7,640 $1.8M Add +100.0%
AMGN Amgen Inc. 0.72% 6,578 $1.7M Add +149.4%
VZ Verizon Communications Inc. 0.71% 42,364 $1.7M Add +134.1%
COST Costco Wholesale Corp. 0.70% 1,836 $1.7M Add +90.1%
ICF iShares Select U.S. REIT ETF 0.69% 27,336 $1.6M Add +96.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.68% 3,830 $1.6M Add +100.0%
UNH Unitedhealth Group Inc. 0.60% 2,856 $1.4M Add +118.5%
ARKW ARK Next Generation Technolo 0.56% 12,428 $1.3M Add +72.2%
IWP iShares Russell Mid-Cap Grow 0.56% 10,478 $1.3M Add +96.6%
DVN Devon Energy Corp. 0.54% 39,104 $1.3M Add +79.4%
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.52% 34,244 $1.2M Add +86.5%
UPS United Parcel Service Class B 0.50% 9,494 $1.2M Add +100.6%
PYPL PayPal Holdings Inc. 0.49% 13,810 $1.2M Add +69.5%
NEM Newmont Corp. 0.49% 31,542 $1.2M Add +389.7%
JEPI JPMorgan Equity Premium Inco 0.49% 20,160 $1.2M New
PLTR Palantir Technologies Inc. Class A 0.48% 15,082 $1.1M Add +92.0%
AXP American Express Co. 0.48% 3,834 $1.1M Add +101.3%
XYZ Block Inc. 0.43% 12,088 $1.0M Add +98.5%
CCI Crown Castle Inc. 0.43% 11,318 $1.0M Add +104.5%
SONY Sony Group Corp. - SP ADR 0.40% 44,820 $948K New
VALE Vale SA-SP ADR 0.39% 106,020 $940K Add +124.6%
AMD Advanced Micro Devices 0.38% 7,614 $920K Add +89.6%
KHC The Kraft Heinz Co. 0.38% 29,790 $915K Add +95.5%
GPIX GLDM SA S&P 500 PR in ETF-US 0.38% 18,446 $912K New
CRM Salesforce Inc. 0.38% 2,702 $903K Add +95.5%
CEG Constellation Energy 0.36% 3,898 $872K Add +302.7%
VOO Vanguard S&P 500 ETF 0.36% 1,598 $861K Add +100.3%
LMT Lockheed Martin Corp. 0.35% 1,706 $829K Add +100.0%
IVV iShares Core S&P 500 ETF 0.32% 1,280 $754K New
QQQ Invesco QQQ Trust Series 1 0.31% 1,428 $730K Add +99.4%
CVS CVS Health Corp. 0.30% 15,740 $707K Add +176.0%
TGT Target Corp. 0.28% 4,914 $664K Add +116.3%
BAX Baxter International Inc. 0.27% 22,406 $653K Add +66.7%
JCI Johnson Controls Internation 0.26% 7,980 $630K Add +100.0%
WMT Walmart Inc. 0.26% 6,877 $621K Add +100.0%
PFE Pfizer Inc. 0.26% 23,154 $614K Add +50.5%
AMN Amn Healthcare Services Inc. 0.26% 25,650 $614K Add +60.9%
QDEF NT Qual Div Def ETF 0.26% 8,702 $611K Add +100.0%
CVX Chevron Corp. 0.25% 4,200 $608K New
FVD First Trust Value Line DVD 0.25% 13,712 $598K Add +99.5%
SCHM Schwab US Mid Cap ETF 0.23% 19,708 $546K Add +78.9%
KO The Coca-Cola Co. 0.23% 8,758 $545K New
XOM Exxon Mobil Corp. 0.23% 5,053 $544K Add +112.7%
NEE Nextera Energy Inc. 0.23% 7,552 $541K New
INTC Intel Corp. 0.23% 26,880 $539K Add +103.4%
CE Celanese Corp. 0.22% 7,740 $536K New
META Meta Platforms Inc. Class A 0.21% 864 $506K Add +89.5%
PLD Prologis Inc. 0.21% 4,770 $504K Add +34.9%
VCSH Vanguard S/T Corp. Bond ETF 0.21% 6,294 $491K New
NI Nisource Inc. 0.20% 13,290 $489K Add +97.0%
SNPS Synopsys Inc. 0.20% 1,000 $485K New
QCOM Qualcomm Inc. 0.20% 3,140 $482K Add +93.2%
CLX Clorox Company 0.17% 2,544 $413K Reduce -2.5%
IJT iShares S&P Small-Cap 600 GR 0.17% 3,052 $413K Add +100.0%
DIVO Amplify CWP Enhan Divid ETF 0.17% 10,190 $412K New
DUK Duke Energy Corp. 0.17% 3,700 $399K Add +100.0%
BTC Grayscale Bitcoin Mini ETF 0.17% 9,496 $398K Add +100.0%
XPO Xpo Inc. 0.16% 2,906 $381K New
BBY Best Buy Co. Inc. 0.15% 4,286 $368K Add +101.7%
UL Unilever PLC 0.15% 6,410 $363K Add +100.0%
SHOP Shopify Inc. Class A 0.15% 3,300 $351K New
ICLR Icon PLC 0.14% 1,620 $340K Add +100.0%
GPN Global Payments Inc. 0.14% 2,916 $327K Reduce -13.4%
COIN Coinbase Global Inc. Class A 0.14% 1,314 $326K New
BABA Alibaba Group Holding-SP ADR 0.14% 3,806 $323K New
DVY iShares Select Dividend ETF 0.13% 2,439 $320K New
TSM Taiwan Semiconductor-SP ADR 0.13% 1,582 $312K New
UNP Union Pacific Corp. 0.13% 1,354 $309K New
CROX Crocs Inc. 0.13% 2,790 $306K New
EW Edwards Lifesciences Corp. 0.13% 4,098 $303K New
OXY Occidental Petroleum Corp. 0.13% 6,136 $303K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,320 $290K New
IWS iShares Russell Mid-Cap Valu 0.12% 2,240 $290K New

Show all 109 holdings

Portfolio Sells Q3 2024 → Q4 2024

KVUE Kenvue Inc. Sold out 0.00% −0.23
BMY Bristol-Myers Squibb Co. Reduce -37.0% 0.10% −0.22
CLX Clorox Company Reduce -2.5% 0.17% −0.21
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.21
GPN Global Payments Inc. Reduce -13.4% 0.14% −0.18
MMM 3M Co. Reduce -4.7% 0.10% −0.14

Portfolio Buys Q3 2024 → Q4 2024

TSLA Tesla Inc. Add +82.6% 5.32% +1.23
BITB Bitwise Bitcoin ETF Add +96.8% 4.35% +1.09
JEPI JPMorgan Equity Premium Inco New 0.49% +0.49
SONY Sony Group Corp. - SP ADR New 0.40% +0.40
GBTC Grayscale Bitcoin Trust ETF Add +100.0% 1.47% +0.38
GPIX GLDM SA S&P 500 PR in ETF-US New 0.38% +0.38
IVV iShares Core S&P 500 ETF New 0.32% +0.32
CVX Chevron Corp. New 0.25% +0.25
AMZN Amazon.com Inc. Add +94.3% 4.65% +0.24
KO The Coca-Cola Co. New 0.23% +0.23
NEE Nextera Energy Inc. New 0.23% +0.23
CE Celanese Corp. New 0.22% +0.22
PLTR Palantir Technologies Inc. Class A Add +92.0% 0.48% +0.21
VCSH Vanguard S/T Corp. Bond ETF New 0.21% +0.21
SNPS Synopsys Inc. New 0.20% +0.20
NEM Newmont Corp. Add +389.7% 0.49% +0.18
DIVO Amplify CWP Enhan Divid ETF New 0.17% +0.17
XPO Xpo Inc. New 0.16% +0.16
SHOP Shopify Inc. Class A New 0.15% +0.15
AVGO Broadcom Inc. Add +100.0% 0.74% +0.14
COIN Coinbase Global Inc. Class A New 0.14% +0.14
CEG Constellation Energy Add +302.7% 0.36% +0.14
BABA Alibaba Group Holding-SP ADR New 0.14% +0.14
DVY iShares Select Dividend ETF New 0.13% +0.13
TSM Taiwan Semiconductor-SP ADR New 0.13% +0.13
UNP Union Pacific Corp. New 0.13% +0.13
CROX Crocs Inc. New 0.13% +0.13
EW Edwards Lifesciences Corp. New 0.13% +0.13
OXY Occidental Petroleum Corp. New 0.13% +0.13
IBM Intl Business Machines Corp. New 0.12% +0.12
IWS iShares Russell Mid-Cap Valu New 0.12% +0.12
MCO Moody's Corp. New 0.12% +0.12
NVDA Nvidia Corp. Add +100.1% 5.75% +0.12
PEP Pepsico Inc. New 0.11% +0.11
MAR Marriott International Class A New 0.11% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +126.9% 1.60% +0.10
ALTL Pacer Lunt Large Cap Alterna New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +97.1% 2.68% +0.10
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +98.8% 2.15% +0.09
EA Electronic Arts Inc. New 0.09% +0.09
SHW The Sherwin-Williams Co. New 0.09% +0.09
XYZ Block Inc. Add +98.5% 0.43% +0.06
V Visa Inc. Class A Add +94.3% 1.61% +0.05
BTC Grayscale Bitcoin Mini ETF Add +100.0% 0.17% +0.05
CRM Salesforce Inc. Add +95.5% 0.38% +0.03
BX Blackstone Inc. Add +93.9% 2.10% +0.02
WMT Walmart Inc. Add +100.0% 0.26% +0.01
AXP American Express Co. Add +101.3% 0.48% +0.01
ARKW ARK Next Generation Technolo Add +72.2% 0.56% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 89$142.8MBRK.B, NVDA, TSLA, JNJ, AAPL
Q1 2026 81$118.7MBRK.B, NVDA, TSLA, JNJ, AAPL
Q4 2025 89$136.6MBRK.B, NVDA, TSLA, AAPL, AMZN
Q3 2025 90$127.0MBRK.B, NVDA, TSLA, BITB, AAPL
Q2 2025 81$117.5MBRK.B, NVDA, BITB, TSLA, AMZN
Q1 2025 74$108.6MBRK.B, NVDA, AAPL, AMZN, TSLA
Q4 2024 109$239.1MBRK.B, NVDA, TSLA, AMZN, AAPL
Q3 2024 81$110.3MBRK.B, NVDA, AAPL, AMZN, TSLA
Q2 2024 76$100.3MBRK.B, NVDA, AMZN, AAPL, JNJ
Q1 2024 73$96.2MBRK.B, AMZN, JNJ, NVDA, AAPL