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  Name: White Knight Strategic Wealth Advisors LLC
  City: PRINCETON
  State: NJ
  Zip: 08540
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $96,245,000
  Total Value Change : $9,335,000
  Securities Held Change : 0
   
All Securities Held : 73
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 21
  Unchanged Positions : 11
  Decreased Positions : 38

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Holdings Found : 38     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $416.94 $18,739,000 44,562 19.47% 2,783,000 -174 0.003    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $184.70 $4,872,000 27,011 5.06% 564,000 -1,342 0    Internet Software & S...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 3 - $154.64 $4,625,000 29,235 4.81% 23,000 -124 0.001    Drug Manufacturers - ...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $924.79 $4,362,000 4,828 4.53% 1,330,000 -1,294 0    Semiconductor - Speci...
   (AAPL)1 Year Chart         AAPL Apple Inc 5 - $189.87 $3,832,000 22,346 3.98% -482,000 -60 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 6 - $420.21 $3,471,000 8,251 3.61% 278,000 -240 0    Application Software
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 9 - $53.88 $2,793,000 31,066 2.9% 97,000 -698 0.035    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 10 - $176.06 $2,675,000 17,725 2.78% 83,000 -830 0    Search Engines & Info...
   (BX)1 Year Chart         BX Blackstone Group LP 12 - $120.62 $2,177,000 16,571 2.26% -30,000 -290 0.002    Asset Management
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 13 - $110.39 $2,096,000 18,969 2.18% -57,000 -918 0.003    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 14 - $177.29 $2,084,000 13,685 2.17% 137,000 -130 0    Search Engines & Info...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 15 - $529.45 $1,747,000 3,339 1.82% 34,000 -266 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 16 - $350.63 $1,691,000 4,914 1.76% 120,000 -141 0.002    Closed - End Fund - E...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 17 - $912.07 $1,596,000 1,643 1.66% 257,000 -67 0.001    Semiconductor Equipme...
   (V)1 Year Chart         V Visa Inc 19 - $280.10 $1,531,000 5,487 1.59% 71,000 -121 0    Business Services
   (MELI)1 Year Chart         MELI Mercadolibre Inc 22 - $1,749.17 $1,314,000 869 1.37% -149,000 -62 0.002    Business Services
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 23 - $45.45 $1,260,000 25,155 1.31% -155,000 -1,856 0.023    N/A
   (EMQQ)1 Year Chart         EMQQ Emqq The Emerging Markets I... 24 - $36.41 $1,056,000 33,725 1.1% -53,000 -2,259 0.16    N/A
   (HD)1 Year Chart         HD Home Depot Inc 25 - $344.21 $982,000 2,561 1.02% 63,000 -90 0    Home Improvement Stores
   (MA)1 Year Chart         MA MasterCard Inc A 28 - $460.27 $784,000 1,629 0.81% 68,000 -50 0    Business Services
   (AMGN)1 Year Chart         AMGN Amgen Inc 29 - $312.47 $783,000 2,755 0.81% -40,000 -103 0    Biotechnology
   (COST)1 Year Chart         COST Costco Wholesale Corp 31 - $795.81 $743,000 1,014 0.77% -68,000 -215 0    Discount, Variety Stores
   (ARKW)1 Year Chart         ARKW Ark Etf Trust 33 - $78.19 $727,000 8,722 0.76% -23,000 -1,157 0.031    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 34 - $466.20 $713,000 1,568 0.74% 1,000 -4 0.001    Aerospace/Defense - M...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 40 - $1,395.29 $512,000 386 0.53% 76,000 -5 0    Semiconductor- Broad...
   (SQ)1 Year Chart         SQ Square Inc 41 - $72.26 $502,000 5,934 0.52% -56,000 -1,275 0.001    N/A
   (AXP)1 Year Chart         AXP American Express Co 43 - $242.82 $433,000 1,901 0.45% 5,000 -383 0    Credit Services
   (ALTL)1 Year Chart         ALTL Pacer Lunt Large Cap Altern... 46 - $0.00 $411,000 11,736 0.43% -149,000 -4,910 0.013    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 47 - $486.69 $384,000 799 0.4% 35,000 -1 0    Closed - End Fund - E...
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 48 - $42.43 $378,000 8,949 0.39% -89,000 -2,563 0.003    Closed - End Fund - Debt
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 49 - $80.48 $376,000 4,617 0.39% -9,000 -495 0.004    N/A
   (QDEF)1 Year Chart         QDEF FlexShares Quality Dividend... 59 - $64.60 $282,000 4,386 0.29% -65,000 -1,487 0.046    N/A
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 61 - $434.12 $272,000 621 0.28% 32,000 -11 0.002    Asset Management
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 63 - $64.48 $262,000 3,905 0.27% -7,000 -475 0    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 64 - $30.14 $261,000 2,727 0.27% 36,000 -219 0    Medical Appliances & ...
   (CLX)1 Year Chart         CLX Clorox Co 68 - $135.62 $229,000 1,497 0.24% -31,000 -325 0.001    Cleaning Products
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 70 - $184.06 $213,000 1,167 0.22% -63,000 -454 0    Closed - End Fund - Debt
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 72 - $131.34 $207,000 1,582 0.22% -7,000 -132 0.004    Closed - End Fund - E...

      38 Records Found
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