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Name: |
White Knight Strategic Wealth Advisors LLC |
City: |
PRINCETON |
State: |
NJ |
Zip: |
08540 |
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Holdings
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38 |
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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 |
Berkshire Hathaway B |
1 |
- |
$416.94 |
$18,739,000 |
44,562 |
19.47% |
2,783,000 |
-174 |
0.003 |
Property & Casualty I... |
|
AMZN |
Amazon.com Inc |
2 |
- |
$184.70 |
$4,872,000 |
27,011 |
5.06% |
564,000 |
-1,342 |
0 |
Internet Software & S... |
|
JNJ |
Johnson & Johnson |
3 |
- |
$154.64 |
$4,625,000 |
29,235 |
4.81% |
23,000 |
-124 |
0.001 |
Drug Manufacturers - ... |
|
NVDA |
NVIDIA Corporation |
4 |
- |
$924.79 |
$4,362,000 |
4,828 |
4.53% |
1,330,000 |
-1,294 |
0 |
Semiconductor - Speci... |
|
AAPL |
Apple Inc |
5 |
- |
$189.87 |
$3,832,000 |
22,346 |
3.98% |
-482,000 |
-60 |
0 |
Personal Computers |
|
MSFT |
Microsoft Corp |
6 |
- |
$420.21 |
$3,471,000 |
8,251 |
3.61% |
278,000 |
-240 |
0 |
Application Software |
|
MOAT |
VANECK VECTORS ETF TR |
9 |
- |
$53.88 |
$2,793,000 |
31,066 |
2.9% |
97,000 |
-698 |
0.035 |
N/A |
|
GOOGL |
Alphabet Inc |
10 |
- |
$176.06 |
$2,675,000 |
17,725 |
2.78% |
83,000 |
-830 |
0 |
Search Engines & Info... |
|
BX |
Blackstone Group LP |
12 |
- |
$120.62 |
$2,177,000 |
16,571 |
2.26% |
-30,000 |
-290 |
0.002 |
Asset Management |
|
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 |
Alphabet Inc |
14 |
- |
$177.29 |
$2,084,000 |
13,685 |
2.17% |
137,000 |
-130 |
0 |
Search Engines & Info... |
|
SPY |
Standard & Poors Depository... |
15 |
- |
$529.45 |
$1,747,000 |
3,339 |
1.82% |
34,000 |
-266 |
0 |
Closed - End Fund - E... |
|
VUG |
Vanguard Growth VIPERS |
16 |
- |
$350.63 |
$1,691,000 |
4,914 |
1.76% |
120,000 |
-141 |
0.002 |
Closed - End Fund - E... |
|
LRCX |
Lam Research Corp |
17 |
- |
$912.07 |
$1,596,000 |
1,643 |
1.66% |
257,000 |
-67 |
0.001 |
Semiconductor Equipme... |
|
V |
Visa Inc |
19 |
- |
$280.10 |
$1,531,000 |
5,487 |
1.59% |
71,000 |
-121 |
0 |
Business Services |
|
MELI |
Mercadolibre Inc |
22 |
- |
$1,749.17 |
$1,314,000 |
869 |
1.37% |
-149,000 |
-62 |
0.002 |
Business Services |
|
ARKK |
Ark Innovation ETF |
23 |
- |
$45.45 |
$1,260,000 |
25,155 |
1.31% |
-155,000 |
-1,856 |
0.023 |
N/A |
|
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 |
Home Depot Inc |
25 |
- |
$344.21 |
$982,000 |
2,561 |
1.02% |
63,000 |
-90 |
0 |
Home Improvement Stores |
|
MA |
MasterCard Inc A |
28 |
- |
$460.27 |
$784,000 |
1,629 |
0.81% |
68,000 |
-50 |
0 |
Business Services |
|
AMGN |
Amgen Inc |
29 |
- |
$312.47 |
$783,000 |
2,755 |
0.81% |
-40,000 |
-103 |
0 |
Biotechnology |
|
COST |
Costco Wholesale Corp |
31 |
- |
$795.81 |
$743,000 |
1,014 |
0.77% |
-68,000 |
-215 |
0 |
Discount, Variety Stores |
|
ARKW |
Ark Etf Trust |
33 |
- |
$78.19 |
$727,000 |
8,722 |
0.76% |
-23,000 |
-1,157 |
0.031 |
N/A |
|
LMT |
Lockheed Martin Corp |
34 |
- |
$466.20 |
$713,000 |
1,568 |
0.74% |
1,000 |
-4 |
0.001 |
Aerospace/Defense - M... |
|
AVGO |
Broadcom Limited |
40 |
- |
$1,395.29 |
$512,000 |
386 |
0.53% |
76,000 |
-5 |
0 |
Semiconductor- Broad... |
|
SQ |
Square Inc |
41 |
- |
$72.26 |
$502,000 |
5,934 |
0.52% |
-56,000 |
-1,275 |
0.001 |
N/A |
|
AXP |
American Express Co |
43 |
- |
$242.82 |
$433,000 |
1,901 |
0.45% |
5,000 |
-383 |
0 |
Credit Services |
|
ALTL |
Pacer Lunt Large Cap Altern... |
46 |
- |
$0.00 |
$411,000 |
11,736 |
0.43% |
-149,000 |
-4,910 |
0.013 |
N/A |
|
VOO |
Vanguard S&P 500 Etf |
47 |
- |
$486.69 |
$384,000 |
799 |
0.4% |
35,000 |
-1 |
0 |
Closed - End Fund - E... |
|
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 |
Schwab U.S. Mid-Cap Etf |
49 |
- |
$80.48 |
$376,000 |
4,617 |
0.39% |
-9,000 |
-495 |
0.004 |
N/A |
|
QDEF |
FlexShares Quality Dividend... |
59 |
- |
$64.60 |
$282,000 |
4,386 |
0.29% |
-65,000 |
-1,487 |
0.046 |
N/A |
|
AMP |
Ameriprise Financial Inc |
61 |
- |
$434.12 |
$272,000 |
621 |
0.28% |
32,000 |
-11 |
0.002 |
Asset Management |
|
PYPL |
Paypal Holdings, Inc. |
63 |
- |
$64.48 |
$262,000 |
3,905 |
0.27% |
-7,000 |
-475 |
0 |
N/A |
|
EW |
Edwards Lifesciences Corp |
64 |
- |
$30.14 |
$261,000 |
2,727 |
0.27% |
36,000 |
-219 |
0 |
Medical Appliances & ... |
|
CLX |
Clorox Co |
68 |
- |
$135.62 |
$229,000 |
1,497 |
0.24% |
-31,000 |
-325 |
0.001 |
Cleaning Products |
|
VIG |
Vanguard Dividend Appreciat... |
70 |
- |
$184.06 |
$213,000 |
1,167 |
0.22% |
-63,000 |
-454 |
0 |
Closed - End Fund - Debt |
|
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... |
|