HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$15,956 | ||
| BRK.B | 44,736 | -7 | $15,956 |
 JOHNSON & JOHNSON |
29,359 | +105 | $4,602 |
| JNJ | 29,359 | +105 | $4,602 |
| APPLE INC |
22,406 | -696 | $4,314 |
| AAPL | 22,406 | -696 | $4,314 |
| AMAZON COM INC |
28,353 | -1,830 | $4,308 |
| AMZN | 28,353 | -1,830 | $4,308 |
| TESLA INC |
15,106 | -590 | $3,754 |
| TSLA | 15,106 | -590 | $3,754 |
| MICROSOFT CORP |
8,491 | -119 | $3,193 |
| MSFT | 8,491 | -119 | $3,193 |
| NVIDIA CORPORATION |
6,122 | -1,050 | $3,032 |
| NVDA | 6,122 | -1,050 | $3,032 |
| VANECK ETF TRUST (MOAT) |
31,764 | +2,508 | $2,696 |
| MOAT | 31,764 | +2,508 | $2,696 |
| ALPHABET INC |
18,555 | -900 | $2,592 |
| GOOGL | 18,555 | -900 | $2,592 |
| BLACKSTONE INC |
16,861 | -400 | $2,207 |
| BX | 16,861 | -400 | $2,207 |
| ISHARES TR (IJR) |
19,887 | +1,569 | $2,153 |
| IJR | 19,887 | +1,569 | $2,153 |
| SCHWAB STRATEGIC TR |
26,787 | +6,108 | $2,039 |
| SCHD | 26,787 | +6,108 | $2,039 |
| ALPHABET INC |
13,815 | -100 | $1,947 |
| GOOG | 13,815 | -100 | $1,947 |
| SPDR S&P 500 ETF TR (SPY) |
3,605 | +107 | $1,713 |
| SPY | 3,605 | +107 | $1,713 |
| VANGUARD INDEX FDS (VUG) |
5,055 | -104 | $1,571 |
| VUG | 5,055 | -104 | $1,571 |
| MERCADOLIBRE INC |
931 | -53 | $1,463 |
| MELI | 931 | -53 | $1,463 |
| VISA INC |
5,608 | -30 | $1,460 |
| V | 5,608 | -30 | $1,460 |
| ARK ETF TR (ARKK) |
27,011 | -3,315 | $1,415 |
| ARKK | 27,011 | -3,315 | $1,415 |
| LAM RESEARCH CORP |
1,710 | -47 | $1,339 |
| LRCX | 1,710 | -47 | $1,339 |
| INVESCO EXCHANGE TRADED FD T (SPGP) |
13,419 | +7,249 | $1,316 |
| SPGP | 13,419 | +7,249 | $1,316 |
| PACER FDS TR |
21,844 | +7,887 | $1,136 |
| COWZ | 21,844 | +7,887 | $1,136 |
| EXCHANGE TRADED CONCEPTS TR (EMQQ) |
35,984 | +3,179 | $1,109 |
| EMQQ | 35,984 | +3,179 | $1,109 |
| HOME DEPOT INC |
2,651 | UNCH | $919 |
| HD | 2,651 | UNCH | $919 |
| AMN HEALTHCARE SVCS INC |
11,487 | +915 | $860 |
| AMN | 11,487 | +915 | $860 |
| ISHARES TR (ICF) |
14,237 | +2,317 | $836 |
| ICF | 14,237 | +2,317 | $836 |
| AMGEN INC |
2,858 | -225 | $823 |
| AMGN | 2,858 | -225 | $823 |
| COSTCO WHSL CORP NEW |
1,229 | -25 | $811 |
| COST | 1,229 | -25 | $811 |
| ARK ETF TR (ARKW) |
9,879 | -2,364 | $750 |
| ARKW | 9,879 | -2,364 | $750 |
| MASTERCARD INCORPORATED |
1,679 | UNCH | $716 |
| MA | 1,679 | UNCH | $716 |
| LOCKHEED MARTIN CORP |
1,572 | +10 | $712 |
| LMT | 1,572 | +10 | $712 |
| ENBRIDGE INC |
18,760 | +5,230 | $676 |
| ENB | 18,760 | +5,230 | $676 |
| DEVON ENERGY CORP NEW |
13,570 | +13,570 | $615 |
| DVN | 13,570 | +13,570 | $615 |
| ISHARES TR (IWP) |
5,505 | -110 | $575 |
| IWP | 5,505 | -110 | $575 |
| PACER FDS TR |
16,646 | -2,287 | $560 |
| ALTL | 16,646 | -2,287 | $560 |
| BLOCK INC |
7,209 | -766 | $558 |
| SQ | 7,209 | -766 | $558 |
| SOCIEDAD QUIMICA Y MINERA DE |
8,600 | +8,600 | $518 |
| SQM | 8,600 | +8,600 | $518 |
| BAXTER INTL INC |
13,033 | +2,855 | $504 |
| BAX | 13,033 | +2,855 | $504 |
| ADVANCED MICRO DEVICES INC |
3,310 | +15 | $488 |
| AMD | 3,310 | +15 | $488 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
11,512 | -4,253 | $467 |
| FVD | 11,512 | -4,253 | $467 |
| BROADCOM INC |
391 | -10 | $436 |
| AVGO | 391 | -10 | $436 |
| 3M CO |
3,972 | +275 | $434 |
| MMM | 3,972 | +275 | $434 |
| AMERICAN EXPRESS CO |
2,284 | -120 | $428 |
| AXP | 2,284 | -120 | $428 |
| QUALCOMM INC |
2,791 | -30 | $404 |
| QCOM | 2,791 | -30 | $404 |
| MEDTRONIC PLC |
4,809 | +2,015 | $396 |
| MDT | 4,809 | +2,015 | $396 |
| UNITEDHEALTH GROUP INC |
750 | UNCH | $395 |
| UNH | 750 | UNCH | $395 |
| PFIZER INC |
13,476 | -7,052 | $388 |
| PFE | 13,476 | -7,052 | $388 |
| SCHWAB STRATEGIC TR |
5,112 | -3,300 | $385 |
| SCHM | 5,112 | -3,300 | $385 |
| DUKE ENERGY CORP NEW |
3,595 | +1,180 | $349 |
| DUK | 3,595 | +1,180 | $349 |
| VANGUARD INDEX FDS (VOO) |
800 | UNCH | $349 |
| VOO | 800 | UNCH | $349 |
| FLEXSHARES TR (QDEF) |
5,873 | -9 | $347 |
| QDEF | 5,873 | -9 | $347 |
See Full List: All Stocks Held By White Knight Strategic Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By White Knight Strategic Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $86,910 At 09/30/2023: $75,710 White Knight Strategic Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from White Knight Strategic Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
