Asset Manager
← All Institutions
White Knight Strategic Wealth Advisors, LLC
Market Value
$143M
+20.3%
Holdings
95
-1
New Purchases
14
Added To
62
Closed
6
Reduced
9
Top 10 Concentration
53.5%
Turnover
21.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ACYN | 2.19% | 0.00% | +2.19% | $3M |
| LRCX | 4.14% | 2.44% | +1.69% | $6M |
| VOO | 1.30% | 0.30% | +1.00% | $2M |
| CLSE | 0.86% | 0.00% | +0.86% | $1M |
| IVV | 1.15% | 0.29% | +0.85% | $2M |
| AMD | 1.33% | 0.50% | +0.83% | $2M |
| MU | 0.53% | 0.00% | +0.53% | $758K |
| DDFZ | 0.32% | 0.00% | +0.32% | $450K |
| BUFD | 0.30% | 0.00% | +0.30% | $425K |
| SPY | 1.22% | 0.93% | +0.29% | $2M |
| UNH | 0.23% | 0.00% | +0.23% | $326K |
| QCOM | 0.21% | 0.00% | +0.21% | $306K |
| ICLR | 0.19% | 0.00% | +0.19% | $277K |
| FTLS | 0.19% | 0.00% | +0.19% | $265K |
| APLD | 0.72% | 0.53% | +0.19% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BRK-B | 15.79% | 18.00% | -2.21% | $23M |
| SPGP | 0.00% | 1.13% | -1.13% | $0 |
| BITB | 2.14% | 2.87% | -0.73% | $3M |
| DVN | 0.00% | 0.72% | -0.72% | $0 |
| JNJ | 4.65% | 5.32% | -0.67% | $7M |
| SQM | 0.00% | 0.63% | -0.63% | $0 |
| SLV | 0.00% | 0.48% | -0.48% | $0 |
| SCHG | 0.25% | 0.63% | -0.38% | $355K |
| GBTC | 0.75% | 1.05% | -0.30% | $1M |
| SCHD | 1.97% | 2.24% | -0.28% | $3M |
| VZ | 1.09% | 1.36% | -0.27% | $2M |
| PLTR | 0.56% | 0.82% | -0.26% | $797K |
| JEPI | 0.54% | 0.76% | -0.22% | $771K |
| XONA.DE | 0.62% | 0.84% | -0.22% | $884K |
| NXJ | 0.00% | 0.20% | -0.20% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 35 | $99M | 69.6% |
| Large Cap | 35 | $26M | 17.9% |
| Mid Cap | 13 | $9M | 6.5% |
| Small Cap | 8 | $4M | 2.8% |
| Micro Cap | 4 | $5M | 3.2% |
Portfolio Analytics
Avg Market Cap
$546.1B
Median Market Cap
$100.4B
Avg P/E
38.8
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
1.14
# Stocks
59
# ETFs / Funds
36
Top Holdings (95 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | 15.79% | 45,058 | $23M | $500.39 | $1M | +464 | +1.0% | |
| 2 | NVDA | 6.44% | 45,978 | $9M | $200.09 | $1M | +1,059 | +2.4% | |
| 3 | TSLA | 5.30% | 18,004 | $8M | $420.60 | $1M | +693 | +4.0% | |
| 4 | JNJ | 4.65% | 26,121 | $7M | $253.97 | $324K | +309 | +1.2% | |
| 5 | AAPL | 4.18% | 20,634 | $6M | $289.36 | $915K | +715 | +3.6% | |
| 6 | LRCX | 4.14% | 13,624 | $6M | $433.33 | $3M | +59 | +0.4% | |
| 7 | AMZN | 4.04% | 24,189 | $6M | $238.34 | $890K | +781 | +3.3% | |
| 8 | GOOGL | 3.46% | 13,839 | $5M | $357.37 | $950K | -57 | -0.4% | |
| 9 | GOOG | 3.14% | 12,708 | $4M | $353.33 | $686K | -552 | -4.2% | |
| 10 | MSFT | 2.33% | 8,928 | $3M | $373.01 | $323K | +804 | +9.9% | |
| 11 | ACYN | 2.19% | 150,099 | $3M | $20.79 | — | +150,099 | — | NEW |
| 12 | BITB | 2.14% | 96,018 | $3M | $31.86 | -$346K | +3,509 | +3.8% | |
| 13 | SCHD | 1.97% | 88,500 | $3M | $31.71 | $146K | +1,795 | +2.1% | |
| 14 | MOAT | 1.78% | 24,413 | $3M | $103.96 | $413K | +2,442 | +11.1% | |
| 15 | VUG | 1.50% | 24,859 | $2M | $86.14 | $311K | +20,668 | +493.1% | |
| 16 | BX | 1.43% | 17,369 | $2M | $117.67 | $131K | +731 | +4.4% | |
| 17 | DIA | 1.33% | 3,645 | $2M | $522.39 | $216K | — | — | |
| 18 | AMD | 1.33% | 3,257 | $2M | $580.91 | $1M | +344 | +11.8% | |
| 19 | VOO | 1.30% | 2,705 | $2M | $686.81 | $2M | +2,116 | +359.2% | |
| 20 | SPY | 1.22% | 2,335 | $2M | $746.61 | $640K | +638 | +37.6% | |
| 21 | COWZ | 1.15% | 26,384 | $2M | $62.20 | $194K | +3,254 | +14.1% | |
| 22 | IVV | 1.15% | 2,186 | $2M | $748.89 | $1M | +1,655 | +311.7% | |
| 23 | VZ | 1.09% | 36,865 | $2M | $42.34 | -$52K | +4,743 | +14.8% | |
| 24 | MELI | 1.06% | 891 | $2M | $1,697.39 | $164K | +111 | +14.2% | |
| 25 | V | 1.05% | 4,358 | $1M | $343.07 | $256K | +259 | +6.3% | |
| 26 | AVGO | 1.00% | 3,780 | $1M | $377.75 | $246K | -40 | -1.1% | |
| 27 | CLSE | 0.86% | 36,007 | $1M | $34.14 | — | +36,007 | — | NEW |
| 28 | AMGN | 0.85% | 3,365 | $1M | $362.12 | $124K | +255 | +8.2% | |
| 29 | PDI | 0.85% | 72,817 | $1M | $16.70 | $241K | +15,858 | +27.8% | |
| 30 | HD | 0.79% | 3,189 | $1M | $352.68 | $186K | +335 | +11.7% | |
| 31 | GBTC | 0.75% | 23,579 | $1M | $45.52 | -$171K | — | — | |
| 32 | META | 0.75% | 1,890 | $1M | $563.29 | $110K | +222 | +13.3% | |
| 33 | APLD | 0.72% | 27,481 | $1M | $37.30 | $393K | +845 | +3.2% | |
| 34 | IJR | 0.72% | 6,909 | $1M | $148.31 | $285K | +962 | +16.2% | |
| 35 | MA | 0.72% | 1,989 | $1M | $513.60 | $38K | +21 | +1.1% | |
| 36 | XONA.DE | 0.62% | 6,466 | $884K | $136.71 | -$111K | +601 | +10.2% | |
| 37 | PLTR | 0.56% | 6,835 | $797K | $116.67 | -$175K | +186 | +2.8% | |
| 38 | EMQQ | 0.54% | 24,732 | $772K | $31.20 | $28K | +2,259 | +10.1% | |
| 39 | JEPI | 0.54% | 13,643 | $771K | $56.48 | -$132K | -2,287 | -14.4% | |
| 40 | CEG | 0.54% | 3,097 | $769K | $248.35 | $69K | +589 | +23.5% | |
| 41 | DIVO | 0.53% | 16,654 | $761K | $45.70 | $60K | +1,012 | +6.5% | |
| 42 | MU | 0.53% | 657 | $758K | $1,154.29 | — | +657 | — | NEW |
| 43 | ARKK | 0.52% | 9,247 | $747K | $80.82 | $183K | +895 | +10.7% | |
| 44 | IWP | 0.52% | 5,097 | $746K | $146.41 | $93K | +1 | +0.0% | |
| 45 | ICF | 0.51% | 10,845 | $733K | $67.63 | $152K | +1,456 | +15.5% | |
| 46 | COST | 0.50% | 764 | $715K | $935.48 | $75K | +122 | +19.0% | |
| 47 | NVO | 0.50% | 14,848 | $712K | $47.94 | $254K | +2,395 | +19.2% | |
| 48 | AXP | 0.48% | 2,016 | $682K | $338.28 | $112K | +130 | +6.9% | |
| 49 | CALM | 0.42% | 7,471 | $602K | $80.56 | $108K | +1,232 | +19.8% | |
| 50 | COWG | 0.40% | 14,300 | $574K | $40.15 | $212K | +3,577 | +33.4% | |
| 51 | PFE | 0.39% | 22,957 | $553K | $24.08 | $5K | +3,442 | +17.6% | |
| 52 | GPIX | 0.37% | 9,564 | $531K | $55.57 | -$11K | -1,268 | -11.7% | |
| 53 | DDFZ | 0.32% | 23,196 | $450K | $19.39 | — | +23,196 | — | NEW |
| 54 | ENB | 0.31% | 8,295 | $450K | $54.21 | $581 | — | — | |
| 55 | CAT | 0.30% | 402 | $428K | $1,064.90 | $145K | +2 | +0.5% | |
| 56 | LLY | 0.30% | 355 | $426K | $1,199.43 | $146K | +51 | +16.8% | |
| 57 | MCD | 0.30% | 1,574 | $426K | $270.34 | -$21K | +136 | +9.5% | |
| 58 | BUFD | 0.30% | 14,309 | $425K | $29.72 | — | +14,309 | — | NEW |
| 59 | ELF | 0.29% | 5,590 | $414K | $74.00 | $128K | +872 | +18.5% | |
| 60 | JEPQ | 0.28% | 6,524 | $401K | $61.46 | $122K | +1,505 | +30.0% | |
| 61 | WMT | 0.28% | 3,469 | $393K | $113.24 | -$16K | +177 | +5.4% | |
| 62 | MUJ | 0.27% | 31,239 | $385K | $12.31 | $163K | +12,077 | +63.0% | |
| 63 | DLR | 0.26% | 2,087 | $375K | $179.58 | -$102K | -559 | -21.1% | |
| 64 | QDEF | 0.26% | 4,238 | $369K | $87.02 | $31K | — | — | |
| 65 | ADBE | 0.25% | 1,748 | $358K | $205.02 | $8K | +305 | +21.1% | |
| 66 | SCHG | 0.25% | 10,500 | $355K | $33.84 | -$393K | -15,200 | -59.1% | |
| 67 | CRWV | 0.25% | 3,565 | $355K | $99.54 | $97K | +235 | +7.1% | |
| 68 | ARKW | 0.25% | 2,415 | $350K | $144.86 | $125K | +550 | +29.5% | |
| 69 | NEE | 0.24% | 3,886 | $341K | $87.77 | -$23K | -35 | -0.9% | |
| 70 | CVX | 0.23% | 2,020 | $335K | $165.76 | $5K | +425 | +26.6% | |
| 71 | LMT | 0.23% | 650 | $331K | $509.46 | -$25K | +60 | +10.2% | |
| 72 | KHC | 0.23% | 13,831 | $327K | $23.62 | $46K | +1,371 | +11.0% | |
| 73 | UNH | 0.23% | 784 | $326K | $415.63 | — | +784 | — | NEW |
| 74 | VCSH | 0.22% | 3,925 | $310K | $79.04 | $69K | +885 | +29.1% | |
| 75 | QCOM | 0.21% | 1,655 | $306K | $184.79 | — | +1,655 | — | NEW |
| 76 | PYPL | 0.21% | 7,013 | $303K | $43.18 | $9K | +515 | +7.9% | |
| 77 | ICLR | 0.19% | 1,592 | $277K | $173.71 | — | +1,592 | — | NEW |
| 78 | FTLS | 0.19% | 3,589 | $265K | $73.80 | — | +3,589 | — | NEW |
| 79 | BUD | 0.18% | 3,121 | $257K | $82.40 | — | +3,121 | — | NEW |
| 80 | SONY | 0.17% | 12,325 | $247K | $20.06 | -$9K | -50 | -0.4% | |
| 81 | LYB | 0.17% | 4,661 | $245K | $52.65 | -$92K | +477 | +11.4% | |
| 82 | FVD | 0.16% | 4,830 | $233K | $48.18 | $27K | +452 | +10.3% | |
| 83 | ISRG | 0.16% | 574 | $228K | $397.68 | $2K | +83 | +16.9% | |
| 84 | DDFY | 0.15% | 11,010 | $221K | $20.03 | — | +11,010 | — | NEW |
| 85 | EMN | 0.15% | 3,170 | $212K | $66.98 | $3K | +425 | +15.5% | |
| 86 | QQQ | 0.15% | 288 | $212K | $736.40 | — | +288 | — | NEW |
| 87 | ASML | 0.15% | 105 | $209K | $1,989.44 | — | +105 | — | NEW |
| 88 | TSM | 0.14% | 422 | $202K | $477.57 | — | +422 | — | NEW |
| 89 | ACHR | 0.13% | 38,813 | $184K | $4.73 | $7K | +4,625 | +13.5% | |
| 90 | NXJ | —% | — | — | — | -$239K | -19,450 | -100.0% | SOLD |
| 91 | SPGP | —% | — | — | — | -$1M | -12,409 | -100.0% | SOLD |
| 92 | NFLX | —% | — | — | — | -$205K | -2,136 | -100.0% | SOLD |
| 93 | SQM | —% | — | — | — | -$748K | -9,237 | -100.0% | SOLD |
| 94 | DVN | —% | — | — | — | -$850K | -16,887 | -100.0% | SOLD |
| 95 | SLV | —% | — | — | — | -$564K | -8,280 | -100.0% | SOLD |