White Knight Strategic Wealth Advisors, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 15, 2024
Value $
$96.2M
Signature - Title
Jordan Green - Counsel
Location
100 Canal Pointe Blvd, Suite 121, Princeton, New Jersey
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 73 $96.2M +$6.07M -$4.37M +$1.7M BRKB, AMZN, JNJ, NVDA, AAPL, MSFT 13F-HR 5/15/2024, 05:01 PM
Q4 2023 73 $86.9M +$6.83M -$3.16M +$3.66M BRKB, JNJ, AAPL, AMZN, TSLA, MSFT 13F-HR 2/13/2024, 08:34 PM
Q3 2023 61 $75.7M +$1.65M -$9.45M -$7.8M BRKB, JNJ, AAPL, TSLA, AMZN, NVDA 13F-HR 11/14/2023, 05:07 PM
Q2 2023 70 $85.4M +$2.33M -$5.82M -$3.49M BRKB, JNJ, AAPL, AMZN, TSLA, NVDA 13F-HR 8/11/2023, 03:34 PM
Q1 2023 74 $79.6M +$4.34M -$4.56M -$214K BRKB, JNJ, AAPL, AMZN, TSLA, MSFT 13F-HR 5/15/2023, 05:29 PM
Q4 2022 69 $72.8M +$4.16M -$1.88M +$2.28M BRKB, JNJ, AAPL, AMZN, SPY, MSFT 13F-HR 2/14/2023, 12:36 PM
Q3 2022 62 $69.9M +$8.42M -$707K +$7.71M BRKB, JNJ, AMZN, AAPL, TSLA, GOOGL 13F-HR 11/14/2022, 03:44 PM
Q2 2022 63 $72.4M +$6.37M -$976K +$5.39M BRKB, JNJ, AMZN, AAPL, TSLA, GOOGL 13F-HR 8/15/2022, 06:15 PM
Q1 2022 70 $92.5M +$4.28M -$2.77M +$1.51M BRKB, AMZN, JNJ, AAPL, TSLA, NVDA 13F-HR 4/22/2022, 09:40 AM
Q4 2021 72 $95.6M BRKB, AMZN, JNJ, AAPL, TSLA, NVDA 13F-HR 1/14/2022, 04:18 PM