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Home > Institutional Investor > White Knight Strategic Wealth Advisors, Llc > Profile

Instuitional Investor - White Knight Strategic Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: White Knight Strategic Wealth Advisors, Llc
Portfolio Value $239,083,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 89,190 $40,428,043 16.9%
2.
Nvidia Corp
 NVDA 102,382 $13,748,882 5.75%
3.
Tesla Inc.
 TSLA 31,496 $12,719,345 5.32%
4.
Amazon Com Inc
 AMZN 50,714 $11,126,144 4.65%
5.
Apple Inc.
 AAPL 44,007 $11,020,137 4.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)