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The Analysis of White Knight Strategic Wealth Advisors, LLC's Holdings & P&L

Currently, White Knight Strategic Wealth Advisors, LLC holds 81 types of securities in its portfolio with a total value $118.7M. In the most recent quarter, they have increased their positions in PDI (+57.0K shares, valued at $974.6K), CALM (+6.2K shares, valued at $493.8K), LLY (+304 shares, valued at $279.6K); decreased their positions in SLV (-17.9K shares, valued at $1.2M), NVDA (-4.9K shares, valued at $863.1K), N/A (-2.9K shares, valued at $620.7K); initiated new positions in PDI (+57.0K shares, valued at $974.6K), CALM (+6.2K shares, valued at $493.8K), LLY (+304 shares, valued at $279.6K).

1M P&L

+2.8M+3.40%

3M P&L

-4.9M-5.47%

HY P&L

-5.3M-5.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A27.0M

32.5%

2Drug Manufacturers - General8.7M

10.4%

3Semiconductors8.4M

10.1%

Top Industries by Stock Count

1N/A29 stocks

39.2%

2Drug Manufacturers - General5 stocks

6.8%

3Credit Services4 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL44.6K shares-1.26%2026-03-312026-05-15

NVDA NVIDIA CORPORATION44.9K shares-9.92%2026-03-312026-05-15

TSLA TESLA INC17.3K shares0.13%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON25.8K shares-0.98%2026-03-312026-05-15

AAPL APPLE INC19.9K shares-7.29%2026-03-312026-05-15

AMZN AMAZON COM INC23.4K shares-4.88%2026-03-312026-05-15

ALPHABET INC ALPHABET INC13.9K shares-5.30%2026-03-312026-05-15

ALPHABET INC ALPHABET INC13.3K shares-1.56%2026-03-312026-05-15

Sponsored

BITB BITWISE BITCOIN ETF TR92.5K shares0.11%2026-03-312026-05-15

MSFT MICROSOFT CORP8.1K shares-6.89%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP13.6K shares-17.64%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR86.7K shares-4.34%2026-03-312026-05-15

MOAT VANECK ETF TRUST22.0K shares-13.47%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC16.6K shares-3.07%2026-03-312026-05-15

VUG VANGUARD INDEX FDS4.2K shares-0.24%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND3.6K shares0.00%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC32.1K shares-10.11%2026-03-312026-05-15

COWZ PACER FDS TR23.1K shares-13.98%2026-03-312026-05-15

MELI MERCADOLIBRE INC780 shares1.30%2026-03-312026-05-15

SPGP INVESCO EXCHANGE TRADED FD T12.4K shares-13.70%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF23.6K shares0.00%2026-03-312026-05-15

V VISA INC4.1K shares-6.39%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.8K shares-1.34%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-7.12%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC3.1K shares-11.52%2026-03-312026-05-15

XOM EXXON MOBIL CORP5.9K shares-19.38%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.0K shares16.45%2026-03-312026-05-15

PDI PIMCO DYNAMIC INCOME FD57.0K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC6.6K shares1.56%2026-03-312026-05-15

META META PLATFORMS INC1.7K shares-10.66%2026-03-312026-05-15

HD HOME DEPOT INC2.9K shares-4.96%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F15.9K shares-19.59%2026-03-312026-05-15

Sponsored

DVN DEVON ENERGY CORP NEW16.9K shares-9.90%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR25.7K shares0.00%2026-03-312026-05-15

SQM SOCIEDAD QUIMICA Y MINERA DE9.2K shares-3.40%2026-03-312026-05-15

EMQQ EXCHANGE TRADED CONCEPTS TRU22.5K shares-18.32%2026-03-312026-05-15

IJR ISHARES TR5.9K shares-27.03%2026-03-312026-05-15

DIVO AMPLIFY ETF TR15.6K shares-7.11%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP2.5K shares15.47%2026-03-312026-05-15

IWP ISHARES TR5.1K shares-1.09%2026-03-312026-05-15

Sponsored

COST COSTCO WHOLESALE CORPORATION642 shares-27.05%2026-03-312026-05-15

APLD APPLIED DIGITAL CORP26.6K shares-10.76%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.9K shares-9.73%2026-03-312026-05-15

ICF ISHARES TR9.4K shares-14.85%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.9K shares-2.23%2026-03-312026-05-15

ARKK ARK ETF TR8.4K shares-12.59%2026-03-312026-05-15

SLV ISHARES SILVER TR8.3K shares-68.33%2026-03-312026-05-15

PFE PFIZER INC19.5K shares-22.05%2026-03-312026-05-15

Sponsored

GPIX GOLDMAN SACHS ETF TR10.8K shares-27.33%2026-03-312026-05-15

CALM CAL MAINE FOODS INC6.2K sharesnew addition2026-03-312026-05-15

DLR DIGITAL RLTY TR INC2.6K shares-20.49%2026-03-312026-05-15

NVO NOVO-NORDISK A S12.5K shares-13.47%2026-03-312026-05-15

ENB ENBRIDGE INC8.3K shares-6.64%2026-03-312026-05-15

MCD MCDONALDS CORP1.4K shares-3.81%2026-03-312026-05-15

WMT WALMART INC3.3K shares-2.98%2026-03-312026-05-15

NEE NEXTERA ENERGY INC3.9K shares-5.08%2026-03-312026-05-15

Sponsored

COWG PACER FDS TR10.7K shares-13.82%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP590 shares-21.33%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS589 shares16.87%2026-03-312026-05-15

ADBE ADOBE INC1.4K shares-7.32%2026-03-312026-05-15

IVV ISHARES TR531 shares-11.35%2026-03-312026-05-15

QDEF FLEXSHARES TR4.2K shares-2.60%2026-03-312026-05-15

LYB LYONDELLBASELL INDUSTRIES NV4.2K shares-28.04%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.6K shares-22.38%2026-03-312026-05-15

Sponsored

PYPL PAYPAL HLDGS INC6.5K shares-6.68%2026-03-312026-05-15

ELF E L F BEAUTY INC4.7K shares23.90%2026-03-312026-05-15

CAT CATERPILLAR INC400 shares-5.88%2026-03-312026-05-15

KHC KRAFT HEINZ CO12.5K shares-11.16%2026-03-312026-05-15

LLY ELI LILLY & CO304 sharesnew addition2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F5.0K shares-15.62%2026-03-312026-05-15

CRWV COREWEAVE INC3.3K sharesnew addition2026-03-312026-05-15

SONY SONY GROUP CORP12.4K shares-22.29%2026-03-312026-05-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.0K shares-38.42%2026-03-312026-05-15

NXJ NUVEEN NEW JERSEY19.4K sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC491 shares-11.37%2026-03-312026-05-15

ARKW ARK ETF TR1.9K shares-33.32%2026-03-312026-05-15

MUJ BLACKROCK MUNIHLDGS NJ QLTY19.2K sharesnew addition2026-03-312026-05-15

EMN EASTMAN CHEM CO2.7K shares-16.94%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD4.4K shares-15.16%2026-03-312026-05-15

NFLX NETFLIX INC.2.1K sharesnew addition2026-03-312026-05-15

Sponsored

ACHR ARCHER AVIATION INC34.2K shares-8.98%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.26%

Shares44.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-9.92%

Shares44.9K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.13%

Shares17.3K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.98%

Shares25.8K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-7.29%

Shares19.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-4.88%

Shares23.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-5.30%

Shares13.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.56%

Shares13.3K

Event2026-03-31

Filed2026-05-15

BITB

BITWISE BITCOIN ETF TR

0.11%

Shares92.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-6.89%

Shares8.1K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-17.64%

Shares13.6K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-4.34%

Shares86.7K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-13.47%

Shares22.0K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-3.07%

Shares16.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-0.24%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-10.11%

Shares32.1K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-13.98%

Shares23.1K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

1.30%

Shares780

Event2026-03-31

Filed2026-05-15

SPGP

INVESCO EXCHANGE TRADED FD T

-13.70%

Shares12.4K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-15

VISA INC

-6.39%

Shares4.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-1.34%

Shares3.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-7.12%

Shares1.7K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-11.52%

Shares3.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-19.38%

Shares5.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

16.45%

Shares2.0K

Event2026-03-31

Filed2026-05-15

PDI

PIMCO DYNAMIC INCOME FD

New

Shares57.0K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

1.56%

Shares6.6K

Event2026-03-31

Filed2026-05-15