White-Knight-Strategic-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  "CAT",
  "AVGO",
  "CCI",
  "BITB",
  "HD",
  "QCOM",
  "META",
  "LRCX",
  "ICF",
  null,
  "MA",
  "AMN",
  "MSFT",
  "BX",
  "IJR",
  "KHC",
  null,
  "PYPL",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "LMT",
  "VZ",
  "AMGN",
  null,
  "SNPS",
  "TGT",
  "UPS",
  null,
  "GPN",
  "AMD",
  "SONY",
  "IWP",
  null,
  "AMZN",
  "SQM",
  null,
  null,
  "VUG",
  "VALE",
  null,
  "VOO",
  "V",
  "WMT",
  "SCHD",
  null,
  "CRM",
  "DIA",
  null,
  "MELI",
  "BRK-B",
  "BAX",
  null,
  "CVX",
  "KO",
  "CEG",
  "COST",
  "CVS",
  "DVN",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 74
Total Value: 108606935
Accession Number: 0001904677-25-000003
Form Type: 13F-HR
CIK: white-knight-strategic-wealth-advisors
Manager Name: White-Knight-Strategic-Wealth-Advisors

Data Enrichment

81% identified

60 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $108.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:44.4K

Value:$23.7M

% of Portfolio:21.8% ($23.7M/$108.6M)

NVIDIA CORP

NVDA|67066G104

Shares:53.8K

Value:$5.8M

% of Portfolio:5.4% ($5.8M/$108.6M)

Apple Inc.

AAPL|037833100

Shares:21.9K

Value:$4.9M

% of Portfolio:4.5% ($4.9M/$108.6M)

AMAZON COM INC

AMZN|023135106

Shares:24.7K

Value:$4.7M

% of Portfolio:4.3% ($4.7M/$108.6M)

Tesla, Inc.

TSLA|88160R101

Shares:17.3K

Value:$4.5M

% of Portfolio:4.1% ($4.5M/$108.6M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:98.3K

Value:$4.4M

% of Portfolio:4.1% ($4.4M/$108.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:26.5K

Value:$4.4M

% of Portfolio:4.0% ($4.4M/$108.6M)

MICROSOFT CORP

MSFT|594918104

Shares:8.4K

Value:$3.2M

% of Portfolio:2.9% ($3.2M/$108.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:16.5K

Value:$2.6M

% of Portfolio:2.4% ($2.6M/$108.6M)

92189F643

Shares:28.4K

Value:$2.5M

% of Portfolio:2.3% ($2.5M/$108.6M)

808524797

SCHD|808524797

Shares:84.6K

Value:$2.4M

% of Portfolio:2.2% ($2.4M/$108.6M)

Alphabet Inc.

GOOG|02079K107

Shares:13.5K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$108.6M)

VISA INC.

V|92826C839

Shares:5.4K

Value:$1.9M

% of Portfolio:1.7% ($1.9M/$108.6M)

Blackstone Inc.

BX|09260D107

Shares:13.2K

Value:$1.8M

% of Portfolio:1.7% ($1.8M/$108.6M)

922908736

VUG|922908736

Shares:4.3K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$108.6M)

MERCADOLIBRE INC

MELI|58733R102

Shares:805

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$108.6M)

46137V431

Shares:15.6K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$108.6M)

389637109

Shares:23.7K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$108.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:3.6K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$108.6M)

69374H881

Shares:27.8K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$108.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	44.4K	QoQ -50.16% (-44.7K) YoY -0.26% (-116)	All Managers (Combined)	$23.7M	21.8% ($23.7M/$108.6M)	QoQ -41.44% (-$16.8M) YoY +26.31% (-$4.9M)
NVIDIA CORP(NVDAcusip67066G104)	53.8K	QoQ -47.49% (-48.6K) YoY +1013.44% (+48.9K)	All Managers (Combined)	$5.8M	5.4% ($5.8M/$108.6M)	QoQ -57.62% (-$7.9M) YoY +33.55% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	21.9K	QoQ -50.15% (-22.1K) YoY -1.83% (-409)	All Managers (Combined)	$4.9M	4.5% ($4.9M/$108.6M)	QoQ -55.78% (-$6.1M) YoY +27.16% (-$1.0M)
AMAZON COM INC(AMZNcusip023135106)	24.7K	QoQ -51.33% (-26.0K) YoY -8.62% (-2.3K)	All Managers (Combined)	$4.7M	4.3% ($4.7M/$108.6M)	QoQ -57.79% (-$6.4M) YoY -3.62% (-$176.4K)
Tesla, Inc.(TSLAcusip88160R101)	17.3K	QoQ -45.18% (-14.2K) YoY +5.01% (+825)	All Managers (Combined)	$4.5M	4.1% ($4.5M/$108.6M)	QoQ -64.82% (-$8.2M) YoY +54.82% (+$1.6M)
Bitwise Bitcoin ETF(BITBcusip09174C104)	98.3K	QoQ -51.96% (-106.4K) YoY +22.15% (+17.8K)	All Managers (Combined)	$4.4M	4.1% ($4.4M/$108.6M)	QoQ -57.60% (-$6.0M) YoY +41.62% (+$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	26.5K	QoQ -50.26% (-26.8K) YoY -9.37% (-2.7K)	All Managers (Combined)	$4.4M	4.0% ($4.4M/$108.6M)	QoQ -42.96% (-$3.3M) YoY -4.99% (-$231.1K)
MICROSOFT CORP(MSFTcusip594918104)	8.4K	QoQ -48.66% (-8.0K) YoY +1.79% (-148)	All Managers (Combined)	$3.2M	2.9% ($3.2M/$108.6M)	QoQ -54.28% (-$3.7M) YoY -9.16% (-$318.3K)
Alphabet Inc.(GOOGLcusip02079K305)	16.5K	QoQ -51.07% (-17.3K) YoY -6.66% (-1.2K)	All Managers (Combined)	$2.6M	2.4% ($2.6M/$108.6M)	QoQ -60.03% (-$3.8M) YoY -4.36% (-$116.9K)
(cusip92189F643)✕	28.4K	QoQ -51.13% (-29.7K) YoY -8.52% (-2.6K)	All Managers (Combined)	$2.5M	2.3% ($2.5M/$108.6M)	QoQ -53.62% (-$2.9M) YoY -10.45% (-$292.0K)
(SCHDcusip808524797)	84.6K	QoQ -50.40% (-85.9K) YoY +205.75% (+56.9K)	All Managers (Combined)	$2.4M	2.2% ($2.4M/$108.6M)	QoQ -49.24% (-$2.3M) YoY +6.02% (+$134.4K)
Alphabet Inc.(GOOGcusip02079K107)	13.5K	QoQ -50.02% (-13.5K) YoY -1.38% (-190)	All Managers (Combined)	$2.1M	1.9% ($2.1M/$108.6M)	QoQ -59.00% (-$3.0M) YoY +1.18% (-$24.6K)
VISA INC.(Vcusip92826C839)	5.4K	QoQ -56.06% (-6.8K) YoY -2.31% (-127)	All Managers (Combined)	$1.9M	1.7% ($1.9M/$108.6M)	QoQ -51.28% (-$2.0M) YoY +22.66% (-$347.1K)
Blackstone Inc.(BXcusip09260D107)	13.2K	QoQ -54.52% (-15.8K) YoY -20.25% (-3.4K)	All Managers (Combined)	$1.8M	1.7% ($1.8M/$108.6M)	QoQ -63.13% (-$3.2M) YoY -15.14% (-$329.7K)
(VUGcusip922908736)	4.3K	QoQ -50.46% (-4.3K) YoY -13.49% (-663)	All Managers (Combined)	$1.6M	1.5% ($1.6M/$108.6M)	QoQ -55.24% (-$1.9M) YoY -6.80% (-$115.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	805	QoQ -50.49% (-821) YoY -7.36% (-64)	All Managers (Combined)	$1.6M	1.4% ($1.6M/$108.6M)	QoQ -43.20% (-$1.2M) YoY +19.52% (-$256.6K)
(cusip46137V431)✕	15.6K	QoQ -50.07% (-15.7K) YoY +10.93% (+1.5K)	All Managers (Combined)	$1.6M	1.4% ($1.6M/$108.6M)	QoQ -52.45% (-$1.7M) YoY +4.04% (+$60.6K)
(cusip389637109)✕	23.7K	QoQ -50.00% (-23.7K) YoY -2.94% (-721)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$108.6M)	QoQ -55.97% (-$2.0M) YoY +0.12% (-$1.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	3.6K	QoQ -4.83% (-185) YoY NEW(+3.6K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$108.6M)	QoQ -6.08% (-$99.2K) YoY NEW(+$1.5M)
(cusip69374H881)✕	27.8K	QoQ -50.58% (-28.4K) YoY +13.54% (+3.3K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$108.6M)	QoQ -52.08% (-$1.7M) YoY +6.99% (+$99.4K)