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:

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33939L845

Shares:4.4K

Value:$304.1K

% of Portfolio:0.3% ($304.1K/$108.6M)

Walmart Inc.

WMT|931142103

Shares:3.4K

Value:$301.9K

% of Portfolio:0.3% ($301.9K/$108.6M)

33734H106

Shares:6.5K

Value:$288.8K

% of Portfolio:0.3% ($288.8K/$108.6M)

TARGET CORP

TGT|87612E106

Shares:2.7K

Value:$286.7K

% of Portfolio:0.3% ($286.7K/$108.6M)

852234103

Shares:5.3K

Value:$285.4K

% of Portfolio:0.3% ($285.4K/$108.6M)

AMN HEALTHCARE SERVICES INC

AMN|001744101

Shares:11.6K

Value:$284.3K

% of Portfolio:0.3% ($284.3K/$108.6M)

922908363

VOO|922908363

Shares:510

Value:$262.1K

% of Portfolio:0.2% ($262.1K/$108.6M)

COCA COLA CO

KO|191216100

Shares:3.6K

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$108.6M)

CVS HEALTH Corp

CVS|126650100

Shares:3.7K

Value:$249.7K

% of Portfolio:0.2% ($249.7K/$108.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$249.0K

% of Portfolio:0.2% ($249.0K/$108.6M)

Meta Platforms, Inc.

META|30303M102

Shares:420

Value:$242.1K

% of Portfolio:0.2% ($242.1K/$108.6M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:2.4K

Value:$239.2K

% of Portfolio:0.2% ($239.2K/$108.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.6K

Value:$238.9K

% of Portfolio:0.2% ($238.9K/$108.6M)

PFIZER INC

PFE|717081103

Shares:9.4K

Value:$238.1K

% of Portfolio:0.2% ($238.1K/$108.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33939L845)✕	4.4K	QoQ -50.00% (-4.4K) YoY -0.79% (-35)	All Managers (Combined)	$304.1K	0.3% ($304.1K/$108.6M)	QoQ -50.23% (-$307.0K) YoY +7.97% (-$22.5K)
Walmart Inc.(WMTcusip931142103)	3.4K	QoQ -50.00% (-3.4K) YoY 0.00% (+0)	All Managers (Combined)	$301.9K	0.3% ($301.9K/$108.6M)	QoQ -51.41% (-$319.5K) YoY +45.90% (+$95.0K)
(cusip33734H106)✕	6.5K	QoQ -52.76% (-7.2K) YoY -27.62% (-2.5K)	All Managers (Combined)	$288.8K	0.3% ($288.8K/$108.6M)	QoQ -51.73% (-$309.6K) YoY -23.57% (-$89.1K)
TARGET CORP(TGTcusip87612E106)	2.7K	QoQ -44.09% (-2.2K) YoY NEW(+2.7K)	All Managers (Combined)	$286.7K	0.3% ($286.7K/$108.6M)	QoQ -56.84% (-$377.6K) YoY NEW(+$286.7K)
(cusip852234103)✕	5.3K	QoQ -56.53% (-6.8K) YoY -11.45% (-680)	All Managers (Combined)	$285.4K	0.3% ($285.4K/$108.6M)	QoQ -72.21% (-$741.9K) YoY -43.12% (-$216.4K)
AMN HEALTHCARE SERVICES INC(AMNcusip001744101)	11.6K	QoQ -54.67% (-14.0K) YoY -0.89% (-105)	All Managers (Combined)	$284.3K	0.3% ($284.3K/$108.6M)	QoQ -53.65% (-$329.2K) YoY -61.22% (-$448.9K)
(VOOcusip922908363)	510	QoQ -68.08% (-1.1K) YoY -36.17% (-289)	All Managers (Combined)	$262.1K	0.2% ($262.1K/$108.6M)	QoQ -69.55% (-$598.7K) YoY -31.76% (-$122.0K)
COCA COLA CO(KOcusip191216100)	3.6K	QoQ -58.56% (-5.1K) YoY NEW(+3.6K)	All Managers (Combined)	$259.9K	0.2% ($259.9K/$108.6M)	QoQ -52.33% (-$285.4K) YoY NEW(+$259.9K)
CVS HEALTH Corp(CVScusip126650100)	3.7K	QoQ -76.58% (-12.1K) YoY NEW(+3.7K)	All Managers (Combined)	$249.7K	0.2% ($249.7K/$108.6M)	QoQ -64.66% (-$456.9K) YoY NEW(+$249.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ -58.55% (-3.0K) YoY NEW(+2.1K)	All Managers (Combined)	$249.0K	0.2% ($249.0K/$108.6M)	QoQ -54.19% (-$294.6K) YoY NEW(+$249.0K)
Meta Platforms, Inc.(METAcusip30303M102)	420	QoQ -51.38% (-444) YoY -2.32% (-10)	All Managers (Combined)	$242.1K	0.2% ($242.1K/$108.6M)	QoQ -52.14% (-$263.9K) YoY +15.94% (-$33.3K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	2.4K	QoQ -16.22% (-473) YoY NEW(+2.4K)	All Managers (Combined)	$239.2K	0.2% ($239.2K/$108.6M)	QoQ -26.79% (-$87.5K) YoY NEW(+$239.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.6K	QoQ -50.47% (-1.6K) YoY -44.28% (-1.2K)	All Managers (Combined)	$238.9K	0.2% ($238.9K/$108.6M)	QoQ -50.48% (-$243.5K) YoY -49.44% (-$233.7K)
PFIZER INC(PFEcusip717081103)	9.4K	QoQ -59.41% (-13.8K) YoY -30.28% (-4.1K)	All Managers (Combined)	$238.1K	0.2% ($238.1K/$108.6M)	QoQ -61.23% (-$376.2K) YoY -36.34% (-$135.9K)