WKS
White Knight Strategic Wealth Advisors LLC Portfolio
Invests via White Knight Strategic Wealth Advisors LLC | Managed by Jordan Green
Invests via White Knight Strategic Wealth Advisors LLC
Managed by Jordan Green
Automatically Tracked
Company Profile
White Knight Strategic Wealth Advisors LLC operates as a distinguished wealth advisory firm specializing in tailored financial solutions for high-net-worth clients. With a focus on comprehensive financial planning, the firm combines deep industry expertise with innovative strategies to navigate complex market landscapes. The leadership team draws upon extensive backgrounds in finance and investment management, providing valuable insights into capital preservation and growth opportunities. This enables them to effectively support individuals, families, and institutions in achieving their long-term financial goals amidst evolving economic conditions.
White Knight Strategic Wealth Advisors LLC operates as a distinguished wealth advisory firm specializing in tailored financial solutions for high-net-worth clients. With a focus on comprehensive financial planning, the firm combines deep industry expertise with innovative strategies to navigate complex market landscapes. The leadership team draws upon extensive backgrounds in finance and investment management, providing valuable insights into capital preservation and growth opportunities. This enables them to effectively support individuals, families, and institutions in achieving their long-term financial goals amidst evolving economic conditions.
Investment Philosophy & Strategy
Grounded in a client-centric approach, White Knight Strategic Wealth Advisors LLC champions a unique blend of strategic foresight and personalized wealth management. The firm leverages insights from seasoned financial professionals to craft bespoke investment strategies that resonate with the evolving needs of affluent individuals and families. Emphasizing holistic planning, the advisors prioritize sustainable growth while managing exposure to potential market volatility. This dynamic framework supports diverse client objectives through adaptable solutions designed for an ever-changing financial landscape.
Grounded in a client-centric approach, White Knight Strategic Wealth Advisors LLC champions a unique blend of strategic foresight and personalized wealth management. The firm leverages insights from seasoned financial professionals to craft bespoke investment strategies that resonate with the evolving needs of affluent individuals and families. Emphasizing holistic planning, the advisors prioritize sustainable growth while managing exposure to potential market volatility. This dynamic framework supports diverse client objectives through adaptable solutions designed for an ever-changing financial landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.06%
Gain +1.81%
Monthly
0.58%
Yearly
7.23%
Drawdown
16.88%
$134.16M
Equity
Holdings
$134.16M
Investment
$107.83M
$46.94M
Profit +$4.03M
Realized
$20.61M
Unrealized
$26.33M
Dividends
$4.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.81%
Profit
$4.03M
Win %
80%
This Week
Compared To Last Week
Gain
3.47%
Profit
$4.5M
Win %
80%
This Month
Compared to last month
Gain
3.47%
Profit
$4.5M
Win %
80%
This Year
Compared to last year
Gain
13.57%
Profit
$16.03M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$844,560.41 
GOOG Alphabet Inc
+6.88%
+$304,582.2 
GOOGL Alphabet Inc
+6.73%
+$312,243.12 
META Meta Platforms Inc Class A
+3.28%
+$29,490.22 
MSFT Microsoft Corp.
+3.02%
+$110,648.8 
NVDA NVIDIA Corporation
+2.93%
+$256,487.8 
LYB LyondellBasell Industries N.V.
+2.71%
+$6,861.77 
CVX Chevron Corporation
+2.35%
+$7,209.4 
DVN Devon Energy Corporation
+2.17%
+$16,211.52 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$6,063.75 
VZ Verizon Communications Inc.
+1.52%
+$22,485.4 
LMT Lockheed Martin Corporation
+1.5%
+$5,091.7 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,766 
VUG Vanguard Growth ETF
+1.1%
+$23,385.78 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.06%
+$8,090.28 
ADBE Adobe Inc.
+1.01%
+$3,621.94 
MCD McDonald's Corporation
+0.82%
+$3,163.61 
CALM Cal-Maine Foods Inc.
+0.8%
+$4,367.29 
ELF Elf Beauty Inc.
+0.77%
+$2,972.34 
TSLA Tesla, Inc.
+0.76%
+$40,853.61 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,062.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,862.56 
CAT Caterpillar Inc.
+0.7%
+$2,268 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,718.72 
PLTR Palantir Technologies Inc.
+0.65%
+$5,319.19 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$3,682.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,656.27 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$10,242.45 
PFE Pfizer Inc.
+0.4%
+$1,951.5 
AVGO Broadcom Inc.
+0.37%
+$5,500.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$82,944.84 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,026.7 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$5,273.08 
JNJ Johnson & Johnson
+0.21%
+$13,680.36 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,006.9 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$750.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5,202.3 
ISRG Intuitive Surgical, Inc.
+0.1%
+$176.76 
WMT Walmart Inc.
+0.09%
+$329.21 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$124.09 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$56,412.07 
AAPL Apple Inc.
-7.35%
-$488,413.88 
CRWV CoreWeave, Inc.
-2.88%
-$7,092.9 
BITB Bitwise Bitcoin ETF
-2.87%
-$93,434.09 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$33,717.97 
DLR Digital Realty Trust, Inc.
-2.42%
-$12,356.82 
ARKK ARK Innovation ETF Fund
-2.28%
-$13,864.32 
SLV iShares Silver Trust
-2.13%
-$9,439.2 
ACHR Archer Aviation Inc.
-2.11%
-$3,418.8 
APLD Applied Digital Corporation
-2.07%
-$15,448.88 
KHC The Kraft Heinz Company
-2.01%
-$6,603.8 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$12,654.71 
NFLX Netflix, Inc.
-2%
-$3,118.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$26,916.18 
LRCX Lam Research Corporation
-1.58%
-$63,755.65 
NEE NextEra Energy, Inc.
-1.15%
-$3,960.21 
ARKW ARK Next Generation Internet ETF
-1.02%
-$2,629.65 
XOM Exxon Mobil Corporation
-0.97%
-$8,973.45 
PYPL PayPal Holdings Inc
-0.76%
-$2,859.12 
MA Mastercard Incorporated
-0.74%
-$8,364.01 
PDI Pimco Dynamic Income Fund
-0.68%
-$6,265.49 
AMGN Amgen Inc.
-0.64%
-$7,712.83 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.58%
-$1,341.34 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$3,567.82 
LLY Eli Lilly and Company
-0.53%
-$1,863.52 
HD The Home Depot, Inc.
-0.42%
-$3,967.12 
MELI MercadoLibre, Inc.
-0.41%
-$6,068.42 
AXP American Express Company
-0.38%
-$2,395.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,242.28 
CEG Constellation Energy Corporation
-0.31%
-$2,031.48 
BX Blackstone Inc.
-0.25%
-$5,324.28 
COST Costco Wholesale Corporation
-0.24%
-$1,463.74 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$394.02 
EMN Eastman Chemical Company
-0.17%
-$329.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$152 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.04%
-$169.52 
V Visa Inc. Class A
-0.04%
-$573.82 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$237.82 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$156.42 Events
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Dividends
Dividend Analysis
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| Trades 1276 | Longs Won 724/1276 56% | Profit Factor 3.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,927.08 |
| Average Win $89,923.38 | Best Trade (Mar 31) $9.95M | Sharpe Ratio -8.73 |
| Average Loss -$32,899.89 | Worst Trade (Aug 02) -$1.5M | Z-Score -6.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $36,789.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 4,082 | 3,673 | 3,265 | 2,857 | 2,449 | 2,041 | 1,633 | 1,224 | 816 | 408 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for White Knight Strategic Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $10.53M, NVIDIA Corporation - $5.64M, Apple Inc - $1.11M, Visa Inc. Class A - $920,431.37, and Bitwise Bitcoin ETF - $834,155.12. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Amn Healthcare Services Inc - $1.21M, Block, Inc - $991,238.07, ARK Next Generation Internet ETF - $799,178.89, Tesla, Inc - $793,193.35, and ARK Innovation ETF Fund - $668,116.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does White Knight Strategic Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.7M earned over time. The largest contributors to dividend income include Johnson & Johnson - $652,889.22, Blackstone Inc - $333,614.3, Schwab U.S. Dividend Equity ETF - $220,671.18, Verizon Communications Inc - $168,973.23, and Amgen Inc - $132,155.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are White Knight Strategic Wealth Advisors LLC's monthly returns?
White Knight Strategic Wealth Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can White Knight Strategic Wealth Advisors LLC's strategy be considered aggressive or moderate?
White Knight Strategic Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow White Knight Strategic Wealth Advisors LLC's strategy?
White Knight Strategic Wealth Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
