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:
39.7%
Gain +0.01%
Monthly
0.46%
Yearly
5.72%
Drawdown
25.91%
$129.26M
Equity
Holdings
$129.26M
Investment
$108.1M
$43.32M
Profit +$15,012.13
Realized
$22.15M
Unrealized
$21.16M
Dividends
$4.6M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$15,012.13
Win %
67%
This Week
Compared To Last Week
Gain
0.01%
Profit
$15,012.13
Win %
67%
This Month
Compared to last month
Gain
-2.44%
Profit
-$3.23M
Win %
67%
This Year
Compared to last year
Gain
-3.02%
Profit
-$4.4M
Win %
70%
CRWV CoreWeave, Inc.
+5.02%
+$16,017.3 
AMD Advanced Micro Devices, Inc.
+4.73%
+$67,348.56 
SQM Quimica y Minera Chilena S.A. ADR
+4.58%
+$33,992.16 
APLD Applied Digital Corporation
+2.97%
+$32,762.28 
CEG Constellation Energy Corporation
+2.86%
+$17,681.35 
EMN Eastman Chemical Company
+2.59%
+$5,215.5 
VZ Verizon Communications Inc.
+2.49%
+$37,582.74 
AXP American Express Company
+2.18%
+$13,107.72 
TSLA Tesla, Inc.
+1.82%
+$126,024.08 
LYB LyondellBasell Industries N.V.
+1.75%
+$4,644.24 
BX Blackstone Inc.
+1.58%
+$31,778.58 
DVN Devon Energy Corporation
+1.57%
+$11,820.9 
CAT Caterpillar Inc.
+1.44%
+$5,176 
NEE NextEra Energy, Inc.
+1.35%
+$4,509.15 
LRCX Lam Research Corporation
+1.18%
+$58,193.99 
JNJ Johnson & Johnson
+1.07%
+$65,562.48 
V Visa Inc. Class A
+1.05%
+$13,690.75 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$8,206.92 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$6,196.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$25,144.45 
ARKW ARK Next Generation Internet ETF
+0.87%
+$2,275.3 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$3,442.08 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$12,027.58 
ELF Elf Beauty Inc.
+0.78%
+$2,217.46 
SLV iShares Silver Trust
+0.77%
+$3,891.6 
CVX Chevron Corporation
+0.75%
+$2,232.98 
DLR Digital Realty Trust, Inc.
+0.74%
+$3,598.56 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$10,919.92 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$1,532.3 
HD The Home Depot, Inc.
+0.73%
+$6,792.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$13,486.53 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$5,161.86 
MA Mastercard Incorporated
+0.71%
+$6,828.96 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$154,295.24 
PYPL PayPal Holdings Inc
+0.7%
+$1,884.42 
KHC The Kraft Heinz Company
+0.7%
+$2,118.2 
COST Costco Wholesale Corporation
+0.68%
+$4,275.71 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.68%
+$2,500.42 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,857.03 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+0.57%
+$4,045.14 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,171.8 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$3,249.6 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,191.1 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$6,771.01 
GOOGL Alphabet Inc
+0.53%
+$26,541.36 
GOOG Alphabet Inc
+0.45%
+$21,216 
WMT Walmart Inc.
+0.45%
+$1,777.68 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$3,823.22 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$9,227.82 
AMGN Amgen Inc.
+0.32%
+$3,545.44 
XOM Exxon Mobil Corporation
+0.28%
+$2,404.56 
ARKK ARK Innovation ETF Fund
+0.25%
+$1,586.88 
VUG Vanguard Growth ETF
+0.18%
+$3,771.9 
NVDA NVIDIA Corporation
+0.16%
+$14,374.08 
PFE Pfizer Inc.
+0.15%
+$780.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,028 
MSFT Microsoft Corp.
+0.1%
+$3,249.52 
ENB Enbridge Inc.
+0.07%
+$331.8 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$407.68 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$471.58 
BITB Bitwise Bitcoin ETF
+0.03%
+$925.09 
MCD McDonald's Corporation
+0.01%
+$57.53 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
ADBE Adobe Inc.
-6.75%
-$21,327.53 
ACHR Archer Aviation Inc.
-4.15%
-$7,521.36 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$7,672.5 
LLY Eli Lilly and Company
-2.41%
-$8,496.78 
PLTR Palantir Technologies Inc.
-2.36%
-$20,545.42 
CALM Cal-Maine Foods Inc.
-2.22%
-$11,043.04 
AAPL Apple Inc.
-1.52%
-$89,635.5 
LMT Lockheed Martin Corporation
-1.52%
-$4,926.48 
MELI MercadoLibre, Inc.
-1.27%
-$15,912.02 
AMZN Amazon.com Inc
-1.23%
-$69,287.45 
NFLX Netflix, Inc.
-1.14%
-$1,986.48 
AVGO Broadcom Inc.
-0.91%
-$13,370.01 
PDI Pimco Dynamic Income Fund
-0.79%
-$7,404.67 
ISRG Intuitive Surgical, Inc.
-0.45%
-$903.44 
META Meta Platforms Inc Class A
-0.26%
-$2,418.62 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.24%
-$574.86 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$996.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$60.8 Events
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Dividends
Dividend Analysis
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| Trades 1276 | Longs Won 695/1276 54% | Profit Factor 3.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $362,401.7 |
| Average Win $85,839.49 | Best Trade (Mar 31) $9.95M | Sharpe Ratio -6.1 |
| Average Loss -$28,127.06 | Worst Trade (Jun 14) -$1.47M | Z-Score -4.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $33,947.2 |
| 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% | 0.09% |
| Consecutive Losing Trades | 4,587 | 4,128 | 3,670 | 3,211 | 2,752 | 2,294 | 1,835 | 1,376 | 917 | 459 |
Hover over the desired column for a detailed explanation.
Returns
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