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:
50.08%
Gain -0.31%
Monthly
0.57%
Yearly
7.06%
Drawdown
16.87%
$147.62M
Equity
Holdings
$147.62M
Investment
$121.17M
$48.16M
Profit -$677,987.71
Realized
$21.72M
Unrealized
$26.44M
Dividends
$5.06M
Goals
Avg. 87.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$677,987.71
Win %
68%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$1.11M
Win %
68%
This Month
Compared to last month
Gain
-0.13%
Profit
-$197,141.72
Win %
68%
This Year
Compared to last year
Gain
3.73%
Profit
$5.3M
Win %
69%
CVX Chevron Corporation
+3.02%
+$12,493.72 
BUD Anheuser-Busch InBev S.A. ADR
+2.87%
+$6,678.94 
XOM Exxon Mobil Corporation
+2.79%
+$29,549.62 
LYB LyondellBasell Industries N.V.
+2.63%
+$7,177.94 
PLTR Palantir Technologies Inc.
+2.38%
+$31,646.05 
WMT Walmart Inc.
+1.92%
+$7,198.18 
MCD McDonald's Corporation
+1.49%
+$5,430.3 
HD The Home Depot, Inc.
+1.49%
+$13,569.23 
CALM Cal-Maine Foods Inc.
+1.18%
+$5,528.54 
V Visa Inc. Class A
+0.94%
+$15,165.8 
ASML ASML Holding N.V. New York Registry Shares
+0.9%
+$1,705.2 
MA Mastercard Incorporated
+0.82%
+$9,288.63 
LMT Lockheed Martin Corporation
+0.66%
+$2,151.5 
COST Costco Wholesale Corporation
+0.66%
+$4,767.36 
COWZ Pacer US Cash Cows 100 ETF
+0.58%
+$10,421.68 
AAPL Apple Inc.
+0.44%
+$30,331.77 
ADBE Adobe Inc.
+0.4%
+$1,625.64 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$85,159.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.35%
+$10,177.5 
KHC The Kraft Heinz Company
+0.32%
+$968.17 
ELF Elf Beauty Inc.
+0.29%
+$1,732.91 
VZ Verizon Communications Inc.
+0.22%
+$3,686.5 
CLSE Convergence Long/Short Equity Fund
+0.13%
+$1,620.32 
MOAT VanEck Morningstar Wide Moat Fund
+0.12%
+$3,051.62 
JEPI JPMorgan Equity Premium Income Fund
+0.11%
+$818.58 
MSFT Microsoft Corp.
+0.08%
+$3,660.39 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.04%
+$169.52 
FVD First Trust Value Line Dividend Index Fund
+0.04%
+$96.6 
ISRG Intuitive Surgical, Inc.
+0.01%
+$31.58 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
-$15.01 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
CRWV CoreWeave, Inc.
-5.03%
-$15,846.42 
LLY Eli Lilly and Company
-4.45%
-$18,765.29 
BITB Bitwise Bitcoin ETF
-2.96%
-$128,664.12 
AMGN Amgen Inc.
-2.95%
-$40,968.83 
GBTC Grayscale Bitcoin Trust ETF
-2.92%
-$44,328.52 
CEG Constellation Energy Corporation
-2.52%
-$23,397.83 
DLR Digital Realty Trust, Inc.
-2.38%
-$8,974.1 
QCOM QUALCOMM Incorporated
-2.2%
-$6,446.23 
MU Micron Technology, Inc.
-2.17%
-$15,485.49 
JNJ Johnson & Johnson
-2.15%
-$145,232.76 
AMD Advanced Micro Devices, Inc.
-1.91%
-$40,126.21 
NVO Novo Nordisk A/S Sponsored ADR
-1.86%
-$10,542.08 
APLD Applied Digital Corporation
-1.76%
-$11,542.02 
PFE Pfizer Inc.
-1.59%
-$10,215.86 
TSLA Tesla, Inc.
-1.55%
-$105,683.48 
AVGO Broadcom Inc.
-1.46%
-$20,714.44 
MELI MercadoLibre, Inc.
-1.36%
-$22,667.07 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-1.33%
-$10,375.07 
UNH UnitedHealth Group Incorporated
-1.17%
-$3,433.93 
ARKK ARK Innovation ETF Fund
-1.04%
-$8,507.24 
NVDA NVIDIA Corporation
-0.94%
-$102,071.16 
ICLR ICON plc
-0.93%
-$2,427.8 
PYPL PayPal Holdings Inc
-0.92%
-$3,541.57 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.89%
-$3,123.9 
AXP American Express Company
-0.87%
-$5,322.24 
CAT Caterpillar Inc.
-0.81%
-$2,633.11 
IJR iShares Core S&P Small-Cap ETF
-0.68%
-$6,425.38 
AMZN Amazon.com Inc
-0.67%
-$41,847.21 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$1,402.55 
NEE NextEra Energy, Inc.
-0.58%
-$1,748.69 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.57%
-$2,205 
LRCX Lam Research Corporation
-0.55%
-$24,523.34 
VUG Vanguard Growth ETF
-0.54%
-$12,429.5 
ARKW ARK Next Generation Internet ETF
-0.53%
-$2,104.43 
IWP iShares Russell Mid-Cap Growth ETF
-0.49%
-$3,516.98 
GOOG Alphabet Inc
-0.46%
-$20,459.88 
ICF iShares Cohen & Steers Realty Majors ETF
-0.43%
-$2,928.15 
GOOGL Alphabet Inc
-0.41%
-$19,651.38 
PDI Pimco Dynamic Income Fund
-0.39%
-$4,004.93 
SPY SPDR S&P 500 ETF Trust
-0.36%
-$6,631.33 
IVV iShares Core S&P 500 ETF
-0.35%
-$6,011.5 
VOO Vanguard S&P 500 ETF
-0.35%
-$6,789.55 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.33%
-$6,123.56 
ACHR Archer Aviation Inc.
-0.32%
-$582.2 
GPIX S&P 500 Core Premium Income Fund
-0.3%
-$1,625.88 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.23%
-$677.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.23%
-$913.36 
EMN Eastman Chemical Company
-0.2%
-$396.25 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.15%
-$643.9 
META Meta Platforms Inc Class A
-0.15%
-$1,993.95 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.13%
-$747.89 
BX Blackstone Inc.
-0.11%
-$2,171.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$255.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.03%
-$249.81 
FTLS First Trust Long/Short Equity ETF
-0.03%
-$74.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1361 | Longs Won 763/1361 56% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,242.25 |
| Average Win $86,544.79 | Best Trade (Mar 31) $9.95M | Sharpe Ratio -8.85 |
| Average Loss -$29,890.57 | Worst Trade (Mar 31) -$1.02M | Z-Score -2.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $35,385.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 4,950 | 4,455 | 3,960 | 3,465 | 2,970 | 2,475 | 1,980 | 1,485 | 990 | 495 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,634 | $5.21M | $6.98M | - | $1.77M | 33.92% | +0.437% |
| ACHR Archer Aviation Inc. | 38,813 | $321,144.39 | $180,674.51 | - | -$140,469.88 | -43.74% | -0.321% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 150,099 | $3.1M | $3.12M | - | $17,996.87 | 0.58% | 0.0 |
| ADBE Adobe Inc. | 1,748 | $567,566.67 | $408,507.6 | - | -$159,059.07 | -28.02% | +0.4% |
| AMD Advanced Micro Devices, Inc. | 3,257 | $558,977.16 | $2.06M | - | $1.5M | 269.15% | -1.908% |
| AMGN Amgen Inc. | 3,365 | $911,376.1 | $1.35M | - | $437,669.22 | 48.02% | -2.947% |
| AMZN Amazon.com Inc | 24,189 | $5.34M | $6.25M | - | $906,302.5 | 16.97% | -0.666% |
| APLD Applied Digital Corporation | 27,481 | $645,897.94 | $642,780.59 | - | -$3,117.35 | -0.48% | -1.764% |
| ARKK ARK Innovation ETF Fund | 9,247 | $546,476.94 | $808,002.86 | - | $261,525.92 | 47.86% | -1.042% |
| ARKW ARK Next Generation Internet ETF | 2,415 | $303,196.45 | $397,095.07 | - | $93,898.62 | 30.97% | -0.527% |
| ASML ASML Holding N.V. New York Registry Shares | 105 | $208,891.19 | $191,226 | - | -$17,665.19 | -8.46% | +0.9% |
| AVGO Broadcom Inc. | 3,780 | $881,382.64 | $1.4M | - | $521,110.76 | 59.12% | -1.455% |
| AXP American Express Company | 2,016 | $604,232.98 | $608,045.76 | - | $3,812.78 | 0.63% | -0.868% |
| BITB Bitwise Bitcoin ETF | 96,018 | $4.81M | $4.22M | - | -$589,526.42 | -12.26% | -2.961% |
| BRK-B Berkshire Hathaway Inc. | 45,058 | $20.49M | $22.9M | - | $2.4M | 11.73% | +0.373% |
| BUD Anheuser-Busch InBev S.A. ADR | 3,121 | $257,170.4 | $239,567.96 | - | -$17,602.44 | -6.84% | +2.868% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 14,309 | $422,473.23 | $437,497.67 | - | $15,024.44 | 3.56% | -0.147% |
| BX Blackstone Inc. | 17,369 | $2.84M | $1.94M | - | -$904,388.15 | -31.79% | -0.112% |
| CALM Cal-Maine Foods Inc. | 7,471 | $591,563.73 | $473,960.24 | - | -$117,603.49 | -19.88% | +1.18% |
| CAT Caterpillar Inc. | 402 | $138,021.68 | $324,526.56 | - | $186,504.88 | 135.13% | -0.805% |
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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 - $5.65M, Apple Inc - $1.11M, Visa Inc. Class A - $923,351.23, and iShares Silver Trust - $908,360.21. 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 - $991,238.16, 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 $5.06M earned over time. The largest contributors to dividend income include Johnson & Johnson - $687,891.36, Blackstone Inc - $334,557.29, Schwab U.S. Dividend Equity ETF - $244,256.43, Verizon Communications Inc - $172,328.9, and Amgen Inc - $140,635.07. 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.
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