Investments: White Knight Strategic Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: White Knight Strategic Wealth Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
126.328.808 $+22.215.128 $
+18,2 %
69105.150.275 $-10.157.081 $
-10,8 %
63120.098.651 $+13.806.309 $
+15,5 %
70109.183.923 $+10.974.901 $
+3,9 %
70
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral22.546.573 $+1.177.128 $
+5,5 %
121.369.445 $-1.332.240 $
-5,9 %
122.701.685 $+315.678 $
+1,4 %
122.386.007 $+900.400 $
+4,2 %
1
Alphabet Inc.GOOGL→ 0Stark9.435.761 $+1.636.063 $
+21,0 %
17.799.698 $-1.019.837 $
-11,6 %
18.819.535 $+1.749.469 $
+24,7 %
17.070.066 $+1.806.957 $
+34,3 %
1
NVIDIA CORPNVDA→ 0Neutral9.199.753 $+1.365.879 $
+17,4 %
17.833.874 $-1.466.511 $
-15,8 %
19.300.385 $+97.140 $
+1,1 %
19.203.245 $+1.047.483 $
+12,8 %
1
Tesla, Inc.TSLA→ 0Neutral7.572.482 $+1.137.118 $
+17,7 %
16.435.364 $-1.339.395 $
-17,2 %
17.774.759 $+331.925 $
+4,5 %
17.442.834 $+2.018.154 $
+37,2 %
1
JOHNSON & JOHNSONJNJ→ 0Stark6.633.887 $+324.434 $
+5,1 %
16.309.453 $+914.710 $
+17,0 %
15.394.743 $+590.354 $
+12,3 %
14.804.389 $+758.936 $
+18,8 %
1
Apple Inc.AAPL→ 0Neutral5.970.746 $+915.424 $
+18,1 %
15.055.322 $-785.949 $
-13,5 %
15.841.271 $+545.653 $
+10,3 %
15.295.618 $+797.613 $
+17,7 %
1
LAM RESEARCH CORPLRCX→ 0Stark5.903.688 $+3.005.390 $
+103,7 %
12.898.298 $+78.963 $
+2,8 %
12.819.335 $+635.962 $
+29,1 %
12.183.373 $+532.487 $
+32,3 %
1
AMAZON COM INCAMZN→ 0Neutral5.765.206 $+890.022 $
+18,3 %
14.875.184 $-804.835 $
-14,2 %
15.680.019 $+611.685 $
+12,1 %
15.068.334 $-318.787 $
-5,9 %
1
MICROSOFT CORPMSFT→ 0Neutral3.330.250 $+322.864 $
+10,7 %
13.007.386 $-1.212.322 $
-28,7 %
14.219.708 $+9.045 $
+0,2 %
14.210.663 $+75.507 $
+1,8 %
1
SCHWAB STRATEGIC TRUST→ 03.161.652 $-247.098 $
-7,2 %
13.408.750 $+84.292 $
+2,5 %
13.324.458 $+428.561 $
+14,8 %
12.895.897 $+661.247 $
+29,6 %
1
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC→ 03.120.558 $+3.120.558 $1
Blackstone Inc.BX→ 0Neutral2.043.810 $+130.606 $
+6,8 %
11.913.204 $-732.609 $
-27,7 %
12.645.813 $+401.527 $
+17,9 %
12.244.286 $+28.557 $
+1,3 %
1
iSHARES TRUST→ 02.370.521 $+1.442.581 $
+155,5 %
1927.940 $-140.320 $
-13,1 %
11.068.260 $-25.264 $
-2,3 %
11.093.524 $-75.807 $
-6,5 %
1
COZAD ASSET MANAGEMENT INC→ 01.978.325 $+229.079 $
+13,1 %
11.749.246 $-406.344 $
-18,9 %
12.155.590 $+434.287 $
+25,2 %
11.721.303 $-86.853 $
-4,8 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 01.904.112 $+215.784 $
+12,8 %
11.688.328 $-63.350 $
-3,6 %
11.751.678 $+61.346 $
+3,6 %
11.690.332 $+84.163 $
+5,2 %
1
ISHARES TR→ 01.770.926 $+541.827 $
+44,1 %
11.392.172 $-500.880 $
-26,5 %
11.893.052 $+123.744 $
+7,0 %
11.769.308 $-9.172 $
-0,5 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.892.024 $+1.299.432 $
+219,3 %
1592.592 $-98.502 $
-14,3 %
1691.094 $+181.617 $
+35,6 %
1509.477 $-38.541 $
-7,0 %
1
iShares Silver TrustSLV→ 0564.199 $-1.120.191 $
-66,5 %
11.684.390 $+510.360 $
+43,5 %
11.174.030 $+487.251 $
+70,9 %
1
JAMES INVESTMENT RESEARCH, INC.→ 01.335.457 $-301.736 $
-18,4 %
11.637.193 $+163.201 $
+11,1 %
11.473.992 $-152.170 $
-9,4 %
1
MERCADOLIBRE INCMELI→ 0Neutral1.512.374 $+163.738 $
+12,1 %
11.348.636 $-202.344 $
-13,0 %
11.550.980 $-80.204 $
-4,9 %
11.631.184 $-321.198 $
-16,5 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark1.560.864 $-51.660 $
-3,2 %
11.612.524 $+156.997 $
+10,8 %
11.455.527 $+447.622 $
+44,4 %
11.007.905 $+114.899 $
+12,9 %
1
VISA INC.V→ 0Neutral1.495.099 $+256.296 $
+20,7 %
11.238.803 $-296.862 $
-19,3 %
11.535.665 $+105.719 $
+7,4 %
11.429.946 $-188.271 $
-11,6 %
1
Broadcom Inc.AVGO→ 0Neutral1.427.895 $+245.567 $
+20,8 %
11.182.328 $-157.771 $
-11,8 %
11.340.099 $+77.199 $
+6,1 %
11.262.900 $+139.626 $
+12,4 %
1
Palantir Technologies Inc.PLTR→ 0Neutral797.439 $-175.177 $
-18,0 %
1972.616 $-191.113 $
-16,4 %
11.163.729 $-105.185 $
-8,3 %
11.268.914 $+138.003 $
+12,2 %
1
Meta Platforms, Inc.META→ 0Neutral1.064.618 $+110.305 $
+11,6 %
1954.313 $-278.075 $
-22,6 %
11.232.388 $+893.767 $
+263,9 %
1338.621 $-29.012 $
-7,9 %
1
TRUST FOR PROFESSIONAL MANAG→ 01.229.099 $-163.073 $
-11,7 %
1
EXCHANGE TRADED CONCEPTS, LLC→ 0771.713 $+28.306 $
+3,8 %
1743.407 $-366.977 $
-33,0 %
11.110.384 $-108.814 $
-8,9 %
11.219.198 $-37.361 $
-3,0 %
1
AMGEN INCAMGN→ 0Neutral1.218.534 $+124.280 $
+11,4 %
11.094.254 $-56.241 $
-4,9 %
11.150.495 $+23.106 $
+2,0 %
11.127.389 $+15.056 $
+1,4 %
1
PIMCO Dynamic Income FundPDI→ 01.216.041 $+241.467 $
+24,8 %
1974.574 $+974.574 $1
HOME DEPOT, INC.HD→ 0Neutral1.124.697 $+186.045 $
+19,8 %
1938.652 $-94.680 $
-9,2 %
11.033.332 $+158.932 $
+18,2 %
1874.400 $+84.291 $
+10,7 %
1
Applied Digital Corp.APLD→ 0Neutral1.025.041 $+392.702 $
+62,1 %
1632.339 $-99.485 $
-13,6 %
1731.824 $+95.790 $
+15,1 %
1636.034 $+636.034 $1
Mastercard IncMA→ 0Neutral1.021.550 $+38.219 $
+3,9 %
1983.331 $+18.544 $
+1,9 %
1964.787 $-15.273 $
-1,6 %
1980.060 $+1.722 $
+0,2 %
1
EXXON MOBIL CORPXOM→ 0Stark883.978 $-111.129 $
-11,2 %
1995.107 $+119.633 $
+13,7 %
1875.474 $+219.471 $
+33,5 %
1656.003 $+117.930 $
+21,9 %
1
DEVON ENERGY CORP/DEDVN→ 0Sehr stark849.754 $+163.235 $
+23,8 %
1686.519 $-7.914 $
-1,1 %
1694.433 $+19.202 $
+2,8 %
1
Constellation Energy CorpCEG→ 0Neutral769.151 $+68.670 $
+9,8 %
1700.481 $-66.952 $
-8,7 %
1767.433 $+123.404 $
+19,2 %
1644.029 $-58.404 $
-8,3 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark714.706 $+74.992 $
+11,7 %
1639.714 $-119.285 $
-15,7 %
1758.999 $+156.278 $
+25,9 %
1602.721 $-200.251 $
-24,9 %
1
MICRON TECHNOLOGY INCMU→ 0Stark758.369 $+758.369 $1
CHEMICAL & MINING CO OF CHILE INCSQM→ 0747.643 $+89.777 $
+13,6 %
1657.866 $+57.994 $
+9,7 %
1599.872 $+66.343 $
+12,4 %
1
NOVO NORDISK A SNVO→ 0Schwach711.813 $+254.165 $
+55,5 %
1457.648 $-274.566 $
-37,5 %
1732.214 $+732.214 $1
AMERICAN EXPRESS COAXP→ 0Neutral681.973 $+111.506 $
+19,5 %
1570.467 $-143.289 $
-20,1 %
1713.756 $+72.445 $
+11,3 %
1641.311 $+26.107 $
+4,2 %
1
ISHARES GOLD TRUSTIAU→ 0711.780 $+272.322 $
+62,0 %
1439.458 $+231.113 $
+110,9 %
1
Moloney Securities Asset Management, LLC→ 0690.131 $+690.131 $1
Innovator ETFs Trust→ 0670.300 $+670.300 $1
PFIZER INCPFE→ 0Stark552.805 $+4.824 $
+0,9 %
1547.981 $-75.415 $
-12,1 %
1623.396 $+244.712 $
+64,6 %
1378.684 $+30.186 $
+8,7 %
1
CAL-MAINE FOODS INCCALM→ 0Sehr stark601.864 $+108.047 $
+21,9 %
1493.817 $+493.817 $1
PayPal Holdings, Inc.PYPL→ 0Neutral302.821 $+8.916 $
+3,0 %
1293.905 $-112.595 $
-27,7 %
1406.500 $-138.698 $
-25,4 %
1545.198 $+20.276 $
+3,9 %
1
ADOBE INC.ADBE→ 0Neutral358.375 $+7.611 $
+2,2 %
1350.764 $-194.170 $
-35,6 %
1544.934 $+544.934 $1
DIGITAL REALTY TRUST, INC.DLR→ 0Neutral374.783 $-102.053 $
-21,4 %
1476.836 $-38.039 $
-7,4 %
1514.875 $+164.274 $
+46,9 %
1350.601 $+350.601 $1
UNITED PARCEL SERVICE INCUPS→ 0Neutral513.903 $+60.252 $
+13,3 %
1453.651 $-15.417 $
-3,3 %
1
SLB LIMITED/NVSLB→ 0Stark499.324 $+115.067 $
+29,9 %
1384.257 $+9.922 $
+2,7 %
1
MCDONALDS CORPMCD→ 0Stark425.517 $-21.445 $
-4,8 %
1446.962 $-9.991 $
-2,2 %
1456.953 $+456.953 $1
ENBRIDGE INCENB→ 0Stark449.672 $+581 $
+0,1 %
1449.091 $+24.121 $
+5,7 %
1424.970 $-2.174 $
-0,5 %
1427.144 $+2.269 $
+0,5 %
1
VANGUARD GROUP INC→ 0310.231 $+69.231 $
+28,7 %
1241.000 $-152.606 $
-38,8 %
1393.606 $-35.853 $
-8,3 %
1429.459 $-39.313 $
-8,4 %
1
CATERPILLAR INCCAT→ 0Sehr stark428.090 $+144.706 $
+51,1 %
1283.384 $+39.907 $
+16,4 %
1243.477 $-101.477 $
-29,4 %
1344.954 $-143.361 $
-29,4 %
1
ELI LILLY & CoLLY→ 0Neutral425.798 $+146.188 $
+52,3 %
1279.610 $+279.610 $1
Vale S.A.VALE→ 0422.389 $-77.278 $
-15,5 %
1
Sony Group CorpSONY→ 0247.240 $-8.923 $
-3,5 %
1256.163 $-151.517 $
-37,2 %
1407.680 $-12.596 $
-3,0 %
1420.276 $-26.399 $
-5,9 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark331.149 $-25.441 $
-7,1 %
1356.590 $-6.163 $
-1,7 %
1362.753 $-51.591 $
-12,5 %
1414.344 $-55.743 $
-11,9 %
1
e.l.f. Beauty, Inc.ELF→ 0Neutral413.660 $+127.702 $
+44,7 %
1285.958 $-3.602 $
-1,2 %
1289.560 $+73.408 $
+34,0 %
1
Walmart Inc.WMT→ 0Stark392.845 $-16.223 $
-4,0 %
1409.068 $+30.999 $
+8,2 %
1378.069 $+38.848 $
+11,5 %
1339.221 $+7.407 $
+2,2 %
1
ICON PLCICLR→ 0276.546 $-123.062 $
-30,8 %
1399.608 $+40.333 $
+11,2 %
1359.275 $+97.756 $
+37,4 %
1
BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.MUJ→ 0384.557 $+162.849 $
+73,5 %
1221.708 $+221.708 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark341.074 $-23.108 $
-6,3 %
1364.182 $+32.545 $
+9,8 %
1331.637 $-46.870 $
-12,4 %
1378.507 $-23.157 $
-5,8 %
1
Kraft Heinz CoKHC→ 0Stark326.688 $+46.463 $
+16,6 %
1280.225 $-59.881 $
-17,6 %
1340.106 $-32.631 $
-8,8 %
1372.737 $+19.158 $
+5,4 %
1
FLEXSHARES TRUST→ 0368.797 $+30.520 $
+9,0 %
1338.277 $-13.980 $
-4,0 %
1352.257 $+4.245 $
+1,2 %
1348.012 $+25.817 $
+8,0 %
1
DEERE & CODE→ 0Stark355.695 $+355.695 $1
CoreWeave, Inc.CRWV→ 0Neutral354.860 $+96.885 $
+37,6 %
1257.975 $+257.975 $1
LyondellBasell Industries N.V.LYB→ 0Stark245.402 $-91.661 $
-27,2 %
1337.063 $+85.317 $
+33,9 %
1251.746 $+14.343 $
+6,0 %
1237.403 $-47.615 $
-16,7 %
1
TARGET CORPTGT→ 0Neutral336.482 $+23.500 $
+7,5 %
1312.982 $-42.863 $
-12,0 %
1
CHEVRON CORPCVX→ 0Sehr stark334.835 $+4.829 $
+1,5 %
1330.006 $+16.803 $
+5,4 %
1313.203 $+38.340 $
+13,9 %
1274.863 $-44.451 $
-13,9 %
1
HUBSPOT INCHUBS→ 0Neutral326.992 $+326.992 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral325.854 $+68.368 $
+26,6 %
1257.486 $+237 $
+0,1 %
1257.249 $+257.249 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral228.268 $+1.922 $
+0,8 %
1226.346 $-87.417 $
-27,9 %
1313.763 $+313.763 $1
QUALCOMM INC/DEQCOM→ 0Neutral305.827 $+4.950 $
+1,6 %
1300.877 $+67.141 $
+28,7 %
1233.736 $-13.913 $
-5,6 %
1
Sprott Physical Gold & Silver TrustCEF→ 0299.166 $+299.166 $1
Salesforce, Inc.CRM→ 0Neutral217.226 $-76.891 $
-26,1 %
1294.117 $-53.290 $
-15,3 %
1
Archer Aviation Inc.ACHR→ 0Sehr schwach183.585 $+6.833 $
+3,9 %
1176.752 $-105.722 $
-37,4 %
1282.474 $+54.010 $
+23,6 %
1228.464 $+228.464 $1
Block, Inc.XYZ→ 0Neutral275.999 $+14.536 $
+5,6 %
1
ASML HOLDING NVASML→ 0Sehr stark208.891 $-61.206 $
-22,7 %
1270.097 $+270.097 $1
MOODYS CORP /DE/MCO→ 0Neutral267.175 $+267.175 $1
SHOPIFY INC.SHOP→ 0Neutral265.601 $+265.601 $1
Anheuser-Busch InBev SA/NVBUD→ 0257.170 $+22.399 $
+9,5 %
1234.771 $+234.771 $1
SYNOPSYS INCSNPS→ 0Schwach246.202 $-503.849 $
-67,2 %
1
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUNDNXJ→ 0239.235 $+239.235 $1
Hims & Hers Health, Inc.HIMS→ 0Neutral237.714 $+237.714 $1
Grayscale Bitcoin Trust ETFGBTC→ 0237.404 $+13.504 $
+6,0 %
1
Alibaba Group Holding LtdBABA→ 0Schwach234.672 $+234.672 $1
Chewy, Inc.CHWY→ 0Neutral232.790 $+232.790 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0212.083 $-1.048 $
-0,5 %
1213.131 $-1.457 $
-0,7 %
1
EASTMAN CHEMICAL COEMN→ 0Stark212.327 $+2.829 $
+1,4 %
1209.498 $-1.460 $
-0,7 %
1210.958 $+210.958 $1
Interactive Brokers Group, Inc.IBKR→ 0Sehr stark206.155 $+206.155 $1
NETFLIX INCNFLX→ 0Stark205.376 $+205.376 $1
Duke Energy CORPDUK→ 0Neutral204.188 $+204.188 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark201.535 $+201.535 $1
AMERICOLD REALTY TRUSTCOLD→ 0Neutral132.201 $+132.201 $1
126.328.808 $+22.215.128 $
+18,2 %
69105.150.275 $-10.157.081 $
-10,8 %
63120.098.651 $+13.806.309 $
+15,5 %
70109.183.923 $+10.974.901 $
+3,9 %
70
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