White Knight Strategic Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
100 CANAL POINTE BLVD, SUITE 121 PRINCETON, NJ 08540
As of the latest 13F report, the guru’s equity portfolio contained 67 stocks valued at a total of $0.00Mil. The top holdings were BRK.B(19.21%), JNJ(7.26%), and AAPL(4.75%).
According to GuruFocus data, these were White Knight Strategic Wealth Advisors, LLC’s top five trades of the quarter.
Medtronic PLC
The guru established a new position worth 6,254 shares in NYSE:MDT, giving the stock a 0.68% weight in the equity portfolio. Shares traded for an average price of $81.05 during the quarter.
On 02/15/2023, Medtronic PLC traded for a price of $84.02 per share and a market cap of $111.76Bil. The stock has returned -16.58% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Medtronic PLC has a price-earnings ratio of 26.09, a price-book ratio of 2.15, a EV-to-Ebitda ratio of 14.19 and a price-sales ratio of 3.64.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.
Pacer Lunt Large Cap Alternator ETF
The guru established a new position worth 10,977 shares in ARCA:ALTL, giving the stock a 0.61% weight in the equity portfolio. Shares traded for an average price of $39.16 during the quarter.
On 02/15/2023, Pacer Lunt Large Cap Alternator ETF traded for a price of $40.875 per share and a market cap of $1.02Bil. The stock has returned -4.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Pacer Lunt Large Cap Alternator ETF has a price-earnings ratio of 22.34 and a price-book ratio of 2.98.
S&P 500 ETF TRUST ETF
During the quarter, White Knight Strategic Wealth Advisors, LLC bought 1,154 shares of ARCA:SPY for a total holding of 6,028. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $382.87.
On 02/15/2023, S&P 500 ETF TRUST ETF traded for a price of $411.29 per share and a market cap of $380.33Bil. The stock has returned -6.13% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 20.24, a price-book ratio of 3.74, a price-earnings-to-growth (PEG) ratio of 2.45, a EV-to-Ebitda ratio of 15.00 and a price-sales ratio of 2.83.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
First Trust Value Line Dividend Index Fund
White Knight Strategic Wealth Advisors, LLC reduced their investment in ARCA:FVD by 9,191 shares. The trade had a 0.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $38.81.
On 02/15/2023, First Trust Value Line Dividend Index Fund traded for a price of $40.5 per share and a market cap of $12.51Bil. The stock has returned 0.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust Value Line Dividend Index Fund has a price-earnings ratio of 18.81 and a price-book ratio of 2.66.
First Trust Dow Jones Internet Index Fund
The guru established a new position worth 2,581 shares in ARCA:FDN, giving the stock a 0.44% weight in the equity portfolio. Shares traded for an average price of $127.04 during the quarter.
On 02/15/2023, First Trust Dow Jones Internet Index Fund traded for a price of $146.3977 per share and a market cap of $4.20Bil. The stock has returned -24.94% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust Dow Jones Internet Index Fund has a price-earnings ratio of 29.67 and a price-book ratio of 4.49.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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