Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

BlueChip Wealth Advisors

Latest statistics and disclosures from BlueChip Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002015578

Tip: Access up to 7 years of quarterly data

Positions held by BlueChip Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 115 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p Mcp Etf (IJH)	6.1	$8.7M	31k	277.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.9	$8.4M	54k	157.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$8.4M	18k	475.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.9	$8.4M	110k	76.13	View chart
First Tr Value Line Divid In SHS (FVD)	5.4	$7.8M	192k	40.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$4.9M	10k	477.64	View chart
Apple (AAPL)	3.2	$4.6M	24k	192.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$4.4M	11k	409.71	View chart
First Tr Morningstar Divid L SHS (FDL)	2.8	$3.9M	110k	35.88	View chart
Truist Financial Corp equities (TFC)	2.7	$3.9M	105k	36.92	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.6	$3.8M	73k	51.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.1	$3.0M	27k	114.04	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$3.0M	16k	191.17	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.0	$2.8M	35k	80.04	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.5	$2.1M	36k	59.66	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.4	$2.0M	42k	48.32	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$1.9M	29k	64.93	View chart
Home Depot (HD)	1.3	$1.9M	5.4k	346.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$1.8M	54k	32.77	View chart
Microsoft Corporation (MSFT)	1.2	$1.7M	4.5k	376.09	View chart
Proshares Tr Short S&p 500 Ne (SH)	1.2	$1.6M	127k	12.99	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	1.1	$1.6M	25k	64.09	View chart
United Parcel Service CL B (UPS)	1.0	$1.5M	9.3k	157.23	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	1.0	$1.4M	12k	117.45	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.9	$1.3M	32k	41.57	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.9	$1.3M	14k	95.21	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$1.3M	25k	51.99	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.9	$1.2M	30k	40.25	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.8	$1.2M	16k	76.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.2M	11k	108.25	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$1.2M	43k	27.69	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.8	$1.1M	24k	48.32	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$1.1M	11k	99.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.1M	3.5k	303.19	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$1.0M	29k	36.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.0M	2.4k	436.76	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.7	$1.0M	20k	51.68	View chart
First Tr High Yield Opprt 20 (FTHY)	0.7	$1.0M	73k	13.93	View chart
RBB Us Treas 3 Mnth (TBIL)	0.6	$925k	19k	49.86	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.6	$920k	76k	12.07	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$847k	11k	75.33	View chart
Amazon (AMZN)	0.6	$846k	5.6k	151.94	View chart
Coca-Cola Company (KO)	0.6	$829k	14k	58.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$798k	4.8k	165.26	View chart
Southern Company (SO)	0.5	$762k	11k	70.11	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.5	$749k	19k	38.99	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$722k	32k	22.26	View chart
Bank of America Corporation (BAC)	0.5	$716k	21k	33.67	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.5	$713k	26k	27.35	View chart
Visa Com Cl A (V)	0.5	$704k	2.7k	260.41	View chart
Fs Kkr Capital Corp (FSK)	0.5	$674k	34k	19.97	View chart
Cisco Systems (CSCO)	0.5	$659k	13k	50.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$653k	13k	51.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$625k	1.8k	356.66	View chart
Meta Platforms Cl A (META)	0.4	$617k	1.7k	353.96	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.4	$584k	34k	17.06	View chart
UnitedHealth (UNH)	0.4	$557k	1.1k	526.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$535k	3.8k	140.93	View chart
Costco Wholesale Corporation (COST)	0.4	$524k	794.00	660.43	View chart
Adobe Systems Incorporated (ADBE)	0.4	$511k	857.00	596.60	View chart
ConocoPhillips (COP)	0.4	$503k	4.3k	116.07	View chart
McDonald's Corporation (MCD)	0.3	$496k	1.7k	296.51	View chart
Automatic Data Processing (ADP)	0.3	$489k	2.1k	232.97	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$482k	12k	40.21	View chart
Listed Fd Tr Overlay Shs Shrt (OVT)	0.3	$474k	22k	21.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$451k	7.2k	62.66	View chart
Pepsi (PEP)	0.3	$428k	2.5k	169.87	View chart
Boeing Company (BA)	0.3	$425k	1.6k	260.66	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$419k	8.3k	50.47	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.3	$416k	15k	27.79	View chart
NVIDIA Corporation (NVDA)	0.3	$413k	833.00	495.26	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$409k	28k	14.76	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$405k	11k	36.48	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$398k	6.2k	64.45	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$396k	8.2k	48.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$393k	1.7k	237.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$370k	3.5k	104.46	View chart
Exxon Mobil Corporation (XOM)	0.3	$368k	3.7k	99.98	View chart
Johnson & Johnson (JNJ)	0.2	$353k	2.3k	156.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$344k	4.4k	77.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$341k	2.4k	139.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$333k	1.9k	173.89	View chart
Eli Lilly & Co. (LLY)	0.2	$330k	566.00	583.26	View chart
JPMorgan Chase & Co. (JPM)	0.2	$323k	1.9k	170.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$322k	1.5k	218.15	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$314k	3.4k	91.39	View chart
Merck & Co (MRK)	0.2	$305k	2.8k	109.02	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$294k	14k	21.36	View chart
SYSCO Corporation (SYY)	0.2	$293k	4.0k	73.13	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.2	$290k	14k	20.17	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$289k	9.2k	31.24	View chart
Tesla Motors (TSLA)	0.2	$289k	1.2k	248.48	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$288k	4.9k	59.00	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$285k	4.0k	70.84	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$270k	5.8k	46.45	View chart
Masco Corporation (MAS)	0.2	$268k	4.0k	66.98	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$267k	4.6k	57.39	View chart
Intuit (INTU)	0.2	$266k	426.00	625.03	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$266k	3.4k	79.22	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$263k	5.4k	48.81	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$253k	1.4k	186.55	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$248k	2.8k	90.16	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$239k	4.6k	52.37	View chart
Proshares Tr Ii Ultra Vix Short (UVXY)	0.2	$238k	28k	8.44	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$226k	2.1k	109.56	View chart
Nuveen Muni Value Fund (NUV)	0.2	$219k	25k	8.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$219k	5.6k	39.03	View chart
Arista Networks (ANET)	0.2	$217k	923.00	235.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$216k	7.4k	29.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$216k	2.6k	83.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$213k	812.00	262.27	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	0.1	$203k	5.5k	37.13	View chart
IDEXX Laboratories (IDXX)	0.1	$203k	365.00	555.05	View chart
Proshares Tr Short Qqq New (PSQ)	0.1	$183k	19k	9.48	View chart
Cion Invt Corp (CION)	0.1	$171k	15k	11.31	View chart

Past Filings by BlueChip Wealth Advisors

SEC 13F filings are viewable for BlueChip Wealth Advisors going back to 2023

BlueChip Wealth Advisors 2023 Q4 filed March 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z