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BlueChip Wealth Advisors

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

Top 5 stock holdings are SPY, SCHD, IJH, FVD, COWZ, and represent 23.51% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JAAA, NVDA, UPS, FDL, COWZ, GJUN, FID, MARM, COST, GMAR.
Started 23 new stock positions in FIXD, LLY, MARM, GMAR, DJUN, CRM, GMAY, CLM, UPS, VTES. GOOGL, INTU, QCOM, O, VTEB, GJUN, NFLX, ISRG, FMAR, IBIT, PG, ANET, JAAA.
Reduced shares in these 10 stocks: RSP, FTHY, FVD, FTCS, FTHI, TFC, GBTC, QQEW, SH, VIG.
Sold out of its positions in DAL, FTC, FTHI, GBTC, ESGU, Proshares Ultra Vix Short-term Futures Etf, SHCR, VIG.
BlueChip Wealth Advisors was a net buyer of stock by $15M.
BlueChip Wealth Advisors has $170M in assets under management (AUM), dropping by 9.49%.
Central Index Key (CIK): 0002015578

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

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Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 137 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.4	$9.2M		17k	544.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$8.8M		113k	77.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.9	$8.3M		142k	58.52	View chart
First Tr Value Line Divid In SHS (FVD)	4.3	$7.3M	-6%	179k	40.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.7	$6.3M	+19%	116k	54.49	View chart
First Tr Morningstar Divid L SHS (FDL)	3.5	$6.0M	+22%	157k	37.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$5.7M		10k	547.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$5.4M		11k	479.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.1	$5.3M	-9%	33k	164.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.6	$4.5M	+7%	81k	54.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.6	$4.4M	+8%	133k	32.89	View chart
Apple (AAPL)	2.5	$4.3M		21k	210.62	View chart
Spdr Gold Tr Gold Shs (GLD)	2.2	$3.7M	+7%	17k	215.01	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.9	$3.3M	+6%	84k	38.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.8	$3.1M	NEW	61k	50.88	View chart
Truist Financial Corp equities (TFC)	1.6	$2.8M	-11%	71k	38.85	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	1.6	$2.8M	+13%	36k	75.66	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$2.5M	-16%	30k	84.04	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.4	$2.4M	+14%	48k	50.52	View chart
Home Depot (HD)	1.4	$2.3M	+16%	6.7k	344.25	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$2.1M	+7%	63k	33.38	View chart
NVIDIA Corporation (NVDA)	1.2	$2.1M	+4240%	17k	123.54	View chart
Microsoft Corporation (MSFT)	1.2	$2.1M	+16%	4.6k	446.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.1	$1.9M	-9%	33k	59.60	View chart
Ishares Tr Core Msci Total (IXUS)	1.1	$1.9M	-4%	28k	67.56	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.1	$1.8M	-2%	37k	48.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$1.5M	+3%	49k	30.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$1.4M	-13%	12k	113.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.3M		3.5k	364.48	View chart
RBB Us Treas 3 Mnth (TBIL)	0.8	$1.3M	+7%	26k	50.02	View chart
United Parcel Service CL B (UPS)	0.7	$1.3M	NEW	9.3k	136.85	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.7	$1.3M		15k	85.97	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.7	$1.2M	-16%	10k	123.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M		2.4k	500.08	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.7	$1.2M	-3%	29k	39.72	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.7	$1.2M	-8%	27k	43.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M	-10%	10k	106.66	View chart
Amazon (AMZN)	0.6	$1.1M	+58%	5.7k	193.25	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$1.1M	-4%	22k	48.54	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.6	$1.1M	+166%	69k	15.72	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$1.1M		11k	100.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$949k	-16%	9.9k	96.13	View chart
Meta Platforms Cl A (META)	0.5	$886k	+28%	1.8k	504.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$853k	-2%	11k	77.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$846k		4.8k	174.48	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.5	$830k		20k	40.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.5	$817k		19k	42.55	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.5	$812k	+32%	69k	11.71	View chart
Fs Kkr Capital Corp (FSK)	0.5	$783k	+66%	40k	19.73	View chart
Visa Com Cl A (V)	0.4	$760k	+40%	2.9k	262.50	View chart
Costco Wholesale Corporation (COST)	0.4	$752k	+197%	885.00	849.68	View chart
Coca-Cola Company (KO)	0.4	$744k	+2%	12k	63.65	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.4	$740k		26k	28.41	View chart
Southern Company (SO)	0.4	$739k		9.5k	77.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.4	$728k	NEW	21k	34.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$704k		1.7k	406.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$689k	+33%	3.8k	183.43	View chart
First Tr High Yield Opprt 20 (FTHY)	0.4	$662k	-46%	46k	14.32	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.4	$621k	-28%	54k	11.41	View chart
Cisco Systems (CSCO)	0.4	$616k		13k	47.51	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$603k	+66%	18k	32.71	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.3	$585k	NEW	20k	29.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$578k	-3%	11k	51.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$575k	+35%	5.0k	115.12	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$557k	+38%	6.4k	87.46	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.3	$550k	-7%	32k	17.00	View chart
Global Payments (GPN)	0.3	$535k	+3%	5.5k	96.70	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.3	$528k	-27%	24k	22.33	View chart
Bank of America Corporation (BAC)	0.3	$504k		13k	39.77	View chart
Automatic Data Processing (ADP)	0.3	$501k		2.1k	238.69	View chart
ConocoPhillips (COP)	0.3	$495k		4.3k	114.38	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.3	$487k	+4%	16k	31.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$478k	+2%	11k	42.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$475k	NEW	13k	35.44	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$455k	+4%	6.7k	67.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$452k	NEW	2.5k	182.15	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$448k	NEW	10k	43.05	View chart
Listed Fd Tr Overlay Shs Shrt (OVT)	0.3	$447k	+3%	20k	22.20	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$446k	-10%	8.8k	50.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$443k		1.7k	267.51	View chart
McDonald's Corporation (MCD)	0.3	$441k	+3%	1.7k	254.84	View chart
Pepsi (PEP)	0.3	$430k		2.6k	164.91	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$426k		28k	15.36	View chart
JPMorgan Chase & Co. (JPM)	0.3	$425k	+10%	2.1k	202.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$425k		12k	35.43	View chart
Arista Networks (ANET)	0.2	$416k	NEW	1.2k	350.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$391k		3.5k	110.35	View chart
UnitedHealth (UNH)	0.2	$380k	-6%	746.00	509.51	View chart
Eli Lilly & Co. (LLY)	0.2	$379k	NEW	418.00	906.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$368k		1.5k	249.62	View chart
Merck & Co (MRK)	0.2	$365k	+5%	2.9k	123.80	View chart
Johnson & Johnson (JNJ)	0.2	$360k		2.5k	146.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$359k		4.4k	81.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$356k	NEW	7.1k	50.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$356k		2.0k	182.01	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$355k	+12%	3.9k	91.78	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$351k	NEW	3.5k	100.07	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$344k	-20%	6.2k	55.78	View chart
Nuveen Muni Value Fund (NUV)	0.2	$319k		37k	8.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$317k	-32%	4.9k	64.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.2	$302k	NEW	7.5k	40.58	View chart
Cion Invt Corp (CION)	0.2	$298k		25k	12.12	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$295k		3.4k	88.11	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$292k	-4%	1.4k	204.94	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$291k		4.9k	59.06	View chart
SYSCO Corporation (SYY)	0.2	$286k		4.0k	71.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$283k		2.3k	120.98	View chart
Chevron Corporation (CVX)	0.2	$281k	+4%	1.8k	156.45	View chart
Intuit (INTU)	0.2	$280k	NEW	426.00	657.21	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.2	$280k	+5%	14k	20.28	View chart
Netflix (NFLX)	0.2	$279k	NEW	414.00	674.88	View chart
Boeing Company (BA)	0.2	$277k		1.5k	182.01	View chart
Realty Income (O)	0.2	$275k	NEW	5.2k	52.82	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$274k	+2%	4.7k	57.79	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$269k	+5%	8.8k	30.36	View chart
Masco Corporation (MAS)	0.2	$267k		4.0k	66.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$265k	NEW	7.6k	34.99	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$262k	+2%	5.4k	48.51	View chart
salesforce (CRM)	0.1	$254k	NEW	986.00	257.10	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$252k	-14%	3.4k	73.60	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$251k	-14%	6.1k	41.33	View chart
Procter & Gamble Company (PG)	0.1	$249k	NEW	1.5k	164.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$246k	-5%	5.6k	43.93	View chart
Intuitive Surgical Com New (ISRG)	0.1	$244k	NEW	548.00	444.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$242k		812.00	297.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$241k		433.00	555.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$238k		7.4k	32.24	View chart
United Rentals (URI)	0.1	$232k	+6%	358.00	646.73	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	0.1	$226k	+3%	5.1k	43.98	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$226k		2.4k	94.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$223k	NEW	5.4k	40.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$219k		3.4k	64.25	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$209k	NEW	6.1k	34.14	View chart
Chubb (CB)	0.1	$205k		802.00	255.08	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$205k	-23%	2.1k	96.99	View chart
Qualcomm (QCOM)	0.1	$204k	NEW	1.0k	199.20	View chart
Cornerstone Strategic Value (CLM)	0.1	$101k	NEW	13k	7.70	View chart

Past Filings by BlueChip Wealth Advisors

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

BlueChip Wealth Advisors 2024 Q2 filed Aug. 12, 2024
BlueChip Wealth Advisors 2024 Q1 filed April 30, 2024
BlueChip Wealth Advisors 2023 Q4 filed March 15, 2024

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