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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 25.58% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$7.1M), DBND, SPY, XLG, VIG, AIRR, GOCT, QQQ, SCHM, IBIT.
Started 12 new stock positions in GOCT, GSEP, AIRR, LGOV, AVGO, FMF, Arista Networks, XLE, FTC, XLG. FDT, DBND.
Reduced shares in these 10 stocks: UPS, QGRO, AAPL, TOTL, NVDA, VNLA, COWZ, MINT, BRK.A, AMZN.
Sold out of its positions in ADBE, QINT, ANET, BRK.A, CTAS, COHR, JUNM, INTU, ISRG, EEM.
BlueChip Wealth Advisors was a net seller of stock by $-3.3M.
BlueChip Wealth Advisors has $180M in assets under management (AUM), dropping by -5.61%.
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 136 positions in its portfolio as reported in the December 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)	6.6	$12M	+7%	20k	586.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.7	$10M	+216%	379k	27.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.1	$9.2M		148k	62.31	View chart
First Tr Value Line Divid In SHS (FVD)	4.4	$7.9M	+4%	181k	43.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.7	$6.7M	-9%	118k	56.48	View chart
First Tr Morningstar Divid L SHS (FDL)	3.7	$6.6M	+4%	165k	40.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$6.5M		11k	588.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$6.0M	+11%	12k	511.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.9	$5.2M	-6%	30k	175.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$5.2M		140k	37.17	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.6	$4.8M		81k	59.14	View chart
Spdr Gold Tr Gold Shs (GLD)	2.5	$4.4M		18k	242.13	View chart
Apple (AAPL)	2.4	$4.4M	-16%	18k	250.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.3	$4.2M	+9%	82k	50.71	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.9	$3.5M	+5%	86k	40.48	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	1.8	$3.2M	+11%	41k	78.46	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.4	$2.5M	+9%	68k	35.85	View chart
Truist Financial Corp equities (TFC)	1.4	$2.4M	-6%	56k	43.38	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.3	$2.3M	-13%	45k	50.21	View chart
Home Depot (HD)	1.2	$2.2M	-13%	5.7k	389.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.2	$2.2M	+14%	36k	59.77	View chart
Microsoft Corporation (MSFT)	1.1	$2.0M	-4%	4.8k	421.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$1.9M	-10%	22k	87.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.9M	-6%	3.5k	538.78	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.0	$1.8M	+4%	51k	35.65	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$1.8M	-3%	27k	66.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.5M		3.8k	401.55	View chart
NVIDIA Corporation (NVDA)	0.8	$1.5M	-35%	11k	134.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$1.4M	-3%	12k	125.00	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.8	$1.4M	-27%	32k	44.01	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.8	$1.4M	+25%	86k	16.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$1.3M	-19%	27k	48.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.7	$1.3M		36k	36.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.2M		10k	115.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.1M	+18%	12k	95.01	View chart
RBB Us Treas 3 Mnth (TBIL)	0.6	$1.1M	-10%	22k	49.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.1M	+169%	5.4k	195.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$992k		5.4k	185.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$985k		9.9k	99.56	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.5	$936k	NEW	21k	45.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$919k	+207%	33k	27.71	View chart
Amazon (AMZN)	0.5	$902k	-38%	4.1k	219.39	View chart
Fs Kkr Capital Corp (FSK)	0.5	$861k		40k	21.72	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.5	$840k	+3%	20k	41.33	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$825k	+79%	8.2k	100.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$807k	+119%	15k	53.05	View chart
First Tr High Yield Opprt 20 (FTHY)	0.4	$795k	+12%	55k	14.48	View chart
Southern Company (SO)	0.4	$795k	+22%	9.7k	82.32	View chart
Cisco Systems (CSCO)	0.4	$748k		13k	59.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$744k		1.6k	453.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$742k	-13%	17k	44.58	View chart
Meta Platforms Cl A (META)	0.4	$734k	-28%	1.3k	585.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$713k	+91%	3.7k	190.88	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.4	$712k	-30%	5.7k	124.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$699k	NEW	14k	49.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$667k	+57%	13k	50.13	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.4	$665k	NEW	8.6k	77.04	View chart
Coca-Cola Company (KO)	0.4	$662k	-2%	11k	62.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.4	$661k	NEW	19k	34.99	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$657k	+46%	15k	42.97	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$655k	-5%	18k	37.46	View chart
Automatic Data Processing (ADP)	0.4	$649k	+5%	2.2k	292.73	View chart
Visa Com Cl A (V)	0.4	$639k	-27%	2.0k	315.93	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.4	$632k	-15%	56k	11.26	View chart
Global Payments (GPN)	0.3	$618k		5.5k	112.06	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.3	$608k		20k	30.88	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$576k	-61%	5.8k	99.70	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$572k	+58%	12k	49.62	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.3	$552k		32k	17.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.3	$541k		19k	28.03	View chart
JPMorgan Chase & Co. (JPM)	0.3	$534k	+7%	2.2k	239.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$510k	-26%	2.7k	190.45	View chart
McDonald's Corporation (MCD)	0.3	$504k		1.7k	289.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$502k		13k	37.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$490k		1.7k	289.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.3	$488k		11k	43.28	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.3	$482k	-34%	17k	28.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$472k		3.7k	126.75	View chart
ConocoPhillips (COP)	0.3	$453k	+6%	4.6k	99.17	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$432k	+100%	5.7k	76.46	View chart
Pepsi (PEP)	0.2	$416k	+4%	2.7k	152.08	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$415k	+19%	1.7k	243.17	View chart
Bank of America Corporation (BAC)	0.2	$413k	-9%	9.4k	43.95	View chart
UnitedHealth (UNH)	0.2	$410k	+2%	810.00	506.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$403k	-9%	11k	37.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$398k		1.5k	269.70	View chart
Cion Invt Corp (CION)	0.2	$395k	-30%	35k	11.40	View chart
Exxon Mobil Corporation (XOM)	0.2	$393k	-27%	3.7k	107.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$391k		4.4k	88.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$360k	-65%	3.6k	100.34	View chart
Johnson & Johnson (JNJ)	0.2	$356k	-12%	2.5k	144.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$350k	-47%	1.8k	189.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$344k		14k	24.24	View chart
Palo Alto Networks (PANW)	0.2	$338k	+54%	1.9k	181.96	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$334k	-9%	14k	23.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$318k	NEW	9.1k	35.04	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$314k	-7%	3.4k	91.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$308k		2.3k	131.29	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$306k	-73%	7.8k	39.39	View chart
SYSCO Corporation (SYY)	0.2	$306k		4.0k	76.46	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$305k		3.4k	90.93	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$303k	-42%	14k	22.24	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$296k	-71%	6.1k	48.91	View chart
Costco Wholesale Corporation (COST)	0.2	$292k	-63%	319.00	915.86	View chart
Masco Corporation (MAS)	0.2	$290k		4.0k	72.57	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$281k	NEW	5.9k	47.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$280k		7.6k	36.89	View chart
Merck & Co (MRK)	0.2	$278k	-5%	2.8k	99.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$277k		5.6k	49.51	View chart
Boeing Company (BA)	0.1	$269k		1.5k	177.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$267k	-54%	5.2k	51.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$262k		812.00	322.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$256k		7.4k	34.59	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$256k	-14%	3.7k	70.00	View chart
Chubb (CB)	0.1	$255k	+14%	921.00	276.30	View chart
Realty Income (O)	0.1	$254k	-6%	4.8k	53.41	View chart
Arista Networks Com Shs	0.1	$253k	NEW	2.3k	110.53	View chart
Chevron Corporation (CVX)	0.1	$249k	-5%	1.7k	144.79	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$247k		6.1k	40.80	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$244k		2.4k	102.08	View chart
Lowe's Companies (LOW)	0.1	$243k	+30%	985.00	246.76	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$240k	NEW	2.8k	85.66	View chart
United Rentals (URI)	0.1	$237k	-5%	337.00	704.44	View chart
Broadcom (AVGO)	0.1	$234k	NEW	1.0k	231.94	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$232k	NEW	11k	20.84	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$227k	NEW	4.2k	54.08	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$220k		2.1k	104.30	View chart
Nuveen Muni Value Fund (NUV)	0.1	$219k		25k	8.59	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$217k		924.00	235.27	View chart
First Tr Exchange-traded Nasdaq Buywrite (FTQI)	0.1	$209k		10k	20.82	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.1	$208k	-56%	6.3k	32.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$206k	-36%	4.8k	43.27	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$203k	NEW	1.5k	138.25	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$164k	-60%	11k	15.12	View chart
Cornerstone Strategic Value (CLM)	0.1	$112k		13k	8.59	View chart
Creative Media & Cmnty Tr Com New (CMCT)	0.0	$8.8k	-43%	39k	0.23	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 Q4 filed Feb. 12, 2025
BlueChip Wealth Advisors 2024 Q3 filed Nov. 14, 2024
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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