Blue Chip Wealth Management

Blue Chip Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Blue Chip Wealth Management

Blue Chip Wealth Management holds 102 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.3 $11M 38k 293.65
Amazon (AMZN) 7.0 $7.6M 4.1k 1847.93
Microsoft Corporation (MSFT) 3.9 $4.3M 27k 157.72
JPMorgan Chase & Co. (JPM) 3.5 $3.8M 27k 139.42
Visa (V) 2.7 $3.0M 16k 187.90
Berkshire Hathaway (BRK.B) 2.7 $2.9M 13k 226.51
UnitedHealth (UNH) 2.6 $2.8M 9.5k 293.99
iShares S&P SmallCap 600 Index (IJR) 2.6 $2.8M 33k 83.85
Schwab U S Large Cap Growth ETF (SCHG) 2.5 $2.7M 29k 92.90
Home Depot (HD) 2.4 $2.6M 12k 218.40
BlackRock 2.2 $2.4M 4.8k 502.82
Spdr S&p 500 Etf (SPY) 2.2 $2.3M 7.3k 321.90
iShares S&P 500 Growth Index (IVW) 2.1 $2.3M 12k 193.67
Facebook Inc cl a (META) 2.1 $2.3M 11k 205.28
Walt Disney Company (DIS) 1.9 $2.0M 14k 144.62
iShares S&P MidCap 400 Index (IJH) 1.8 $1.9M 9.3k 205.80
Marsh & McLennan Companies (MMC) 1.7 $1.9M 17k 111.40
MasterCard Incorporated (MA) 1.6 $1.7M 5.7k 298.60
McDonald's Corporation (MCD) 1.4 $1.6M 7.9k 197.66
iShares Russell 1000 Growth Index (IWF) 1.4 $1.6M 8.8k 175.86
Direxion Daily Fin Bull 3x dly (FAS) 1.2 $1.3M 14k 94.66
Schwab Strategic Tr cmn (SCHV) 1.2 $1.3M 21k 60.11
SPDR S&P MidCap 400 ETF (MDY) 1.1 $1.2M 3.3k 375.57
iShares S&P 500 Value Index (IVE) 1.1 $1.2M 9.4k 130.12
Alps Etf sectr div dogs (SDOG) 1.1 $1.2M 26k 46.82
Honeywell International (HON) 1.0 $1.1M 6.4k 177.06
Costco Wholesale Corporation (COST) 1.0 $1.1M 3.8k 294.06
Alphabet Inc Class C cs (GOOG) 1.0 $1.1M 814.00 1336.61
Netflix (NFLX) 1.0 $1.1M 3.3k 323.55
Waste Management (WM) 1.0 $1.1M 9.3k 113.99
Alphabet Inc Class A cs (GOOGL) 0.9 $955k 713.00 1339.41
Johnson & Johnson (JNJ) 0.9 $928k 6.4k 145.91
Sch Us Mid-cap Etf etf (SCHM) 0.8 $902k 15k 60.18
Independence Realty Trust In (IRT) 0.8 $880k 63k 14.09
Pfizer (PFE) 0.8 $852k 22k 39.18
Verizon Communications (VZ) 0.8 $857k 14k 61.39
Schwab Strategic Tr us dividend eq (SCHD) 0.8 $852k 15k 57.92
salesforce (CRM) 0.8 $829k 5.1k 162.61
Thermo Fisher Scientific (TMO) 0.7 $756k 2.3k 324.74
iShares Russell 1000 Value Index (IWD) 0.7 $753k 5.5k 136.44
General Dynamics Corporation (GD) 0.7 $758k 4.3k 176.32
Invesco Qqq Trust Series 1 (QQQ) 0.7 $760k 3.6k 212.59
Paypal Holdings (PYPL) 0.7 $718k 6.6k 108.10
Goldman Sachs (GS) 0.7 $700k 3.0k 229.96
Sempra Energy (SRE) 0.7 $698k 4.6k 151.51
Merck & Co (MRK) 0.6 $676k 7.4k 91.01
NVIDIA Corporation (NVDA) 0.6 $636k 2.7k 235.47
Yum! Brands (YUM) 0.6 $629k 6.2k 100.77
Vanguard REIT ETF (VNQ) 0.6 $612k 6.6k 92.78
Pepsi (PEP) 0.6 $591k 4.3k 136.55
Zoetis Inc Cl A (ZTS) 0.6 $594k 4.5k 132.26
Danaher Corporation (DHR) 0.5 $587k 3.8k 153.50
Cisco Systems (CSCO) 0.5 $563k 12k 47.96
SPDR Dow Jones Industrial Average ETF (DIA) 0.5 $522k 1.8k 284.93
Intel Corporation (INTC) 0.5 $508k 8.5k 59.87
Schwab U S Small Cap ETF (SCHA) 0.5 $498k 6.6k 75.72
Abbvie (ABBV) 0.5 $482k 5.4k 88.60
iShares Russell 1000 Index (IWB) 0.4 $460k 2.6k 178.36
Caterpillar (CAT) 0.4 $453k 3.1k 147.70
Nike (NKE) 0.4 $422k 4.2k 101.37
SPDR S&P Semiconductor (XSD) 0.4 $417k 3.9k 105.92
Boeing Company (BA) 0.4 $415k 1.3k 325.49
Starbucks Corporation (SBUX) 0.4 $409k 4.7k 87.88
Wp Carey (WPC) 0.4 $406k 5.1k 80.08
Dollar General (DG) 0.4 $405k 2.6k 155.83
Tesla Motors (TSLA) 0.4 $401k 959.00 418.14
Alibaba Group Holding (BABA) 0.4 $396k 1.9k 211.88
Comcast Corporation (CMCSA) 0.4 $389k 8.7k 44.96
Wells Fargo & Company (WFC) 0.4 $389k 7.2k 53.80
Lockheed Martin Corporation (LMT) 0.3 $366k 941.00 388.95
Prudential Financial (PRU) 0.3 $350k 3.7k 93.61
Premier Financial Ban 0.3 $345k 19k 18.13
At&t (T) 0.3 $330k 8.4k 39.06
iShares Dow Jones US Technology (IYW) 0.3 $323k 1.4k 232.71
Broadcom (AVGO) 0.3 $319k 1.0k 316.15
Amgen (AMGN) 0.3 $314k 1.3k 240.80
iShares NASDAQ Biotechnology Index (IBB) 0.3 $312k 2.6k 120.37
Procter & Gamble Company (PG) 0.3 $298k 2.4k 125.05
Charles Schwab Corporation (SCHW) 0.3 $292k 6.1k 47.51
Las Vegas Sands (LVS) 0.3 $297k 4.3k 69.07
Oracle Corporation (ORCL) 0.3 $291k 5.5k 53.05
CVS Caremark Corporation (CVS) 0.3 $277k 3.7k 74.18
Philip Morris International (PM) 0.3 $280k 3.3k 84.95
Union Pacific Corporation (UNP) 0.2 $272k 1.5k 180.85
Allergan 0.2 $266k 1.4k 190.82
United Technologies Corporation 0.2 $257k 1.7k 149.85
Qualcomm (QCOM) 0.2 $255k 2.9k 88.36
Humana (HUM) 0.2 $244k 667.00 365.82
iShares Russell 2000 Index (IWM) 0.2 $250k 1.5k 165.67
BlackRock Floating Rate Income Strat. Fn (FRA) 0.2 $246k 18k 13.44
Enterprise Products Partners (EPD) 0.2 $238k 8.5k 28.16
HEICO Corporation (HEI) 0.2 $241k 2.1k 113.95
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $242k 6.4k 37.54
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $241k 3.1k 76.78
Exxon Mobil Corporation (XOM) 0.2 $223k 3.2k 69.77
Wal-Mart Stores (WMT) 0.2 $226k 1.9k 118.76
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $223k 2.5k 87.80
Consumer Discretionary SPDR (XLY) 0.2 $227k 1.8k 125.69
Altria (MO) 0.2 $212k 4.2k 50.00
Vanguard Total Stock Market ETF (VTI) 0.2 $212k 1.3k 163.20
Consolidated Edison (ED) 0.2 $202k 2.2k 90.58
Wynn Resorts (WYNN) 0.2 $202k 1.5k 138.83