BlueChip Wealth Advisors

BlueChip Wealth Advisors as of March 31, 2024

Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 122 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.8 $9.0M 112k 80.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $8.9M 17k 523.17
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $8.7M 143k 60.74
First Tr Value Line Divid In SHS (FVD) 5.2 $8.0M 191k 42.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $6.1M 36k 169.38
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.7 $5.7M 98k 58.11
Ishares Tr Core S&p500 Etf (IVV) 3.5 $5.4M 10k 525.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $5.0M 11k 444.06
First Tr Morningstar Divid L SHS (FDL) 3.2 $4.9M 128k 38.48
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.7 $4.2M 76k 56.17
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.5 $3.9M 123k 31.99
Apple (AAPL) 2.2 $3.5M 20k 171.49
Spdr Gold Tr Gold Shs (GLD) 2.1 $3.3M 16k 205.72
Truist Financial Corp equities (TFC) 2.0 $3.1M 80k 38.98
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.0 $3.1M 79k 38.88
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $3.0M 35k 85.65
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.4 $2.2M 42k 53.71
First Tr Exchange-traded Nasd Tech Div (TDIV) 1.4 $2.2M 32k 69.67
Home Depot (HD) 1.4 $2.2M 5.8k 383.64
First Tr Exchange-traded First Tr Enh New (FTSM) 1.4 $2.1M 36k 59.62
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.3 $2.0M 59k 34.82
Ishares Tr Core Msci Total (IXUS) 1.3 $2.0M 29k 67.86
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.2 $1.8M 38k 48.25
Microsoft Corporation (MSFT) 1.1 $1.7M 4.0k 420.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $1.6M 14k 118.31
First Tr Nas100 Eq Weighted SHS (QQEW) 1.0 $1.5M 12k 123.90
Pacer Fds Tr Pacer Us Small (CALF) 0.9 $1.4M 29k 49.16
First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $1.4M 47k 29.53
First Tr High Yield Opprt 20 (FTHY) 0.8 $1.3M 87k 14.54
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 12k 110.52
American Centy Etf Tr Us Quality Grow (QGRO) 0.8 $1.2M 15k 84.94
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.8 $1.2M 30k 40.05
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.2M 12k 101.43
RBB Us Treas 3 Mnth (TBIL) 0.8 $1.2M 24k 50.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 3.5k 337.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.2M 2.4k 480.66
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $1.1M 24k 48.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.1M 11k 100.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $911k 11k 81.44
Proshares Tr Short S&p 500 Ne (SH) 0.6 $905k 76k 11.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $875k 4.9k 179.12
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $843k 21k 41.23
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.5 $791k 19k 41.21
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.5 $750k 26k 28.79
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.5 $739k 32k 22.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $737k 1.8k 420.52
Global Payments (GPN) 0.5 $713k 5.3k 133.66
Coca-Cola Company (KO) 0.4 $696k 11k 61.17
Southern Company (SO) 0.4 $674k 9.4k 71.74
Meta Platforms Cl A (META) 0.4 $664k 1.4k 485.72
Cisco Systems (CSCO) 0.4 $651k 13k 49.91
Amazon (AMZN) 0.4 $644k 3.6k 180.38
First Tr Stoxx European Sele Common Shs (FDD) 0.4 $621k 53k 11.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $597k 12k 51.28
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX) 0.4 $592k 35k 16.96
Visa Com Cl A (V) 0.4 $574k 2.1k 279.14
ConocoPhillips (COP) 0.4 $552k 4.3k 127.28
Automatic Data Processing (ADP) 0.3 $525k 2.1k 249.74
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $496k 9.8k 50.69
Bank of America Corporation (BAC) 0.3 $480k 13k 37.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $474k 7.2k 65.87
McDonald's Corporation (MCD) 0.3 $471k 1.7k 281.95
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.3 $465k 15k 31.07
Pepsi (PEP) 0.3 $456k 2.6k 175.02
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $454k 6.4k 70.68
Fs Kkr Capital Corp (FSK) 0.3 $453k 24k 19.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $447k 11k 41.08
Listed Fd Tr Overlay Shs Shrt (OVT) 0.3 $433k 19k 22.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $430k 1.7k 259.90
Alphabet Cap Stk Cl C (GOOG) 0.3 $429k 2.8k 152.26
Exxon Mobil Corporation (XOM) 0.3 $428k 3.7k 116.24
Owl Rock Capital Corporation (OBDC) 0.3 $427k 28k 15.38
First Tr Exchange-traded S&p Intl Divid (FID) 0.3 $413k 26k 15.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.3 $413k 12k 34.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $405k 3.5k 114.14
Ishares Tr Msci India Etf (INDA) 0.3 $399k 7.7k 51.59
Phillips Edison & Co Common Stock (PECO) 0.3 $398k 11k 35.87
UnitedHealth (UNH) 0.3 $393k 794.00 494.93
Johnson & Johnson (JNJ) 0.2 $386k 2.4k 158.19
JPMorgan Chase & Co. (JPM) 0.2 $381k 1.9k 200.26
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $373k 17k 22.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $372k 4.4k 84.08
Merck & Co (MRK) 0.2 $369k 2.8k 131.95
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $369k 4.6k 80.22
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $358k 1.9k 186.81
NVIDIA Corporation (NVDA) 0.2 $355k 393.00 903.72
Vanguard Index Fds Large Cap Etf (VV) 0.2 $353k 1.5k 239.76
SYSCO Corporation (SYY) 0.2 $325k 4.0k 81.18
Nuveen Muni Value Fund (NUV) 0.2 $322k 37k 8.71
Masco Corporation (MAS) 0.2 $316k 4.0k 78.88
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $315k 3.4k 91.80
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $307k 4.0k 76.38
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $307k 1.5k 205.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $306k 3.4k 91.25
Atlanta Braves Hldgs Com Ser A (BATRA) 0.2 $296k 7.1k 41.90
Boeing Company (BA) 0.2 $293k 1.5k 192.99
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $292k 4.8k 60.48
Ishares Tr Select Divid Etf (DVY) 0.2 $289k 2.3k 123.18
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $283k 4.6k 61.02
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $273k 2.8k 99.24
Cion Invt Corp (CION) 0.2 $270k 25k 11.00
Chevron Corporation (CVX) 0.2 $270k 1.7k 157.61
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.2 $269k 4.3k 63.17
Pacer Fds Tr Developed Mrkt (ICOW) 0.2 $268k 8.4k 31.95
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.2 $263k 13k 20.09
American Centy Etf Tr Quality Divrsfed (QINT) 0.2 $262k 5.3k 49.68
Ishares Gold Tr Ishares New (IAU) 0.2 $248k 5.9k 42.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $247k 1.4k 182.68
United Rentals (URI) 0.2 $243k 337.00 721.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $236k 7.4k 31.95
Ishares Tr Rus 1000 Etf (IWB) 0.2 $234k 812.00 288.04
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $227k 5.0k 45.73
Costco Wholesale Corporation (COST) 0.1 $218k 297.00 733.97
Adobe Systems Incorporated (ADBE) 0.1 $218k 432.00 504.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $217k 1.9k 114.96
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $217k 1.8k 123.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $211k 3.4k 62.06
Chubb (CB) 0.1 $208k 802.00 259.13
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $206k 2.4k 86.17
Delta Air Lines Inc Del Com New (DAL) 0.1 $205k 4.3k 47.87
Proshares Tr Ii Ultra Vix Short 0.1 $177k 28k 6.32
Sharecare Com Cl A (SHCR) 0.0 $19k 25k 0.77