BlueChip Wealth Advisors

BlueChip Wealth Advisors as of Dec. 31, 2024

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