BlueChip Wealth Advisors

BlueChip Wealth Advisors as of March 31, 2025

Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 152 positions in its portfolio as reported in the March 2025 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) 5.5 $11M 20k 559.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.2 $11M 377k 27.96
First Tr Value Line Divid In SHS (FVD) 4.5 $9.1M 205k 44.59
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $8.1M 139k 58.35
First Tr Morningstar Divid L SHS (FDL) 3.9 $8.0M 184k 43.44
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.1 $6.4M 129k 49.86
Ishares Tr Core S&p500 Etf (IVV) 3.1 $6.3M 11k 561.90
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.1 $6.3M 114k 54.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $5.7M 12k 468.96
Spdr Gold Tr Gold Shs (GLD) 2.6 $5.3M 18k 288.14
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.5 $5.1M 87k 58.54
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.4 $4.9M 144k 34.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $4.3M 25k 173.24
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.0 $4.1M 102k 40.77
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.0 $4.1M 114k 35.64
Apple (AAPL) 1.9 $3.8M 17k 222.15
Capital Group Dividend Growe Shs Etf (CGDG) 1.8 $3.7M 121k 30.90
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.7 $3.6M 48k 73.61
Doubleline Etf Trust Opportunistic Co (DBND) 1.6 $3.2M 69k 46.17
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.4 $2.8M 55k 50.71
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.3 $2.6M 51k 50.52
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $2.3M 68k 33.50
Truist Financial Corp equities (TFC) 1.1 $2.2M 53k 41.15
First Tr Exchange-traded First Tr Enh New (FTSM) 1.1 $2.2M 36k 59.84
Home Depot (HD) 1.0 $2.0M 5.5k 366.56
First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $2.0M 54k 37.49
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.9 $1.9M 21k 89.64
Ishares Tr Core Msci Total (IXUS) 0.9 $1.9M 27k 69.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.8M 3.5k 513.88
Microsoft Corporation (MSFT) 0.9 $1.8M 4.8k 375.41
First Tr Exchange Traded S&p Intl Divid (FID) 0.9 $1.8M 103k 17.25
NVIDIA Corporation (NVDA) 0.8 $1.6M 15k 108.38
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $1.5M 31k 49.16
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.7 $1.4M 31k 46.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.4M 3.8k 361.07
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $1.3M 15k 92.53
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.3M 13k 100.50
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.6 $1.3M 36k 35.17
RBB Us Treas 3 Mnth (TBIL) 0.5 $1.1M 22k 50.01
American Centy Etf Tr Us Quality Grow (QGRO) 0.5 $1.1M 12k 93.67
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.1M 10k 104.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.0M 1.9k 532.58
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.0M 5.3k 193.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.0M 5.4k 188.16
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $984k 9.6k 102.18
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $975k 21k 46.81
First Tr Stoxx European Sele Common Shs (FDD) 0.4 $907k 67k 13.57
Southern Company (SO) 0.4 $899k 9.8k 91.95
Amazon (AMZN) 0.4 $884k 4.6k 190.26
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $841k 21k 40.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $834k 8.3k 100.62
Fs Kkr Capital Corp (FSK) 0.4 $831k 40k 20.95
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $824k 16k 50.87
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $798k 1.00 798442.00
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.4 $782k 19k 41.04
Cisco Systems (CSCO) 0.4 $778k 13k 61.71
Meta Platforms Cl A (META) 0.4 $765k 1.3k 576.63
Coca-Cola Company (KO) 0.4 $759k 11k 71.61
Pacer Fds Tr Us Small Cap Cas (CALF) 0.4 $756k 20k 37.50
First Tr High Yield Opprt 20 (FTHY) 0.4 $754k 52k 14.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $739k 28k 26.20
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.4 $727k 15k 49.15
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $725k 25k 28.92
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.4 $722k 17k 43.40
Visa Com Cl A (V) 0.4 $718k 2.0k 350.40
Automatic Data Processing (ADP) 0.3 $677k 2.2k 305.53
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.3 $649k 19k 34.33
First Tr Nas100 Eq Weighted SHS (QQEW) 0.3 $645k 5.3k 120.93
Phillips Edison & Co Common Stock (PECO) 0.3 $638k 18k 36.49
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.3 $617k 20k 31.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $612k 2.2k 274.84
JPMorgan Chase & Co. (JPM) 0.3 $580k 2.4k 245.29
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $577k 13k 43.84
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $551k 8.1k 68.21
Global Payments (GPN) 0.3 $540k 5.5k 97.92
Cion Invt Corp (CION) 0.3 $532k 51k 10.35
McDonald's Corporation (MCD) 0.3 $522k 1.7k 312.37
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.3 $510k 19k 26.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $505k 4.2k 119.73
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.2 $499k 13k 37.20
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX) 0.2 $497k 29k 16.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $497k 9.5k 52.37
First Tr Exchange-traded Growth Strength (FTGS) 0.2 $482k 16k 29.75
ConocoPhillips (COP) 0.2 $480k 4.6k 105.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.2 $473k 11k 41.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $461k 3.0k 156.24
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $458k 19k 23.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $438k 3.7k 117.49
Exxon Mobil Corporation (XOM) 0.2 $434k 3.7k 118.93
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $431k 5.6k 76.72
UnitedHealth (UNH) 0.2 $424k 810.00 523.99
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $419k 19k 21.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $408k 9.3k 43.70
Pepsi (PEP) 0.2 $400k 2.7k 149.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.2 $397k 11k 36.77
First Tr Exchange-traded Core Investment (FTCB) 0.2 $396k 19k 20.99
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $396k 5.5k 71.43
Johnson & Johnson (JNJ) 0.2 $387k 2.3k 165.84
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $386k 2.0k 193.02
Vanguard Index Fds Large Cap Etf (VV) 0.2 $379k 1.5k 257.03
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.2 $374k 12k 30.92
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $373k 2.0k 190.58
First Tr Exchange-traded Intermediate Dur (FIIG) 0.2 $368k 18k 20.75
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.2 $359k 17k 21.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $359k 4.2k 85.06
Bank of America Corporation (BAC) 0.2 $350k 8.4k 41.73
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $348k 2.0k 173.56
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $340k 1.5k 222.15
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $336k 5.8k 58.25
Listed Fd Tr Overlay Shs Shrt (OVT) 0.2 $335k 15k 22.07
Palo Alto Networks (PANW) 0.2 $332k 1.9k 170.64
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $330k 14k 24.20
Alphabet Cap Stk Cl A (GOOGL) 0.2 $322k 2.1k 154.64
Realty Income (O) 0.2 $317k 5.5k 58.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $315k 3.4k 91.73
Ishares Tr Select Divid Etf (DVY) 0.2 $315k 2.3k 134.29
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.2 $313k 9.1k 34.53
Ishares Gold Tr Ishares New (IAU) 0.2 $311k 5.3k 58.96
First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.2 $311k 17k 18.85
Costco Wholesale Corporation (COST) 0.2 $309k 327.00 945.60
SYSCO Corporation (SYY) 0.1 $300k 4.0k 75.04
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $296k 6.4k 46.12
Chevron Corporation (CVX) 0.1 $288k 1.7k 167.19
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $279k 3.4k 83.28
Masco Corporation (MAS) 0.1 $278k 4.0k 69.54
Chubb (CB) 0.1 $278k 921.00 301.99
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $275k 7.6k 36.25
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $273k 3.7k 74.72
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.1 $266k 4.4k 60.86
Atlanta Braves Hldgs Com Ser A (BATRA) 0.1 $264k 6.0k 43.87
Boeing Company (BA) 0.1 $259k 1.5k 170.55
Merck & Co (MRK) 0.1 $251k 2.8k 89.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $249k 812.00 306.75
Tesla Motors (TSLA) 0.1 $247k 954.00 259.16
Arista Networks Com Shs (ANET) 0.1 $247k 3.2k 77.48
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.1 $239k 12k 20.42
Select Sector Spdr Tr Financial (XLF) 0.1 $235k 4.7k 49.81
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $234k 7.4k 31.41
Lowe's Companies (LOW) 0.1 $230k 985.00 233.19
Broadcom (AVGO) 0.1 $224k 1.3k 167.47
Nuveen Muni Value Fund (NUV) 0.1 $223k 25k 8.77
American Centy Etf Tr Quality Divrsfed (QINT) 0.1 $222k 4.3k 51.82
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $217k 2.4k 90.66
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $216k 6.6k 32.99
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $216k 2.1k 102.46
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $215k 3.6k 59.60
United Rentals (URI) 0.1 $212k 338.00 626.70
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $209k 3.8k 54.67
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.1 $206k 6.8k 30.40
Owl Rock Capital Corporation (OBDC) 0.1 $197k 13k 14.66
Cornerstone Strategic Value (CLM) 0.0 $97k 13k 7.43
Marriott Intl Cl A (MAR) 0.0 $23k 68k 0.34