BlueChip Wealth Advisors

BlueChip Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 157 positions in its portfolio as reported in the December 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) 5.9 $14M 21k 681.91
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 5.0 $12M 238k 49.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $11M 407k 27.43
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $8.7M 133k 66.00
First Tr Exchange-traded SHS (FVD) 3.5 $8.4M 183k 46.08
First Tr Exchange-traded SHS (FDL) 3.3 $7.7M 175k 44.34
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.1 $7.4M 169k 43.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.9 $7.0M 158k 44.47
Ishares Tr Core S&p500 Etf (IVV) 2.9 $7.0M 10k 684.95
AFLAC Incorporated (AFL) 2.7 $6.4M 58k 110.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $6.3M 10k 614.28
Spdr Gold Tr Gold Shs (GLD) 2.5 $6.0M 15k 396.31
Capital Group Dividend Growe Shs Etf (CGDG) 2.4 $5.7M 159k 35.64
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.3 $5.5M 79k 69.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $5.0M 26k 191.56
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.0 $4.8M 109k 44.50
Home Depot (HD) 2.0 $4.8M 14k 344.10
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.0 $4.7M 48k 96.84
Apple (AAPL) 2.0 $4.7M 17k 271.87
NVIDIA Corporation (NVDA) 1.7 $3.9M 21k 186.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $3.9M 6.2k 627.08
Sei Exchange Traded Funds Select Intl Equi (SEIE) 1.6 $3.9M 119k 32.53
Doubleline Etf Trust Opportunistic Co (DBND) 1.4 $3.4M 72k 46.36
Vanguard Wellington Short Trm Tax Ex (VTES) 1.3 $3.1M 30k 101.58
Truist Financial Corp equities (TFC) 1.1 $2.5M 51k 49.21
First Tr Exchange Traded S&p Intl Divid (FID) 1.0 $2.3M 112k 20.55
Ishares Tr Core Msci Total (IXUS) 1.0 $2.3M 27k 84.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $2.2M 37k 60.17
Microsoft Corporation (MSFT) 0.9 $2.2M 4.5k 483.60
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.9 $2.1M 42k 49.15
First Tr Exchange-traded No Amer Energy (EMLP) 0.8 $2.0M 52k 37.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.7M 3.7k 473.27
Sei Exchange Traded Funds Select Small Cap (SEIS) 0.7 $1.6M 58k 27.94
American Centy Etf Tr Us Quality Grow (QGRO) 0.6 $1.5M 14k 114.52
Sei Exchange Traded Funds Select Emerging (SEEM) 0.6 $1.5M 48k 31.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.6 $1.4M 36k 38.32
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.3M 6.1k 219.77
Listed Fds Tr Roundhill Magnif (MAGS) 0.5 $1.3M 20k 65.96
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.2M 9.7k 120.18
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.1M 23k 49.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.1M 5.1k 210.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M 2.1k 502.65
Southern Company (SO) 0.5 $1.1M 12k 87.20
Citigroup Com New (C) 0.5 $1.1M 9.2k 116.69
Amazon (AMZN) 0.5 $1.1M 4.6k 230.82
Coca-Cola Company (KO) 0.4 $1.0M 15k 69.91
First Tr Exchange-traded Common Shs (FDD) 0.4 $1.0M 59k 17.50
Pacer Fds Tr Us Small Cap Cas (CALF) 0.4 $990k 22k 44.37
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.4 $927k 14k 65.51
Cisco Systems (CSCO) 0.4 $916k 12k 77.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $859k 8.3k 104.07
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $826k 21k 40.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $824k 27k 30.07
Alphabet Cap Stk Cl A (GOOGL) 0.3 $806k 2.6k 313.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $802k 8.0k 100.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $755k 1.00 754800.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $744k 2.4k 313.69
Constellation Energy (CEG) 0.3 $720k 2.0k 353.28
Visa Com Cl A (V) 0.3 $714k 2.0k 350.80
McDonald's Corporation (MCD) 0.3 $700k 2.3k 305.63
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $676k 13k 50.58
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $651k 13k 49.14
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $638k 15k 41.86
Spdr Series Trust State Street Spd (DGT) 0.3 $602k 3.6k 166.70
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $589k 13k 44.32
Capital Group Conservative E SHS (CGCV) 0.2 $587k 19k 30.49
Spdr Series Trust State Street Spd (SPYM) 0.2 $579k 7.2k 80.22
First Tr Exchange-traded Growth Strength (FTGS) 0.2 $572k 16k 35.35
Automatic Data Processing (ADP) 0.2 $570k 2.2k 257.23
Abbvie (ABBV) 0.2 $565k 2.5k 228.49
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $548k 2.7k 204.85
First Tr High Yield Opprt 20 (FTHY) 0.2 $547k 39k 14.07
Meta Platforms Cl A (META) 0.2 $536k 811.00 660.30
First Tr Exchange-traded A Com Shs (FTA) 0.2 $524k 6.1k 86.15
Palo Alto Networks (PANW) 0.2 $517k 2.8k 184.20
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $517k 20k 26.24
First Tr Exchange-traded SHS (QTEC) 0.2 $515k 2.2k 230.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $510k 3.7k 136.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $509k 9.3k 54.71
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $506k 2.0k 252.92
Johnson & Johnson (JNJ) 0.2 $483k 2.3k 206.95
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $478k 9.4k 51.10
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $478k 6.0k 79.45
Wal-Mart Stores (WMT) 0.2 $475k 4.3k 111.41
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.2 $474k 18k 27.10
Bluerock Pvt Real Estate (BPRE) 0.2 $471k 31k 15.00
Broadcom (AVGO) 0.2 $469k 1.4k 346.17
First Tr Exchange-traded Core Investment (FTCB) 0.2 $468k 22k 21.23
Vanguard Index Fds Large Cap Etf (VV) 0.2 $464k 1.5k 314.80
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $462k 20k 23.62
Exxon Mobil Corporation (XOM) 0.2 $452k 3.8k 120.34
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $444k 5.6k 79.84
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.2 $432k 12k 35.67
Bank of America Corporation (BAC) 0.2 $431k 7.8k 55.01
Fidelity Ethereum SHS (FETH) 0.2 $430k 15k 29.61
Tesla Motors (TSLA) 0.2 $420k 933.00 449.72
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $412k 4.5k 92.51
Boeing Company (BA) 0.2 $411k 1.9k 217.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $406k 4.2k 96.26
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX) 0.2 $406k 24k 17.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $403k 9.1k 44.41
Cion Invt Corp (CION) 0.2 $401k 41k 9.67
Ishares Gold Tr Ishares New (IAU) 0.2 $400k 4.9k 81.17
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $384k 8.2k 47.05
Ishares Silver Tr Ishares (SLV) 0.2 $383k 5.9k 64.42
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $377k 6.4k 59.28
First Tr Exchange-traded Intermediate Dur (FIIG) 0.2 $376k 18k 21.20
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $372k 12k 30.27
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.2 $365k 17k 21.83
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $359k 7.2k 49.99
ConocoPhillips (COP) 0.1 $355k 3.8k 93.61
First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.1 $352k 17k 20.82
J.B. Hunt Transport Services (JBHT) 0.1 $337k 1.7k 194.38
Pepsi (PEP) 0.1 $335k 2.3k 143.54
Listed Fds Tr Overlay Shs Shrt (OVT) 0.1 $334k 15k 21.99
Chevron Corporation (CVX) 0.1 $331k 2.2k 152.41
Matson (MATX) 0.1 $316k 2.6k 123.56
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $309k 2.4k 129.14
Realty Income (O) 0.1 $307k 5.4k 56.37
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.1 $304k 4.1k 73.56
Ishares Tr Rus 1000 Etf (IWB) 0.1 $303k 812.00 373.45
Ishares Tr Select Divid Etf (DVY) 0.1 $295k 2.1k 141.14
SYSCO Corporation (SYY) 0.1 $295k 4.0k 73.69
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $293k 7.6k 38.68
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $291k 1.4k 205.60
Abbott Laboratories (ABT) 0.1 $288k 2.3k 125.29
Chubb (CB) 0.1 $288k 921.00 312.12
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.1 $285k 12k 24.40
Phillips Edison & Co Common Stock (PECO) 0.1 $282k 7.9k 35.57
Arista Networks Com Shs (ANET) 0.1 $279k 2.1k 131.03
Costco Wholesale Corporation (COST) 0.1 $278k 322.00 862.93
JPMorgan Chase & Co. (JPM) 0.1 $273k 849.00 322.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $273k 5.2k 52.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $271k 4.3k 62.47
American Centy Etf Tr Quality Divrsfed (QINT) 0.1 $269k 4.2k 64.21
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $267k 442.00 603.28
Merck & Co (MRK) 0.1 $263k 2.5k 105.26
Atlanta Braves Hldgs Com Ser A (BATRA) 0.1 $255k 6.0k 42.49
Masco Corporation (MAS) 0.1 $254k 4.0k 63.46
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $252k 4.1k 61.36
First Tr Exchange-traded A Com Shs (FEX) 0.1 $250k 2.1k 118.62
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $250k 3.7k 67.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $242k 5.2k 46.81
Coherent Corp (COHR) 0.1 $237k 1.3k 184.57
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $237k 4.4k 53.75
Nuveen Muni Value Fund (NUV) 0.1 $231k 25k 9.06
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $228k 4.3k 52.88
Fs Kkr Capital Corp (FSK) 0.1 $224k 15k 14.81
At&t (T) 0.1 $222k 8.9k 24.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $216k 5.5k 39.59
Ishares Tr Ultra Short Dur (ICSH) 0.1 $213k 4.2k 50.58
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.1 $211k 5.6k 37.79
Lowe's Companies (LOW) 0.1 $205k 850.00 241.11
Micron Technology (MU) 0.1 $203k 712.00 285.41
Owl Rock Capital Corporation (OBDC) 0.1 $192k 15k 12.43
NCR Corporation (VYX) 0.1 $188k 19k 10.20
Defi Technologies (DEFT) 0.0 $30k 40k 0.75