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BlueChip Wealth Advisors

Latest statistics and disclosures from BlueChip Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, SPY, IJH, FVD, RSP, and represent 26.27% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.8M), COWZ, CGGR, DIVO, KNG, CALF, GPN, FDL, TDIV, FID.
Started 17 new stock positions in FID, DAL, CGGR, URI, SPMO, SCHX, GPN, CVX, SHCR, CB. BATRA, GBTC, VIG, IGM, DVY, GFEB, ESGU.
Reduced shares in these 10 stocks: RSP, IJJ, UPS, TFC, AAPL, SH, HYLS, NVDA, COST, AMZN.
Sold out of its positions in ARKK, GOOGL, ANET, IDXX, INTU, LLY, PSQ, XLE, TSLA, UPS.
BlueChip Wealth Advisors was a net buyer of stock by $12M.
BlueChip Wealth Advisors has $155M in assets under management (AUM), dropping by 8.73%.
Central Index Key (CIK): 0002015578

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Positions held by BlueChip Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.7	$8.9M	-3%	17k	523.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.6	$8.7M	+355%	143k	60.74	View chart
First Tr Value Line Divid In SHS (FVD)	5.2	$8.0M		191k	42.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$6.1M	-32%	36k	169.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.7	$5.7M	+293%	98k	58.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$5.4M		10k	525.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$5.0M	+5%	11k	444.06	View chart
First Tr Morningstar Divid L SHS (FDL)	3.2	$4.9M	+16%	128k	38.48	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.7	$4.2M	+4%	76k	56.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.5	$3.9M	NEW	123k	31.99	View chart
Apple (AAPL)	2.2	$3.5M	-14%	20k	171.49	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$3.3M		16k	205.72	View chart
Truist Financial Corp equities (TFC)	2.0	$3.1M	-23%	80k	38.98	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.0	$3.1M	+175%	79k	38.88	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.9	$3.0M		35k	85.65	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.4	$2.2M	+109%	42k	53.71	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	1.4	$2.2M	+26%	32k	69.67	View chart
Home Depot (HD)	1.4	$2.2M	+7%	5.8k	383.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.4	$2.1M		36k	59.62	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.3	$2.0M	+8%	59k	34.82	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$2.0M		29k	67.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$1.8M	-8%	38k	48.25	View chart
Microsoft Corporation (MSFT)	1.1	$1.7M	-11%	4.0k	420.76	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.1	$1.6M	-47%	14k	118.31	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	1.0	$1.5M		12k	123.90	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.9	$1.4M	+251%	29k	49.16	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$1.4M	+9%	47k	29.53	View chart
First Tr High Yield Opprt 20 (FTHY)	0.8	$1.3M	+20%	87k	14.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M	+3%	12k	110.52	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.8	$1.2M	-9%	15k	84.94	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.8	$1.2M		30k	40.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$1.2M	-13%	12k	101.43	View chart
RBB Us Treas 3 Mnth (TBIL)	0.8	$1.2M	+28%	24k	50.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.2M		3.5k	337.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M		2.4k	480.66	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$1.1M		24k	48.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$1.1M		11k	100.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$911k		11k	81.44	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.6	$905k	-39%	76k	11.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$875k		4.9k	179.12	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.5	$843k	-35%	21k	41.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.5	$791k		19k	41.21	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.5	$750k		26k	28.79	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$739k		32k	22.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$737k		1.8k	420.52	View chart
Global Payments (GPN)	0.5	$713k	NEW	5.3k	133.66	View chart
Coca-Cola Company (KO)	0.4	$696k	-19%	11k	61.17	View chart
Southern Company (SO)	0.4	$674k	-13%	9.4k	71.74	View chart
Meta Platforms Cl A (META)	0.4	$664k	-21%	1.4k	485.72	View chart
Cisco Systems (CSCO)	0.4	$651k		13k	49.91	View chart
Amazon (AMZN)	0.4	$644k	-35%	3.6k	180.38	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.4	$621k	-31%	53k	11.83	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$597k	-8%	12k	51.28	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.4	$592k		35k	16.96	View chart
Visa Com Cl A (V)	0.4	$574k	-23%	2.1k	279.14	View chart
ConocoPhillips (COP)	0.4	$552k		4.3k	127.28	View chart
Automatic Data Processing (ADP)	0.3	$525k		2.1k	249.74	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$496k	+17%	9.8k	50.69	View chart
Bank of America Corporation (BAC)	0.3	$480k	-40%	13k	37.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$474k		7.2k	65.87	View chart
McDonald's Corporation (MCD)	0.3	$471k		1.7k	281.95	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.3	$465k		15k	31.07	View chart
Pepsi (PEP)	0.3	$456k	+3%	2.6k	175.02	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$454k	+4%	6.4k	70.68	View chart
Fs Kkr Capital Corp (FSK)	0.3	$453k	-29%	24k	19.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$447k	-9%	11k	41.08	View chart
Listed Fd Tr Overlay Shs Shrt (OVT)	0.3	$433k	-10%	19k	22.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$430k		1.7k	259.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$429k	-25%	2.8k	152.26	View chart
Exxon Mobil Corporation (XOM)	0.3	$428k		3.7k	116.24	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$427k		28k	15.38	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.3	$413k	NEW	26k	15.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$413k	NEW	12k	34.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$405k		3.5k	114.14	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$399k	+43%	7.7k	51.59	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$398k		11k	35.87	View chart
UnitedHealth (UNH)	0.3	$393k	-24%	794.00	494.93	View chart
Johnson & Johnson (JNJ)	0.2	$386k	+8%	2.4k	158.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$381k		1.9k	200.26	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$373k	+20%	17k	22.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$372k		4.4k	84.08	View chart
Merck & Co (MRK)	0.2	$369k		2.8k	131.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$369k	NEW	4.6k	80.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$358k		1.9k	186.81	View chart
NVIDIA Corporation (NVDA)	0.2	$355k	-52%	393.00	903.72	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$353k		1.5k	239.76	View chart
SYSCO Corporation (SYY)	0.2	$325k		4.0k	81.18	View chart
Nuveen Muni Value Fund (NUV)	0.2	$322k	+45%	37k	8.71	View chart
Masco Corporation (MAS)	0.2	$316k		4.0k	78.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$315k		3.4k	91.80	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$307k		4.0k	76.38	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$307k	+10%	1.5k	205.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$306k		3.4k	91.25	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.2	$296k	NEW	7.1k	41.90	View chart
Boeing Company (BA)	0.2	$293k	-6%	1.5k	192.99	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$292k		4.8k	60.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$289k	NEW	2.3k	123.18	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$283k		4.6k	61.02	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$273k		2.8k	99.24	View chart
Cion Invt Corp (CION)	0.2	$270k	+62%	25k	11.00	View chart
Chevron Corporation (CVX)	0.2	$270k	NEW	1.7k	157.61	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$269k	NEW	4.3k	63.17	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$268k	-9%	8.4k	31.95	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.2	$263k	-8%	13k	20.09	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$262k	-9%	5.3k	49.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$248k	+5%	5.9k	42.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$247k	NEW	1.4k	182.68	View chart
United Rentals (URI)	0.2	$243k	NEW	337.00	721.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$236k		7.4k	31.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$234k		812.00	288.04	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	0.1	$227k	-9%	5.0k	45.73	View chart
Costco Wholesale Corporation (COST)	0.1	$218k	-62%	297.00	733.97	View chart
Adobe Systems Incorporated (ADBE)	0.1	$218k	-49%	432.00	504.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$217k	NEW	1.9k	114.96	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$217k	-14%	1.8k	123.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$211k	NEW	3.4k	62.06	View chart
Chubb (CB)	0.1	$208k	NEW	802.00	259.13	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$206k	NEW	2.4k	86.17	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$205k	NEW	4.3k	47.87	View chart
Proshares Tr Ii Ultra Vix Short (UVXY)	0.1	$177k		28k	6.32	View chart
Sharecare Com Cl A (SHCR)	0.0	$19k	NEW	25k	0.77	View chart

Past Filings by BlueChip Wealth Advisors

SEC 13F filings are viewable for BlueChip Wealth Advisors going back to 2023

BlueChip Wealth Advisors 2024 Q1 filed April 30, 2024
BlueChip Wealth Advisors 2023 Q4 filed March 15, 2024

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