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CIK: 0002015578
Total reported value
$263.8M
$263.8M
122 檔
15.4%
At the close of Q1 2024, BlueChip Wealth Advisors LLC disclosed equity holdings valued at approximately $263.8M, spread across 122 reported holdings.
During Q1 2024, BlueChip Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.80% | -0.57% | +1.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | +0.02% | -3.61% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.58% | -0.05% | +355.05% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 5.19% | -0.59% | -0.55% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.95% | -0.01% | -32.46% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.65% | -0.09% | +293.55% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | -0.05% | -0.65% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.22% | +0.31% | +5.03% | |
| 9 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.17% | -0.77% | +16.71% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 2.74% | +0.04% | +4.17% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.53% | +0.06% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.03% | -14.68% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.13% | -0.45% | +1.84% | |
| 14 | TFC | Truist Financial CORP | Stock-Financials | 2.01% | -0.20% | -23.90% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.98% | -0.13% | +175.95% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.95% | -0.02% | +0.37% | |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.44% | -0.02% | +109.93% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.44% | -0.30% | +26.73% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -1.41% | +7.47% | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.38% | — | -0.04% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.32% | -0.03% | +8.21% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.28% | -0.05% | — | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.19% | -0.02% | -8.25% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.09% | -11.19% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.06% | -0.01% | -47.58% | |
| 26 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.97% | — | +1.95% | |
| 27 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.92% | +0.02% | +251.66% | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.89% | -0.33% | +9.40% | |
| 29 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.82% | +0.25% | NEW | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.02% | +3.74% | |
| 31 | QGRO | American Century US Quality | ETF-Other | 0.79% | -0.05% | -9.22% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.78% | — | — | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.77% | -0.04% | -13.28% | |
| 34 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.77% | — | +28.06% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.01% | +1.50% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.53% | +1.95% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.74% | — | — | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.68% | -0.03% | — | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | +0.01% | -0.47% | |
| 40 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.58% | — | -39.72% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.01% | +1.16% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.54% | -0.08% | -35.98% | |
| 43 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.51% | — | — | |
| 44 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.48% | -0.05% | — | |
| 45 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.48% | -0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.05% | — | |
| 47 | GPN | Global Payments Inc | Stock-Industrials | 0.46% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.31% | -19.18% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.08% | -13.56% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.03% | -21.62% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 122 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SPY, IJH) accounted for 15.4% of total reported equity market value during Q1 2024.
During Q1 2024, BlueChip Wealth Advisors LLC's top holdings by market value included SCHD (5.8%)、SPY (5.8%)、IJH (5.6%). The largest single position, SCHD, represented 5.8% of total portfolio value.
In Q1 2024, BlueChip Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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