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CIK: 0002015578
Total reported value
$263.8M
$263.8M
137 檔
15.1%
The Q2 2024 SEC filing reveals that BlueChip Wealth Advisors LLC held a total portfolio value of $263.8M, covering 137 public equity positions.
During Q2 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.43% | +0.02% | -0.65% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.19% | -0.57% | +1.63% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.89% | -0.05% | -0.47% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 4.28% | -0.59% | -6.31% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.73% | -0.09% | +19.05% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.51% | -0.77% | +22.94% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.33% | -0.05% | +0.86% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | +0.31% | -0.03% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.15% | -0.01% | -9.97% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 2.62% | +0.04% | +7.49% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.58% | +0.06% | +8.73% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.55% | -0.03% | +1.14% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.19% | -0.45% | +7.64% | |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.92% | -0.13% | +6.64% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.83% | — | — | |
| 16 | TFC | Truist Financial CORP | Stock-Financials | 1.62% | -0.20% | -11.32% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.62% | -0.30% | +13.92% | |
| 18 | FTCS | First Trust Capital Strength | ETF-Other | 1.46% | -0.02% | -16.22% | |
| 19 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.41% | -0.02% | +14.45% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -1.41% | +16.31% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.24% | -0.03% | +7.91% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.11% | +4240.20% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.09% | +16.57% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.15% | — | -9.29% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.11% | -0.05% | -4.81% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.05% | -0.02% | -2.93% | |
| 27 | EMLP | First Trust North American E | ETF-Other | 0.87% | -0.33% | +3.39% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.80% | -0.01% | -13.81% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.01% | — | |
| 30 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.75% | — | +7.66% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.75% | — | — | |
| 32 | QGRO | American Century US Quality | ETF-Other | 0.74% | -0.05% | +1.66% | |
| 33 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.73% | — | -16.74% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.53% | +0.41% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.68% | — | -3.19% | |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.68% | +0.02% | -8.73% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.02% | -10.27% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.04% | +58.54% | |
| 39 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.64% | — | -4.82% | |
| 40 | FID | First Trust S&p Internationa | ETF-Other | 0.64% | -0.07% | +166.77% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.62% | -0.03% | -0.36% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.56% | -0.04% | -16.31% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.03% | +28.53% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.50% | +0.01% | -2.12% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.01% | -0.72% | |
| 46 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.49% | -0.08% | -0.12% | |
| 47 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.48% | — | — | |
| 48 | FDD | First Trust Stoxx Europe | ETF-Other | 0.48% | -0.08% | +32.20% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.46% | +0.08% | +66.96% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +40.79% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 137 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IJH) accounted for 15.1% of total reported equity market value during Q2 2024.
During Q2 2024, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (5.4%)、SCHD (5.2%)、IJH (4.9%). The largest single position, SPY, represented 5.4% of total portfolio value.
In Q2 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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