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CIK: 0002015578
Total reported value
$263.8M
$263.8M
152 檔
17.3%
In Q3 2024, BlueChip Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $263.8M, distributed across 152 disclosed stock positions.
During Q3 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 | 5.70% | +0.02% | +12.14% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.31% | -0.57% | +5.78% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.75% | -0.05% | +2.69% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 4.14% | -0.59% | -2.68% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.97% | -0.09% | +12.92% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.44% | -0.77% | -0.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | -0.05% | +6.38% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.00% | -0.01% | -1.85% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.71% | +0.31% | -5.73% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.03% | +2.98% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.51% | +0.06% | +3.46% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 2.46% | +0.04% | -2.41% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.37% | -0.45% | +7.50% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.00% | — | +22.90% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.77% | -0.13% | -2.32% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.53% | -0.30% | +0.02% | |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.49% | -0.02% | +9.85% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -1.41% | -1.49% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 1.34% | -0.20% | -15.44% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.19% | -0.03% | -1.10% | |
| 21 | FTCS | First Trust Capital Strength | ETF-Other | 1.16% | -0.02% | -17.22% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | +7.21% | |
| 23 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.08% | +0.02% | +68.09% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.11% | -0.73% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.06% | -0.05% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.53% | +55.99% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.98% | — | -3.88% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.87% | -0.02% | -8.94% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.85% | -0.33% | +0.02% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.77% | -0.01% | -0.43% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | +0.01% | +6.82% | |
| 32 | QGRO | American Century US Quality | ETF-Other | 0.71% | -0.05% | +1.63% | |
| 33 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.67% | — | +69.53% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.66% | — | — | |
| 35 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.66% | — | -1.74% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.04% | +17.58% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.64% | — | +1.97% | |
| 38 | FID | First Trust S&p Internationa | ETF-Other | 0.64% | -0.07% | +0.06% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.02% | — | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.56% | -0.03% | +0.30% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.04% | +0.06% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.54% | — | -6.20% | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.54% | — | -18.62% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.03% | +0.34% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | -0.01% | +8.66% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.47% | — | +57.01% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.47% | +0.01% | -1.58% | |
| 48 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.44% | — | — | |
| 49 | FDD | First Trust Stoxx Europe | ETF-Other | 0.43% | -0.08% | -4.29% | |
| 50 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.43% | -0.08% | -4.18% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 152 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IJH) accounted for 17.3% of total reported equity market value during Q3 2024.
During Q3 2024, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (5.7%)、SCHD (5.3%)、IJH (4.8%). The largest single position, SPY, represented 5.7% of total portfolio value.
In Q3 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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