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CIK: 0002015578
Total reported value
$263.8M
$263.8M
136 檔
17.5%
At the close of Q4 2024, BlueChip Wealth Advisors LLC disclosed equity holdings valued at approximately $263.8M, spread across 136 reported holdings.
During Q4 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 | 6.63% | +0.02% | +7.49% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.75% | -0.57% | +216.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.10% | -0.05% | +1.27% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 4.39% | -0.59% | +4.34% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.71% | -0.09% | -9.66% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.67% | -0.77% | +4.95% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | -0.05% | +0.54% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.35% | +0.31% | +11.60% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.89% | -0.01% | -6.85% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 2.89% | +0.06% | +1.61% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.64% | +0.04% | +1.44% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.45% | -0.45% | -1.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.03% | -16.73% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.31% | — | +9.56% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.94% | -0.13% | +5.04% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.77% | -0.30% | +11.43% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.36% | -0.03% | +9.31% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 1.35% | -0.20% | -6.10% | |
| 19 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.26% | -0.02% | -13.29% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -1.41% | -13.82% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.19% | — | +14.77% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.09% | -4.27% | |
| 23 | FTCS | First Trust Capital Strength | ETF-Other | 1.06% | -0.02% | -10.79% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.53% | -6.65% | |
| 25 | EMLP | First Trust North American E | ETF-Other | 1.00% | -0.33% | +4.33% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.99% | -0.05% | -3.47% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | +0.01% | +1.14% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.11% | -35.86% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.80% | -0.01% | -3.28% | |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.78% | +0.02% | -27.91% | |
| 31 | FID | First Trust S&p Internationa | ETF-Other | 0.78% | -0.07% | +25.13% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | -0.02% | -19.52% | |
| 33 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.72% | — | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.02% | -1.04% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.62% | — | +18.60% | |
| 36 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.62% | — | -10.73% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | +169.14% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | -0.01% | +1.67% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.04% | +0.14% | |
| 40 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.52% | -0.21% | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.51% | +0.01% | +207.72% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.04% | -38.26% | |
| 43 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.48% | +0.08% | — | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.47% | -0.08% | +3.78% | |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.46% | -0.04% | +79.37% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.10% | +119.33% | |
| 47 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.44% | +0.25% | NEW | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.44% | -0.08% | +22.40% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.13% | +0.01% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.05% | +0.67% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 136 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IJH) accounted for 17.5% of total reported equity market value during Q4 2024.
During Q4 2024, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (6.6%)、SCHD (5.8%)、IJH (5.1%). The largest single position, SPY, represented 6.6% of total portfolio value.
In Q4 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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