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CIK: 0002015578
Total reported value
$263.8M
$263.8M
152 檔
17.8%
During the Q1 2025 filing period, BlueChip Wealth Advisors LLC (CIK: 0002015578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $263.8M across 152 reported positions.
During Q1 2025, 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 | 5.46% | +0.02% | -2.57% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.18% | -0.57% | -0.49% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 4.48% | -0.59% | +12.86% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | -0.05% | -5.80% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.93% | -0.77% | +11.88% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.15% | -1.11% | +1014.93% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -0.05% | +1.68% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.07% | -0.09% | -3.52% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.82% | +0.31% | +3.61% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.60% | -0.45% | +0.73% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.50% | +0.04% | +8.03% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 2.43% | +0.06% | +3.19% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.12% | -0.01% | -16.27% | |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.03% | -0.13% | +17.59% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 2.00% | +0.02% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.03% | -1.69% | |
| 17 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.83% | -0.20% | — | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.74% | -0.30% | +18.97% | |
| 19 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.57% | -0.21% | +234.12% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.36% | — | -33.69% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.28% | -0.02% | +13.77% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.12% | -0.03% | -0.58% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 1.07% | -0.20% | -5.79% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.06% | — | -0.27% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -1.41% | -3.94% | |
| 26 | EMLP | First Trust North American E | ETF-Other | 0.98% | -0.33% | +5.55% | |
| 27 | FTCS | First Trust Capital Strength | ETF-Other | 0.94% | -0.02% | -2.28% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.92% | -0.05% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.53% | +0.34% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.09% | +1.74% | |
| 31 | FID | First Trust S&p Internationa | ETF-Other | 0.87% | -0.07% | +19.20% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.11% | +33.95% | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.74% | -0.02% | +13.44% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.69% | — | +119.42% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | +0.01% | — | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.66% | — | +22.61% | |
| 37 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.66% | -0.04% | +61.91% | |
| 38 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.63% | — | — | |
| 39 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.54% | — | -2.01% | |
| 40 | QGRO | American Century US Quality | ETF-Other | 0.54% | -0.05% | +102.43% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.02% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | +0.05% | +17.98% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.02% | -2.66% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.01% | — | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.48% | -0.04% | -2.66% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.48% | -0.10% | +36.90% | |
| 47 | FDD | First Trust Stoxx Europe | ETF-Other | 0.45% | -0.08% | +19.06% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.44% | -0.08% | +1.29% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.04% | +13.07% | |
| 50 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.41% | — | +168.61% |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, FVD) accounted for 17.8% of total reported equity market value during Q1 2025.
During Q1 2025, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (5.5%)、SCHD (5.2%)、FVD (4.5%). The largest single position, SPY, represented 5.5% of total portfolio value.
In Q1 2025, 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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