Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $155 Billion
  • Q1 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $9B, Spdr S&P 500 ETF Trust with a value of $8.91B, Ishares Core S&P Mid Cap ETF with a value of $8.65B, First Tr Value Line Divid Inde with a value of $8.05B, and Invesco S&P 500 Equal Weight E with a value of $6.12B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $143B to 155B.

Blue Chip Wealth Advisors LLC is based out at Milton, GA

Below you can find more details about Blue Chip Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $126 Billion
Financial Services: $6.97 Billion
Technology: $6.38 Billion
Consumer Cyclical: $3.33 Billion
Industrials: $2.29 Billion
Consumer Defensive: $1.69 Billion
Energy: $1.25 Billion
Healthcare: $1.17 Billion
Other: $2.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9 Billion 5.8% of portfolio
111,580
Q1 2024 Added 1.23%
$0
$8.91 Billion 5.75% of portfolio
17,039
Q1 2024 Reduced 3.61%
$0
$8.65 Billion 5.58% of portfolio
142,489
Q1 2024 Added 355.05%
$0
$8.05 Billion 5.19% of portfolio
190,515
Q1 2024 Reduced 0.55%
$0
$6.12 Billion 3.95% of portfolio
36,159
Q1 2024 Reduced 32.46%
$0
$5.67 Billion 3.65% of portfolio
97,515
Q1 2024 Added 293.55%
$0
$5.39 Billion 3.48% of portfolio
10,258
Q1 2024 Reduced 0.65%
$0
$4.99 Billion 3.22% of portfolio
11,246
Q1 2024 Added 5.03%
$0
$4.92 Billion 3.17% of portfolio
127,929
Q1 2024 Added 16.71%
$0
$4.25 Billion 2.74% of portfolio
75,622
Q1 2024 Added 4.17%
$0
$3.92 Billion 2.53% of portfolio
122,476
Q1 2024 New
$3.68T
$3.48 Billion 2.25% of portfolio
20,311
Q1 2024 Reduced 14.68%
$75.4B
$3.31 Billion 2.13% of portfolio
16,068
Q1 2024 Added 1.84%
$51.6B
$3.12 Billion 2.01% of portfolio
79,951
Q1 2024 Reduced 23.9%
$0
$3.07 Billion 1.98% of portfolio
78,961
Q1 2024 Added 175.95%
$0
$3.02 Billion 1.95% of portfolio
35,306
Q1 2024 Added 0.37%
$0
$2.23 Billion 1.44% of portfolio
41,459
Q1 2024 Added 109.93%
$345B
$2.22 Billion 1.43% of portfolio
5,780
Q1 2024 Added 7.47%
$0
$2.15 Billion 1.38% of portfolio
36,008
Q1 2024 Reduced 0.04%
$0
$2.04 Billion 1.32% of portfolio
58,583
Q1 2024 Added 8.21%
$0
$1.99 Billion 1.28% of portfolio
29,297
Q4 2023 New
$0
$1.84 Billion 1.19% of portfolio
38,231
Q1 2024 Reduced 8.25%
$3.43T
$1.67 Billion 1.08% of portfolio
3,976
Q1 2024 Reduced 11.19%
$0
$1.65 Billion 1.06% of portfolio
13,918
Q1 2024 Reduced 47.58%
$0
$1.5 Billion 0.97% of portfolio
12,118
Q1 2024 Added 1.95%
$0
$1.43 Billion 0.92% of portfolio
29,005
Q1 2024 Added 251.66%
$0
$1.39 Billion 0.89% of portfolio
46,960
Q1 2024 Added 9.4%
$0
$1.27 Billion 0.82% of portfolio
11,463
Q1 2024 Added 3.74%
$0
$1.27 Billion 0.82% of portfolio
87,237
Q1 2024 Added 20.33%
$0
$1.23 Billion 0.79% of portfolio
14,459
Q1 2024 Reduced 9.22%
$0
$1.21 Billion 0.78% of portfolio
30,127
Q4 2023 New
$0
$1.2 Billion 0.77% of portfolio
11,798
Q1 2024 Reduced 13.28%
-
$1.19 Billion 0.77% of portfolio
-
Q1 2024 Added 28.06%
$0
$1.19 Billion 0.76% of portfolio
3,517
Q1 2024 Added 1.5%
$0
$1.16 Billion 0.75% of portfolio
2,410
Q1 2024 Added 1.95%
$0
$1.14 Billion 0.74% of portfolio
23,537
Q4 2023 New
$0
$1.06 Billion 0.68% of portfolio
10,541
Q4 2023 New
$0
$911 Million 0.59% of portfolio
11,191
Q1 2024 Reduced 0.47%
$0
$905 Million 0.58% of portfolio
76,329
Q1 2024 Reduced 39.72%
$0
$875 Million 0.56% of portfolio
4,884
Q1 2024 Added 1.16%
$0
$843 Million 0.54% of portfolio
20,451
Q1 2024 Reduced 35.98%
$0
$791 Million 0.51% of portfolio
19,200
Q4 2023 New
$534B
$737 Million 0.48% of portfolio
1,753
Q4 2023 New
$0
$750 Million 0.48% of portfolio
26,057
Q4 2023 New
$0
$739 Million 0.48% of portfolio
32,443
Q4 2023 New
$26.5B
$713 Million 0.46% of portfolio
5,333
Q1 2024 New
$271B
$696 Million 0.45% of portfolio
11,375
Q1 2024 Reduced 19.18%
$85B
$674 Million 0.43% of portfolio
9,397
Q1 2024 Reduced 13.56%
$1.19T
$664 Million 0.43% of portfolio
1,367
Q1 2024 Reduced 21.62%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $155 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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