Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $204 Billion
  • Q1 2025

Blue Chip Wealth Advisors LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.1B, Schwab Strategic Tr Us Dividen with a value of $10.6B, First Tr Value Line Divid Inde with a value of $9.12B, Ishares Core S&P Mid Cap ETF with a value of $8.11B, and First Tr Morningstar Dividend with a value of $8B.

Examining the 13F form we can see an increase of $23.4B in the current position value, from $180B to 204B.

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 $204 Billion
ETFs: $152 Billion
Technology: $8.57 Billion
Financial Services: $7.82 Billion
Consumer Cyclical: $3.92 Billion
Industrials: $1.97 Billion
Consumer Defensive: $1.77 Billion
Communication Services: $1.55 Billion
Energy: $1.2 Billion
Other: $2.92 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.1 Billion 5.46% of portfolio
19,883
Q1 2025 Reduced 2.57%
$0
$10.6 Billion 5.18% of portfolio
377,387
Q1 2025 Reduced 0.49%
$0
$9.12 Billion 4.48% of portfolio
204,553
Q1 2025 Added 12.86%
$0
$8.11 Billion 3.98% of portfolio
138,937
Q1 2025 Reduced 5.8%
$0
$8 Billion 3.93% of portfolio
184,086
Q1 2025 Added 11.88%
-
$6.41 Billion 3.15% of portfolio
-
Q1 2025 Added 1,014.93%
$0
$6.32 Billion 3.1% of portfolio
11,251
Q1 2025 Added 1.68%
$0
$6.26 Billion 3.07% of portfolio
114,260
Q1 2025 Reduced 3.52%
$0
$5.75 Billion 2.82% of portfolio
12,255
Q1 2025 Added 3.61%
$106B
$5.3 Billion 2.6% of portfolio
18,407
Q1 2025 Added 0.73%
$0
$5.09 Billion 2.5% of portfolio
86,936
Q1 2025 Added 8.03%
$0
$4.95 Billion 2.43% of portfolio
144,444
Q1 2025 Added 3.19%
$0
$4.32 Billion 2.12% of portfolio
24,920
Q1 2025 Reduced 16.27%
$0
$4.14 Billion 2.03% of portfolio
101,592
Q1 2025 Added 17.59%
$0
$4.06 Billion 2.0% of portfolio
114,009
Q1 2025 New
$3.2T
$3.85 Billion 1.89% of portfolio
17,319
Q1 2025 Reduced 1.69%
$0
$3.55 Billion 1.74% of portfolio
48,272
Q1 2025 Added 18.97%
$0
$3.19 Billion 1.57% of portfolio
69,033
Q1 2025 Added 234.12%
$0
$2.77 Billion 1.36% of portfolio
54,531
Q1 2025 Reduced 33.69%
$0
$2.6 Billion 1.28% of portfolio
51,420
Q1 2025 Added 13.77%
$0
$2.28 Billion 1.12% of portfolio
67,946
Q1 2025 Reduced 0.58%
$52.2B
$2.18 Billion 1.07% of portfolio
53,035
Q1 2025 Reduced 5.79%
$0
$2.15 Billion 1.06% of portfolio
35,934
Q1 2025 Reduced 0.27%
$370B
$2.01 Billion 0.99% of portfolio
5,483
Q1 2025 Reduced 3.94%
$0
$2 Billion 0.98% of portfolio
53,475
Q1 2025 Added 5.55%
$0
$1.91 Billion 0.94% of portfolio
21,346
Q1 2025 Reduced 2.28%
$0
$1.88 Billion 0.92% of portfolio
26,922
Q4 2024 Reduced 3.47%
$0
$1.82 Billion 0.89% of portfolio
3,536
Q1 2025 Added 0.34%
$3.25T
$1.82 Billion 0.89% of portfolio
4,840
Q1 2025 Added 1.74%
$0
$1.78 Billion 0.87% of portfolio
103,027
Q1 2025 Added 19.2%
$284B
$1.58 Billion 0.77% of portfolio
14,547
Q1 2025 Added 33.95%
$0
$1.52 Billion 0.74% of portfolio
30,853
Q1 2025 Added 13.44%
$0
$1.41 Billion 0.69% of portfolio
30,704
Q1 2025 Added 119.42%
$0
$1.37 Billion 0.67% of portfolio
3,800
Q4 2024 Added 1.14%
$0
$1.35 Billion 0.66% of portfolio
14,537
Q1 2025 Added 22.61%
Vanguard Wellington Fd
-
$1.34 Billion 0.66% of portfolio
-
Q1 2025 Added 61.91%
First Tr Exchng Traded Fd Vi
-
$1.27 Billion 0.63% of portfolio
-
Q3 2024 Added 69.53%
$0
$1.09 Billion 0.54% of portfolio
11,686
Q1 2025 Added 102.43%
-
$1.1 Billion 0.54% of portfolio
-
Q1 2025 Reduced 2.01%
$0
$1.06 Billion 0.52% of portfolio
10,179
Q4 2024 Reduced 1.04%
$694B
$1.03 Billion 0.51% of portfolio
1,936
Q1 2025 Added 17.98%
$0
$1.03 Billion 0.5% of portfolio
5,297
Q1 2025 Reduced 2.66%
$0
$1.01 Billion 0.49% of portfolio
5,357
Q4 2024 Added 1.67%
$0
$984 Million 0.48% of portfolio
9,631
Q1 2025 Reduced 2.66%
Ishares Bitcoin Trust ETF
-
$975 Million 0.48% of portfolio
-
Q1 2025 Added 36.9%
$0
$907 Million 0.45% of portfolio
66,831
Q1 2025 Added 19.06%
$99.1B
$899 Million 0.44% of portfolio
9,779
Q1 2025 Added 1.29%
$1.9T
$884 Million 0.43% of portfolio
4,646
Q1 2025 Added 13.07%
$0
$834 Million 0.41% of portfolio
8,291
Q1 2025 Added 130.82%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $204 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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