Blue Chip Wealth Advisors LLC Purchases in Q1 2025

Blue Chip Wealth Advisors LLC

  • $204 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.13K
+ 36.1%
N/A
19.3K $458M
FDT
First Trust Developed Markets

ETFs
1.57K
+ 37.35%
$53.51 - $60.98 $83.9K - $95.6K
5.76K $336M
SO
Southern CO

Utilities
125
+ 1.29%
$80.96 - $92.96 $10.1K - $11.6K
9.78K $899M
FTQI
First Trust ETF Vi First Trust

ETFs
6.45K
+ 64.25%
$18.72 - $21.32 $121K - $137K
16.5K $311M
FTHI
First Trust Exchange Traded Fd

ETFs
4.82K
+ 33.55%
$21.62 - $23.74 $104K - $114K
19.2K $419M
V
Visa Inc.

Financial Services
26
+ 1.29%
$306.92 - $362.71 $7.98K - $9.43K
2.05K $718M
O
Realty Income Corp

Real Estate
704
+ 14.8%
$51.67 - $58.49 $36.4K - $41.2K
5.46K $317M
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 6.2%
$225.19 - $279.95 $31.1K - $38.6K
2.36K $580M
CVX
Chevron Corp

Energy
4
+ 0.23%
$146.71 - $167.97 $587 - $672
1.72K $288M
ORCC
Owl Rock Capital Corp

Financial Services
2.6K
+ 23.99%
N/A
13.4K $197M
MAR
Marriott International Inc

Consumer Cyclical
67.9K
New
$237.01 - $304.45 $16.1M - $20.7M
67.9K $22.8M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 2.51%
$890.62 - $1076.86 $7.12K - $8.61K
327 $309M
FMF
First Trust Managed Futures St

ETFs
501
+ 8.48%
$45.87 - $48.39 $23K - $24.2K
6.41K $296M
PANW
Palo Alto Networks Inc

Technology
86
+ 4.62%
$167.82 - $208.28 $14.4K - $17.9K
1.95K $332M
Arista Networks Inc
894
+ 39.01%
N/A
3.19K $247M
AVGO
Broadcom Inc.

Technology
329
+ 32.64%
$167.43 - $244.7 $55.1K - $80.5K
1.34K $224M
AMZN
Amazon Com Inc

Consumer Cyclical
537
+ 13.07%
$190.26 - $242.06 $102K - $130K
4.65K $884M
URI
United Rentals, Inc.

Industrials
1
+ 0.3%
$594.17 - $789.56 $594 - $790
338 $212M
GOOGL
Alphabet Inc.

Communication Services
235
+ 12.72%
$154.33 - $206.19 $36.3K - $48.5K
2.08K $322M
GOOG
Alphabet Inc.

Communication Services
272
+ 10.15%
$156.06 - $207.71 $42.4K - $56.5K
2.95K $461M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.34%
$507.05 - $563.67 $6.08K - $6.76K
3.54K $1.82B
MSFT
Microsoft Corp

Technology
83
+ 1.74%
$375.39 - $447.2 $31.2K - $37.1K
4.84K $1.82B
IVV
Ishares Core S&P 500 ETF

ETFs
186
+ 1.68%
$554.06 - $615.85 $103K - $115K
11.3K $6.32B
CGGR
Capital Group Growth ETF Shs C

ETFs
4.46K
+ 3.19%
$33.98 - $39.84 $152K - $178K
144K $4.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
427
+ 3.61%
$468.34 - $539.52 $200K - $230K
12.3K $5.75B
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email