Blue Chip Wealth Advisors LLC Incresed Positions in Q3 2025

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
10K
+ 215.72%
$357.4 - $423.42 $3.58M - $4.24M
14.7K $5.94B
Sei Exchange Traded Funds
108K
+ 904.39%
N/A
120K $3.65B
SPY
Spdr S&P 500 ETF Trust

ETFs
732
+ 3.62%
$617.65 - $666.84 $452K - $488K
20.9K $13.9B
AAPL
Apple Inc.

Technology
1.34K
+ 7.15%
$202.38 - $256.87 $271K - $343K
20K $5.1B
VUSB
Vanguard Bd Index Fds
23.1K
+ 11.03%
N/A
232K $11.6B
NVDA
Nvidia Corp

Technology
1.55K
+ 7.52%
$153.3 - $186.58 $237K - $288K
22.1K $4.12B
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
+ 7.21%
$39.59 - $42.21 $439K - $468K
165K $6.93B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13K
+ 3.43%
$26.38 - $27.95 $343K - $364K
393K $10.7B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.15K
+ 2.16%
$40.2 - $44.58 $127K - $140K
149K $6.54B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.98K
+ 1.46%
$62.09 - $66.51 $123K - $132K
137K $8.97B
Capital Group Dividend Growe
11.7K
+ 8.82%
N/A
144K $4.98B
KO
Coca Cola CO

Consumer Defensive
7.55K
+ 97.95%
$65.67 - $71.67 $496K - $541K
15.3K $1.01B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.48K
+ 3.28%
$42.39 - $44.63 $147K - $155K
109K $4.88B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 29.72%
$211.65 - $238.24 $341K - $383K
7.02K $1.54B
Arista Networks Inc
1.25K
+ 38.84%
N/A
4.47K $652M
FID
First Tr Exchange Trded Fd Vi

ETFs
12.4K
+ 12.43%
$19.17 - $20.16 $238K - $250K
112K $2.21B
MCD
Mcdonalds Corp

Consumer Cyclical
767
+ 45.9%
$291.67 - $316.99 $224K - $243K
2.44K $741M
V
Visa Inc.

Financial Services
727
+ 35.12%
$332.09 - $358.86 $241K - $261K
2.8K $955M
COST
Costco Wholesale Corp

Consumer Defensive
256
+ 84.21%
$915.95 - $994.57 $234K - $255K
560 $518M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 15.19%
$459.11 - $506.91 $135K - $150K
2.24K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
514
+ 8.4%
N/A
6.64K $1.43B
MSFT
Microsoft Corp

Technology
123
+ 2.49%
$491.09 - $535.64 $60.4K - $65.9K
5.06K $2.62B
DBND
Doubleline ETF Tr Opportunisti

ETFs
2.77K
+ 4.7%
$45.57 - $46.76 $126K - $129K
61.6K $2.87B
PANW
Palo Alto Networks Inc

Technology
706
+ 34.59%
$167.06 - $208.19 $118K - $147K
2.75K $559M
Ishares Bitcoin Trust ETF
892
+ 4.06%
N/A
22.9K $1.49B
FMF
First Trust Managed Futures St

ETFs
1.75K
+ 27.34%
$45.19 - $48.75 $79.2K - $85.4K
8.16K $397M
NFLX
Netflix Inc

Communication Services
112
+ 48.91%
$1147.87 - $1297.18 $129K - $145K
341 $409M
First Tr Exchange Traded Fd
3.18K
+ 16.87%
N/A
22.1K $470M
FDT
First Trust Developed Markets

ETFs
251
+ 4.36%
$68.09 - $76.05 $17.1K - $19.1K
6.01K $453M
SO
Southern CO

Utilities
126
+ 1.08%
$90.83 - $96.0 $11.4K - $12.1K
11.8K $1.11B
CVX
Chevron Corp

Energy
138
+ 7.07%
$145.57 - $161.83 $20.1K - $22.3K
2.09K $325M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
52
+ 14.4%
$567.09 - $607.37 $29.5K - $31.6K
413 $246M
FJP
First Trust Japan Alphadex Fun

ETFs
249
+ 7.18%
$57.54 - $67.32 $14.3K - $16.8K
3.72K $242M
VEA
Vanguard Ftse Developed Market

ETFs
259
+ 6.34%
$56.02 - $60.3 $14.5K - $15.6K
4.34K $260M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.01%
$101.12 - $106.18 $101 - $106
9.39K $967M
IGF
Ishares Global Infrastructure

ETFs
216
+ 5.65%
$58.29 - $61.43 $12.6K - $13.3K
4.04K $247M
FEP
First Trust Europe Alphadex Fu

ETFs
49
+ 1.12%
$47.35 - $51.19 $2.32K - $2.51K
4.41K $225M
BA
Boeing CO

Industrials
10
+ 0.53%
$209.79 - $237.38 $2.1K - $2.37K
1.9K $409M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
131
+ 1.0%
$43.36 - $44.8 $5.68K - $5.87K
13.3K $591M
Atlanta Braves Hldgs Inc
10
+ 0.17%
N/A
6.01K $273M
Activity Summary
Buys All Purchases 65 New Holdings 24 Increased Positions 41 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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