Blue Chip Wealth Advisors LLC Reduced Holdings in Q3 2025

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-13.8K
- 68.89%
$89.72 - $93.74 $1.24M - $1.29M
6.23K $583M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.8K
- 46.6%
$55.15 - $58.11 $1.15M - $1.21M
23.8K $1.37B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-21.4K
- 71.42%
$49.05 - $49.99 $1.05M - $1.07M
8.56K $426M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-31.5K
- 46.31%
$35.42 - $38.65 $1.12M - $1.22M
36.5K $1.39B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.75K
- 25.07%
$567.77 - $614.76 $991K - $1.07M
5.22K $3.2B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-6.73K
- 49.87%
$107.5 - $115.86 $724K - $780K
6.77K $774M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.92K
- 16.03%
$546.99 - $602.2 $1.05M - $1.16M
10.1K $6.04B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 59.65%
$51.78 - $57.89 $590K - $659K
7.71K $443M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-12.8K
- 62.14%
$39.58 - $40.74 $505K - $520K
7.77K $315M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.69K
- 56.62%
$100.16 - $100.7 $470K - $473K
3.6K $362M
JPM
Jpmorgan Chase & CO

Financial Services
-1.4K
- 57.82%
$282.78 - $316.06 $395K - $442K
1.02K $322M
FVD
First Tr Value Line Divid Inde

ETFs
-14.5K
- 7.25%
$44.73 - $46.86 $650K - $681K
186K $8.6B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.77K
- 19.72%
$50.53 - $50.82 $342K - $344K
27.5K $1.4B
FSK
Fs Kkr Capital Corp

Financial Services
-2.7K
- 5.4%
$14.93 - $22.48 $40.3K - $60.7K
47.3K $706M
CION
Cion Investment Corp

Financial Services
-25.6K
- 48.37%
$9.48 - $10.86 $243K - $278K
27.4K $259M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.01K
- 52.86%
$79.89 - $83.25 $240K - $250K
2.68K $222M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-7.28K
- 32.45%
$39.37 - $44.24 $287K - $322K
15.2K $664M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-14.4K
- 29.25%
$14.49 - $14.86 $208K - $214K
34.8K $504M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.31K
- 45.48%
$52.39 - $53.11 $226K - $229K
5.17K $274M
FDL
First Tr Morningstar Dividend

ETFs
-11.5K
- 6.18%
$41.96 - $44.59 $483K - $514K
175K $7.58B
EEM
Ishares Msci Emerging Markets

ETFs
-4.79K
- 51.51%
$48.07 - $53.4 $230K - $256K
4.51K $241M
FCTR
First Tr Exchange Traded Fd

ETFs
-5.77K
- 47.69%
$33.33 - $35.6 $192K - $205K
6.33K $225M
ORCC
Owl Rock Capital Corp

Financial Services
-15.9K
- 59.5%
N/A
10.8K $138M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.03K
- 7.42%
$181.56 - $190.33 $368K - $385K
25.2K $4.79B
FAAR
First Trust Vii Alternative Ab

ETFs
-7.56K
- 30.16%
$27.66 - $30.9 $209K - $234K
17.5K $533M
Vanguard Wellington Fd
-1.85K
- 6.55%
N/A
26.4K $2.7B
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.36K
- 35.46%
$33.04 - $36.15 $144K - $158K
7.94K $272M
META
Meta Platforms, Inc.

Communication Services
-193
- 13.53%
$695.21 - $791.73 $134K - $153K
1.23K $905M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.14K
- 6.03%
$48.72 - $50.73 $153K - $159K
49K $2.41B
FDN
First Tr Fd Dow Jones

ETFs
-465
- 30.41%
$264.06 - $287.34 $123K - $134K
1.06K $298M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-890
- 31.72%
$122.57 - $132.57 $109K - $118K
1.92K $249M
JBHT
Hunt J B Transport Services Inc

Industrials
-390
- 20.14%
$130.65 - $154.66 $51K - $60.3K
1.55K $207M
MATX
Matson, Inc.

Industrials
-120
- 4.55%
$98.59 - $116.3 $11.8K - $14K
2.52K $248M
AVGO
Broadcom Inc.

Technology
-367
- 23.42%
$264.74 - $369.57 $97.2K - $136K
1.2K $396M
RDVY
First Trust Rising Dividend Ac

ETFs
-6.2K
- 7.21%
$62.38 - $67.29 $387K - $417K
79.9K $5.37B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1.35K
- 9.91%
$27.49 - $29.67 $37.1K - $40.1K
12.3K $353M
COP
Conocophillips

Energy
-443
- 10.3%
$91.0 - $98.99 $40.3K - $43.9K
3.86K $365M
FDD
First Trust Stoxx European Sel

ETFs
-3.63K
- 5.73%
$15.26 - $16.67 $55.5K - $60.6K
59.8K $966M
NEAR
Blackrock Short Maturity Bond

ETFs
-442
- 2.91%
$50.8 - $51.32 $22.5K - $22.7K
14.8K $757M
FTA
First Tr Large Cap Value

ETFs
-545
- 9.71%
$78.13 - $83.78 $42.6K - $45.7K
5.07K $422M
CEG
Constellation Energy Corp

Utilities
-87
- 4.51%
$298.82 - $354.89 $26K - $30.9K
1.84K $605M
DVY
Ishares Tr

ETFs
-250
- 10.67%
$133.88 - $142.57 $33.5K - $35.6K
2.09K $297M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-225
- 3.04%
$50.52 - $50.75 $11.4K - $11.4K
7.18K $364M
HYLS
First Tr Tactical High Yield L

ETFs
-260
- 1.78%
$41.62 - $42.32 $10.8K - $11K
14.3K $602M
BAC
Bank Of America Corp

Financial Services
-781
- 8.87%
$44.92 - $52.42 $35.1K - $40.9K
8.02K $414M
MFLX
First Tr Exchange Traded Fd Vi
-500
- 2.05%
N/A
23.9K $404M
MRK
Merck & Co., Inc.

Healthcare
-41
- 1.46%
$77.6 - $87.37 $3.18K - $3.58K
2.78K $233M
EMLP
First Tr Exchange Traded Iv

ETFs
-710
- 1.33%
$36.99 - $38.38 $26.3K - $27.2K
52.6K $2.01B
XOM
Exxon Mobil Corp

Energy
-32
- 0.84%
$105.83 - $117.22 $3.39K - $3.75K
3.76K $423M
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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