Blue Chip Wealth Advisors LLC Reduced Holdings in Q4 2024

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-22K
- 73.87%
$39.3 - $41.34 $863K - $908K
7.77K $306M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.7K
- 9.66%
$56.06 - $61.35 $710K - $777K
118K $6.69B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-9.17K
- 61.35%
$90.31 - $106.37 $828K - $975K
5.77K $576M
VNLA
Janus Henderson Short Duration

ETFs
-15K
- 71.16%
$48.82 - $49.11 $730K - $734K
6.06K $296M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.94K
- 65.9%
$100.22 - $100.73 $696K - $699K
3.59K $360M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12.4K
- 27.91%
$43.84 - $48.76 $545K - $606K
32.1K $1.41B
NVDA
Nvidia Corp

Technology
-6.07K
- 35.86%
$117.0 - $148.88 $710K - $904K
10.9K $1.46B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.93K
- 13.29%
$50.06 - $55.0 $347K - $381K
45.2K $2.27B
AAPL
Apple Inc.

Technology
-3.54K
- 16.72%
$221.69 - $259.02 $784K - $916K
17.6K $4.41B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.19K
- 6.85%
$174.22 - $187.62 $382K - $411K
29.8K $5.22B
HD
Home Depot, Inc.

Consumer Cyclical
-915
- 13.82%
$385.02 - $431.37 $352K - $395K
5.71K $2.22B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.6K
- 19.52%
$48.48 - $49.47 $320K - $326K
27.2K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.55K
- 38.26%
$180.88 - $232.93 $461K - $593K
4.11K $901M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.29K
- 54.89%
$51.54 - $52.55 $324K - $331K
5.17K $267M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.52K
- 30.64%
$123.69 - $133.68 $311K - $336K
5.7K $712M
FTCS
First Trust Capital Strength E

ETFs
-2.64K
- 10.79%
$87.62 - $94.03 $231K - $248K
21.8K $1.92B
META
Meta Platforms, Inc.

Communication Services
-509
- 28.87%
$554.08 - $632.68 $282K - $322K
1.25K $734M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-9.99K
- 42.28%
$21.96 - $24.21 $219K - $242K
13.6K $303M
FAAR
First Trust Vii Alternative Ab

ETFs
-9.18K
- 34.8%
$27.44 - $28.42 $252K - $261K
17.2K $482M
IXUS
Ishares Tr

ETFs
-967
- 3.47%
$65.95 - $72.56 $63.8K - $70.2K
26.9K $1.78B
FCTR
First Tr Exchange Traded Fd

ETFs
-8.23K
- 56.52%
$30.91 - $35.25 $254K - $290K
6.33K $208M
ORCC
Owl Rock Capital Corp

Financial Services
-16.4K
- 60.22%
N/A
10.8K $164M
GOOGL
Alphabet Inc.

Communication Services
-1.65K
- 47.11%
$161.86 - $196.66 $266K - $324K
1.85K $350M
XOM
Exxon Mobil Corp

Energy
-1.4K
- 27.77%
$105.51 - $125.37 $148K - $176K
3.65K $393M
FDD
First Trust Stoxx European Sel

ETFs
-10.3K
- 15.45%
$11.07 - $12.33 $114K - $127K
56.1K $632M
CION
Cion Investment Corp

Financial Services
-14.9K
- 30.03%
$11.25 - $12.08 $167K - $179K
34.6K $395M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.7K
- 10.73%
N/A
22.4K $1.12B
MSFT
Microsoft Corp

Technology
-212
- 4.27%
$406.35 - $454.46 $86.1K - $96.3K
4.76K $2.01B
V
Visa Inc.

Financial Services
-751
- 27.08%
$273.87 - $320.91 $206K - $241K
2.02K $639M
TFC
Truist Financial Corp

Financial Services
-3.66K
- 6.1%
$41.51 - $48.1 $152K - $176K
56.3K $2.44B
KO
Coca Cola CO

Consumer Defensive
-259
- 2.38%
$61.74 - $71.71 $16K - $18.6K
10.6K $662M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-2.7K
- 36.24%
$41.96 - $43.69 $113K - $118K
4.75K $206M
GOOG
Alphabet Inc.

Communication Services
-985
- 26.88%
$163.08 - $198.16 $161K - $195K
2.68K $510M
JNJ
Johnson & Johnson

Healthcare
-346
- 12.34%
$143.34 - $165.86 $49.6K - $57.4K
2.46K $355M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.56K
- 13.33%
$43.61 - $45.3 $112K - $116K
16.6K $742M
GLD
Spdr Gold Trust

ETFs
-320
- 1.72%
$236.59 - $257.5 $75.7K - $82.4K
18.3K $4.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-251
- 6.65%
$521.84 - $558.82 $131K - $140K
3.52K $1.9B
O
Realty Income Corp

Real Estate
-350
- 6.85%
$51.76 - $64.71 $18.1K - $22.6K
4.76K $254M
MRK
Merck & Co., Inc.

Healthcare
-150
- 5.09%
$96.31 - $114.76 $14.4K - $17.2K
2.8K $278M
URI
United Rentals, Inc.

Industrials
-21
- 5.87%
$704.44 - $880.32 $14.8K - $18.5K
337 $237M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-635
- 14.81%
$69.58 - $74.87 $44.2K - $47.5K
3.65K $256M
PECO
Phillips Edison & Company, Inc.

Real Estate
-952
- 5.16%
$35.96 - $39.8 $34.2K - $37.9K
17.5K $655M
First Tr Exchng Traded Fd Vi
-1.19K
- 9.93%
N/A
10.8K $403M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-392
- 3.28%
$121.89 - $135.52 $47.8K - $53.1K
11.6K $1.44B
FTHI
First Trust Exchange Traded Fd

ETFs
-1.56K
- 9.81%
$22.89 - $24.02 $35.8K - $37.5K
14.4K $334M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-107
- 1.04%
$113.92 - $127.38 $12.2K - $13.6K
10.2K $1.17B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-261
- 7.07%
$91.29 - $91.8 $23.8K - $24K
3.43K $314M
Creative Media & Cmnty Tr
-29.7K
- 43.24%
N/A
39.1K $8.79M
CVX
Chevron Corp

Energy
-96
- 5.29%
$141.15 - $162.53 $13.6K - $15.6K
1.72K $249M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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