Blue Chip Wealth Advisors LLC Reduced Holdings in Q3 2024

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-5.09K
- 17.22%
$83.58 - $90.94 $426K - $463K
24.5K $2.22B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.88K
- 18.62%
$114.52 - $127.8 $215K - $240K
8.21K $1.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-644
- 5.73%
$434.77 - $502.96 $280K - $324K
10.6K $5.17B
TFC
Truist Financial Corp

Financial Services
-11K
- 15.44%
$38.22 - $44.94 $419K - $492K
60K $2.56B
SH
Proshares Short S&P500 New (De

ETFs
-12K
- 22.1%
$10.85 - $12.08 $131K - $145K
42.4K $460M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.37K
- 26.97%
$50.42 - $50.66 $120K - $120K
6.43K $325M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.32K
- 8.94%
$47.95 - $49.61 $159K - $165K
33.8K $1.67B
BAC
Bank Of America Corp

Financial Services
-2.31K
- 18.2%
$36.65 - $44.13 $84.5K - $102K
10.4K $411M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-11.5K
- 31.13%
$8.59 - $9.07 $98.8K - $104K
25.4K $230M
GOOG
Alphabet Inc.

Communication Services
-92
- 2.45%
$149.54 - $192.66 $13.8K - $17.7K
3.66K $613M
VNLA
Janus Henderson Short Duration

ETFs
-1.39K
- 6.2%
$48.34 - $49.08 $67.2K - $68.2K
21K $1.03B
NVDA
Nvidia Corp

Technology
-125
- 0.73%
$98.91 - $134.91 $12.4K - $16.9K
16.9K $2.06B
COP
Conocophillips

Energy
-45
- 1.04%
$102.3 - $116.61 $4.6K - $5.25K
4.28K $451M
FCTR
First Tr Exchange Traded Fd

ETFs
-1.14K
- 7.26%
$27.94 - $32.42 $31.9K - $37K
14.6K $453M
ORCC
Owl Rock Capital Corp

Financial Services
-500
- 1.8%
N/A
27.2K $397M
FTA
First Tr Large Cap Value

ETFs
-600
- 17.51%
$72.76 - $79.13 $43.7K - $47.5K
2.83K $224M
SO
Southern CO

Utilities
-1.64K
- 17.19%
$77.0 - $90.52 $126K - $148K
7.89K $711M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-446
- 1.74%
N/A
25.1K $1.26B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-170
- 4.4%
$91.42 - $91.82 $15.5K - $15.6K
3.69K $339M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-600
- 12.28%
$64.57 - $71.76 $38.7K - $43.1K
4.29K $308M
HYLS
First Tr Tactical High Yield L

ETFs
-853
- 4.18%
$40.54 - $42.23 $34.6K - $36K
19.6K $821M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-360
- 7.58%
$56.83 - $62.44 $20.5K - $22.5K
4.39K $273M
V
Visa Inc.

Financial Services
-123
- 4.25%
$253.74 - $291.56 $31.2K - $35.9K
2.77K $763M
JPM
Jpmorgan Chase & CO

Financial Services
-37
- 1.76%
$194.9 - $224.8 $7.21K - $8.32K
2.06K $435M
FDD
First Trust Stoxx European Sel

ETFs
-2.97K
- 4.29%
$11.46 - $12.62 $34.1K - $37.5K
66.4K $827M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 1.24%
$801.83 - $917.05 $8.82K - $10.1K
874 $776M
KO
Coca Cola CO

Consumer Defensive
-799
- 6.83%
$62.69 - $73.01 $50.1K - $58.3K
10.9K $783M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-173
- 1.58%
$75.47 - $83.18 $13.1K - $14.4K
10.8K $896M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 5.78%
$405.19 - $478.57 $40.5K - $47.9K
1.63K $750M
O
Realty Income Corp

Real Estate
-100
- 1.92%
$52.36 - $63.42 $5.24K - $6.34K
5.11K $324M
CSCO
Cisco Systems, Inc.

Technology
-337
- 2.6%
$44.74 - $53.22 $15.1K - $17.9K
12.6K $673M
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 1.44%
$245.82 - $304.51 $6.15K - $7.61K
1.71K $519M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-51
- 0.43%
$111.9 - $124.28 $5.71K - $6.34K
11.9K $1.48B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.95K
- 2.32%
$37.98 - $41.19 $74.1K - $80.4K
82.3K $3.39B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-696
- 1.1%
$32.65 - $36.69 $22.7K - $25.5K
62.5K $2.27B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.96K
- 2.41%
$53.68 - $59.24 $105K - $116K
79.3K $4.7B
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 1.49%
$333.64 - $405.2 $33.4K - $40.5K
6.62K $2.68B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-602
- 1.85%
$162.83 - $179.16 $98K - $108K
32K $5.72B
FDL
First Tr Morningstar Dividend

ETFs
-494
- 0.31%
$37.66 - $42.06 $18.6K - $20.8K
157K $6.58B
FVD
First Tr Value Line Divid Inde

ETFs
-4.79K
- 2.68%
$40.45 - $45.49 $194K - $218K
174K $7.9B
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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