Blue Chip Wealth Advisors LLC Reduced Holdings in Q2 2025

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-69.6K
- 60.94%
$47.46 - $55.3 $3.3M - $3.85M
44.6K $2.46B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-20.2K
- 37.09%
$49.79 - $50.75 $1.01M - $1.03M
34.3K $1.74B
DBND
Doubleline ETF Tr Opportunisti

ETFs
-10.2K
- 14.77%
$45.18 - $46.32 $461K - $472K
58.8K $2.72B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-11.6K
- 37.81%
$40.94 - $52.1 $475K - $605K
19.1K $995M
GLD
Spdr Gold Trust

ETFs
-2.19K
- 11.89%
$273.71 - $316.29 $599K - $692K
16.2K $4.94B
HD
Home Depot, Inc.

Consumer Cyclical
-840
- 15.32%
$335.24 - $380.78 $282K - $320K
4.64K $1.7B
KO
Coca Cola CO

Consumer Defensive
-2.89K
- 27.29%
$68.37 - $73.9 $198K - $214K
7.71K $545M
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.19K
- 29.69%
$33.53 - $37.33 $174K - $194K
12.3K $431M
HYLS
First Tr Tactical High Yield L

ETFs
-4.49K
- 23.54%
$39.8 - $41.84 $179K - $188K
14.6K $609M
QJUN
First Tr ETF
-7.57K
- 39.25%
$24.35 - $29.57 $184K - $224K
11.7K $347M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.41K
- 33.43%
$103.88 - $123.68 $146K - $174K
2.81K $347M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.42K
- 30.38%
$39.23 - $45.02 $134K - $154K
7.84K $353M
PEP
Pepsico Inc

Consumer Defensive
-356
- 13.35%
$128.02 - $151.37 $45.6K - $53.9K
2.31K $305M
FTCS
First Trust Capital Strength E

ETFs
-1.34K
- 6.25%
$81.6 - $92.39 $109K - $123K
20K $1.82B
COP
Conocophillips

Energy
-269
- 5.89%
$82.66 - $106.1 $22.2K - $28.5K
4.3K $386M
MFLX
First Tr Exchange Traded Fd Vi
-5K
- 17.02%
N/A
24.4K $404M
First Tr Exchng Traded Fd Vi
-2.32K
- 25.63%
N/A
6.74K $247M
NEAR
Blackrock Short Maturity Bond

ETFs
-1K
- 6.18%
$50.41 - $51.17 $50.5K - $51.2K
15.2K $776M
First Tr Exchng Traded Fd Vi
-1.75K
- 23.08%
N/A
5.83K $228M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-907
- 2.94%
$48.5 - $49.35 $44K - $44.8K
29.9K $1.48B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-246
- 2.55%
$90.85 - $102.31 $22.3K - $25.2K
9.39K $945M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-425
- 1.18%
$59.8 - $60.07 $25.4K - $25.5K
35.5K $2.13B
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-3K
- 5.75%
$13.21 - $14.85 $39.6K - $44.6K
49.2K $731M
MAR
Marriott International Inc

Consumer Cyclical
-95
- 0.14%
$211.12 - $274.14 $20.1K - $26K
67.8K $185K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-350
- 1.68%
$39.34 - $40.41 $13.8K - $14.1K
20.5K $823M
First Tr Exchng Traded Fd Vi
-1.45K
- 7.64%
N/A
17.5K $638M
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 7.03%
$908.13 - $1056.85 $20.9K - $24.3K
304 $301M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-750
- 11.43%
$29.12 - $35.84 $21.8K - $26.9K
5.81K $208M
EMLP
First Tr Exchange Traded Iv

ETFs
-199
- 0.37%
$33.62 - $37.89 $6.69K - $7.54K
53.3K $2B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-616
- 11.55%
$106.81 - $136.49 $65.8K - $84.1K
4.72K $644M
TSLA
Tesla, Inc.

Consumer Cyclical
-165
- 17.3%
$221.86 - $362.89 $36.6K - $59.9K
789 $251M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.1K
- 13.62%
$61.92 - $81.5 $68.1K - $89.7K
6.98K $568M
First Tr Exchng Traded Fd Vi
-1.75K
- 4.84%
N/A
34.4K $1.3B
URI
United Rentals, Inc.

Industrials
-20
- 5.92%
$551.94 - $753.4 $11K - $15.1K
318 $240M
Atlanta Braves Hldgs Inc
-10
- 0.17%
N/A
6K $295M
GOOGL
Alphabet Inc.

Communication Services
-72
- 3.46%
$144.7 - $178.6 $10.4K - $12.9K
2.01K $354M
EEM
Ishares Msci Emerging Markets

ETFs
-35
- 0.37%
$38.52 - $48.28 $1.35K - $1.69K
9.3K $449M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-67
- 0.66%
$90.56 - $109.49 $6.07K - $7.34K
10.1K $1.11B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-204
- 0.72%
$22.92 - $28.05 $4.68K - $5.72K
28K $786M
TFC
Truist Financial Corp

Financial Services
-839
- 1.58%
$34.79 - $42.99 $29.2K - $36.1K
52.2K $2.24B
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.36%
$243.75 - $303.93 $1.95K - $2.43K
2.22K $674M
FDD
First Trust Stoxx European Sel

ETFs
-3.4K
- 5.08%
$12.08 - $15.54 $41K - $52.8K
63.4K $986M
FID
First Tr Exchange Trded Fd Vi

ETFs
-3.29K
- 3.19%
$15.86 - $19.39 $52.1K - $63.7K
99.7K $1.92B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.43K
- 2.47%
$51.16 - $62.02 $176K - $213K
136K $8.4B
RDVY
First Trust Rising Dividend Ac

ETFs
-871
- 1.0%
$51.6 - $62.74 $44.9K - $54.6K
86.1K $5.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-458
- 4.07%
$498.8 - $620.9 $228K - $284K
10.8K $6.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-274
- 2.24%
$416.06 - $551.64 $114K - $151K
12K $6.61B
Activity Summary
Buys All Purchases 67 New Holdings 19 Increased Positions 48 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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