Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

Blue Chip Wealth Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.9B, Vanguard Bd Index Fds with a value of $11.6B, Schwab Strategic Tr Us Dividen with a value of $10.7B, Ishares Core S&P Mid Cap ETF with a value of $8.97B, and First Tr Value Line Divid Inde with a value of $8.6B.

Examining the 13F form we can see an increase of $9.56B in the current position value, from $225B to 234B.

Blue Chip Wealth Advisors LLC is based out at Milton, GA

Below you can find more details about Blue Chip Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $148 Billion
Financial Services: $15.1 Billion
Technology: $13.9 Billion
Consumer Cyclical: $9.3 Billion
Communication Services: $3.17 Billion
Consumer Defensive: $2.63 Billion
Industrials: $2.5 Billion
Healthcare: $2.05 Billion
Other: $3.38 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$5.94 Billion 2.54% of portfolio
14,659
Q3 2025 Added 215.72%
$4.3T
$5.1 Billion 2.18% of portfolio
20,034
Q3 2025 Added 7.15%
$465B
$4.12 Billion 1.76% of portfolio
22,102
Q3 2025 Added 7.52%
$3.78T
$2.62 Billion 1.12% of portfolio
5,060
Q3 2025 Added 2.49%
$2.39T
$1.54 Billion 0.66% of portfolio
7,023
Q3 2025 Added 29.72%
$662B
$1.12 Billion 0.48% of portfolio
2,237
Q3 2025 Added 15.19%
$306B
$1.01 Billion 0.43% of portfolio
15,252
Q3 2025 Added 97.95%
$533B
$955 Million 0.41% of portfolio
2,797
Q3 2025 Added 35.12%
$1.37T
$905 Million 0.39% of portfolio
1,233
Q3 2025 Reduced 13.53%
$1.65T
$917 Million 0.39% of portfolio
3,774
Q3 2025 Added 87.67%
$319B
$869 Million 0.37% of portfolio
12,706
Q3 2025 New
$453B
$754 Million 0.32% of portfolio
1
Q1 2025 New
$224B
$741 Million 0.32% of portfolio
2,438
Q3 2025 Added 45.9%
$1.74T
$686 Million 0.29% of portfolio
2,816
Q3 2025 Reduced 22.27%
$414B
$535 Million 0.23% of portfolio
2,311
Q3 2025 New
$404B
$518 Million 0.22% of portfolio
560
Q3 2025 Added 84.21%
$522B
$429 Million 0.18% of portfolio
2,311
Q3 2025 Reduced 2.61%
$490B
$423 Million 0.18% of portfolio
3,755
Q3 2025 Reduced 0.84%
$413B
$414 Million 0.18% of portfolio
8,022
Q3 2025 Reduced 8.87%
$1.29T
$342 Million 0.15% of portfolio
770
Q3 2025 Reduced 2.41%
$881B
$322 Million 0.14% of portfolio
1,020
Q3 2025 Reduced 57.82%
$204B
$325 Million 0.14% of portfolio
2,311
Q2 2025 Reduced 13.35%
$228B
$318 Million 0.14% of portfolio
2,376
Q3 2025 New
$303B
$325 Million 0.14% of portfolio
2,090
Q3 2025 Added 7.07%
$265B
$282 Million 0.12% of portfolio
354
Q3 2025 New
$235B
$233 Million 0.1% of portfolio
2,775
Q3 2025 Reduced 1.46%
$328B
$210 Million 0.09% of portfolio
699
Q3 2025 New
$971B
$218 Million 0.09% of portfolio
286
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $234 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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