Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 137 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 $9.21B, Schwab Strategic Tr Us Dividen with a value of $8.82B, Ishares Core S&P Mid Cap ETF with a value of $8.3B, First Tr Value Line Divid Inde with a value of $7.27B, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.33B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $155B to 170B.

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 $170 Billion
ETFs: $129 Billion
Technology: $10.5 Billion
Financial Services: $7.28 Billion
Consumer Cyclical: $3.85 Billion
Industrials: $3.08 Billion
Consumer Defensive: $2.46 Billion
Communication Services: $2.31 Billion
Healthcare: $1.73 Billion
Other: $2.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.21 Billion 5.43% of portfolio
16,929
Q2 2024 Reduced 0.65%
$0
$8.82 Billion 5.19% of portfolio
113,398
Q2 2024 Added 1.63%
$0
$8.3 Billion 4.89% of portfolio
141,819
Q2 2024 Reduced 0.47%
$0
$7.27 Billion 4.28% of portfolio
178,490
Q2 2024 Reduced 6.31%
$0
$6.33 Billion 3.73% of portfolio
116,090
Q2 2024 Added 19.05%
$0
$5.97 Billion 3.51% of portfolio
157,270
Q2 2024 Added 22.94%
$0
$5.66 Billion 3.33% of portfolio
10,346
Q2 2024 Added 0.86%
$0
$5.39 Billion 3.17% of portfolio
11,243
Q2 2024 Reduced 0.03%
$0
$5.35 Billion 3.15% of portfolio
32,553
Q2 2024 Reduced 9.97%
$0
$4.45 Billion 2.62% of portfolio
81,287
Q2 2024 Added 7.49%
$0
$4.38 Billion 2.58% of portfolio
133,166
Q2 2024 Added 8.73%
$3.55T
$4.33 Billion 2.55% of portfolio
20,542
Q2 2024 Added 1.14%
$79.6B
$3.72 Billion 2.19% of portfolio
17,296
Q2 2024 Added 7.64%
$0
$3.26 Billion 1.92% of portfolio
84,202
Q2 2024 Added 6.64%
$0
$3.11 Billion 1.83% of portfolio
61,080
Q2 2024 New
$0
$2.75 Billion 1.62% of portfolio
36,406
Q2 2024 Added 13.92%
$0
$2.49 Billion 1.46% of portfolio
29,580
Q2 2024 Reduced 16.22%
$0
$2.4 Billion 1.41% of portfolio
47,451
Q2 2024 Added 14.45%
$369B
$2.31 Billion 1.36% of portfolio
6,723
Q2 2024 Added 16.31%
$256B
$2.11 Billion 1.24% of portfolio
17,057
Q2 2024 Added 4,240.2%
$0
$2.11 Billion 1.24% of portfolio
63,217
Q2 2024 Added 7.91%
$2.99T
$2.07 Billion 1.22% of portfolio
4,635
Q2 2024 Added 16.57%
$0
$1.95 Billion 1.15% of portfolio
32,663
Q2 2024 Reduced 9.29%
$0
$1.88 Billion 1.11% of portfolio
27,889
Q2 2024 Reduced 4.81%
$0
$1.78 Billion 1.05% of portfolio
37,112
Q2 2024 Reduced 2.93%
$0
$1.48 Billion 0.87% of portfolio
48,551
Q2 2024 Added 3.39%
$0
$1.36 Billion 0.8% of portfolio
11,996
Q2 2024 Reduced 13.81%
$0
$1.28 Billion 0.75% of portfolio
3,517
Q1 2024 Added 1.5%
$93B
$1.27 Billion 0.75% of portfolio
9,250
Q2 2024 New
-
$1.28 Billion 0.75% of portfolio
-
Q2 2024 Added 7.66%
$0
$1.26 Billion 0.74% of portfolio
14,699
Q2 2024 Added 1.66%
$0
$1.24 Billion 0.73% of portfolio
10,090
Q2 2024 Reduced 16.74%
$0
$1.21 Billion 0.71% of portfolio
2,420
Q2 2024 Added 0.41%
$0
$1.16 Billion 0.68% of portfolio
29,166
Q2 2024 Reduced 3.19%
$0
$1.15 Billion 0.68% of portfolio
26,472
Q2 2024 Reduced 8.73%
$0
$1.1 Billion 0.65% of portfolio
10,286
Q2 2024 Reduced 10.27%
$0
$1.09 Billion 0.64% of portfolio
69,036
Q2 2024 Added 166.77%
$0
$1.09 Billion 0.64% of portfolio
22,403
Q2 2024 Reduced 4.82%
$1.75T
$1.09 Billion 0.64% of portfolio
5,660
Q2 2024 Added 58.54%
$0
$1.06 Billion 0.62% of portfolio
10,503
Q2 2024 Reduced 0.36%
$0
$949 Million 0.56% of portfolio
9,874
Q2 2024 Reduced 16.31%
$1.12T
$886 Million 0.52% of portfolio
1,757
Q2 2024 Added 28.53%
$0
$846 Million 0.5% of portfolio
4,849
Q2 2024 Reduced 0.72%
$0
$853 Million 0.5% of portfolio
10,954
Q2 2024 Reduced 2.12%
$0
$830 Million 0.49% of portfolio
20,427
Q2 2024 Reduced 0.12%
$0
$812 Million 0.48% of portfolio
69,367
Q2 2024 Added 32.2%
$0
$817 Million 0.48% of portfolio
19,200
Q4 2023 New
$0
$782 Million 0.46% of portfolio
39,658
Q2 2024 Added 66.96%
$457B
$760 Million 0.45% of portfolio
2,896
Q2 2024 Added 40.79%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $170 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email