Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 152 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 $10.9B, Schwab Strategic Tr Us Dividen with a value of $10.1B, Ishares Core S&P Mid Cap ETF with a value of $9.08B, First Tr Value Line Divid Inde with a value of $7.9B, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.58B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $170B to 191B.

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 $191 Billion
ETFs: $144 Billion
Technology: $11.4 Billion
Financial Services: $7.94 Billion
Consumer Cyclical: $4.85 Billion
Industrials: $3.49 Billion
Communication Services: $2.5 Billion
Consumer Defensive: $2.31 Billion
Healthcare: $2.26 Billion
Other: $3.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Billion 5.7% of portfolio
18,985
Q3 2024 Added 12.14%
$0
$10.1 Billion 5.31% of portfolio
119,948
Q3 2024 Added 5.78%
$0
$9.08 Billion 4.75% of portfolio
145,636
Q3 2024 Added 2.69%
$0
$7.9 Billion 4.14% of portfolio
173,698
Q3 2024 Reduced 2.68%
$0
$7.58 Billion 3.97% of portfolio
131,085
Q3 2024 Added 12.92%
$0
$6.58 Billion 3.44% of portfolio
156,776
Q3 2024 Reduced 0.31%
$0
$6.35 Billion 3.32% of portfolio
11,006
Q3 2024 Added 6.38%
$0
$5.72 Billion 3.0% of portfolio
31,951
Q3 2024 Reduced 1.85%
$0
$5.17 Billion 2.71% of portfolio
10,599
Q3 2024 Reduced 5.73%
$3.78T
$4.93 Billion 2.58% of portfolio
21,154
Q3 2024 Added 2.98%
$0
$4.79 Billion 2.51% of portfolio
137,767
Q3 2024 Added 3.46%
$0
$4.7 Billion 2.46% of portfolio
79,331
Q3 2024 Reduced 2.41%
$84B
$4.52 Billion 2.37% of portfolio
18,594
Q3 2024 Added 7.5%
$0
$3.82 Billion 2.0% of portfolio
75,067
Q3 2024 Added 22.9%
$0
$3.39 Billion 1.77% of portfolio
82,250
Q3 2024 Reduced 2.32%
$0
$2.92 Billion 1.53% of portfolio
36,413
Q3 2024 Added 0.02%
$437B
$2.68 Billion 1.41% of portfolio
6,623
Q3 2024 Reduced 1.49%
$63.4B
$2.56 Billion 1.34% of portfolio
59,951
Q3 2024 Reduced 15.44%
$0
$2.27 Billion 1.19% of portfolio
62,521
Q3 2024 Reduced 1.1%
$0
$2.22 Billion 1.16% of portfolio
24,487
Q3 2024 Reduced 17.22%
$3.15T
$2.14 Billion 1.12% of portfolio
4,969
Q3 2024 Added 7.21%
$337B
$2.06 Billion 1.08% of portfolio
16,932
Q3 2024 Reduced 0.73%
$0
$2.07 Billion 1.08% of portfolio
44,498
Q3 2024 Added 68.09%
$0
$2.03 Billion 1.06% of portfolio
27,889
Q2 2024 Reduced 4.81%
$0
$1.99 Billion 1.04% of portfolio
3,775
Q3 2024 Added 55.99%
$0
$1.88 Billion 0.98% of portfolio
31,395
Q3 2024 Reduced 3.88%
$0
$1.67 Billion 0.87% of portfolio
33,795
Q3 2024 Reduced 8.94%
$0
$1.63 Billion 0.85% of portfolio
48,562
Q3 2024 Added 0.02%
$0
$1.48 Billion 0.77% of portfolio
11,945
Q3 2024 Reduced 0.43%
$0
$1.41 Billion 0.74% of portfolio
3,757
Q3 2024 Added 6.82%
$0
$1.36 Billion 0.71% of portfolio
14,938
Q3 2024 Added 1.63%
First Tr Exchng Traded Fd Vi
-
$1.28 Billion 0.67% of portfolio
-
Q3 2024 Added 69.53%
-
$1.26 Billion 0.66% of portfolio
-
Q3 2024 Reduced 1.74%
$99B
$1.26 Billion 0.66% of portfolio
9,250
Q2 2024 New
$2.1T
$1.24 Billion 0.65% of portfolio
6,655
Q3 2024 Added 17.58%
$0
$1.23 Billion 0.64% of portfolio
29,740
Q3 2024 Added 1.97%
$0
$1.21 Billion 0.64% of portfolio
69,077
Q3 2024 Added 0.06%
$0
$1.2 Billion 0.63% of portfolio
10,286
Q2 2024 Reduced 10.27%
$0
$1.06 Billion 0.56% of portfolio
10,534
Q3 2024 Added 0.3%
$0
$1.05 Billion 0.55% of portfolio
9,880
Q3 2024 Added 0.06%
$0
$1.03 Billion 0.54% of portfolio
21,013
Q3 2024 Reduced 6.2%
$0
$1.03 Billion 0.54% of portfolio
8,211
Q3 2024 Reduced 18.62%
$1.29T
$1.01 Billion 0.53% of portfolio
1,763
Q3 2024 Added 0.34%
$0
$1 Billion 0.52% of portfolio
5,269
Q3 2024 Added 8.66%
$0
$896 Million 0.47% of portfolio
10,781
Q3 2024 Reduced 1.58%
$0
$906 Million 0.47% of portfolio
9,997
Q3 2024 Added 57.01%
$0
$841 Million 0.44% of portfolio
19,200
Q4 2023 New
$0
$821 Million 0.43% of portfolio
19,574
Q3 2024 Reduced 4.18%
$0
$827 Million 0.43% of portfolio
66,394
Q3 2024 Reduced 4.29%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $191 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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