Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025

Blue Chip Wealth Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 168 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 $12.5B, Vanguard Bd Index Fds with a value of $10.4B, Schwab Strategic Tr Us Dividen with a value of $10.1B, First Tr Value Line Divid Inde with a value of $8.96B, and Ishares Core S&P Mid Cap ETF with a value of $8.4B.

Examining the 13F form we can see an increase of $21B in the current position value, from $204B to 225B.

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 $225 Billion
ETFs: $161 Billion
Technology: $10.4 Billion
Financial Services: $8.23 Billion
Consumer Cyclical: $3.63 Billion
Industrials: $2.59 Billion
Communication Services: $2.36 Billion
Utilities: $1.69 Billion
Consumer Defensive: $1.45 Billion
Other: $2.37 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 5.56% of portfolio
20,200
Q2 2025 Added 1.59%
-
$10.4 Billion 4.64% of portfolio
-
Q2 2025 Added 62.59%
$0
$10.1 Billion 4.48% of portfolio
379,804
Q2 2025 Added 0.64%
$0
$8.96 Billion 3.99% of portfolio
200,487
Q2 2025 Reduced 1.99%
$0
$8.4 Billion 3.74% of portfolio
135,504
Q2 2025 Reduced 2.47%
$0
$7.8 Billion 3.47% of portfolio
186,226
Q2 2025 Added 1.16%
$0
$6.7 Billion 2.98% of portfolio
10,793
Q2 2025 Reduced 4.07%
$0
$6.61 Billion 2.94% of portfolio
11,981
Q2 2025 Reduced 2.24%
$0
$6.07 Billion 2.7% of portfolio
153,756
Q2 2025 Added 34.86%
$0
$5.92 Billion 2.64% of portfolio
145,662
Q2 2025 Added 0.84%
$0
$5.4 Billion 2.4% of portfolio
86,065
Q2 2025 Reduced 1.0%
$0
$4.96 Billion 2.21% of portfolio
27,273
Q2 2025 Added 9.44%
$104B
$4.94 Billion 2.2% of portfolio
16,219
Q2 2025 Reduced 11.89%
$0
$4.51 Billion 2.01% of portfolio
106,015
Q2 2025 Added 4.35%
$0
$4.46 Billion 1.98% of portfolio
49,416
Q2 2025 Added 2.37%
Capital Group Dividend Growe
-
$4.44 Billion 1.98% of portfolio
-
Q2 2025 Added 9.18%
$3.36T
$3.84 Billion 1.71% of portfolio
18,697
Q2 2025 Added 7.96%
$447B
$3.25 Billion 1.45% of portfolio
20,556
Q2 2025 Added 41.31%
Vanguard Wellington Fd
-
$2.86 Billion 1.27% of portfolio
-
Q2 2025 Added 112.49%
$0
$2.72 Billion 1.21% of portfolio
58,836
Q2 2025 Reduced 14.77%
$0
$2.56 Billion 1.14% of portfolio
52,102
Q2 2025 Added 1.33%
$3.83T
$2.46 Billion 1.09% of portfolio
4,937
Q2 2025 Added 2.0%
$0
$2.46 Billion 1.09% of portfolio
44,631
Q2 2025 Reduced 60.94%
$0
$2.4 Billion 1.07% of portfolio
68,033
Q2 2025 Added 0.13%
$58.7B
$2.24 Billion 1.0% of portfolio
52,196
Q2 2025 Reduced 1.58%
$0
$2.13 Billion 0.95% of portfolio
35,509
Q2 2025 Reduced 1.18%
$0
$2.08 Billion 0.93% of portfolio
26,922
Q4 2024 Reduced 3.47%
$0
$2 Billion 0.89% of portfolio
53,276
Q2 2025 Reduced 0.37%
$0
$1.92 Billion 0.85% of portfolio
99,740
Q2 2025 Reduced 3.19%
$0
$1.82 Billion 0.81% of portfolio
20,011
Q2 2025 Reduced 6.25%
$0
$1.74 Billion 0.78% of portfolio
34,303
Q2 2025 Reduced 37.09%
$0
$1.73 Billion 0.77% of portfolio
15,391
Q2 2025 Added 5.87%
$381B
$1.7 Billion 0.76% of portfolio
4,643
Q2 2025 Reduced 15.32%
$0
$1.61 Billion 0.72% of portfolio
3,800
Q4 2024 Added 1.14%
$0
$1.48 Billion 0.66% of portfolio
29,946
Q2 2025 Reduced 2.94%
$0
$1.47 Billion 0.66% of portfolio
13,501
Q2 2025 Added 15.53%
Ishares Bitcoin Trust ETF
-
$1.34 Billion 0.6% of portfolio
-
Q2 2025 Added 5.44%
First Tr Exchng Traded Fd Vi
-
$1.3 Billion 0.58% of portfolio
-
Q2 2025 Reduced 4.84%
$0
$1.25 Billion 0.56% of portfolio
6,122
Q2 2025 Added 15.57%
$2.35T
$1.19 Billion 0.53% of portfolio
5,414
Q2 2025 Added 16.53%
Listed Fds Tr
-
$1.16 Billion 0.51% of portfolio
-
Q2 2025 New
-
$1.1 Billion 0.49% of portfolio
-
Q1 2025 Reduced 2.01%
$0
$1.11 Billion 0.49% of portfolio
10,112
Q2 2025 Reduced 0.66%
$103B
$1.07 Billion 0.48% of portfolio
11,624
Q2 2025 Added 18.87%
$1.57T
$1.05 Billion 0.47% of portfolio
1,426
Q2 2025 Added 7.46%
$0
$1.04 Billion 0.46% of portfolio
50,009
Q2 2025 Added 26.1%
$0
$1.04 Billion 0.46% of portfolio
5,357
Q4 2024 Added 1.67%
$0
$986 Million 0.44% of portfolio
63,436
Q2 2025 Reduced 5.08%
$0
$995 Million 0.44% of portfolio
19,095
Q2 2025 Reduced 37.81%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $225 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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