Blue Chip Wealth Advisors LLC Purchases and Sells in Q2 2025

Blue Chip Wealth Advisors LLC

$225 Billion
Q2 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUSB	80.5K + 62.59%	N/A	209K $10.4B
VOO	3.43K + 96.95%	$456.74 - $568.03 $1.57M - $1.95M	6.96K $3.96B
CGDV	39.7K + 34.86%	$31.93 - $39.49 $1.27M - $1.57M	154K $6.07B
NVDA	6.01K + 41.31%	$94.31 - $157.99 $567K - $949K	20.6K $3.25B
VANGUARD WELLINGTON FD	15K + 112.49%	N/A	28.3K $2.86B
SPY	317 + 1.59%	$496.48 - $617.85 $157K - $196K	20.2K $12.5B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LISTED FDS TR	20.8K New	N/A	20.8K $1.16B
CEG	1.93K New	$170.96 - $322.76 $329K - $622K	1.93K $622M
DGT	3.63K New	N/A	3.63K $546M
VOOV	2.69K New	$162.65 - $188.71 $438K - $508K	2.69K $508M
BUFR	12.8K New	$27.3 - $31.8 $349K - $407K	12.8K $407M
ICSH	7.4K New	$50.48 - $50.71 $374K - $375K	7.4K $375M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-69.6K - 60.94%	$47.46 - $55.3 $3.3M - $3.85M	44.6K $2.46B
JAAA	-20.2K - 37.09%	$49.79 - $50.75 $1.01M - $1.03M	34.3K $1.74B
DBND	-10.2K - 14.77%	$45.18 - $46.32 $461K - $472K	58.8K $2.72B
XLG	-11.6K - 37.81%	$40.94 - $52.1 $475K - $605K	19.1K $995M
GLD	-2.19K - 11.89%	$273.71 - $316.29 $599K - $692K	16.2K $4.94B
HD	-840 - 15.32%	$335.24 - $380.78 $282K - $320K	4.64K $1.7B

Activity Summary All Purchases 67 New Holdings 19 Increased Positions 48 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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