Blue Chip Wealth Advisors LLC Purchases and Sells in Q1 2025

Blue Chip Wealth Advisors LLC

$204 Billion
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUSB	117K + 1014.93%	N/A	129K $6.41B
DBND	48.4K + 234.12%	$44.88 - $46.36 $2.17M - $2.24M	69K $3.19B
FDL	19.5K + 11.88%	$39.69 - $43.83 $776K - $857K	184K $8B
FVD	23.3K + 12.86%	$42.61 - $45.51 $993K - $1.06M	205K $9.12B
GLD	133 + 0.73%	$243.19 - $288.14 $32.3K - $38.3K	18.4K $5.3B
XLG	16.7K + 119.42%	$45.72 - $51.73 $764K - $864K	30.7K $1.41B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	114K New	$34.95 - $37.36 $3.98M - $4.26M	114K $4.06B
CAPITAL GROUP DIVIDEND GROWE	121K New	N/A	121K $3.74B
NEAR	16.2K New	$50.4 - $50.89 $816K - $824K	16.2K $824M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
FTGS	16.2K New	N/A	16.2K $482M
EEM	9.34K New	$40.81 - $45.34 $381K - $423K	9.34K $408M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	-27.7K - 33.69%	$50.48 - $51.04 $1.4M - $1.41M	54.5K $2.77B
IJH	-8.55K - 5.8%	$57.21 - $65.8 $489K - $563K	139K $8.11B
IJJ	-7.34K - 63.52%	$117.4 - $131.02 $861K - $961K	4.22K $505M
RSP	-4.84K - 16.27%	$169.43 - $182.84 $820K - $885K	24.9K $4.32B
SPY	-524 - 2.57%	$551.42 - $612.93 $289K - $321K	19.9K $11.1B
CALF	-11.9K - 37.18%	$36.64 - $45.76 $437K - $546K	20.2K $756M

Activity Summary All Purchases 76 New Holdings 22 Increased Positions 54 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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