Blue Chip Wealth Advisors LLC Purchases in Q4 2024

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.42K
+ 7.49%
$567.81 - $607.81 $807K - $864K
20.4K $12B
DBND
Doubleline ETF Tr Opportunisti

ETFs
20.7K
New
$45.15 - $47.26 $933K - $976K
20.7K $936M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
+ 11.6%
$481.22 - $538.17 $591K - $661K
11.8K $6.05B
XLG
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$46.94 - $51.62 $657K - $722K
14K $699M
VIG
Vanguard Dividend Appreciation

ETFs
3.42K
+ 169.14%
N/A
5.44K $1.07B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.63K
New
$73.49 - $86.09 $634K - $743K
8.63K $665M
First Tr Exchng Traded Fd Vi
18.9K
New
N/A
18.9K $661M
Ishares Bitcoin Trust ETF
8.28K
+ 119.33%
N/A
15.2K $807M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.21K
+ 1.61%
$34.49 - $39.24 $76.3K - $86.8K
140K $5.2B
Vanguard Wellington Fd
3.64K
+ 79.37%
N/A
8.23K $825M
IVE
Ishares S&P 500 Value ETF

ETFs
1.78K
+ 91.14%
$189.5 - $206.17 $337K - $367K
3.73K $713M
First Tr Exchng Traded Fd Vi
9.06K
New
N/A
9.06K $317M
FMF
First Trust Managed Futures St

ETFs
5.91K
New
$46.63 - $49.57 $275K - $293K
5.91K $281M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.64K
+ 14.77%
$59.74 - $60.03 $277K - $278K
36K $2.15B
TDIV
First Trust Nasdaq Technology

ETFs
4.16K
+ 11.43%
$78.03 - $82.13 $325K - $342K
40.6K $3.18B
Arista Networks Inc
2.29K
New
N/A
2.29K $253M
XLE
Energy Sector Spdr

ETFs
2.8K
New
$83.32 - $97.27 $233K - $272K
2.8K $240M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.85K
+ 57.44%
$49.79 - $51.14 $242K - $248K
13.3K $667M
AVGO
Broadcom Inc.

Technology
1.01K
New
$159.67 - $250.0 $161K - $252K
1.01K $234M
LGOV
First Tr ETF Iv Long Duration

ETFs
11.1K
New
$20.75 - $22.49 $231K - $250K
11.1K $232M
FDT
First Trust Developed Markets

ETFs
4.2K
New
$53.27 - $57.72 $224K - $242K
4.2K $227M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
259K
+ 216.19%
$26.93 - $84.95 $6.98M - $22M
379K $10.4B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.86K
+ 18.6%
$89.97 - $98.59 $167K - $183K
11.9K $1.13B
VUSB
Vanguard Bd Index Fds
4.26K
+ 58.47%
N/A
11.5K $572M
FTA
First Tr Large Cap Value

ETFs
2.83K
+ 100.04%
$75.21 - $83.49 $213K - $236K
5.66K $432M
FTC
First Tr Lge Cap Growth

ETFs
1.47K
New
$130.13 - $149.09 $191K - $219K
1.47K $203M
FID
First Tr Exchange Trded Fd Vi

ETFs
17.4K
+ 25.13%
$16.06 - $17.64 $279K - $306K
86.4K $1.41B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.88K
+ 46.88%
$42.84 - $45.38 $209K - $221K
15.3K $657M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.82K
+ 9.31%
$35.45 - $40.33 $206K - $235K
68.3K $2.45B
EMLP
First Tr Exchange Traded Iv

ETFs
2.1K
+ 4.33%
$33.69 - $38.24 $70.8K - $80.3K
50.7K $1.81B
IVV
Ishares Core S&P 500 ETF

ETFs
59
+ 0.54%
$570.51 - $610.59 $33.7K - $36K
11.1K $6.51B
IWF
Ishares Russell 1000 Gr ETF

ETFs
43
+ 1.14%
$370.24 - $418.94 $15.9K - $18K
3.8K $1.53B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.85K
+ 1.27%
$61.68 - $67.87 $114K - $126K
147K $9.19B
FDN
First Tr Fd Dow Jones

ETFs
279
+ 19.57%
$210.5 - $257.24 $58.7K - $71.8K
1.71K $415M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.14K
+ 5.04%
$40.26 - $42.88 $167K - $178K
86.4K $3.5B
JPM
Jpmorgan Chase & CO

Financial Services
163
+ 7.9%
$205.18 - $250.29 $33.4K - $40.8K
2.23K $533M
SO
Southern CO

Utilities
1.77K
+ 22.4%
$81.5 - $94.15 $144K - $166K
9.65K $795M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$52.45 - $60.02 $52.5 - $60
12.6K $748M
ADP
Automatic Data Processing Inc

Industrials
117
+ 5.57%
$280.08 - $307.97 $32.8K - $36K
2.22K $649M
RDVY
First Trust Rising Dividend Ac

ETFs
1.14K
+ 1.44%
$58.65 - $64.37 $66.9K - $73.4K
80.5K $4.76B
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
5.93K
+ 12.11%
$14.43 - $15.02 $85.6K - $89.1K
54.9K $795M
FDL
First Tr Morningstar Dividend

ETFs
7.77K
+ 4.95%
$39.59 - $43.95 $307K - $341K
165K $6.62B
LOW
Lowes Companies Inc

Consumer Cyclical
228
+ 30.12%
$244.52 - $284.07 $55.8K - $64.8K
985 $243M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22.4K
+ 207.72%
$27.54 - $83.04 $617K - $1.86M
33.2K $919M
CB
Chubb LTD

Financial Services
119
+ 14.84%
$271.57 - $301.89 $32.3K - $35.9K
921 $254M
HYLS
First Tr Tactical High Yield L

ETFs
739
+ 3.78%
$41.29 - $42.03 $30.5K - $31.1K
20.3K $840M
FVD
First Tr Value Line Divid Inde

ETFs
7.54K
+ 4.34%
$43.4 - $46.7 $327K - $352K
181K $7.91B
FTQI
First Trust ETF Vi First Trust

ETFs
1
+ 0.01%
$20.23 - $21.46 $20.2 - $21.5
10K $209M
COP
Conocophillips

Energy
287
+ 6.7%
$95.12 - $114.72 $27.3K - $32.9K
4.57K $453M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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