Blue Chip Wealth Advisors LLC Purchases in Q2 2025

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
80.5K
+ 62.59%
N/A
209K $10.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.43K
+ 96.95%
$456.74 - $568.03 $1.57M - $1.95M
6.96K $3.96B
CGDV
Capital Group Divid Value ETF

ETFs
39.7K
+ 34.86%
$31.93 - $39.49 $1.27M - $1.57M
154K $6.07B
NVDA
Nvidia Corp

Technology
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
Spdr S&P 500 ETF Trust

ETFs
317
+ 1.59%
$496.48 - $617.85 $157K - $196K
20.2K $12.5B
Listed Fds Tr
20.8K
New
N/A
20.8K $1.16B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.22K
+ 0.84%
$30.53 - $40.65 $37.2K - $49.5K
146K $5.92B
TDIV
First Trust Nasdaq Technology

ETFs
1.14K
+ 2.37%
$64.41 - $90.17 $73.7K - $103K
49.4K $4.46B
Capital Group Dividend Growe
11.1K
+ 9.18%
N/A
132K $4.44B
MSFT
Microsoft Corp

Technology
97
+ 2.0%
$354.56 - $497.45 $34.4K - $48.3K
4.94K $2.46B
CEG
Constellation Energy Corp

Utilities
1.93K
New
$170.96 - $322.76 $329K - $622K
1.93K $622M
DGT
Spdr Global Dow ETF
3.63K
New
N/A
3.63K $546M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.69K
New
$162.65 - $188.71 $438K - $508K
2.69K $508M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.8K
New
$27.3 - $31.8 $349K - $407K
12.8K $407M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
854
+ 5.87%
$82.32 - $112.47 $70.3K - $96K
15.4K $1.73B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.82K
+ 15.53%
$83.67 - $109.12 $152K - $198K
13.5K $1.47B
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.4K
New
$50.48 - $50.71 $374K - $375K
7.4K $375M
Ishares Bitcoin Trust ETF
1.13K
+ 5.44%
N/A
22K $1.34B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.42K
+ 4.35%
$37.18 - $42.55 $164K - $188K
106K $4.51B
Sei Exchange Traded Funds
11.9K
New
N/A
11.9K $351M
NFLX
Netflix Inc

Communication Services
229
New
$855.86 - $1339.13 $196K - $307K
229 $307M
AMZN
Amazon Com Inc

Consumer Cyclical
768
+ 16.53%
$167.32 - $223.3 $129K - $171K
5.41K $1.19B
First Tr Exchng Traded Fd Vi
6.95K
+ 64.45%
N/A
17.7K $692M
Coherent Corp
3.3K
New
N/A
3.3K $294M
MATX
Matson, Inc.

Industrials
2.64K
New
$93.11 - $132.21 $246K - $349K
2.64K $294M
META
Meta Platforms, Inc.

Communication Services
99
+ 7.46%
$484.66 - $738.09 $48K - $73.1K
1.43K $1.05B
JBHT
Hunt J B Transport Services Inc

Industrials
1.94K
New
$124.73 - $152.78 $241K - $296K
1.94K $278M
VEA
Vanguard Ftse Developed Market

ETFs
4.08K
New
$45.65 - $57.01 $186K - $233K
4.08K $233M
IWY
Ishares Tr Russell 200 Growth

ETFs
924
New
$187.5 - $246.51 $173K - $228K
924 $228M
VIG
Vanguard Dividend Appreciation

ETFs
825
+ 15.57%
N/A
6.12K $1.25B
First Tr Exchng Traded Fd Vi
10.5K
New
N/A
10.5K $218M
FTC
First Tr Lge Cap Growth

ETFs
1.43K
New
$116.97 - $150.97 $167K - $215K
1.43K $215M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.36K
+ 20.19%
$39.93 - $46.67 $134K - $157K
20K $933M
FEP
First Trust Europe Alphadex Fu

ETFs
4.36K
New
$36.11 - $47.8 $157K - $208K
4.36K $208M
AVGO
Broadcom Inc.

Technology
230
+ 17.2%
$146.29 - $275.65 $33.6K - $63.4K
1.57K $432M
FJP
First Trust Japan Alphadex Fun

ETFs
3.47K
New
$47.79 - $60.17 $166K - $209K
3.47K $207M
FSK
Fs Kkr Capital Corp

Financial Services
10.4K
+ 26.1%
$17.95 - $21.5 $186K - $223K
50K $1.04B
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
17.1K
New
$11.69 - $13.91 $200K - $238K
17.1K $205M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
361
New
$468.22 - $566.51 $169K - $205K
361 $204M
GOOG
Alphabet Inc.

Communication Services
672
+ 22.77%
$146.58 - $180.01 $98.5K - $121K
3.62K $643M
SO
Southern CO

Utilities
1.85K
+ 18.87%
$84.91 - $92.56 $157K - $171K
11.6K $1.07B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.29K
+ 11.38%
$32.0 - $39.87 $73.4K - $91.4K
22.4K $894M
BA
Boeing CO

Industrials
365
+ 24.01%
$136.59 - $217.51 $49.9K - $79.4K
1.89K $395M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
87
+ 0.13%
$29.52 - $35.31 $2.57K - $3.07K
68K $2.4B
ORCC
Owl Rock Capital Corp

Financial Services
13.3K
+ 99.11%
N/A
26.8K $319M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 2.33%
$210.28 - $289.91 $11.6K - $15.9K
2.42K $701M
PANW
Palo Alto Networks Inc

Technology
95
+ 4.88%
$152.44 - $204.64 $14.5K - $19.4K
2.04K $418M
Arista Networks Inc
35
+ 1.1%
N/A
3.22K $330M
Activity Summary
Buys All Purchases 67 New Holdings 19 Increased Positions 48 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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