Blue Chip Wealth Advisors LLC Purchases in Q3 2024

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.06K
+ 12.14%
$517.38 - $573.86 $1.06M - $1.18M
19K $10.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.55K
+ 5.78%
$77.02 - $85.06 $504K - $557K
120K $10.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15K
+ 12.92%
$53.41 - $57.9 $801K - $868K
131K $7.58B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
18K
+ 68.09%
$42.22 - $48.62 $761K - $876K
44.5K $2.07B
GLD
Spdr Gold Trust

ETFs
1.3K
+ 7.5%
$215.56 - $246.98 $280K - $321K
18.6K $4.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.36K
+ 55.99%
$475.2 - $527.7 $644K - $715K
3.78K $1.99B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.82K
+ 2.69%
$57.32 - $62.65 $219K - $239K
146K $9.08B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14K
+ 22.9%
$50.52 - $50.95 $707K - $713K
75.1K $3.82B
BRK-A
Berkshire Hathaway Inc

Financial Services
100
New
$610460.0 - $715910.0 $61M - $71.6M
100 $691M
IVV
Ishares Core S&P 500 ETF

ETFs
660
+ 6.38%
$520.18 - $576.82 $343K - $381K
11K $6.35B
First Tr Exchng Traded Fd Vi
14.8K
+ 69.53%
N/A
36.2K $1.28B
QJUN
First Tr ETF
19.3K
New
$24.85 - $27.22 $479K - $525K
19.3K $521M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.67K
+ 9.85%
$50.02 - $54.5 $234K - $255K
52.1K $2.84B
CGGR
Capital Group Growth ETF Shs C

ETFs
4.6K
+ 3.46%
$30.71 - $34.79 $141K - $160K
138K $4.79B
PANW
Palo Alto Networks Inc

Technology
1.2K
New
$294.18 - $368.01 $354K - $443K
1.2K $412M
VIG
Vanguard Dividend Appreciation

ETFs
2.02K
New
$182.15 - $182.15 $368K - $368K
2.02K $401M
FTHI
First Trust Exchange Traded Fd

ETFs
15.9K
New
$21.47 - $23.16 $342K - $369K
15.9K $367M
VUSB
Vanguard Bd Index Fds
7.28K
New
N/A
7.28K $364M
TMO
Thermo Fisher Scientific Inc.

Healthcare
578
New
$531.86 - $624.21 $307K - $361K
578 $358M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.2K
New
N/A
14.2K $350M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.63K
+ 57.01%
$79.58 - $91.64 $289K - $333K
10K $906M
CION
Cion Investment Corp

Financial Services
24.9K
+ 101.4%
$11.55 - $12.46 $288K - $310K
49.5K $589M
First Tr Exchng Traded Fd Vi
8.77K
New
N/A
8.77K $276M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.73K
New
$89.91 - $101.33 $246K - $277K
2.73K $268M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.82K
+ 106.75%
$39.85 - $42.56 $232K - $248K
11.3K $479M
CTAS
Cintas Corp

Industrials
1.08K
New
$201.38 - $819.83 $217K - $882K
1.08K $222M
Coherent Corp
2.34K
New
N/A
2.34K $208M
XLU
Utilities Sector Spdr

ETFs
2.56K
New
$67.67 - $80.78 $173K - $206K
2.56K $206M
FTQI
First Trust ETF Vi First Trust

ETFs
10K
New
$18.95 - $20.92 $190K - $210K
10K $205M
LOW
Lowes Companies Inc

Consumer Cyclical
757
New
$213.3 - $270.78 $161K - $205K
757 $205M
IWY
Ishares Tr Russell 200 Growth

ETFs
924
New
$194.66 - $225.97 $180K - $209K
924 $203M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
175
New
$1015.62 - $1159.62 $178K - $203K
175 $202M
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.02%
$70.51 - $81.07 $494 - $567
36.4K $2.92B
IWD
Ishares Russell 1000 Val ETF

ETFs
420
+ 8.66%
$173.36 - $189.8 $72.8K - $79.7K
5.27K $1B
EMLP
First Tr Exchange Traded Iv

ETFs
11
+ 0.02%
$30.38 - $34.0 $334 - $374
48.6K $1.63B
AMZN
Amazon Com Inc

Consumer Cyclical
995
+ 17.58%
$161.02 - $200.0 $160K - $199K
6.66K $1.24B
IWF
Ishares Russell 1000 Gr ETF

ETFs
240
+ 6.82%
$332.02 - $382.76 $79.7K - $91.9K
3.76K $1.41B
FID
First Tr Exchange Trded Fd Vi

ETFs
41
+ 0.06%
$15.76 - $17.74 $646 - $727
69.1K $1.21B
GOOGL
Alphabet Inc.

Communication Services
1.01K
+ 40.83%
$148.65 - $191.18 $151K - $194K
3.49K $579M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.47K
+ 29.8%
$58.37 - $65.4 $85.6K - $95.9K
6.39K $418M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.34%
$453.41 - $572.44 $2.72K - $3.43K
1.76K $1.01B
Vanguard Wellington Fd
1.08K
+ 30.66%
N/A
4.59K $465M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6
+ 0.06%
$95.1 - $106.76 $571 - $641
9.88K $1.05B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
239
+ 1.63%
$80.24 - $91.14 $19.2K - $21.8K
14.9K $1.36B
JNJ
Johnson & Johnson

Healthcare
344
+ 13.98%
$145.48 - $167.38 $50K - $57.6K
2.8K $454M
UNH
Unitedhealth Group Inc

Healthcare
46
+ 6.17%
$488.01 - $604.18 $22.4K - $27.8K
792 $463M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.74K
+ 5.92%
$14.2 - $15.12 $38.8K - $41.4K
49K $740M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.35K
+ 19.06%
$49.93 - $51.15 $67.6K - $69.2K
8.45K $432M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
574
+ 1.97%
$39.37 - $41.68 $22.6K - $23.9K
29.7K $1.23B
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email