Blue Chip Wealth Advisors LLC Purchases in Q2 2024

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
61.1K
New
$50.49 - $50.93 $3.08M - $3.11M
61.1K $3.11B
NVDA
Nvidia Corp

Technology
16.7K
+ 4240.2%
$118.11 - $1224.4 $1.97M - $20.4M
17.1K $2.11B
UPS
United Parcel Service Inc

Industrials
9.25K
New
$134.2 - $152.27 $1.24M - $1.41M
9.25K $1.27B
FDL
First Tr Morningstar Dividend

ETFs
29.3K
+ 22.94%
$36.38 - $39.01 $1.07M - $1.14M
157K $5.97B
AAPL
Apple Inc.

Technology
231
+ 1.14%
$165.0 - $216.67 $38.1K - $50.1K
20.5K $4.33B
First Tr Exchng Traded Fd Vi
21.4K
New
N/A
21.4K $728M
FID
First Tr Exchange Trded Fd Vi

ETFs
43.2K
+ 166.77%
$15.24 - $16.6 $658K - $716K
69K $1.09B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18.6K
+ 19.05%
$54.04 - $58.09 $1M - $1.08M
116K $6.33B
First Tr Exchng Traded Fd Vi
19.7K
New
N/A
19.7K $585M
COST
Costco Wholesale Corp

Consumer Defensive
588
+ 197.98%
$704.88 - $870.75 $414K - $512K
885 $752M
First Tr Exchng Traded Fd Vi
13.4K
New
N/A
13.4K $475M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.7K
+ 8.73%
$30.03 - $33.13 $321K - $354K
133K $4.38B
GOOGL
Alphabet Inc.

Communication Services
2.48K
New
$150.53 - $185.41 $373K - $460K
2.48K $452M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 58.54%
$173.67 - $197.85 $363K - $414K
5.66K $1.09B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.4K
New
$42.01 - $43.6 $437K - $454K
10.4K $448M
ANET
Arista Networks, Inc.

Technology
1.19K
New
$245.47 - $350.48 $291K - $416K
1.19K $416M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 7.64%
$207.82 - $224.56 $255K - $276K
17.3K $3.72B
MSFT
Microsoft Corp

Technology
659
+ 16.57%
$389.33 - $452.85 $257K - $298K
4.64K $2.07B
LLY
Eli Lilly & CO

Healthcare
418
New
$724.87 - $909.04 $303K - $380K
418 $379M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.1K
New
$49.55 - $50.44 $352K - $358K
7.1K $356M
Vanguard Wellington Fd
3.51K
New
N/A
3.51K $351M
FSK
Fs Kkr Capital Corp

Financial Services
15.9K
+ 66.96%
$18.82 - $20.71 $299K - $329K
39.7K $782M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
7.45K
New
$37.9 - $40.65 $282K - $303K
7.45K $302M
INTU
Intuit Inc

Technology
426
New
$562.97 - $670.27 $240K - $286K
426 $280M
NFLX
Netflix Inc

Communication Services
414
New
$550.64 - $686.12 $228K - $284K
414 $279M
O
Realty Income Corp

Real Estate
5.21K
New
$50.8 - $55.45 $265K - $289K
5.21K $275M
IVV
Ishares Core S&P 500 ETF

ETFs
88
+ 0.86%
$497.53 - $549.64 $43.8K - $48.4K
10.3K $5.66B
First Tr Exchng Traded Fd Vi
7.58K
New
N/A
7.58K $265M
GOOG
Alphabet Inc.

Communication Services
938
+ 33.29%
$151.94 - $186.86 $143K - $175K
3.76K $689M
CRM
Salesforce, Inc.

Technology
986
New
$218.01 - $304.74 $215K - $300K
986 $254M
PG
Procter & Gamble CO

Consumer Defensive
1.51K
New
$155.33 - $168.56 $234K - $254K
1.51K $249M
ISRG
Intuitive Surgical Inc

Healthcare
548
New
$366.34 - $445.11 $201K - $244K
548 $244M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.45K
New
$39.25 - $40.94 $214K - $223K
5.45K $223M
META
Meta Platforms, Inc.

Communication Services
390
+ 28.53%
$430.17 - $527.34 $168K - $206K
1.76K $886M
Ishares Bitcoin Tr
6.13K
New
N/A
6.13K $209M
PECO
Phillips Edison & Company, Inc.

Real Estate
7.34K
+ 66.11%
$30.93 - $35.07 $227K - $257K
18.4K $603M
QCOM
Qualcomm Inc

Technology
1.03K
New
$157.63 - $227.09 $162K - $233K
1.03K $204M
RDVY
First Trust Rising Dividend Ac

ETFs
5.67K
+ 7.49%
$53.05 - $55.95 $301K - $317K
81.3K $4.45B
FDD
First Trust Stoxx European Sel

ETFs
16.9K
+ 32.2%
$11.53 - $12.77 $195K - $216K
69.4K $812M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.24K
+ 6.64%
$37.5 - $39.27 $197K - $206K
84.2K $3.26B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.77K
+ 38.5%
$74.81 - $88.63 $132K - $157K
6.37K $557M
V
Visa Inc.

Financial Services
839
+ 40.79%
$262.47 - $281.5 $220K - $236K
2.9K $760M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.99K
+ 14.45%
$50.4 - $53.5 $302K - $321K
47.5K $2.4B
XOM
Exxon Mobil Corp

Energy
1.31K
+ 35.52%
$108.36 - $122.2 $142K - $160K
4.99K $575M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
13.1K
New
$7.15 - $7.76 $93.6K - $102K
13.1K $101M
HD
Home Depot, Inc.

Consumer Cyclical
943
+ 16.31%
$325.1 - $368.03 $307K - $347K
6.72K $2.31B
EMLP
First Tr Exchange Traded Iv

ETFs
1.59K
+ 3.39%
$28.25 - $31.1 $44.9K - $49.5K
48.6K $1.48B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.82K
+ 7.66%
N/A
25.6K $1.28B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.63K
+ 7.91%
$32.33 - $34.91 $150K - $162K
63.2K $2.11B
Activity Summary
Buys All Purchases 77 New Holdings 23 Increased Positions 54 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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