Blue Chip Wealth Advisors LLC Incresed Positions 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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.35K
+ 9.44%
$152.93 - $181.74 $360K - $428K
27.3K $4.96B
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
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
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
META
Meta Platforms, Inc.

Communication Services
99
+ 7.46%
$484.66 - $738.09 $48K - $73.1K
1.43K $1.05B
VIG
Vanguard Dividend Appreciation

ETFs
825
+ 15.57%
N/A
6.12K $1.25B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.36K
+ 20.19%
$39.93 - $46.67 $134K - $157K
20K $933M
AVGO
Broadcom Inc.

Technology
230
+ 17.2%
$146.29 - $275.65 $33.6K - $63.4K
1.57K $432M
FSK
Fs Kkr Capital Corp

Financial Services
10.4K
+ 26.1%
$17.95 - $21.5 $186K - $223K
50K $1.04B
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
BAC
Bank Of America Corp

Financial Services
414
+ 4.94%
$34.39 - $47.46 $14.2K - $19.6K
8.8K $417M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
150
+ 2.71%
$63.36 - $80.23 $9.5K - $12K
5.69K $456M
VNLA
Janus Henderson Short Duration

ETFs
700
+ 4.73%
$48.74 - $49.2 $34.1K - $34.4K
15.5K $762M
XLF
Financial Sector Spdr

ETFs
142
+ 3.01%
$43.92 - $52.37 $6.24K - $7.44K
4.86K $254M
V
Visa Inc.

Financial Services
22
+ 1.07%
$308.27 - $373.31 $6.78K - $8.21K
2.07K $735M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
409
+ 3.13%
$6.66 - $8.12 $2.72K - $3.32K
13.5K $110M
CVX
Chevron Corp

Energy
228
+ 13.23%
$133.73 - $168.51 $30.5K - $38.4K
1.95K $279M
AAPL
Apple Inc.

Technology
1.38K
+ 7.96%
$172.42 - $223.89 $238K - $309K
18.7K $3.84B
JNJ
Johnson & Johnson

Healthcare
41
+ 1.76%
$146.36 - $159.82 $6K - $6.55K
2.37K $362M
CION
Cion Investment Corp

Financial Services
1.61K
+ 3.13%
$8.68 - $10.48 $14K - $16.9K
53K $507M
XOM
Exxon Mobil Corp

Energy
137
+ 3.75%
$99.93 - $119.04 $13.7K - $16.3K
3.79K $408M
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.75%
$73.47 - $87.12 $1.54K - $1.83K
2.82K $223M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
682
+ 1.33%
$45.3 - $50.64 $30.9K - $34.5K
52.1K $2.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.31%
$483.48 - $539.8 $2.9K - $3.24K
1.94K $943M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 10.0%
$274.35 - $599.47 $22.2K - $48.6K
891 $278M
FDL
First Tr Morningstar Dividend

ETFs
2.14K
+ 1.16%
$38.19 - $43.19 $81.7K - $92.4K
186K $7.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.42K
+ 0.64%
$24.32 - $27.87 $58.8K - $67.4K
380K $10.1B
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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