Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025

Blue Chip Wealth Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12.5B, Vanguard Bd Index Fds with a value of $10.4B, Schwab Strategic Tr Us Dividen with a value of $10.1B, First Tr Value Line Divid Inde with a value of $8.96B, and Ishares Core S&P Mid Cap ETF with a value of $8.4B.

Examining the 13F form we can see an increase of $21B in the current position value, from $204B to 225B.

Blue Chip Wealth Advisors LLC is based out at Milton, GA

Below you can find more details about Blue Chip Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $225 Billion
ETFs: $161 Billion
Technology: $10.4 Billion
Financial Services: $8.23 Billion
Consumer Cyclical: $3.63 Billion
Industrials: $2.59 Billion
Communication Services: $2.36 Billion
Utilities: $1.69 Billion
Consumer Defensive: $1.45 Billion
Other: $2.37 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $225 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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