Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 152 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 $10.9B, Schwab Strategic Tr Us Dividen with a value of $10.1B, Ishares Core S&P Mid Cap ETF with a value of $9.08B, First Tr Value Line Divid Inde with a value of $7.9B, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.58B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $170B to 191B.

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 $191 Billion
ETFs: $144 Billion
Technology: $11.4 Billion
Financial Services: $7.94 Billion
Consumer Cyclical: $4.85 Billion
Industrials: $3.49 Billion
Communication Services: $2.5 Billion
Consumer Defensive: $2.31 Billion
Healthcare: $2.26 Billion
Other: $3.04 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.54B
$695 Million 0.36% of portfolio
18,442
Q2 2024 Added 66.11%
$5.27B
$397 Million 0.21% of portfolio
27,240
Q3 2024 Reduced 1.8%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $191 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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