Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 137 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 $9.21B, Schwab Strategic Tr Us Dividen with a value of $8.82B, Ishares Core S&P Mid Cap ETF with a value of $8.3B, First Tr Value Line Divid Inde with a value of $7.27B, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.33B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $155B to 170B.

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 $170 Billion
ETFs: $129 Billion
Technology: $10.5 Billion
Financial Services: $7.28 Billion
Consumer Cyclical: $3.85 Billion
Industrials: $3.08 Billion
Consumer Defensive: $2.46 Billion
Communication Services: $2.31 Billion
Healthcare: $1.73 Billion
Other: $2.97 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.53B
$603 Million 0.36% of portfolio
18,442
Q2 2024 Added 66.11%
$5.27B
$426 Million 0.25% of portfolio
27,740
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $170 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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