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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$411B
$776 Million 0.41% of portfolio
874
Q3 2024 Reduced 1.24%
$0
$782 Million 0.41% of portfolio
39,658
Q2 2024 Added 66.96%
$272B
$783 Million 0.41% of portfolio
10,891
Q3 2024 Reduced 6.83%
$503B
$763 Million 0.4% of portfolio
2,773
Q3 2024 Reduced 4.25%
$610B
$750 Million 0.39% of portfolio
1,630
Q3 2024 Reduced 5.78%
$0
$740 Million 0.39% of portfolio
48,972
Q3 2024 Added 5.92%
$0
$734 Million 0.38% of portfolio
26,382
Q3 2024 Added 1.25%
$95.8B
$711 Million 0.37% of portfolio
7,887
Q3 2024 Reduced 17.19%
$422B
$691 Million 0.36% of portfolio
100
Q3 2024 New
$4.54B
$695 Million 0.36% of portfolio
18,442
Q2 2024 Added 66.11%
$236B
$673 Million 0.35% of portfolio
12,638
Q3 2024 Reduced 2.6%
$1.08T
$613 Million 0.32% of portfolio
3,664
Q3 2024 Reduced 2.45%
$0
$604 Million 0.32% of portfolio
11,461
Q3 2024 Added 1.58%
First Tr Exchng Traded Fd Vi
-
$599 Million 0.31% of portfolio
-
Q2 2024 New
$501B
$592 Million 0.31% of portfolio
5,053
Q3 2024 Added 1.18%
$652M
$589 Million 0.31% of portfolio
49,473
Q3 2024 Added 101.4%
$1T
$579 Million 0.3% of portfolio
3,494
Q3 2024 Added 40.83%
$31.8B
$566 Million 0.3% of portfolio
5,527
Q2 2024 Added 3.64%
-
$565 Million 0.3% of portfolio
-
Q2 2024 Reduced 7.17%
$124B
$581 Million 0.3% of portfolio
2,100
Q4 2023 New
$0
$521 Million 0.27% of portfolio
19,293
Q3 2024 New
$214B
$519 Million 0.27% of portfolio
1,706
Q3 2024 Reduced 1.44%
$0
$522 Million 0.27% of portfolio
11,391
Q3 2024 Added 1.59%
First Tr Exchng Traded Fd Vi
-
$492 Million 0.26% of portfolio
-
Q2 2024 New
$0
$498 Million 0.26% of portfolio
6,829
Q3 2024 Added 1.71%
$0
$479 Million 0.25% of portfolio
1,691
Q3 2024 Added 2.11%
$0
$471 Million 0.25% of portfolio
10,406
Q2 2024 New
$0
$479 Million 0.25% of portfolio
11,264
Q3 2024 Added 106.75%
$0
$453 Million 0.24% of portfolio
14,552
Q3 2024 Reduced 7.26%
$562B
$463 Million 0.24% of portfolio
792
Q3 2024 Added 6.17%
$400B
$454 Million 0.24% of portfolio
2,804
Q3 2024 Added 13.98%
$144B
$451 Million 0.24% of portfolio
4,281
Q3 2024 Reduced 1.04%
Vanguard Wellington Fd
-
$465 Million 0.24% of portfolio
-
Q3 2024 Added 30.66%
$117B
$455 Million 0.24% of portfolio
1,186
Q2 2024 New
$0
$460 Million 0.24% of portfolio
42,409
Q3 2024 Reduced 22.1%
$0
$468 Million 0.24% of portfolio
20,501
Q3 2024 Added 1.93%
$706B
$435 Million 0.23% of portfolio
2,062
Q3 2024 Reduced 1.76%
$0
$432 Million 0.23% of portfolio
8,451
Q3 2024 Added 19.06%
$219B
$443 Million 0.23% of portfolio
2,606
Q2 2024 Added 0.08%
First Tr Exchng Traded Fd Vi
-
$438 Million 0.23% of portfolio
-
Q1 2024 New
$0
$437 Million 0.23% of portfolio
3,724
Q3 2024 Added 5.08%
$0
$418 Million 0.22% of portfolio
6,386
Q3 2024 Added 29.8%
$370B
$411 Million 0.22% of portfolio
10,361
Q3 2024 Reduced 18.2%
$117B
$412 Million 0.22% of portfolio
1,204
Q3 2024 New
$0
$401 Million 0.21% of portfolio
2,022
Q3 2024 New
$5.27B
$397 Million 0.21% of portfolio
27,240
Q3 2024 Reduced 1.8%
$0
$396 Million 0.21% of portfolio
6,763
Q3 2024 Added 9.74%
$0
$385 Million 0.2% of portfolio
1,953
Q2 2024 Added 1.88%
$0
$388 Million 0.2% of portfolio
1,474
Q4 2023 New

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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