The Analysis of BlueChip Wealth Advisors LLC's Holdings
Currently, BlueChip Wealth Advisors LLC holds 155 types of securities in its portfolio with a total value $234.2M. In the most recent quarter, they have increased their positions in AFL (+58.2K shares, valued at $6.5M), HD (+10.0K shares, valued at $4.1M), SEIE (+107.8K shares, valued at $3.3M); decreased their positions in FTCS (-13.8K shares, valued at $1.3M), SDVY (-31.5K shares, valued at $1.2M), COWZ (-20.8K shares, valued at $1.2M); initiated new positions in AFL (+58.2K shares, valued at $6.5M), SEIS (+58.1K shares, valued at $1.6M), SEEM (+48.9K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR20.9K shares3.62%2025-09-302025-11-06
VUSB VANGUARD BD INDEX FDS232.2K shares11.03%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR392.8K shares3.43%2025-09-302025-11-06 IJH ISHARES TR137.5K shares1.46%2025-09-302025-11-06 FVD FIRST TR EXCHANGE-TRADED FD186.0K shares-7.25%2025-09-302025-11-06 FDL FIRST TR EXCHANGE-TRADED FD174.7K shares-6.18%2025-09-302025-11-06 IVV ISHARES TR10.6K shares-1.67%2025-09-302025-11-06 CGDV CAPITAL GROUP DIVIDEND VALUE164.8K shares7.21%2025-09-302025-11-06 CGGR CAPITAL GROUP GROWTH ETF148.8K shares2.16%2025-09-302025-11-06 AFL AFLAC INC58.2K sharesnew addition2025-09-302025-11-06 QQQ INVESCO QQQ TR10.1K shares-16.03%2025-09-302025-11-06 HD HOME DEPOT INC14.7K shares215.72%2025-09-302025-11-06 GLD SPDR GOLD TR15.7K shares-3.00%2025-09-302025-11-06 RDVY FIRST TR EXCHANGE TRADED FD79.9K shares-7.21%2025-09-302025-11-06 AAPL APPLE INC20.0K shares7.15%2025-09-302025-11-06 CGDG CAPITAL GROUP DIVIDEND GROWE143.7K shares8.82%2025-09-302025-11-06 DIVO AMPLIFY ETF TR109.5K shares3.28%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T25.2K shares-7.42%2025-09-302025-11-06 TDIV FIRST TR EXCHANGE TRADED FD48.5K shares-1.84%2025-09-302025-11-06 NVDA NVIDIA CORPORATION22.1K shares7.52%2025-09-302025-11-06 SEIE SEI EXCHANGE TRADED FUNDS119.7K shares904.39%2025-09-302025-11-06 VOO VANGUARD INDEX FDS5.2K shares-25.07%2025-09-302025-11-06 DBND DOUBLELINE ETF TRUST61.6K shares4.70%2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD26.4K shares-6.55%2025-09-302025-11-06 MSFT MICROSOFT CORP5.1K shares2.49%2025-09-302025-11-06 KNG FIRST TR EXCHANGE-TRADED FD49.0K shares-6.03%2025-09-302025-11-06 TFC TRUIST FINL CORP50.3K shares-3.60%2025-09-302025-11-06 IXUS ISHARES TR26.9K shares0.00%2025-09-302025-11-06 FID FIRST TR EXCHANGE TRADED FD112.1K shares12.43%2025-09-302025-11-06 EMLP FIRST TR EXCHANGE-TRADED FD52.6K shares-1.33%2025-09-302025-11-06 IWF ISHARES TR3.8K shares-1.26%2025-09-302025-11-06 SEIS SEI EXCHANGE TRADED FUNDS58.1K sharesnew addition2025-09-302025-11-06 AMZN AMAZON COM INC7.0K shares29.72%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF22.9K shares4.06%2025-09-302025-11-06 SEEM SEI EXCHANGE TRADED FUNDS48.9K sharesnew addition2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS6.6K shares8.40%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR27.5K shares-19.72%2025-09-302025-11-06 SDVY FIRST TR EXCHANGE-TRADED FD36.5K shares-46.31%2025-09-302025-11-06 COWZ PACER FDS TR23.8K shares-46.60%2025-09-302025-11-06 MAGS LISTED FDS TR19.5K shares-6.45%2025-09-302025-11-06 VUG VANGUARD INDEX FDS2.5K sharesnew addition2025-09-302025-11-06 IJR ISHARES TR9.6K shares-5.42%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares15.19%2025-09-302025-11-06 SO SOUTHERN CO11.8K shares1.08%2025-09-302025-11-06 IWD ISHARES TR5.2K shares-2.84%2025-09-302025-11-06 KO COCA COLA CO15.3K shares97.95%2025-09-302025-11-06 NOBL PROSHARES TR9.4K shares0.01%2025-09-302025-11-06 FDD FIRST TR EXCHANGE-TRADED FD59.8K shares-5.73%2025-09-302025-11-06 V VISA INC2.8K shares35.12%2025-09-302025-11-06 GOOGL ALPHABET INC3.8K shares87.67%2025-09-302025-11-06 META META PLATFORMS INC1.2K shares-13.53%2025-09-302025-11-06 C CITIGROUP INC8.9K sharesnew addition2025-09-302025-11-06 CSCO CISCO SYS INC12.7K sharesnew addition2025-09-302025-11-06 FETH FIDELITY ETHEREUM FD19.9K sharesnew addition2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR27.8K shares-0.71%2025-09-302025-11-06 QGRO AMERICAN CENTY ETF TR6.8K shares-49.87%2025-09-302025-11-06 NEAR ISHARES U S ETF TR14.8K shares-2.91%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP2.4K shares45.90%2025-09-302025-11-06 FSK FS KKR CAP CORP47.3K shares-5.40%2025-09-302025-11-06 GOOG ALPHABET INC2.8K shares-22.27%2025-09-302025-11-06 CALF PACER FDS TR15.2K shares-32.45%2025-09-302025-11-06 ANET ARISTA NETWORKS INC4.5K shares38.84%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP1.8K shares-4.51%2025-09-302025-11-06 HYLS FIRST TR EXCHANGE-TRADED FD14.3K shares-1.78%2025-09-302025-11-06 FIXD FIRST TR EXCHNG TRADED FD VI13.3K shares1.00%2025-09-302025-11-06 DGT SPDR SERIES TRUST3.6K shares-0.28%2025-09-302025-11-06 FTCS FIRST TR EXCHANGE-TRADED FD6.2K shares-68.89%2025-09-302025-11-06 FTGS FIRST TR EXCHANGE-TRADED FD16.2K shares0.00%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC2.7K shares34.59%2025-09-302025-11-06 ABBV ABBVIE INC2.3K sharesnew addition2025-09-302025-11-06 VOOV VANGUARD ADMIRAL FDS INC2.7K shares-0.56%2025-09-302025-11-06 FAAR FIRST TR EXCHANGE TRAD FD VI17.5K shares-30.16%2025-09-302025-11-06 IWP ISHARES TR3.7K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW560 shares84.21%2025-09-302025-11-06 FTHY FIRST TR HIGH YIELD OPPRT 2034.8K shares-29.25%2025-09-302025-11-06 RDVI FIRST TR EXCHANGE-TRADED FD19.3K shares0.00%2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-09-302025-11-06 FTCB FIRST TR EXCHANGE-TRADED FD22.1K shares16.87%2025-09-302025-11-06 FTHI FIRST TR EXCHANGE TRADED FD19.2K shares0.00%2025-09-302025-11-06 VV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-06 FDT FIRST TR EXCH TRD ALPHDX FD6.0K shares4.36%2025-09-302025-11-06 WMT WALMART INC4.4K sharesnew addition2025-09-302025-11-06 QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares-3.64%2025-09-302025-11-06 XLG INVESCO EXCHANGE TRADED FD T7.7K shares-59.65%2025-09-302025-11-06 SPYM SPDR SERIES TRUST5.6K sharesnew addition2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.3K shares-2.61%2025-09-302025-11-06 LMBS FIRST TR EXCHANGE-TRADED FD8.6K shares-71.42%2025-09-302025-11-06 XOM EXXON MOBIL CORP3.8K shares-0.84%2025-09-302025-11-06 FTA FIRST TR EXCHANGE-TRADED ALP5.1K shares-9.71%2025-09-302025-11-06 BAC BANK AMERICA CORP8.0K shares-8.87%2025-09-302025-11-06 BA BOEING CO1.9K shares0.53%2025-09-302025-11-06 NFLX NETFLIX INC341 shares48.91%2025-09-302025-11-06 IWR ISHARES TR4.2K shares0.00%2025-09-302025-11-06 MFLX FIRST TR EXCHNG TRADED FD VI23.9K shares-2.05%2025-09-302025-11-06 FMF FIRST TR EXCHANGE-TRADED FD8.2K shares27.34%2025-09-302025-11-06 AVGO BROADCOM INC1.2K shares-23.42%2025-09-302025-11-06 IAU ISHARES GOLD TR5.3K shares0.00%2025-09-302025-11-06 FIIG FIRST TR EXCHANGE-TRADED FD17.7K shares0.00%2025-09-302025-11-06 COP CONOCOPHILLIPS3.9K shares-10.30%2025-09-302025-11-06 ICSH ISHARES TR7.2K shares-3.04%2025-09-302025-11-06 LGOV FIRST TR EXCHANGE-TRADED FD16.7K shares0.00%2025-09-302025-11-06 MINT PIMCO ETF TR3.6K shares-56.62%2025-09-302025-11-06 FGD FIRST TR EXCHANGE TRADED FD12.3K shares-9.91%2025-09-302025-11-06 TSLA TESLA INC770 shares-2.41%2025-09-302025-11-06 FTQI FIRST TR EXCHANGE TRADED FD16.5K shares0.00%2025-09-302025-11-06 COHR COHERENT CORP3.1K shares-6.52%2025-09-302025-11-06 SYY SYSCO CORP4.0K shares0.00%2025-09-302025-11-06 PEP PEPSICO INC2.3K shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW2.1K shares7.07%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.0K shares-57.82%2025-09-302025-11-06 ABT ABBOTT LABS2.4K sharesnew addition2025-09-302025-11-06 TOTL SSGA ACTIVE ETF TR7.8K shares-62.14%2025-09-302025-11-06 IGM ISHARES TR2.4K shares0.00%2025-09-302025-11-06 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares-30.41%2025-09-302025-11-06 DVY ISHARES TR2.1K shares-10.67%2025-09-302025-11-06 IWB ISHARES TR812 shares0.00%2025-09-302025-11-06 VNLA JANUS DETROIT STR TR6.0K shares-61.21%2025-09-302025-11-06 URI UNITED RENTALS INC297 shares-6.60%2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC2.6K sharesnew addition2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC354 sharesnew addition2025-09-302025-11-06 MAS MASCO CORP4.0K shares0.00%2025-09-302025-11-06 O REALTY INCOME CORP4.6K sharesnew addition2025-09-302025-11-06 IGSB ISHARES TR5.2K shares-45.48%2025-09-302025-11-06 BATRA ATLANTA BRAVES HLDGS INC6.0K shares0.17%2025-09-302025-11-06 PECO PHILLIPS EDISON & CO INC7.9K shares-35.46%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS4.3K shares6.34%2025-09-302025-11-06 CB CHUBB LIMITED921 shares0.00%2025-09-302025-11-06 CION CION INVT CORP27.4K shares-48.37%2025-09-302025-11-06 T AT&T INC9.0K sharesnew addition2025-09-302025-11-06 SLV ISHARES SILVER TR5.9K sharesnew addition2025-09-302025-11-06 IJJ ISHARES TR1.9K shares-31.72%2025-09-302025-11-06 MATX MATSON INC2.5K shares-4.55%2025-09-302025-11-06 IGF ISHARES TR4.0K shares5.65%2025-09-302025-11-06 FEX FIRST TR EXCHANGE-TRADED ALP2.1K shares0.00%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR413 shares14.40%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC548 sharesnew addition2025-09-302025-11-06 FJP FIRST TR EXCH TRD ALPHDX FD3.7K shares7.18%2025-09-302025-11-06 EEM ISHARES TR4.5K shares-51.51%2025-09-302025-11-06 TJX TJX COS INC NEW1.6K sharesnew addition2025-09-302025-11-06 MRK MERCK & CO INC2.8K shares-1.46%2025-09-302025-11-06 VYX NCR VOYIX CORPORATION18.5K sharesnew addition2025-09-302025-11-06 NUV NUVEEN MUN VALUE FD INC25.4K shares0.00%2025-09-302025-11-06 FEP FIRST TR EXCH TRD ALPHDX FD4.4K shares1.12%2025-09-302025-11-06 FCTR FIRST TR EXCHANGE-TRADED FD6.3K shares-47.69%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST5.8K shares0.00%2025-09-302025-11-06 IMCG ISHARES TR2.7K shares-52.86%2025-09-302025-11-06 LLY ELI LILLY & CO286 sharesnew addition2025-09-302025-11-06 LOW LOWES COS INC850 sharesnew addition2025-09-302025-11-06 GE GE AEROSPACE699 sharesnew addition2025-09-302025-11-06 JBHT HUNT J B TRANS SVCS INC1.5K shares-20.14%2025-09-302025-11-06 CTAS CINTAS CORP1.0K sharesnew addition2025-09-302025-11-06 OBDC BLUE OWL CAPITAL CORPORATION10.8K shares-59.50%2025-09-302025-11-06 CTMX CYTOMX THERAPEUTICS INC23.0K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available