- New Purchases: BMY, ET, CIB, AVAL, GE, TGLS, OPK,
- Added Positions: TSLA, SBUX, AMGN, SCHX, AVGO, DIA, ABBV, GOOGL, JNJ, PEP, GOOG, PFE, CVS, HYG, IVE, PFF, BA, VZ, PRU, PG, LMT, AGN,
- Reduced Positions: AMZN, SPY, UNH, IJR, SCHG, JPM, FAS, MA, MMC, MSFT, SCHM, NFLX, SDOG, YUM, QQQ, V, SCHV, HD, MCD, CRM, IWD, AAPL, ZTS, PYPL, DIS, TMO, WM, HON, CMCSA, MDY, SRE, COST, CAT, CSCO, IWB, IJH, VNQ, BRK.B, GD, FRA, IVW, DHR, SCHD, PFBI, INTC, IWF, IRT, FB, WPC, IBB, NVDA, NKE, T, WMT,
- Sold Out: SCHA, DG, BABA, WFC, LVS, SCHW, ORCL, UNP, QCOM, IWM, HEI, EPD, XOM, XLY, MO, VTI, WYNN, ED,
For the details of Blue Chip Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/blue+chip+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Blue Chip Wealth Management, Inc.- Apple Inc (AAPL) - 37,347 shares, 11.95% of the total portfolio. Shares reduced by 1.34%
- Amazon.com Inc (AMZN) - 3,318 shares, 8.14% of the total portfolio. Shares reduced by 19.52%
- Microsoft Corp (MSFT) - 25,378 shares, 5.03% of the total portfolio. Shares reduced by 6.09%
- Visa Inc (V) - 14,609 shares, 2.96% of the total portfolio. Shares reduced by 7.04%
- Berkshire Hathaway Inc (BRK.B) - 12,615 shares, 2.90% of the total portfolio. Shares reduced by 2.11%
Blue Chip Wealth Management, Inc. initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $62.94. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,810 shares as of .
New Purchase: Energy Transfer LP (ET)Blue Chip Wealth Management, Inc. initiated holding in Energy Transfer LP. The purchase prices were between $4.53 and $13.68, with an estimated average price of $10.77. The stock is now traded at around $6.96. The impact to a portfolio due to this purchase was 0.34%. The holding were 58,101 shares as of .
New Purchase: BanColombia SA (CIB)Blue Chip Wealth Management, Inc. initiated holding in BanColombia SA. The purchase prices were between $16.57 and $55.94, with an estimated average price of $45.5. The stock is now traded at around $22.72. The impact to a portfolio due to this purchase was 0.25%. The holding were 8,000 shares as of .
New Purchase: Grupo Aval Acciones y Valores SA (AVAL)Blue Chip Wealth Management, Inc. initiated holding in Grupo Aval Acciones y Valores SA. The purchase prices were between $3.34 and $8.88, with an estimated average price of $7.56. The stock is now traded at around $3.94. The impact to a portfolio due to this purchase was 0.22%. The holding were 40,000 shares as of .
New Purchase: General Electric Co (GE)Blue Chip Wealth Management, Inc. initiated holding in General Electric Co. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $5.60. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,378 shares as of .
New Purchase: Tecnoglass Inc (TGLS)Blue Chip Wealth Management, Inc. initiated holding in Tecnoglass Inc. The purchase prices were between $2.29 and $8.25, with an estimated average price of $6.51. The stock is now traded at around $3.69. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,681 shares as of .
Added: Tesla Inc (TSLA)Blue Chip Wealth Management, Inc. added to a holding in Tesla Inc by 57.66%. The purchase prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $782.00. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,512 shares as of .
Added: Starbucks Corp (SBUX)Blue Chip Wealth Management, Inc. added to a holding in Starbucks Corp by 33.63%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $73.85. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,219 shares as of .
Added: Amgen Inc (AMGN)Blue Chip Wealth Management, Inc. added to a holding in Amgen Inc by 28.83%. The purchase prices were between $182.24 and $241.7, with an estimated average price of $219.21. The stock is now traded at around $238.11. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,680 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Blue Chip Wealth Management, Inc. added to a holding in Schwab U.S. Large-Cap by 37.11%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $67.07. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,304 shares as of .
Added: Broadcom Inc (AVGO)Blue Chip Wealth Management, Inc. added to a holding in Broadcom Inc by 29.14%. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $262.86. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,303 shares as of .
Sold Out: Schwab U.S. Small-Cap (SCHA)Blue Chip Wealth Management, Inc. sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.
Sold Out: Dollar General Corp (DG)Blue Chip Wealth Management, Inc. sold out a holding in Dollar General Corp. The sale prices were between $136.1 and $166.88, with an estimated average price of $154.52.
Sold Out: Alibaba Group Holding Ltd (BABA)Blue Chip Wealth Management, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $176.34 and $230.48, with an estimated average price of $209.23.
Sold Out: Wells Fargo & Co (WFC)Blue Chip Wealth Management, Inc. sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: Las Vegas Sands Corp (LVS)Blue Chip Wealth Management, Inc. sold out a holding in Las Vegas Sands Corp. The sale prices were between $37.68 and $74.06, with an estimated average price of $61.
Sold Out: Charles Schwab Corp (SCHW)Blue Chip Wealth Management, Inc. sold out a holding in Charles Schwab Corp. The sale prices were between $28.43 and $49, with an estimated average price of $42.23.
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