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BlueChip Wealth Advisors LLC13F | |
| BlueChip Wealth Advisors LLC | |
| Last update 2025-05-06 | 152 Stocks (23 new) |
| Value $204.00 Mil | Turnover 17 % |
BlueChip Wealth Advisors LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 19,883 | 11,122.7 | -2.57% | 5.460 | -0.17% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
SCHD | Schwab US Dividend Equity ETF | 377,387 | 10,551.8 | -0.49% | 5.180 | -0.03% | 0.010 | +8.77% | +2.12% | 71,498.8 | ||
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 204,553 | 9,121.0 | +12.86% | 4.480 | +0.51% | 0.100 | +7.19% | +6.78% | 9,223.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 138,937 | 8,106.7 | -5.80% | 3.980 | -0.30% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 184,086 | 7,996.7 | +11.88% | 3.930 | +0.42% | 0.140 | +9.21% | +10.23% | 5,658.9 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 128,607 | 6,411.8 | +1,014.93% | 3.150 | +2.87% | 0.130 | +1.01% | +2.38% | 5,299.9 | ||
IVV | iShares Core S&P 500 ETF | 11,251 | 6,321.9 | +1.68% | 3.100 | +0.05% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
COWZ | Pacer US Cash Cows 100 ETF | 114,260 | 6,257.0 | -3.52% | 3.070 | -0.13% | 0.030 | +13.56% | +2.38% | 20,868.5 | ||
QQQ | INVESCO QQQ Trust | 12,255 | 5,747.1 | +3.61% | 2.820 | +0.10% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
GLD | SPDR Gold Shares ETF | 18,407 | 5,303.8 | +0.73% | 2.600 | +0.02% | 0.010 | +2.81% | +28.93% | 102,799.3 |
BlueChip Wealth Advisors LLC's Historical Top Holdings Breakdowns
BlueChip Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +2.87% | 49.61 ($49.73) 49.89 | $49.80 | 0.14% | Add 1014.93% | 128,607 | 117,072 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | New Buy New Buy | +2.00% | 34.95 ($36.32) 37.36 | $41.01 | 12.91% | New holding | 114,009 | 114,009 | |
CGDG | Capital Group Dividend Growers ETF | 2025-03-31 | New Buy New Buy | +1.83% | 29.24 ($30.77) 31.45 | $34.25 | 11.31% | New holding | 120,927 | 120,927 | |
DBND |
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
| 2025-03-31 | Add Add | +1.10% | 44.88 ($45.7) 46.36 | $45.84 | 0.31% | Add 234.12% | 69,033 | 48,372 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Reduce Reduce | -0.78% | 50.48 ($50.78) 51.04 | $50.68 | -0.20% | Reduce -33.69% | 54,531 | -27,709 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-03-31 | New Buy New Buy | +0.63% | 34.88 ($36.16) 36.95 | $37.94 | 4.92% | New holding | 36,195 | 36,195 | |
GMAY |
FT Vest U.S. Equity Moderate Buffer ETF - May
FT Vest U.S. Equity Moderate Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -0.57% | 35.85 ($37.08) 37.79 | $39.51 | 6.55% | Reduce -79.06% | 7,579 | -28,616 | |
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 2025-03-31 | Add Add | +0.51% | 42.61 ($44.44) 45.47 | $46.06 | 3.65% | Add 12.86% | 204,553 | 23,312 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-03-31 | Reduce Reduce | -0.51% | 117.4 ($125.21) 131.02 | $128.92 | 2.96% | Reduce -63.52% | 4,215 | -7,338 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -0.47% | 169.43 ($177.82) 182.84 | $187.43 | 5.40% | Reduce -16.27% | 24,920 | -4,841 |
BlueChip Wealth Advisors LLC Total Holding History ($B)
BlueChip Wealth Advisors LLC's Asset Allocation
BlueChip Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BlueChip Wealth Advisors LLC's Hypothetical Growth since 2025-03-31
BlueChip Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BlueChip Wealth Advisors LLC's Holdings Heat Map
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BlueChip Wealth Advisors LLC's Holdings Bubble Chart
BlueChip Wealth Advisors LLC News
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