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BlueChip Wealth Advisors LLC

13F
BlueChip Wealth Advisors LLC
Last update 2025-05-06 152 Stocks (23 new)
Value $204.00 Mil Turnover 17 %
Countries:
BlueChip Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
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
+16.39%
+8.89%
654,583.2
 
SCHD
Schwab US Dividend Equity ETF
377,387
10,551.8
-0.49%
5.180
-0.03%
0.010
+7.15%
+1.74%
71,237.6
 
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
+5.23%
+5.04%
9,179.0
 
IJH
iShares Core S&P Mid-Cap ETF
138,937
8,106.7
-5.80%
3.980
-0.30%
0.010
+12.58%
+3.00%
97,797.3
 
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
+6.81%
+7.95%
5,649.8
 
VUSB
Vanguard Ultra-Short Bond ETF
128,607
6,411.8
+1,014.93%
3.150
+2.87%
0.130
+0.10%
+0.34%
5,298.8
 
IVV
iShares Core S&P 500 ETF
11,251
6,321.9
+1.68%
3.100
+0.05%
0.000
+16.09%
+8.31%
642,461.0
 
COWZ
Pacer US Cash Cows 100 ETF
114,260
6,257.0
-3.52%
3.070
-0.13%
0.030
+10.33%
+0.99%
20,734.0
 
QQQ
INVESCO QQQ Trust
12,255
5,747.1
+3.61%
2.820
+0.10%
0.000
+20.90%
+10.52%
360,250.4
 
GLD
SPDR Gold Shares ETF
18,407
5,303.8
+0.73%
2.600
+0.02%
0.010
+0.71%
+28.14%
102,170.3
 

BlueChip Wealth Advisors LLC's Historical Top Holdings Breakdowns

BlueChip Wealth Advisors LLC's Top Stock Picks View Full List
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
$49.79
0.12%
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
$41.04
13.00%
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
$34.19
11.11%
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
$45.80
0.21%
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
$50.71
-0.14%
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
$38.02
5.14%
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
$39.54
6.63%
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
$45.84
3.15%
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
$127.12
1.53%
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
$186.83
5.07%
Reduce -16.27%
24,920
-4,841

BlueChip Wealth Advisors LLC Total Holding History ($B)

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BlueChip Wealth Advisors LLC's Asset Allocation

To

BlueChip Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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