BC
| |
Blue Chip Wealth Management, Inc.13F | |
| Blue Chip Wealth Management, Inc. | |
| Last update 2020-11-12 | 113 Stocks (20 new) |
| Value $127.00 Mil | Turnover 7 % |
Blue Chip Wealth Management, I... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 153,399 | 17,765.0 | +3.43% | 14.040 | +0.47% | 0.000 | -14.78% | -19.69% | 2,996,574.8 | Hardware | |
AMZN | Amazon.com Inc | 71,180 | 11,206.0 | +2.98% | 8.850 | +0.26% | 0.000 | -0.22% | -5.23% | 2,207,245.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 25,803 | 5,427.0 | +0.02% | 4.290 | 0% | 0.000 | +16.84% | +11.38% | 3,476,052.1 | Software | |
TSLA | Tesla Inc | 27,126 | 3,879.0 | +4.96% | 3.060 | +0.14% | 0.000 | +2.01% | -29.50% | 917,006.2 | Vehicles & Parts | |
HD | The Home Depot Inc | 11,283 | 3,133.0 | +0.98% | 2.480 | +0.02% | 0.000 | -3.21% | -3.87% | 367,407.0 | Retail - Cyclical | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 52,798 | 3,040.0 | -2.96% | 2.400 | -0.08% | 0.010 | +3.80% | -0.11% | 41,645.5 | ||
V | Visa Inc | 14,837 | 2,967.0 | +0.98% | 2.340 | +0.02% | 0.000 | +4.17% | +16.44% | 702,611.7 | Credit Services | |
BLK | BlackRock Inc | 5,097 | 2,873.0 | +0.18% | 2.270 | 0% | 0.000 | +2.89% | -2.83% | 152,673.6 | Asset Management | |
IVW | iShares S&P 500 Growth ETF | 46,232 | 2,671.0 | +0.12% | 2.110 | 0% | 0.000 | +5.53% | +2.97% | 56,942.8 | ||
META | Meta Platforms Inc | 9,938 | 2,603.0 | -8.27% | 2.060 | -0.19% | 0.000 | +4.38% | +17.03% | 1,721,358.7 | Interactive Media |
Blue Chip Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Blue Chip Wealth Management, Inc. Total Holding History ($B)
Blue Chip Wealth Management, Inc.'s Asset Allocation
Blue Chip Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Blue Chip Wealth Management, Inc.'s Hypothetical Growth since 2020-09-30
Blue Chip Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Blue Chip Wealth Management, Inc.'s Holdings Heat Map
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Blue Chip Wealth Management, Inc.'s Holdings Bubble Chart
Blue Chip Wealth Management, Inc. News
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