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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:
Top Holdings: SPY(5.46%)SCHD(5.18%)FVD(4.48%)IJH(3.98%)FDL(3.93%)
Summary Stock Picks Current Portfolio
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
-0.51%
+0.87%
603,465.9
 
SCHD 		Schwab US Dividend Equity ETF
377,387
10,551.8
-0.49%
5.180
-0.03%
0.010
-7.48%
-3.34%
68,042.0
 
FVD 		First Trust Value Line Dividend Index Fund
204,553
9,121.0
+12.86%
4.480
+0.51%
0.100
-0.68%
+3.15%
9,081.6
 
IJH 		iShares Core S&P Mid-Cap ETF
138,937
8,106.7
-5.80%
3.980
-0.30%
0.010
-2.71%
-3.38%
91,681.0
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
184,086
7,996.7
+11.88%
3.930
+0.42%
0.140
-3.90%
+4.74%
5,411.5
 
VUSB 		Vanguard Ultra-Short Bond ETF
128,607
6,411.8
+1,014.93%
3.150
+2.87%
0.130
+0.96%
+1.94%
4,951.8
 
IVV 		iShares Core S&P 500 ETF
11,251
6,321.9
+1.68%
3.100
+0.05%
0.000
-0.51%
+0.90%
582,590.8
 
COWZ 		Pacer US Cash Cows 100 ETF
114,260
6,257.0
-3.52%
3.070
-0.13%
0.030
-6.02%
-4.72%
21,082.3
 
QQQ 		INVESCO QQQ Trust
12,255
5,747.1
+3.61%
2.820
+0.10%
0.000
+2.31%
+1.69%
330,309.7
 
GLD 		SPDR Gold Shares ETF
18,407
5,303.8
+0.73%
2.600
+0.02%
0.010
+15.32%
+25.39%
97,667.1
 

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 ETF2025-03-31Add
+2.87%
●
49.61 ($49.73) 49.89
$49.78
0.10%
Add 1014.93%
128,607
117,072
CGDV 		Capital Group Dividend Value ETF2025-03-31New Buy
+2.00%
●
34.95 ($36.32) 37.36
$37.11
2.18%
New holding
114,009
114,009
CGDG 		Capital Group Dividend Growers ETF2025-03-31New Buy
+1.83%
●
29.24 ($30.77) 31.45
$32.64
6.08%
New holding
120,927
120,927
DBND 		DoubleLine Opportunistic Core Bond ETF2025-03-31Add
+1.10%
●
44.88 ($45.7) 46.36
$45.69
-0.02%
Add 234.12%
69,033
48,372
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Reduce
-0.78%
●
50.48 ($50.78) 51.04
$50.75
-0.06%
Reduce -33.69%
54,531
-27,709
GJUN 		FT Vest U.S. Equity Moderate Buffer ETF - June2025-03-31New Buy
+0.63%
●
34.88 ($36.16) 36.95
$36.53
1.02%
New holding
36,195
36,195
GMAY 		FT Vest U.S. Equity Moderate Buffer ETF - May2025-03-31Reduce
-0.57%
●
35.85 ($37.08) 37.79
$38.12
2.80%
Reduce -79.06%
7,579
-28,616
FVD 		First Trust Value Line Dividend Index Fund2025-03-31Add
+0.51%
●
42.61 ($44.44) 45.47
$44.75
0.70%
Add 12.86%
204,553
23,312
IJJ 		iShares S&P Mid-Cap 400 Value ETF2025-03-31Reduce
-0.51%
●
117.4 ($125.21) 131.02
$119.49
-4.57%
Reduce -63.52%
4,215
-7,338
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Reduce
-0.47%
●
169.43 ($177.82) 182.84
$176.43
-0.78%
Reduce -16.27%
24,920
-4,841

BlueChip Wealth Advisors LLC Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

BlueChip Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

BlueChip Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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

  • 1

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