Blue Chip Wealth Management, Inc. Buys Schwab U.S. Large-Cap Growth ETF, Public Storage, Tesla Inc, Sells Deere, Uber Technologies Inc, PowerShares QQQ Trust Ser 1

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Oct 18, 2019
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Investment company Blue Chip Wealth Management, Inc. (Current Portfolio) buys Schwab U.S. Large-Cap Growth ETF, Public Storage, Tesla Inc, Consolidated Edison Inc, Walmart Inc, sells Deere, Uber Technologies Inc, PowerShares QQQ Trust Ser 1, Schwab U.S. Small-Cap ETF, Blackrock Floating Rate Inc Stra Fd Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Blue Chip Wealth Management, Inc.. As of 2019Q3, Blue Chip Wealth Management, Inc. owns 95 stocks with a total value of $94 million. These are the details of the buys and sells.

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.
  1. Apple Inc (AAPL) - 37,571 shares, 8.91% of the total portfolio. Shares reduced by 5.86%
  2. Amazon.com Inc (AMZN) - 4,051 shares, 7.44% of the total portfolio. Shares added by 5.47%
  3. Microsoft Corp (MSFT) - 26,870 shares, 3.96% of the total portfolio. Shares added by 1.12%
  4. JPMorgan Chase & Co (JPM) - 26,909 shares, 3.35% of the total portfolio. Shares added by 0.56%
  5. Visa Inc (V) - 15,769 shares, 2.87% of the total portfolio. Shares added by 0.22%
New Purchase: Public Storage (PSA)

Blue Chip Wealth Management, Inc. initiated holding in Public Storage. The purchase prices were between $236.45 and $264.74, with an estimated average price of $251.25. The stock is now traded at around $241.10. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,092 shares as of .

New Purchase: Tesla Inc (TSLA)

Blue Chip Wealth Management, Inc. initiated holding in Tesla Inc. The purchase prices were between $211.4 and $264.88, with an estimated average price of $234.7. The stock is now traded at around $256.23. The impact to a portfolio due to this purchase was 0.24%. The holding were 959 shares as of .

New Purchase: Consolidated Edison Inc (ED)

Blue Chip Wealth Management, Inc. initiated holding in Consolidated Edison Inc. The purchase prices were between $84.96 and $94.65, with an estimated average price of $88.79. The stock is now traded at around $91.44. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,228 shares as of .

New Purchase: Walmart Inc (WMT)

Blue Chip Wealth Management, Inc. initiated holding in Walmart Inc. The purchase prices were between $105.22 and $118.68, with an estimated average price of $113.23. The stock is now traded at around $119.60. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,753 shares as of .

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Blue Chip Wealth Management, Inc. added to a holding in Schwab U.S. Large-Cap Growth ETF by 26.21%. The purchase prices were between $80.76 and $86.17, with an estimated average price of $84.32. The stock is now traded at around $85.13. The impact to a portfolio due to this purchase was 0.53%. The holding were 28,800 shares as of .

Added: PepsiCo Inc (PEP)

Blue Chip Wealth Management, Inc. added to a holding in PepsiCo Inc by 24.21%. The purchase prices were between $124.4 and $139.15, with an estimated average price of $132.93. The stock is now traded at around $136.49. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,386 shares as of .

Added: Dollar General Corp (DG)

Blue Chip Wealth Management, Inc. added to a holding in Dollar General Corp by 36.78%. The purchase prices were between $132.15 and $161.54, with an estimated average price of $144.74. The stock is now traded at around $164.70. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,596 shares as of .

Added: Caterpillar Inc (CAT)

Blue Chip Wealth Management, Inc. added to a holding in Caterpillar Inc by 21.24%. The purchase prices were between $113.38 and $139.64, with an estimated average price of $127.06. The stock is now traded at around $130.89. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,808 shares as of .

Added: Wells Fargo & Co (WFC)

Blue Chip Wealth Management, Inc. added to a holding in Wells Fargo & Co by 20.34%. The purchase prices were between $43.38 and $50.71, with an estimated average price of $47.11. The stock is now traded at around $50.06. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,430 shares as of .

Added: AbbVie Inc (ABBV)

Blue Chip Wealth Management, Inc. added to a holding in AbbVie Inc by 23.66%. The purchase prices were between $62.98 and $75.72, with an estimated average price of $68.61. The stock is now traded at around $77.00. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,212 shares as of .

Sold Out: Deere & Co (DE)

Blue Chip Wealth Management, Inc. sold out a holding in Deere & Co. The sale prices were between $143.17 and $170.39, with an estimated average price of $159.93.

Sold Out: Uber Technologies Inc (UBER)

Blue Chip Wealth Management, Inc. sold out a holding in Uber Technologies Inc. The sale prices were between $30.29 and $44.53, with an estimated average price of $37.65.



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