The Analysis of BlueChip Wealth Advisors LLC's Holdings
Currently, BlueChip Wealth Advisors LLC holds 157 types of securities in its portfolio with a total value $237.9M. In the most recent quarter, they have increased their positions in N/A (+14.1K shares, valued at $926.8K), COWZ (+12.9K shares, valued at $777.6K), QGRO (+6.7K shares, valued at $765.2K); decreased their positions in AAPL (-2.9K shares, valued at $785.1K), JAAA (-14.2K shares, valued at $716.5K), AMZN (-2.4K shares, valued at $549.8K); initiated new positions in N/A (+14.1K shares, valued at $926.8K), CGCV (+19.3K shares, valued at $587.1K), N/A (+31.4K shares, valued at $470.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR20.5K shares-1.90%2025-12-312026-02-05
VUSB VANGUARD BD INDEX FDS238.3K shares2.63%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR407.2K shares3.67%2025-12-312026-02-05 IJH ISHARES TR132.6K shares-3.59%2025-12-312026-02-05 FVD FIRST TR EXCHANGE-TRADED FD183.1K shares-1.51%2025-12-312026-02-05 FDL FIRST TR EXCHANGE-TRADED FD174.5K shares-0.11%2025-12-312026-02-05 CGDV CAPITAL GROUP DIVIDEND VALUE168.6K shares2.31%2025-12-312026-02-05 CGGR CAPITAL GROUP GROWTH ETF157.6K shares5.88%2025-12-312026-02-05 IVV ISHARES TR10.2K shares-3.87%2025-12-312026-02-05 AFL AFLAC INC58.2K shares0.00%2025-12-312026-02-05 GLD SPDR GOLD TR15.2K shares-3.61%2025-12-312026-02-05 CGDG CAPITAL GROUP DIVIDEND GROWE159.1K shares10.71%2025-12-312026-02-05 RDVY FIRST TR EXCHANGE TRADED FD78.6K shares-1.56%2025-12-312026-02-05 DIVO AMPLIFY ETF TR108.5K shares-0.88%2025-12-312026-02-05 HD HOME DEPOT INC13.8K shares-5.82%2025-12-312026-02-05 TDIV FIRST TR EXCHANGE TRADED FD48.3K shares-0.38%2025-12-312026-02-05 AAPL APPLE INC17.1K shares-14.42%2025-12-312026-02-05 NVDA NVIDIA CORPORATION21.2K shares-4.30%2025-12-312026-02-05 SEIE SEI EXCHANGE TRADED FUNDS118.6K shares-0.95%2025-12-312026-02-05 DBND DOUBLELINE ETF TRUST72.4K shares17.46%2025-12-312026-02-05 VTES VANGUARD WELLINGTON FD30.4K shares15.04%2025-12-312026-02-05 TFC TRUIST FINL CORP51.2K shares1.84%2025-12-312026-02-05 FID FIRST TR EXCHANGE TRADED FD111.7K shares-0.35%2025-12-312026-02-05 IXUS ISHARES TR26.9K shares0.00%2025-12-312026-02-05 COWZ PACER FDS TR36.8K shares54.23%2025-12-312026-02-05 MSFT MICROSOFT CORP4.5K shares-11.62%2025-12-312026-02-05 KNG FIRST TR EXCHANGE-TRADED FD42.1K shares-14.06%2025-12-312026-02-05 EMLP FIRST TR EXCHANGE-TRADED FD51.6K shares-1.93%2025-12-312026-02-05 IWF ISHARES TR3.7K shares-2.00%2025-12-312026-02-05 SEIS SEI EXCHANGE TRADED FUNDS58.4K shares0.55%2025-12-312026-02-05 QGRO AMERICAN CENTY ETF TR13.4K shares98.73%2025-12-312026-02-05 SEEM SEI EXCHANGE TRADED FUNDS47.7K shares-2.37%2025-12-312026-02-05 SDVY FIRST TR EXCHANGE-TRADED FD35.9K shares-1.82%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS6.1K shares-7.67%2025-12-312026-02-05 MAGS LISTED FDS TR19.5K shares0.00%2025-12-312026-02-05 IJR ISHARES TR9.7K shares1.85%2025-12-312026-02-05 IBIT ISHARES BITCOIN TRUST ETF22.6K shares-1.03%2025-12-312026-02-05 IWD ISHARES TR5.1K shares-1.10%2025-12-312026-02-05 SO SOUTHERN CO12.4K shares5.19%2025-12-312026-02-05 AMZN AMAZON COM INC4.6K shares-33.92%2025-12-312026-02-05 KO COCA COLA CO15.0K shares-1.87%2025-12-312026-02-05 FDD FIRST TR EXCHANGE-TRADED FD58.7K shares-1.89%2025-12-312026-02-05 CALF PACER FDS TR22.3K shares47.21%2025-12-312026-02-05 CSCO CISCO SYS INC11.9K shares-6.45%2025-12-312026-02-05 NOBL PROSHARES TR8.3K shares-12.05%2025-12-312026-02-05 TOTL SSGA ACTIVE ETF TR20.5K shares164.11%2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR27.4K shares-1.42%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.6K shares-31.74%2025-12-312026-02-05 MINT PIMCO ETF TR8.0K shares122.16%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.4K shares-15.77%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP2.0K shares10.76%2025-12-312026-02-05 V VISA INC2.0K shares-27.21%2025-12-312026-02-05 MCD MCDONALDS CORP2.3K shares-6.03%2025-12-312026-02-05 JAAA JANUS DETROIT STR TR13.4K shares-51.44%2025-12-312026-02-05 VNLA JANUS DETROIT STR TR13.2K shares120.43%2025-12-312026-02-05 HYLS FIRST TR EXCHANGE-TRADED FD15.2K shares6.41%2025-12-312026-02-05 DGT SPDR SERIES TRUST3.6K shares-0.08%2025-12-312026-02-05 FIXD FIRST TR EXCHNG TRADED FD VI13.3K shares0.00%2025-12-312026-02-05 CGCV CAPITAL GROUP CONSERVATIVE E19.3K sharesnew addition2025-12-312026-02-05 SPYM SPDR SERIES TRUST7.2K shares29.95%2025-12-312026-02-05 FTGS FIRST TR EXCHANGE-TRADED FD16.2K shares0.00%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2025-12-312026-02-05 ABBV ABBVIE INC2.5K shares7.01%2025-12-312026-02-05 VOOV VANGUARD ADMIRAL FDS INC2.7K shares0.00%2025-12-312026-02-05 FTHY FIRST TR HIGH YIELD OPPRT 2038.9K shares11.62%2025-12-312026-02-05 META META PLATFORMS INC811 shares-34.23%2025-12-312026-02-05 FTA FIRST TR EXCHANGE-TRADED ALP6.1K shares20.07%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC2.8K shares2.26%2025-12-312026-02-05 RDVI FIRST TR EXCHANGE-TRADED FD19.7K shares2.02%2025-12-312026-02-05 QTEC FIRST TR EXCHANGE-TRADED FD2.2K shares15.56%2025-12-312026-02-05 IWP ISHARES TR3.7K shares0.00%2025-12-312026-02-05 EEM ISHARES TR9.3K shares106.23%2025-12-312026-02-05 QQQM INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON2.3K shares0.91%2025-12-312026-02-05 NEAR ISHARES U S ETF TR9.4K shares-36.53%2025-12-312026-02-05 FDT FIRST TR EXCH TRD ALPHDX FD6.0K shares0.00%2025-12-312026-02-05 WMT WALMART INC4.3K shares-2.41%2025-12-312026-02-05 FAAR FIRST TR EXCHANGE TRAD FD VI17.5K shares0.00%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.4K shares13.00%2025-12-312026-02-05 FTCB FIRST TR EXCHANGE-TRADED FD22.1K shares0.00%2025-12-312026-02-05 VV VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-05 FTHI FIRST TR EXCHANGE TRADED FD19.5K shares1.91%2025-12-312026-02-05 XOM EXXON MOBIL CORP3.8K shares0.00%2025-12-312026-02-05 IMCG ISHARES TR5.6K shares107.42%2025-12-312026-02-05 FCTR FIRST TR EXCHANGE-TRADED FD12.1K shares91.18%2025-12-312026-02-05 BAC BANK AMERICA CORP7.8K shares-2.29%2025-12-312026-02-05 FETH FIDELITY ETHEREUM FD14.5K shares-27.16%2025-12-312026-02-05 TSLA TESLA INC933 shares21.17%2025-12-312026-02-05 FTCS FIRST TR EXCHANGE-TRADED FD4.5K shares-28.45%2025-12-312026-02-05 BA BOEING CO1.9K shares0.00%2025-12-312026-02-05 IWR ISHARES TR4.2K shares0.00%2025-12-312026-02-05 MFLX FIRST TR EXCHNG TRADED FD VI23.9K shares0.00%2025-12-312026-02-05 SPDW SPDR INDEX SHS FDS9.1K sharesnew addition2025-12-312026-02-05 CION CION INVT CORP41.4K shares51.46%2025-12-312026-02-05 FMF FIRST TR EXCHANGE-TRADED FD8.2K shares0.00%2025-12-312026-02-05 SLV ISHARES SILVER TR5.9K shares0.00%2025-12-312026-02-05 XLG INVESCO EXCHANGE TRADED FD T6.4K shares-17.42%2025-12-312026-02-05 FIIG FIRST TR EXCHANGE-TRADED FD17.7K shares0.00%2025-12-312026-02-05 FGD FIRST TR EXCHANGE TRADED FD12.3K shares0.00%2025-12-312026-02-05 LGOV FIRST TR EXCHANGE-TRADED FD16.7K shares0.00%2025-12-312026-02-05 LMBS FIRST TR EXCHANGE-TRADED FD7.2K shares-16.01%2025-12-312026-02-05 COP CONOCOPHILLIPS3.8K shares-1.63%2025-12-312026-02-05 FTQI FIRST TR EXCHANGE TRADED FD16.9K shares2.47%2025-12-312026-02-05 JBHT HUNT J B TRANS SVCS INC1.7K shares11.97%2025-12-312026-02-05 PEP PEPSICO INC2.3K shares1.08%2025-12-312026-02-05 OVT LISTED FDS TR15.2K sharesnew addition2025-12-312026-02-05 CVX CHEVRON CORP NEW2.2K shares4.02%2025-12-312026-02-05 MATX MATSON INC2.6K shares1.59%2025-12-312026-02-05 IGM ISHARES TR2.4K shares0.00%2025-12-312026-02-05 O REALTY INCOME CORP5.4K shares18.12%2025-12-312026-02-05 JSML JANUS DETROIT STR TR4.1K sharesnew addition2025-12-312026-02-05 IWB ISHARES TR812 shares0.00%2025-12-312026-02-05 DVY ISHARES TR2.1K shares0.00%2025-12-312026-02-05 SYY SYSCO CORP4.0K shares0.00%2025-12-312026-02-05 ICOW PACER FDS TR7.6K sharesnew addition2025-12-312026-02-05 GLTR ABRDN PRECIOUS METALS BASKET1.4K sharesnew addition2025-12-312026-02-05 ABT ABBOTT LABS2.3K shares-3.28%2025-12-312026-02-05 CB CHUBB LIMITED921 shares0.00%2025-12-312026-02-05 ECOW PACER FDS TR11.7K sharesnew addition2025-12-312026-02-05 PECO PHILLIPS EDISON & CO INC7.9K shares0.00%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW322 shares-42.50%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.849 shares-16.76%2025-12-312026-02-05 IGSB ISHARES TR5.2K shares0.00%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS4.3K shares0.00%2025-12-312026-02-05 QINT AMERICAN CENTY ETF TR4.2K sharesnew addition2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR442 shares7.02%2025-12-312026-02-05 MAS MASCO CORP4.0K shares0.00%2025-12-312026-02-05 IGF ISHARES TR4.1K shares1.73%2025-12-312026-02-05 FEX FIRST TR EXCHANGE-TRADED ALP2.1K shares0.00%2025-12-312026-02-05 FJP FIRST TR EXCH TRD ALPHDX FD3.7K shares0.00%2025-12-312026-02-05 SPEM SPDR INDEX SHS FDS5.2K sharesnew addition2025-12-312026-02-05 COHERENT CORP COHERENT CORP1.3K shares-58.35%2025-12-312026-02-05 FEP FIRST TR EXCH TRD ALPHDX FD4.4K shares0.00%2025-12-312026-02-05 NUV NUVEEN MUN VALUE FD INC25.4K shares0.00%2025-12-312026-02-05 ISCG ISHARES TR4.3K sharesnew addition2025-12-312026-02-05 FSK FS KKR CAP CORP15.1K shares-68.09%2025-12-312026-02-05 T AT&T INC8.9K shares-0.82%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST5.5K shares-6.02%2025-12-312026-02-05 ICSH ISHARES TR4.2K shares-41.18%2025-12-312026-02-05 FTXO FIRST TR EXCHANGE TRADED FD5.6K sharesnew addition2025-12-312026-02-05 LOW LOWES COS INC850 shares0.00%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC712 sharesnew addition2025-12-312026-02-05 OBDC BLUE OWL CAPITAL CORPORATION15.4K shares42.45%2025-12-312026-02-05 VYX NCR VOYIX CORPORATION18.5K shares0.00%2025-12-312026-02-05 DEFT DEFI TECHNOLOGIES INC40.0K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available