Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12B, Schwab Strategic Tr Us Dividen with a value of $10.4B, Ishares Core S&P Mid Cap ETF with a value of $9.19B, First Tr Value Line Divid Inde with a value of $7.91B, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.69B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $191B to 180B.

Blue Chip Wealth Advisors LLC is based out at Milton, GA

Below you can find more details about Blue Chip Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Billion
ETFs: $140 Billion
Technology: $9.2 Billion
Financial Services: $6.78 Billion
Consumer Cyclical: $3.87 Billion
Industrials: $2.06 Billion
Consumer Defensive: $1.68 Billion
Communication Services: $1.59 Billion
Energy: $1.09 Billion
Other: $2.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 6.63% of portfolio
20,407
Q4 2024 Added 7.49%
$0
$10.4 Billion 5.75% of portfolio
379,264
Q4 2024 Added 216.19%
$0
$9.19 Billion 5.1% of portfolio
147,489
Q4 2024 Added 1.27%
$0
$7.91 Billion 4.39% of portfolio
181,241
Q4 2024 Added 4.34%
$0
$6.69 Billion 3.71% of portfolio
118,428
Q4 2024 Reduced 9.66%
$0
$6.62 Billion 3.67% of portfolio
164,543
Q4 2024 Added 4.95%
$0
$6.51 Billion 3.61% of portfolio
11,065
Q4 2024 Added 0.54%
$0
$6.05 Billion 3.35% of portfolio
11,828
Q4 2024 Added 11.6%
$0
$5.22 Billion 2.89% of portfolio
29,761
Q4 2024 Reduced 6.85%
$0
$5.2 Billion 2.89% of portfolio
139,980
Q4 2024 Added 1.61%
$0
$4.76 Billion 2.64% of portfolio
80,471
Q4 2024 Added 1.44%
$3.88T
$4.41 Billion 2.45% of portfolio
17,616
Q4 2024 Reduced 16.72%
$93.3B
$4.42 Billion 2.45% of portfolio
18,274
Q4 2024 Reduced 1.72%
$0
$4.17 Billion 2.31% of portfolio
82,240
Q4 2024 Added 9.56%
$0
$3.5 Billion 1.94% of portfolio
86,394
Q4 2024 Added 5.04%
$0
$3.18 Billion 1.77% of portfolio
40,576
Q4 2024 Added 11.43%
$61.6B
$2.44 Billion 1.35% of portfolio
56,294
Q4 2024 Reduced 6.1%
$0
$2.27 Billion 1.26% of portfolio
45,196
Q4 2024 Reduced 13.29%
$422B
$2.22 Billion 1.23% of portfolio
5,708
Q4 2024 Reduced 13.82%
$0
$2.15 Billion 1.19% of portfolio
36,033
Q4 2024 Added 14.77%
$3.06T
$2.01 Billion 1.11% of portfolio
4,757
Q4 2024 Reduced 4.27%
$0
$1.92 Billion 1.06% of portfolio
21,845
Q4 2024 Reduced 10.79%
$0
$1.9 Billion 1.05% of portfolio
3,524
Q4 2024 Reduced 6.65%
$0
$1.81 Billion 1.0% of portfolio
50,663
Q4 2024 Added 4.33%
$0
$1.78 Billion 0.99% of portfolio
26,922
Q4 2024 Reduced 3.47%
$0
$1.53 Billion 0.85% of portfolio
3,800
Q4 2024 Added 1.14%
$337B
$1.46 Billion 0.81% of portfolio
10,860
Q4 2024 Reduced 35.86%
$0
$1.44 Billion 0.8% of portfolio
11,553
Q4 2024 Reduced 3.28%
$0
$1.41 Billion 0.78% of portfolio
86,434
Q4 2024 Added 25.13%
$0
$1.41 Billion 0.78% of portfolio
32,077
Q4 2024 Reduced 27.91%
$0
$1.32 Billion 0.73% of portfolio
27,197
Q4 2024 Reduced 19.52%
First Tr Exchng Traded Fd Vi
-
$1.3 Billion 0.72% of portfolio
-
Q3 2024 Added 69.53%
$0
$1.17 Billion 0.65% of portfolio
10,179
Q4 2024 Reduced 1.04%
$0
$1.13 Billion 0.62% of portfolio
11,856
Q4 2024 Added 18.6%
-
$1.12 Billion 0.62% of portfolio
-
Q4 2024 Reduced 10.73%
$0
$1.07 Billion 0.59% of portfolio
5,442
Q4 2024 Added 169.14%
$0
$992 Million 0.55% of portfolio
5,357
Q4 2024 Added 1.67%
$0
$985 Million 0.55% of portfolio
9,894
Q4 2024 Added 0.14%
$0
$936 Million 0.52% of portfolio
20,661
Q4 2024 New
$0
$919 Million 0.51% of portfolio
33,175
Q4 2024 Added 207.72%
$2.35T
$901 Million 0.5% of portfolio
4,109
Q4 2024 Reduced 38.26%
$0
$861 Million 0.48% of portfolio
39,658
Q2 2024 Added 66.96%
$0
$840 Million 0.47% of portfolio
20,313
Q4 2024 Added 3.78%
Vanguard Wellington Fd
-
$825 Million 0.46% of portfolio
-
Q4 2024 Added 79.37%
Ishares Bitcoin Trust ETF
-
$807 Million 0.45% of portfolio
-
Q4 2024 Added 119.33%
$0
$795 Million 0.44% of portfolio
54,903
Q4 2024 Added 12.11%
$94.5B
$795 Million 0.44% of portfolio
9,654
Q4 2024 Added 22.4%
$1.64T
$734 Million 0.41% of portfolio
1,254
Q4 2024 Reduced 28.87%
$262B
$748 Million 0.41% of portfolio
12,639
Q4 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $180 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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