Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024

Blue Chip Wealth Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 137 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 $9.21B, Schwab Strategic Tr Us Dividen with a value of $8.82B, Ishares Core S&P Mid Cap ETF with a value of $8.3B, First Tr Value Line Divid Inde with a value of $7.27B, and Pacer Fds Tr Us Cash Cows 100 with a value of $6.33B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $155B to 170B.

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 $170 Billion
ETFs: $129 Billion
Technology: $10.5 Billion
Financial Services: $7.28 Billion
Consumer Cyclical: $3.85 Billion
Industrials: $3.08 Billion
Consumer Defensive: $2.46 Billion
Communication Services: $2.31 Billion
Healthcare: $1.73 Billion
Other: $2.97 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$4.33 Billion 2.55% of portfolio
20,542
Q2 2024 Added 1.14%
$57.5B
$2.75 Billion 1.62% of portfolio
70,901
Q2 2024 Reduced 11.32%
$402B
$2.31 Billion 1.36% of portfolio
6,723
Q2 2024 Added 16.31%
$347B
$2.11 Billion 1.24% of portfolio
17,057
Q2 2024 Added 4,240.2%
$3.22T
$2.07 Billion 1.22% of portfolio
4,635
Q2 2024 Added 16.57%
$97.6B
$1.27 Billion 0.75% of portfolio
9,250
Q2 2024 New
-
$1.28 Billion 0.75% of portfolio
-
Q2 2024 Added 7.66%
$1.96T
$1.09 Billion 0.64% of portfolio
5,660
Q2 2024 Added 58.54%
$1.33T
$886 Million 0.52% of portfolio
1,757
Q2 2024 Added 28.53%
$0
$782 Million 0.46% of portfolio
39,658
Q2 2024 Added 66.96%
$474B
$760 Million 0.45% of portfolio
2,896
Q2 2024 Added 40.79%
$285B
$744 Million 0.44% of portfolio
11,690
Q2 2024 Added 2.77%
$389B
$752 Million 0.44% of portfolio
885
Q2 2024 Added 197.98%
$97.3B
$739 Million 0.44% of portfolio
9,524
Q2 2024 Added 1.35%
$1.07T
$689 Million 0.41% of portfolio
3,756
Q2 2024 Added 33.29%
$592B
$704 Million 0.41% of portfolio
1,730
Q2 2024 Reduced 1.31%
$228B
$616 Million 0.36% of portfolio
12,975
Q2 2024 Reduced 0.56%
$4.41B
$603 Million 0.36% of portfolio
18,442
Q2 2024 Added 66.11%
$487B
$575 Million 0.34% of portfolio
4,994
Q2 2024 Added 35.52%
-
$550 Million 0.32% of portfolio
-
Q2 2024 Reduced 7.17%
$28.6B
$534 Million 0.31% of portfolio
5,527
Q2 2024 Added 3.64%
$340B
$504 Million 0.3% of portfolio
12,666
Q2 2024 Added 0.01%
$122B
$501 Million 0.3% of portfolio
2,100
Q4 2023 New
$131B
$495 Million 0.29% of portfolio
4,326
Q2 2024 Reduced 0.23%
$1.02T
$452 Million 0.27% of portfolio
2,481
Q2 2024 New
$214B
$441 Million 0.26% of portfolio
1,731
Q2 2024 Added 3.59%
$659B
$425 Million 0.25% of portfolio
2,099
Q2 2024 Added 10.36%
$229B
$430 Million 0.25% of portfolio
2,606
Q2 2024 Added 0.08%
$5.27B
$426 Million 0.25% of portfolio
27,740
Q4 2023 New
$122B
$416 Million 0.24% of portfolio
1,186
Q2 2024 New
$805B
$379 Million 0.22% of portfolio
418
Q2 2024 New
$527B
$380 Million 0.22% of portfolio
746
Q2 2024 Reduced 6.05%
$266B
$365 Million 0.21% of portfolio
2,945
Q2 2024 Added 5.37%
$420B
$360 Million 0.21% of portfolio
2,460
Q2 2024 Added 0.86%
$0
$319 Million 0.19% of portfolio
36,945
Q1 2024 Added 45.2%
$670M
$298 Million 0.18% of portfolio
24,564
Q1 2024 Added 62.87%
$37.6B
$286 Million 0.17% of portfolio
4,000
Q4 2023 New
$290B
$281 Million 0.17% of portfolio
1,794
Q2 2024 Added 4.91%
$37.4B
$275 Million 0.16% of portfolio
5,208
Q2 2024 New
$175B
$280 Million 0.16% of portfolio
426
Q2 2024 New
$18.1B
$267 Million 0.16% of portfolio
4,000
Q4 2023 New
$335B
$279 Million 0.16% of portfolio
414
Q2 2024 New
$92B
$277 Million 0.16% of portfolio
1,520
Q1 2024 Reduced 6.86%
$394B
$249 Million 0.15% of portfolio
1,508
Q2 2024 New
$296B
$254 Million 0.15% of portfolio
986
Q2 2024 New
$226B
$241 Million 0.14% of portfolio
433
Q2 2024 Added 0.23%
$182B
$244 Million 0.14% of portfolio
548
Q2 2024 New
$56.3B
$232 Million 0.14% of portfolio
358
Q2 2024 Added 6.23%
$118B
$205 Million 0.12% of portfolio
802
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $170 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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