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Bluechip Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Bluechip Wealth Advisors LLC

Investment Activity

  • Bluechip Wealth Advisors LLC has $224.61 million in total holdings as of June 30, 2025.
  • Bluechip Wealth Advisors LLC owns shares of 168 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 9.36% of the portfolio was purchased this quarter.
  • About 5.11% of the portfolio was sold this quarter.
  • This quarter, Bluechip Wealth Advisors LLC has purchased 152 new stocks and bought additional shares in 48 stocks.
  • Bluechip Wealth Advisors LLC sold shares of 48 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

53656G498 - Roundhill Magnificent Seven ETF
$1,155,607 Holding
21037T109 - Constellation Energy
$621,958 Holding
78464A706 - SPDR Global Dow ETF
$546,210 Holding
921932703 - Vanguard S&P 500 Value ETF
$507,630 Holding
33740F755 - FT Vest Laddered Buffer ETF
$406,849 Holding

Largest Purchases this Quarter

Vanguard Ultra-Short Bond ETF
80,491 shares (about $4.01M)
Vanguard S&P 500 ETF
3,428 shares (about $1.95M)
Capital Group Dividend Value ETF
39,747 shares (about $1.57M)
Vanguard Short-Term Tax-Exempt Bond ETF
14,983 shares (about $1.51M)
Roundhill Magnificent Seven ETF
20,833 shares (about $1.16M)

Largest Sales this Quarter

Pacer US Cash Cows 100 ETF
69,629 shares (about $3.84M)
Janus Henderson AAA CLO ETF
20,228 shares (about $1.03M)
SPDR Gold Shares
2,188 shares (about $666.97K)
Invesco S&P 500 Top 50 ETF
11,609 shares (about $604.82K)
DoubleLine Opportunistic Bond ETF
10,197 shares (about $471.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBluechip Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,481,956$195,880 1.6%20,2005.6%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$10,426,779$4,013,725 62.6%209,0984.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,064,824$64,051 0.6%379,8044.5%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$8,961,770$181,750 -2.0%200,4874.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,404,106$212,918 -2.5%135,5043.7%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$7,797,286$89,602 1.2%186,2263.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,701,069$284,359 -4.1%10,7933.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,611,736$151,207 -2.2%11,9812.9%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$6,071,851$1,569,616 34.9%153,7562.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$5,921,263$49,513 0.8%145,6622.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$5,399,720$54,647 -1.0%86,0652.4%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,956,939$427,664 9.4%27,2732.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,944,036$666,968 -11.9%16,2192.2%Finance
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$4,511,098$188,205 4.4%106,0152.0%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$4,455,842$103,155 2.4%49,4162.0%Manufacturing
CAPITAL GROUP DIVIDEND GROWE
$4,439,976$373,193 9.2%132,0242.0%SHS ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,955,634$1,947,144 96.9%6,9641.8%ETF
Apple Inc. stock logo
AAPL
Apple
$3,835,882$282,711 8.0%18,6971.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,247,618$949,355 41.3%20,5561.4%Computer and Technology
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$2,856,502$1,512,224 112.5%28,3021.3%ETF
DBND
DoubleLine Opportunistic Bond ETF
$2,720,613$471,516 -14.8%58,8361.2%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$2,558,212$33,486 1.3%52,1021.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$2,459,199$3,836,606 -60.9%44,6311.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,455,739$48,249 2.0%4,9371.1%Computer and Technology
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$2,400,198$3,069 0.1%68,0331.1%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,243,923$36,069 -1.6%52,1961.0%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$2,125,922$25,445 -1.2%35,5090.9%Manufacturing
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,081,3390.0%26,9220.9%Manufacturing
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$1,998,382$7,464 -0.4%53,2760.9%ETF
First Trust S&P International Dividend Aristocrats ETF stock logo
FID
First Trust S&P International Dividend Aristocrats ETF
$1,917,004$63,176 -3.2%99,7400.9%Manufacturing
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$1,818,803$121,338 -6.3%20,0110.8%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,740,846$1,026,553 -37.1%34,3030.8%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,731,073$96,052 5.9%15,3910.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,702,382$307,991 -15.3%4,6430.8%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,613,3000.0%3,8000.7%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,475,143$44,679 -2.9%29,9460.7%Manufacturing
American Century U.S. Quality Growth ETF stock logo
QGRO
American Century U.S. Quality Growth ETF
$1,473,232$198,053 15.5%13,5010.7%ETF
ISHARES BITCOIN TRUST ETF
$1,344,480$69,351 5.4%21,9650.6%SHS BEN INT
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$1,295,095$65,838 -4.8%34,4440.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,252,823$168,830 15.6%6,1220.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,187,781$168,492 16.5%5,4140.5%Retail/Wholesale
BIGT
Roundhill Magnificent Seven ETF
$1,155,607$1,155,607 New Holding20,8330.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,105,141$7,322 -0.7%10,1120.5%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$1,099,1430.0%21,9850.5%ETF
Southern Company (The) stock logo
SO
Southern
$1,067,420$169,424 18.9%11,6240.5%Utilities
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,052,354$73,060 7.5%1,4260.5%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,040,5190.0%5,3570.5%ETF
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$1,037,687$214,783 26.1%50,0090.5%Finance
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$994,827$604,815 -37.8%19,0950.4%ETF
First Trust STOXX European Select Dividend Index Fund stock logo
FDD
First Trust STOXX European Select Dividend Index Fund
$985,796$52,758 -5.1%63,4360.4%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$945,059$24,772 -2.6%9,3850.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$943,366$2,915 0.3%1,9420.4%Finance
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$933,330$156,799 20.2%20,0000.4%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$893,608$91,296 11.4%22,4440.4%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$833,5380.0%8,2910.4%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$823,218$14,039 -1.7%20,5240.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$785,590$5,722 -0.7%28,0070.3%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$776,463$51,151 -6.2%15,1950.3%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$762,305$34,440 4.7%15,4940.3%ETF
Visa Inc. stock logo
V
Visa
$735,328$7,815 1.1%2,0700.3%Business Services
First Trust High Yield Opportunities 2027 Term Fund stock logo
FTHY
First Trust High Yield Opportunities 2027 Term Fund
$730,547$44,550 -5.7%49,1950.3%
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$700,871$15,942 2.3%2,4180.3%Finance
FAAR
First Trust Alternative Absolute Return Strategy ETF
$695,2510.0%25,0540.3%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$691,840$271,137 64.4%17,7440.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$683,7230.0%2,2170.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$674,117$2,431 -0.4%2,2180.3%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$643,993$84,082 -11.5%4,7180.3%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$642,768$119,222 22.8%3,6230.3%Computer and Technology
FIRST TR EXCHNG TRADED FD VI
$638,216$52,825 -7.6%17,4580.3%FT VEST U.S EQT
FIRST TR EXCHNG TRADED FD VI
$631,9970.0%19,6760.3%VEST US EQUITY M
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$621,958$621,958 New Holding1,9270.3%Energy
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$609,422$187,601 -23.5%14,5760.3%Manufacturing
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$577,8110.0%13,1650.3%Manufacturing
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$567,766$89,540 -13.6%6,9750.3%Manufacturing
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$553,6040.0%16,1920.2%ETF
SPDR Global Dow ETF stock logo
DGT
SPDR Global Dow ETF
$546,210$546,210 New Holding3,6260.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$545,057$204,582 -27.3%7,7050.2%Consumer Staples
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$521,9680.0%13,4010.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$516,4440.0%3,7240.2%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$507,630$507,630 New Holding2,6900.2%ETF
CION Investment Corporation stock logo
CION
CION Investment
$506,984$15,408 3.1%52,9760.2%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$500,2680.0%9,4820.2%Manufacturing
McDonald's Corporation stock logo
MCD
McDonald's
$488,2170.0%1,6710.2%Retail/Wholesale
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$477,4960.0%19,3240.2%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$456,430$12,035 2.7%5,6890.2%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$454,2000.0%2,0000.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$448,682$1,688 -0.4%9,3010.2%Finance
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$441,3510.0%5,6130.2%Manufacturing
Global Payments Inc. stock logo
GPN
Global Payments
$441,1810.0%5,5120.2%Business Services
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$438,2640.0%19,1800.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$432,050$63,415 17.2%1,5670.2%Computer and Technology
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$430,799$181,876 -29.7%12,2980.2%Finance
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$427,1500.0%2,0070.2%Manufacturing
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$420,5330.0%1,4740.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$417,671$19,441 4.9%2,0410.2%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$416,596$19,592 4.9%8,8030.2%Finance
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$411,8060.0%1,5290.2%ETF
FCTR
First Trust Lunt U.S. Factor Rotation ETF
$411,1700.0%12,0960.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$408,239$14,769 3.8%3,7870.2%Energy

Showing largest 100 holdings. View all holdings.
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