Free Trial

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

About Bluechip Wealth Advisors LLC

Investment Activity

  • Bluechip Wealth Advisors LLC has $180.29 million in total holdings as of December 31, 2024.
  • Bluechip Wealth Advisors LLC owns shares of 136 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 11.29% of the portfolio was purchased this quarter.
  • About 13.11% of the portfolio was sold this quarter.
  • This quarter, Bluechip Wealth Advisors LLC has purchased 152 new stocks and bought additional shares in 45 stocks.
  • Bluechip Wealth Advisors LLC sold shares of 52 stocks and completely divested from 28 stocks this quarter.

Largest New Holdings this Quarter

FIRST TR EXCHNG TRADED FD VI
$661,418 Holding
FIRST TR EXCHNG TRADED FD VI
$317,497 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
259,316 shares (about $7.08M)
DoubleLine Opportunistic Bond ETF
20,661 shares (about $935.69K)
SPDR S&P 500 ETF Trust
1,422 shares (about $833.43K)
Invesco S&P 500 Top 50 ETF
13,993 shares (about $699.09K)
Vanguard Dividend Appreciation ETF
3,420 shares (about $669.87K)

Largest Sales this Quarter

Apple
3,538 shares (about $886.05K)
SPDR Doubleline Total Return Tactical ETF
21,969 shares (about $865.35K)
NVIDIA
6,072 shares (about $815.41K)
Janus Henderson Short Duration Income ETF
14,952 shares (about $731.30K)

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
$11,960,413$833,425 7.5%20,4076.6%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,361,556$7,084,557 216.2%379,2645.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,190,211$115,463 1.3%147,4895.1%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,909,356$329,176 4.3%181,2414.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$6,688,894$714,876 -9.7%118,4283.7%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$6,624,501$312,699 5.0%164,5433.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,513,840$34,733 0.5%11,0653.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,047,534$628,375 11.6%11,8283.4%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,215,843$383,814 -6.9%29,7612.9%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$5,203,160$82,259 1.6%139,9802.9%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$4,759,054$67,420 1.4%80,4712.6%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,424,692$77,482 -1.7%18,2742.5%Finance
Apple Inc. stock logo
AAPL
Apple
$4,411,718$886,050 -16.7%17,6162.4%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$4,170,379$363,742 9.6%82,2402.3%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$3,497,327$167,754 5.0%86,3941.9%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$3,183,597$326,629 11.4%40,5761.8%Manufacturing
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$2,450,026$208,647 9.3%68,3411.4%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$2,442,050$158,642 -6.1%56,2941.4%Finance
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$2,269,293$347,805 -13.3%45,1961.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,220,594$355,964 -13.8%5,7081.2%Retail/Wholesale
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$2,153,677$277,211 14.8%36,0331.2%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$2,005,142$89,361 -4.3%4,7571.1%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$1,918,426$232,020 -10.8%21,8451.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,898,646$135,233 -6.6%3,5241.1%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$1,806,138$74,901 4.3%50,6631.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,780,621$63,957 -3.5%26,9221.0%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,525,906$17,267 1.1%3,8000.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,458,393$815,411 -35.9%10,8600.8%Computer and Technology
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,444,112$49,000 -3.3%11,5530.8%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$1,411,709$546,648 -27.9%32,0770.8%ETF
First Trust S&P International Dividend Aristocrats ETF stock logo
FID
First Trust S&P International Dividend Aristocrats ETF
$1,407,145$282,572 25.1%86,4340.8%Manufacturing
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,323,678$321,125 -19.5%27,1970.7%Manufacturing
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$1,303,0200.0%36,1950.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,172,825$12,329 -1.0%10,1790.7%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,126,442$176,624 18.6%11,8560.6%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$1,118,611$134,523 -10.7%22,4350.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,065,912$669,868 169.1%5,4420.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$991,769$16,292 1.7%5,3570.6%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$985,008$1,394 0.1%9,8940.5%ETF
DBND
DoubleLine Opportunistic Bond ETF
$935,687$935,687 New Holding20,6610.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$919,274$620,534 207.7%33,1750.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$901,475$558,568 -38.3%4,1090.5%Retail/Wholesale
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$861,3710.0%39,6580.5%Finance
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
$839,536$30,543 3.8%20,3130.5%Manufacturing
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$824,699$364,929 79.4%8,2260.5%ETF
ISHARES BITCOIN TRUST ETF
$807,268$439,204 119.3%15,2170.4%SHS BEN INT
First Trust High Yield Opportunities 2027 Term Fund stock logo
FTHY
First Trust High Yield Opportunities 2027 Term Fund
$794,996$85,881 12.1%54,9030.4%
The Southern Company stock logo
SO
Southern
$794,704$145,457 22.4%9,6540.4%Utilities
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$748,202$59 0.0%12,6390.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$743,833$4,986 0.7%1,6410.4%Finance
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$741,728$114,112 -13.3%16,6400.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$734,427$298,105 -28.9%1,2540.4%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$712,555$339,766 91.1%3,7330.4%ETF
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$711,646$314,399 -30.6%5,6950.4%Manufacturing
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$699,090$699,090 New Holding13,9930.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$666,955$243,322 57.4%13,3050.4%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$664,857$664,857 New Holding8,6300.4%Manufacturing
The Coca-Cola Company stock logo
KO
Coca-Cola
$661,909$16,124 -2.4%10,6320.4%Consumer Staples
FIRST TR EXCHNG TRADED FD VI
$661,418$661,418 New Holding18,9030.4%FT VEST U.S EQT
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$656,753$209,608 46.9%15,2840.4%Manufacturing
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$655,176$35,662 -5.2%17,4900.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$648,982$34,249 5.6%2,2170.4%Business Services
Visa Inc. stock logo
V
Visa
$638,809$237,263 -27.1%2,0220.4%Business Services
First Trust Stoxx European Select Dividend Index Fund stock logo
FDD
First Trust Stoxx European Select Dividend Index Fund
$631,879$115,493 -15.5%56,1340.4%ETF
Global Payments Inc. stock logo
GPN
Global Payments
$617,675$1,681 -0.3%5,5120.3%Business Services
FIRST TR EXCHNG TRADED FD VI
$607,5940.0%19,6760.3%VEST US EQUITY M
American Century STOXX U.S. Quality Growth ETF stock logo
QGRO
American Century STOXX U.S. Quality Growth ETF
$575,569$913,752 -61.4%5,7730.3%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$572,349$211,176 58.5%11,5350.3%ETF
First Trust Flexible Municipal High Income ETF stock logo
MFLX
First Trust Flexible Municipal High Income ETF
$551,7720.0%32,3810.3%ETF
QJUN
FT Vest Nasdaq-100 Buffer ETF - June
$540,7820.0%19,2930.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$533,456$39,080 7.9%2,2250.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$510,228$187,598 -26.9%2,6790.3%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$503,540$8,987 1.8%1,7370.3%Retail/Wholesale
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$502,0110.0%13,4010.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$490,0700.0%1,6910.3%ETF
DJUN
FT Vest U.S. Equity Deep Buffer ETF - June
$487,5090.0%11,2640.3%Manufacturing
FAAR
First Trust Alternative Absolute Return Strategy ETF
$481,803$257,161 -34.8%17,2010.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$472,0170.0%3,7240.3%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$453,009$28,462 6.7%4,5680.3%Energy
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$432,381$216,229 100.0%5,6550.2%Manufacturing
PepsiCo, Inc. stock logo
PEP
PepsiCo
$415,947$19,619 5.0%2,7350.2%Consumer Staples
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$414,606$67,845 19.6%1,7050.2%ETF
Bank of America Co. stock logo
BAC
Bank of America
$412,681$42,723 -9.4%9,3890.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$409,929$9,110 2.3%8100.2%Medical
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$403,007$44,447 -9.9%10,7900.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$397,5370.0%1,4740.2%ETF
CION Investment Co. stock logo
CION
CION Investment
$394,623$169,370 -30.0%34,6160.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$392,631$150,921 -27.8%3,6500.2%Energy
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$390,9610.0%4,4230.2%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$360,422$696,562 -65.9%3,5920.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$355,477$50,039 -12.3%2,4580.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$349,828$311,589 -47.1%1,8480.2%Computer and Technology
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$344,1590.0%14,1980.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$338,447$119,366 54.5%1,8600.2%Computer and Technology
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$334,204$36,348 -9.8%14,3620.2%ETF
FIRST TR EXCHNG TRADED FD VI
$317,497$317,497 New Holding9,0610.2%FT VEST U.S EQT
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$313,879$23,863 -7.1%3,4330.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$307,4830.0%2,3420.2%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$306,098$865,354 -73.9%7,7710.2%ETF
Sysco Co. stock logo
SYY
Sysco
$305,8400.0%4,0000.2%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data