|
Size ($ in 1000's)
At 12/31/2023: $142,645 At 09/30/2023: $0
BlueChip Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueChip Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the BlueChip Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by BlueChip Wealth Advisors LLC.
In the BlueChip Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BlueChip Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the BlueChip Wealth Advisors LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IJH) |
31,313 |
+31,313 |
$8,678 | IJH | 31,313 | +31,313 | $8,678 | INVESCO EXCHANGE TRADED FD T (RSP) |
53,541 |
+53,541 |
$8,449 | RSP | 53,541 | +53,541 | $8,449 | SPDR S&P 500 ETF TR (SPY) |
17,678 |
+17,678 |
$8,405 | SPY | 17,678 | +17,678 | $8,405 | SCHWAB STRATEGIC TR |
110,229 |
+110,229 |
$8,392 | SCHD | 110,229 | +110,229 | $8,392 | FIRST TR VALUE LINE DIVID IN (FVD) |
191,567 |
+191,567 |
$7,770 | FVD | 191,567 | +191,567 | $7,770 | ISHARES TR (IVV) |
10,325 |
+10,325 |
$4,932 | IVV | 10,325 | +10,325 | $4,932 | APPLE INC |
23,807 |
+23,807 |
$4,584 | AAPL | 23,807 | +23,807 | $4,584 | INVESCO QQQ TR |
10,707 |
+10,707 |
$4,387 | QQQ | 10,707 | +10,707 | $4,387 | FIRST TR MORNINGSTAR DIVID L (FDL) |
109,614 |
+109,614 |
$3,933 | FDL | 109,614 | +109,614 | $3,933 | TRUIST FINL CORP |
105,057 |
+105,057 |
$3,879 | TFC | 105,057 | +105,057 | $3,879 | FIRST TR EXCHANGE TRADED FD (RDVY) |
72,596 |
+72,596 |
$3,751 | RDVY | 72,596 | +72,596 | $3,751 | ISHARES TR (IJJ) |
26,551 |
+26,551 |
$3,028 | IJJ | 26,551 | +26,551 | $3,028 | SPDR GOLD TR (GLD) |
15,778 |
+15,778 |
$3,016 | GLD | 15,778 | +15,778 | $3,016 | FIRST TR EXCHANGE TRADED FD (FTCS) |
35,175 |
+35,175 |
$2,815 | FTCS | 35,175 | +35,175 | $2,815 | FIRST TR EXCHANGE TRADED FD (FTSM) |
36,022 |
+36,022 |
$2,149 | FTSM | 36,022 | +36,022 | $2,149 | FIRST TR EXCHANGE TRADED FD (LMBS) |
41,668 |
+41,668 |
$2,013 | LMBS | 41,668 | +41,668 | $2,013 | ISHARES TR (IXUS) |
29,297 |
+29,297 |
$1,902 | IXUS | 29,297 | +29,297 | $1,902 | HOME DEPOT INC |
5,378 |
+5,378 |
$1,864 | HD | 5,378 | +5,378 | $1,864 | FIRST TR EXCHANGE TRADED FD (SDVY) |
54,140 |
+54,140 |
$1,774 | SDVY | 54,140 | +54,140 | $1,774 | MICROSOFT CORP |
4,477 |
+4,477 |
$1,684 | MSFT | 4,477 | +4,477 | $1,684 | PROSHARES TR (SH) |
126,630 |
+126,630 |
$1,645 | SH | 126,630 | +126,630 | $1,645 | FIRST TR EXCHANGE TRADED FD (TDIV) |
25,216 |
+25,216 |
$1,616 | TDIV | 25,216 | +25,216 | $1,616 | UNITED PARCEL SERVICE INC |
9,250 |
+9,250 |
$1,454 | UPS | 9,250 | +9,250 | $1,454 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
11,886 |
+11,886 |
$1,396 | QQEW | 11,886 | +11,886 | $1,396 | FIRST TR EXCHANGE TRADED FD (HYLS) |
31,947 |
+31,947 |
$1,328 | HYLS | 31,947 | +31,947 | $1,328 | PROSHARES TR (NOBL) |
13,604 |
+13,604 |
$1,295 | NOBL | 13,604 | +13,604 | $1,295 | PACER FDS TR |
24,778 |
+24,778 |
$1,288 | COWZ | 24,778 | +24,778 | $1,288 | SSGA ACTIVE ETF TR (TOTL) |
30,127 |
+30,127 |
$1,213 | TOTL | 30,127 | +30,127 | $1,213 | AMERICAN CENTY ETF TR (QGRO) |
15,927 |
+15,927 |
$1,212 | QGRO | 15,927 | +15,927 | $1,212 | ISHARES TR (IJR) |
11,050 |
+11,050 |
$1,196 | IJR | 11,050 | +11,050 | $1,196 | FIRST TR EXCHANGE TRADED FD (EMLP) |
42,925 |
+42,925 |
$1,189 | EMLP | 42,925 | +42,925 | $1,189 | JANUS DETROIT STR TR |
23,537 |
+23,537 |
$1,137 | VNLA | 23,537 | +23,537 | $1,137 | PIMCO ETF TR (MINT) |
10,541 |
+10,541 |
$1,052 | MINT | 10,541 | +10,541 | $1,052 | ISHARES TR (IWF) |
3,465 |
+3,465 |
$1,051 | IWF | 3,465 | +3,465 | $1,051 | AMPLIFY ETF TR (DIVO) |
28,614 |
+28,614 |
$1,046 | DIVO | 28,614 | +28,614 | $1,046 | VANGUARD INDEX FDS (VOO) |
2,364 |
+2,364 |
$1,032 | VOO | 2,364 | +2,364 | $1,032 | FIRST TR EXCHANGE TRADED FD (KNG) |
19,749 |
+19,749 |
$1,021 | KNG | 19,749 | +19,749 | $1,021 | FIRST TR HIGH YIELD OPPRT 20 (FTHY) |
72,500 |
+72,500 |
$1,010 | FTHY | 72,500 | +72,500 | $1,010 | RBB FD INC |
18,552 |
+18,552 |
$925 | TBIL | 18,552 | +18,552 | $925 | FIRST TR STOXX EUROPEAN SELE (FDD) |
76,217 |
+76,217 |
$920 | FDD | 76,217 | +76,217 | $920 | SCHWAB STRATEGIC TR |
11,244 |
+11,244 |
$847 | SCHM | 11,244 | +11,244 | $847 | AMAZON COM INC |
5,570 |
+5,570 |
$846 | AMZN | 5,570 | +5,570 | $846 | COCA COLA CO |
14,075 |
+14,075 |
$829 | KO | 14,075 | +14,075 | $829 | ISHARES TR (IWD) |
4,828 |
+4,828 |
$798 | IWD | 4,828 | +4,828 | $798 | SOUTHERN CO |
10,871 |
+10,871 |
$762 | SO | 10,871 | +10,871 | $762 | FIRST TR EXCHNG TRADED FD VI (FDEC) |
19,200 |
+19,200 |
$749 | FDEC | 19,200 | +19,200 | $749 | FIRST TR EXCHANGE TRADED FD (FGD) |
32,443 |
+32,443 |
$722 | FGD | 32,443 | +32,443 | $722 | BANK AMERICA CORP |
21,273 |
+21,273 |
$716 | BAC | 21,273 | +21,273 | $716 | FIRST TR EXCHANGE TRAD FD VI (FAAR) |
26,057 |
+26,057 |
$713 | FAAR | 26,057 | +26,057 | $713 | VISA INC |
2,704 |
+2,704 |
$704 | V | 2,704 | +2,704 | $704 |
See Full List: All Stocks Held By BlueChip Wealth Advisors LLC
— Including: Biggest new positions Biggest exits
See Details: Top 10 Stocks Held By BlueChip Wealth Advisors LLC
|
|