BlueChip Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BlueChip Wealth Advisors LLC | Institutional Filer | ▼ 4.25% | $227.8M | 147 |
Current Portfolio Holdings
Showing all 147 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | — | 296K | $14.7M | 6.47% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 21K | $13.7M | 6.03% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 408K | $12.5M | 5.50% |
| 4 | IJH | ISHARES TR | — | 139K | $9.4M | 4.11% |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 170K | $8.6M | 3.78% |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 178K | $8.4M | 3.68% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 41K | $7.8M | 3.42% |
| 8 | IVV | ISHARES TR | — | 10K | $6.8M | 2.97% |
| 9 | AFL | Aflac Incorporated | Financial Services | 58K | $6.4M | 2.80% |
| 10 | QQQ | Invesco QQQ Trust | — | 10K | $5.8M | 2.56% |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | — | 144K | $5.8M | 2.54% |
| 12 | GLD | SPDR GOLD TR | — | 13K | $5.6M | 2.46% |
| 13 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 143K | $5.1M | 2.25% |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 75K | $5.1M | 2.25% |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 111K | $4.7M | 2.07% |
Showing 1 to 15 of 147 holdings