BlueChip Wealth Advisors LLC
CIK: 0002015578SEC EDGAR →
Portfolio Value
$237.9M
Holdings
157
As of
Q4 2025
New Positions
157
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 20,534 | $14.0M | 5.88% |
| 2 | VANGUARD BD INDEX FDS | 238,265 | $11.9M | 4.99% |
| 3 | SCHWAB STRATEGIC TR | 407,222 | $11.2M | 4.69% |
| 4 | ISHARES TR | 132,551 | $8.7M | 3.68% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 183,148 | $8.4M | 3.55% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 174,524 | $7.7M | 3.25% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | 168,643 | $7.4M | 3.09% |
| 8 | CAPITAL GROUP GROWTH ETF | 157,557 | $7.0M | 2.94% |
| 9 | ISHARES TR | 10,202 | $7.0M | 2.94% |
| 10 | AFLAC INC | 58,158 | $6.4M | 2.70% |
Quarterly Changes
New Positions (157)
$14.0M · 21K shares
$11.9M · 238K shares
$11.2M · 407K shares
$8.7M · 133K shares
$8.4M · 183K shares
$7.7M · 175K shares
$7.4M · 169K shares
$7.0M · 158K shares
$7.0M · 10K shares
$6.4M · 58K shares
$6.3M · 10K shares
$6.0M · 15K shares
$5.7M · 159K shares
$5.5M · 79K shares
$5.0M · 26K shares
$4.8M · 109K shares
$4.8M · 14K shares
$4.7M · 48K shares
$4.7M · 17K shares
$3.9M · 21K shares
$3.9M · 6K shares
$3.9M · 119K shares
$3.4M · 72K shares
$3.1M · 30K shares
$2.5M · 51K shares
$2.3M · 112K shares
$2.3M · 27K shares
$2.2M · 37K shares
$2.2M · 4K shares
$2.1M · 42K shares
$2.0M · 52K shares
$1.7M · 4K shares
$1.6M · 58K shares
$1.5M · 13K shares
$1.5M · 48K shares
$1.4M · 36K shares
$1.3M · 6K shares
$1.3M · 19K shares
$1.2M · 10K shares
$1.1M · 23K shares
$1.1M · 5K shares
$1.1M · 2K shares
$1.1M · 12K shares
$1.1M · 9K shares
$1.1M · 5K shares
$1.0M · 15K shares
$1.0M · 59K shares
$990K · 22K shares
$926K · 14K shares
$915K · 12K shares
$859K · 8K shares
$826K · 21K shares
$824K · 27K shares
$806K · 3K shares
$801K · 8K shares
$754K · 1 shares
$744K · 2K shares
$719K · 2K shares
$714K · 2K shares
$700K · 2K shares
$676K · 13K shares
$651K · 13K shares
$637K · 15K shares
$602K · 4K shares
$589K · 13K shares
$587K · 19K shares
$579K · 7K shares
$572K · 16K shares
$570K · 2K shares
$565K · 2K shares
$547K · 3K shares
$546K · 39K shares
$535K · 811 shares
$524K · 6K shares
$517K · 3K shares
$517K · 20K shares
$514K · 2K shares
$509K · 4K shares
$508K · 9K shares
$505K · 2K shares
$482K · 2K shares
$478K · 9K shares
$477K · 6K shares
$474K · 17K shares
$474K · 4K shares
$470K · 31K shares
$469K · 1K shares
$468K · 22K shares
$464K · 1K shares
$461K · 20K shares
$451K · 4K shares
$444K · 6K shares
$431K · 12K shares
$431K · 8K shares
$429K · 15K shares
$419K · 933 shares
$412K · 4K shares
$411K · 2K shares
$406K · 4K shares
$405K · 24K shares
$402K · 9K shares
$400K · 41K shares
$399K · 5K shares
$383K · 8K shares
$383K · 6K shares
$377K · 6K shares
$376K · 18K shares
$371K · 12K shares
$364K · 17K shares
$359K · 7K shares
$355K · 4K shares
$351K · 17K shares
$336K · 2K shares
$335K · 2K shares
$333K · 15K shares
$331K · 2K shares
$316K · 3K shares
$308K · 2K shares
$306K · 5K shares
$303K · 812 shares
$303K · 4K shares
$295K · 2K shares
$294K · 4K shares
$292K · 8K shares
$290K · 1K shares
$287K · 2K shares
$287K · 921 shares
$285K · 12K shares
$282K · 8K shares
$278K · 2K shares
$277K · 322 shares
$273K · 849 shares
$273K · 5K shares
$271K · 4K shares
$269K · 4K shares
$266K · 442 shares
$263K · 3K shares
$255K · 6K shares
$253K · 4K shares
$252K · 4K shares
$250K · 2K shares
$249K · 4K shares
$242K · 5K shares
$237K · 1K shares
$236K · 4K shares
$230K · 25K shares
$228K · 4K shares
$223K · 15K shares
$221K · 9K shares
$216K · 5K shares
$213K · 4K shares
$210K · 6K shares
$204K · 850 shares
$203K · 712 shares
$191K · 15K shares
$188K · 18K shares
$30K · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $180.5M | 75.9% |
| Unknown | 10 | $22.9M | 9.6% |
| Technology | 15 | $15.3M | 6.4% |
| Consumer Cyclical | 5 | $7.1M | 3.0% |
| Communication Services | 5 | $2.6M | 1.1% |
| Consumer Defensive | 5 | $2.4M | 1.0% |
| Industrials | 5 | $1.9M | 0.8% |
| Utilities | 2 | $1.8M | 0.8% |
| Healthcare | 4 | $1.6M | 0.7% |
| Energy | 3 | $1.1M | 0.5% |
| Real Estate | 2 | $588K | 0.2% |