BlueChip Wealth Advisors LLC - Portfolio Stock Holdings
Report Period:
Dec. 31, 2023No. of Stocks:
115Est Stock Holding Value:
$135,691,010Top Stock Holdings By Sector
Portfolio Stock Holdings - BlueChip Wealth Advisors LLC
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
---|---|---|---|---|---|---|
RSP | 53,541 | $8,448,770 | 6.23% | - | - | - |
SPY | 17,678 | $8,402,530 | 6.19% | - | - | - |
SCHD | 110,229 | $8,391,734 | 6.18% | - | - | - |
FVD | 191,567 | $7,769,958 | 5.73% | - | - | - |
IVV | 10,325 | $4,931,530 | 3.63% | - | - | - |
AAPL | 23,807 | $4,583,562 | 3.38% | - | - | - |
QQQ | 10,707 | $4,384,731 | 3.23% | - | - | - |
FDL | 109,614 | $3,932,950 | 2.90% | - | - | - |
TFC | 105,057 | $3,878,704 | 2.86% | - | - | - |
RDVY | 72,596 | $3,751,035 | 2.76% | - | - | - |
IJJ | 26,551 | $3,027,876 | 2.23% | - | - | - |
GLD | 15,778 | $3,016,280 | 2.22% | - | - | - |
FTCS | 35,175 | $2,815,407 | 2.07% | - | - | - |
FTSM | 36,022 | $2,149,073 | 1.58% | - | - | - |
LMBS | 41,668 | $2,013,398 | 1.48% | - | - | - |
IXUS | 29,297 | $1,902,254 | 1.40% | - | - | - |
HD | 5,378 | $1,863,746 | 1.37% | - | - | - |
SDVY | 54,140 | $1,774,168 | 1.31% | - | - | - |
IJH | 31,313 | $1,730,106 | 1.28% | - | - | - |
MSFT | 4,477 | $1,683,531 | 1.24% | - | - | - |
SH | 126,630 | $1,644,924 | 1.21% | - | - | - |
TDIV | 25,216 | $1,616,093 | 1.19% | - | - | - |
UPS | 9,250 | $1,454,378 | 1.07% | - | - | - |
QQEW | 11,886 | $1,396,011 | 1.03% | - | - | - |
HYLS | 31,947 | $1,328,037 | 0.98% | - | - | - |
NOBL | 13,604 | $1,295,101 | 0.95% | - | - | - |
COWZ | 24,778 | $1,288,208 | 0.95% | - | - | - |
TOTL | 30,127 | $1,212,612 | 0.89% | - | - | - |
QGRO | 15,927 | $1,211,726 | 0.89% | - | - | - |
IJR | 11,050 | $1,196,163 | 0.88% | - | - | - |
EMLP | 42,925 | $1,188,593 | 0.88% | - | - | - |
VNLA | 23,537 | $1,137,308 | 0.84% | - | - | - |
MINT | 10,541 | $1,051,886 | 0.78% | - | - | - |
IWF | 3,465 | $1,050,484 | 0.77% | - | - | - |
DIVO | 28,614 | $1,045,842 | 0.77% | - | - | - |
VOO | 2,364 | $1,032,595 | 0.76% | - | - | - |
KNG | 19,749 | $1,020,628 | 0.75% | - | - | - |
FTHY | 72,500 | $1,009,925 | 0.74% | - | - | - |
TBIL | 18,552 | $925,003 | 0.68% | - | - | - |
FDD | 76,217 | $919,985 | 0.68% | - | - | - |
SCHM | 11,244 | $846,898 | 0.62% | - | - | - |
AMZN | 5,570 | $846,306 | 0.62% | - | - | - |
KO | 14,075 | $829,440 | 0.61% | - | - | - |
IWD | 4,828 | $797,827 | 0.59% | - | - | - |
SO | 10,871 | $762,275 | 0.56% | - | - | - |
FDEC | 19,200 | $748,608 | 0.55% | - | - | - |
FGD | 32,443 | $722,181 | 0.53% | - | - | - |
BAC | 21,273 | $716,262 | 0.53% | - | - | - |
FAAR | 26,057 | $712,659 | 0.53% | - | - | - |
V | 2,704 | $703,986 | 0.52% | - | - | - |
FSK | 33,753 | $674,047 | 0.50% | - | - | - |
CSCO | 13,047 | $659,134 | 0.49% | - | - | - |
IGSB | 12,740 | $653,244 | 0.48% | - | - | - |
BRKB | 1,753 | $625,225 | 0.46% | - | - | - |
META | 1,744 | $617,306 | 0.45% | - | - | - |
MFLX | 34,251 | $584,322 | 0.43% | - | - | - |
UNH | 1,057 | $556,479 | 0.41% | - | - | - |
GOOG | 3,796 | $534,970 | 0.39% | - | - | - |
COST | 794 | $524,104 | 0.39% | - | - | - |
ADBE | 857 | $511,286 | 0.38% | - | - | - |
COP | 4,336 | $503,280 | 0.37% | - | - | - |
MCD | 1,671 | $495,468 | 0.37% | - | - | - |
ADP | 2,100 | $489,237 | 0.36% | - | - | - |
EEM | 11,985 | $481,917 | 0.36% | - | - | - |
OVT | 21,831 | $473,951 | 0.35% | - | - | - |
SPLV | 7,199 | $451,089 | 0.33% | - | - | - |
PEP | 2,522 | $428,336 | 0.32% | - | - | - |
BA | 1,632 | $425,397 | 0.31% | - | - | - |
TFLO | 8,309 | $419,355 | 0.31% | - | - | - |
FCTR | 14,969 | $415,989 | 0.31% | - | - | - |
NVDA | 833 | $412,518 | 0.30% | - | - | - |
OBDC | 27,740 | $409,442 | 0.30% | - | - | - |
PECO | 11,102 | $405,001 | 0.30% | - | - | - |
IMCG | 6,172 | $397,785 | 0.29% | - | - | - |
CALF | 8,248 | $396,151 | 0.29% | - | - | - |
VTI | 1,656 | $392,836 | 0.29% | - | - | - |
IWP | 3,544 | $370,206 | 0.27% | - | - | - |
XOM | 3,685 | $368,426 | 0.27% | - | - | - |
JNJ | 2,250 | $352,665 | 0.26% | - | - | - |
IWR | 4,423 | $343,800 | 0.25% | - | - | - |
GOOGL | 2,441 | $340,983 | 0.25% | - | - | - |
IVE | 1,917 | $333,347 | 0.25% | - | - | - |
LLY | 566 | $329,933 | 0.24% | - | - | - |
JPM | 1,901 | $323,360 | 0.24% | - | - | - |
VV | 1,474 | $321,553 | 0.24% | - | - | - |
BIL | 3,433 | $313,742 | 0.23% | - | - | - |
MRK | 2,795 | $304,711 | 0.22% | - | - | - |
FTHI | 13,747 | $293,636 | 0.22% | - | - | - |
SYY | 4,000 | $292,520 | 0.22% | - | - | - |
ECOW | 14,385 | $290,145 | 0.21% | - | - | - |
ICOW | 9,243 | $288,751 | 0.21% | - | - | - |
TSLA | 1,162 | $288,734 | 0.21% | - | - | - |
JSML | 4,885 | $288,215 | 0.21% | - | - | - |
FTA | 4,021 | $284,848 | 0.21% | - | - | - |
QINT | 5,813 | $270,014 | 0.20% | - | - | - |
MAS | 4,000 | $267,920 | 0.20% | - | - | - |
EZM | 4,644 | $266,519 | 0.20% | - | - | - |
INTU | 426 | $266,263 | 0.20% | - | - | - |
IJK | 3,351 | $265,466 | 0.20% | - | - | - |
INDA | 5,381 | $262,647 | 0.19% | - | - | - |
FDN | 1,355 | $252,775 | 0.19% | - | - | - |
FEX | 2,752 | $248,132 | 0.18% | - | - | - |
ARKK | 4,557 | $238,650 | 0.18% | - | - | - |
UVXY | 28,247 | $238,405 | 0.18% | - | - | - |
FTC | 2,059 | $225,584 | 0.17% | - | - | - |
NUV | 25,445 | $218,827 | 0.16% | - | - | - |
IAU | 5,602 | $218,646 | 0.16% | - | - | - |
ANET | 923 | $217,376 | 0.16% | - | - | - |
DFAC | 7,391 | $216,039 | 0.16% | - | - | - |
XLE | 2,570 | $215,469 | 0.16% | - | - | - |
IWB | 812 | $212,955 | 0.16% | - | - | - |
PAMC | 5,457 | $202,638 | 0.15% | - | - | - |
IDXX | 365 | $202,593 | 0.15% | - | - | - |
PSQ | 19,281 | $182,784 | 0.13% | - | - | - |
CION | 15,082 | $170,577 | 0.13% | - | - | - |