BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- Latest filing
- Jul 30, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Mar 15, 2024. Long positions only.
- Positions
- 115
- No filing for Q3 2023
- Portfolio value
- $142.6M
- No filing for Q3 2023
BlueChip Wealth Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 31,313 | $8.68M | 6.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 53,541 | $8.45M | 5.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,678 | $8.40M | 5.9% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 110,229 | $8.39M | 5.9% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 191,567 | $7.77M | 5.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,325 | $4.93M | 3.5% | – | – | – |
| AAPLApple Inc. | Stock | 23,807 | $4.58M | 3.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,707 | $4.39M | 3.1% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 109,614 | $3.93M | 2.8% | – | – | – |
| TFCTruist Financial Corp | COM | 105,057 | $3.88M | 2.7% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 72,596 | $3.75M | 2.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 26,551 | $3.03M | 2.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 15,778 | $3.02M | 2.1% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 35,175 | $2.82M | 2.0% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 36,022 | $2.15M | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,668 | $2.01M | 1.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,297 | $1.90M | 1.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 5,378 | $1.86M | 1.3% | – | – | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 54,140 | $1.77M | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,477 | $1.68M | 1.2% | – | – | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 126,630 | $1.64M | 1.2% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,216 | $1.62M | 1.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 9,250 | $1.45M | 1.0% | – | – | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 11,886 | $1.40M | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 31,947 | $1.33M | 0.9% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 13,604 | $1.30M | 0.9% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 24,778 | $1.29M | 0.9% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 30,127 | $1.21M | 0.9% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 15,927 | $1.21M | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,050 | $1.20M | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 42,925 | $1.19M | 0.8% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 23,537 | $1.14M | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,541 | $1.05M | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,465 | $1.05M | 0.7% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 28,614 | $1.05M | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,364 | $1.03M | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 19,749 | $1.02M | 0.7% | – | – | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 72,500 | $1.01M | 0.7% | – | – | History |
| RBB FD Inc74933W452 | F/M US TREASURY | 18,552 | $925.0K | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 76,217 | $920.0K | 0.6% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,244 | $847.1K | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,570 | $846.3K | 0.6% | – | – | History |
| KOCoca Cola Co | Stock | 14,075 | $829.4K | 0.6% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,828 | $797.9K | 0.6% | – | – | – |
| SOSouthern Co | Stock | 10,871 | $762.2K | 0.5% | – | – | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 19,200 | $748.6K | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 32,443 | $722.2K | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 21,273 | $716.3K | 0.5% | – | – | History |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,057 | $712.7K | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,704 | $704.1K | 0.5% | – | – | History |
| FSKFS KKR Capital Corp | COM | 33,753 | $674.0K | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 13,047 | $659.1K | 0.5% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,740 | $653.2K | 0.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,753 | $625.2K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,744 | $617.3K | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 34,251 | $584.3K | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,057 | $556.7K | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 3,796 | $535.0K | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 794 | $524.4K | 0.4% | – | – | History |
| ADBEAdobe Inc. | Stock | 857 | $511.3K | 0.4% | – | – | History |
| COPConocoPhillips | Stock | 4,336 | $503.3K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,671 | $495.5K | 0.3% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $489.2K | 0.3% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,985 | $481.9K | 0.3% | – | – | – |
| Listed FD Tr53656F573 | ETP | 21,831 | $474.0K | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,199 | $451.1K | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,522 | $428.4K | 0.3% | – | – | History |
| BABoeing Co | Stock | 1,632 | $425.4K | 0.3% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 8,309 | $419.4K | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 14,969 | $416.0K | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 833 | $412.6K | 0.3% | – | – | History |
| OBDCBlue Owl Capital Corp | COM | 27,740 | $409.4K | 0.3% | – | – | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 11,102 | $405.0K | 0.3% | – | – | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,172 | $397.8K | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 8,248 | $396.2K | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,656 | $392.8K | 0.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,544 | $370.2K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,685 | $368.4K | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,250 | $352.7K | 0.2% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $343.8K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,441 | $341.0K | 0.2% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,917 | $333.3K | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 566 | $330.1K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,901 | $323.4K | 0.2% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $321.6K | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,433 | $313.7K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,795 | $304.7K | 0.2% | – | – | History |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 13,747 | $293.6K | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 4,000 | $292.5K | 0.2% | – | – | History |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 14,385 | $290.1K | 0.2% | – | – | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 9,243 | $288.8K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 1,162 | $288.7K | 0.2% | – | – | History |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,885 | $288.2K | 0.2% | – | – | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 4,021 | $284.8K | 0.2% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 5,813 | $270.0K | 0.2% | – | – | – |
| MASMasco Corp | COM | 4,000 | $267.9K | 0.2% | – | – | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,644 | $266.5K | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 426 | $266.3K | 0.2% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,351 | $265.5K | 0.2% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 5,381 | $262.6K | 0.2% | – | – | – |