BlueChip Wealth Advisors LLC Portfolio Holdings
Q3 2025•152 long positions•$227.4M portfolio value
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Holding188 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.9M 6.13% | +$487.7K Bought | — 20.9K shares | 20.2K → 20.9K +$487.7K | +3.62% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.6M 5.1% | +$1.2M Bought | — 232.2K shares | 209.1K → 232.2K +$1.2M | +11.03% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.7M 4.72% | +$355.4K Bought | — 392.8K shares | 379.8K → 392.8K +$355.4K | +3.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.0M 3.95% | +$129.5K Bought | — 137.5K shares | 135.5K → 137.5K +$129.5K | +1.46% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.6M 3.78% | -$671.7K Sold | — 186.0K shares | 200.5K → 186.0K −$671.7K | -7.25% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 3.33% | -$500.0K Sold | — 174.7K shares | 186.2K → 174.7K −$500.0K | -6.18% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 3.12% | -$120.5K Sold | — 10.6K shares | 10.8K → 10.6K −$120.5K | -1.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.9M 3.05% | +$465.8K Bought | — 164.8K shares | 153.8K → 164.8K +$465.8K | +7.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.5M 2.87% | +$138.3K Bought | — 148.8K shares | 145.7K → 148.8K +$138.3K | +2.16% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Life Financial Services | $6.5M 2.86% | +$6.5M New | 0.011% 58.2K shares | 0 → 58.2K +$6.5M | New | $59.7B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $6.0M 2.66% | -$1.2M Sold | — 10.1K shares | 12.0K → 10.1K −$1.2M | -16.03% | — — | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $5.9M 2.61% | +$4.1M Bought | 0.001% 14.7K shares | 4.6K → 14.7K +$4.1M | +215.72% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $5.6M 2.46% | -$172.8K Sold | — 15.7K shares | 16.2K → 15.7K −$172.8K | -3.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 2.36% | -$417.1K Sold | — 79.9K shares | 86.1K → 79.9K −$417.1K | -7.21% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $5.1M 2.24% | +$340.4K Bought | 0.0% 20.0K shares | 18.7K → 20.0K +$340.4K | +7.15% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.0M 2.19% | +$403.7K Bought | — 143.7K shares | 132.0K → 143.7K +$403.7K | +8.82% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.9M 2.15% | +$155.0K Bought | — 109.5K shares | 106.0K → 109.5K +$155.0K | +3.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 2.11% | -$384.1K Sold | — 25.2K shares | 27.3K → 25.2K −$384.1K | -7.42% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 2.1% | -$89.7K Sold | — 48.5K shares | 49.4K → 48.5K −$89.7K | -1.84% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $4.1M 1.81% | +$288.5K Bought | 0.0% 22.1K shares | 20.6K → 22.1K +$288.5K | +7.52% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 1.41% | -$1.1M Sold | — 5.2K shares | 7.0K → 5.2K −$1.1M | -25.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 1.26% | +$128.8K Bought | — 61.6K shares | 58.8K → 61.6K +$128.8K | +4.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.19% | -$189.0K Sold | — 26.4K shares | 28.3K → 26.4K −$189.0K | -6.55% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $2.6M 1.15% | +$63.7K Bought | 0.0% 5.1K shares | 4.9K → 5.1K +$63.7K | +2.49% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.06% | -$154.9K Sold | — 49.0K shares | 52.1K → 49.0K −$154.9K | -6.03% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $2.3M 1.01% | -$85.8K Sold | 0.004% 50.3K shares | 52.2K → 50.3K −$85.8K | -3.6% | $59.0B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.978% | — | — 26.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.971% | +$244.3K Bought | — 112.1K shares | 99.7K → 112.1K +$244.3K | +12.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 0.885% | -$27.2K Sold | — 52.6K shares | 53.3K → 52.6K −$27.2K | -1.33% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.773% | -$22.5K Sold | — 3.8K shares | 3.8K → 3.8K −$22.5K | -1.26% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.5M 0.678% | +$353.3K Bought | 0.0% 7.0K shares | 5.4K → 7.0K +$353.3K | +29.72% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.653% | +$58.0K Bought | — 22.9K shares | 22.0K → 22.9K +$58.0K | +4.06% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.4M 0.63% | +$110.9K Bought | — 6.6K shares | 6.1K → 6.6K +$110.9K | +8.4% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.615% | -$343.5K Sold | — 27.5K shares | 34.3K → 27.5K −$343.5K | -19.72% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 0.611% | -$1.2M Sold | — 36.5K shares | 68.0K → 36.5K −$1.2M | -46.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.602% | -$1.2M Sold | — 23.8K shares | 44.6K → 23.8K −$1.2M | -46.6% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.3M 0.556% | -$87.2K Sold | — 19.5K shares | 20.8K → 19.5K −$87.2K | -6.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.533% | +$1.2M New | — 2.5K shares | 0 → 2.5K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.5% | -$65.1K Sold | — 9.6K shares | 10.1K → 9.6K −$65.1K | -5.42% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $1.1M 0.495% | +$148.3K Bought | 0.0% 2.2K shares | 1.9K → 2.2K +$148.3K | +15.19% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $1.1M 0.49% | +$11.9K Bought | 0.001% 11.8K shares | 11.6K → 11.8K +$11.9K | +1.08% | $104.25B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.466% | -$30.9K Sold | — 5.2K shares | 5.4K → 5.2K −$30.9K | -2.84% | — — | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.0M 0.445% | +$500.5K Bought | 0.0% 15.3K shares | 7.7K → 15.3K +$500.5K | +97.95% | $285.42B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $967.4K 0.425% | +$103.1 Bought | — 9.4K shares | 9.4K → 9.4K +$103.1 | +0.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $965.8K 0.425% | -$58.7K Sold | — 59.8K shares | 63.4K → 59.8K −$58.7K | -5.73% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $954.7K 0.42% | +$248.1K Bought | 0.0% 2.8K shares | 2.1K → 2.8K +$248.1K | +35.12% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $917.5K 0.403% | +$428.6K Bought | 0.0% 3.8K shares | 2.0K → 3.8K +$428.6K | +87.67% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $905.5K 0.398% | -$141.7K Sold | 0.0% 1.2K shares | 1.4K → 1.2K −$141.7K | -13.53% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $899.4K 0.395% | +$899.4K New | 0.0% 8.9K shares | 0 → 8.9K +$899.4K | New | $186.85B Large Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $869.3K 0.382% | +$869.3K Bought | 0.0% 12.7K shares | — | — | $270.48B Mega Cap | Q4 2023 Held for 1y 11m |
