BlueChip Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$190M
Signature - Title
Jessica Vickery - CCO
Location
Milton, GA
Summary
This page shows a list of all the recent 13F filings made by BlueChip Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BlueChip Wealth Advisors LLC reported 152 stock holdings with total value $190M as of Q3 2024. Top holdings included SPY, SCHD, IJH, FVD, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 152 $190M +$13.9M -$4.17M +$9.68M SPY, SCHD, IJH, FVD, COWZ 13F-HR 11/14/2024, 10:20 AM
Q2 2024 137 $170M +$22.1M -$6.7M +$15.4M SPY, SCHD, IJH, FVD, COWZ 13F-HR 8/12/2024, 12:15 PM
Q1 2024 122 $155M +$27M -$15.3M +$11.7M SCHD, SPY, IJH, FVD, RSP 13F-HR 4/30/2024, 02:19 PM
Q4 2023 115 $143M $0 $0 IJH, RSP, SPY, SCHD, FVD 13F-HR 3/15/2024, 01:31 PM