BlueChip Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), BlueChip Wealth Advisors LLC reported 136 stock positions worth $180.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.6% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 5.7%) and iShares Core S&P Midcap ETF (IJH, 5.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 27, added to 44 and reduced 54. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +7%) and the biggest sale an exit from United Parcel Service Class B (UPS).
- Most Recent 13F
- Q2 2026
- Location
- Milton, GA
- CIK
- 0002015578
- Portfolio Value
- $180.3M (Q4 2024)
- SEC Filing
- 0001085146-25-001054 ↗ filed Feb 12, 2025
Holdings Value
Holdings 136 stocks · $180.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.63% | 20,407 | $12.0M | Add +7.5% |
| SCHD Schwab US DVD Equity ETF | 5.75% | 379,264 | $10.4M | Add +5.4% |
| IJH iShares Core S&P Midcap ETF | 5.10% | 147,489 | $9.2M | Add +1.3% |
| FVD First Trust Value Line DVD | 4.39% | 181,241 | $7.9M | Add +4.3% |
| COWZ Pacer US Cash Cows 100 ETF | 3.71% | 118,428 | $6.7M | Reduce -9.7% |
| FDL First Trust Morn DVD Lead Inc. | 3.67% | 164,543 | $6.6M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 3.61% | 11,065 | $6.5M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.35% | 11,828 | $6.0M | Add +11.6% |
| RSP Invesco S&P 500 Equal Weight | 2.89% | 29,761 | $5.2M | Reduce -6.8% |
| CGGR Cap Group Growth Equity | 2.89% | 139,980 | $5.2M | Add +1.6% |
| RDVY First Trust Rising Dividend | 2.64% | 80,471 | $4.8M | Add +1.4% |
| GLD SPDR Gold Shares | 2.45% | 18,274 | $4.4M | Reduce -1.7% |
| AAPL Apple Inc. | 2.45% | 17,616 | $4.4M | Reduce -16.7% |
| JAAA Janus Henderson Aaa Clo ETF | 2.31% | 82,240 | $4.2M | Add +9.6% |
| DIVO Amplify CWP Enhan Divid ETF | 1.94% | 86,394 | $3.5M | Add +5.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.77% | 40,576 | $3.2M | Add +11.4% |
| SDVY First Trust Smid Cap Rising | 1.36% | 68,341 | $2.5M | Add +9.3% |
| TFC Truist Financial Corp. | 1.35% | 56,294 | $2.4M | Reduce -6.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.26% | 45,196 | $2.3M | Reduce -13.3% |
| HD Home Depot Inc. | 1.23% | 5,708 | $2.2M | Reduce -13.8% |
| FTSM First Trust Enh Short Mat FD | 1.19% | 36,033 | $2.2M | Add +14.8% |
| MSFT Microsoft Corp. | 1.11% | 4,757 | $2.0M | Reduce -4.3% |
| FTCS First Trust Capital Strength | 1.06% | 21,845 | $1.9M | Reduce -10.8% |
| VOO Vanguard S&P 500 ETF | 1.05% | 3,524 | $1.9M | Reduce -6.7% |
| EMLP First Trust North American E | 1.00% | 50,663 | $1.8M | Add +4.3% |
| IXUS iShares Core Intl Stock ETF | 0.99% | 26,922 | $1.8M | Reduce -3.5% |
| IWF iShares Russell 1000 Growth | 0.85% | 3,800 | $1.5M | Add +1.1% |
| NVDA Nvidia Corp. | 0.81% | 10,860 | $1.5M | Reduce -35.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.80% | 11,553 | $1.4M | Reduce -3.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.78% | 32,077 | $1.4M | Reduce -27.9% |
| FID First Trust S&P Internationa | 0.78% | 86,434 | $1.4M | Add +25.1% |
| LMBS First Trust Low Duration Opp | 0.73% | 27,197 | $1.3M | Reduce -19.5% |
| GJUN FT Vest US Equity Moderate B | 0.72% | 36,195 | $1.3M | No change |
| IJR iShares Core S&P Small-Cap E | 0.65% | 10,179 | $1.2M | Reduce -1.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.62% | 11,856 | $1.1M | Add +18.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.62% | 22,435 | $1.1M | Reduce -10.7% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 5,442 | $1.1M | Add +169.1% |
| IWD iShares Russell 1000 Value E | 0.55% | 5,357 | $992K | Add +1.7% |
| NOBL Proshares S&P 500 Dividend A | 0.55% | 9,894 | $985K | Add +0.1% |
| DBND Doubleline Oppor Cor BND-Usd | 0.52% | 20,661 | $936K | New |
| SCHM Schwab US Mid Cap ETF | 0.51% | 33,175 | $919K | Add +2.6% |
| AMZN Amazon.com Inc. | 0.50% | 4,109 | $901K | Reduce -38.3% |
| FSK FS KKR Capital Corp. | 0.48% | 39,658 | $861K | No change |
| HYLS FT Tactical High Yield ETF | 0.47% | 20,313 | $840K | Add +3.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.46% | 8,226 | $825K | Add +79.4% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 15,217 | $807K | Add +119.3% |
| FTHY First Trust Hi YLD Opp 2027 | 0.44% | 54,903 | $795K | Add +12.1% |
| SO The Southern Co. | 0.44% | 9,654 | $795K | Add +22.4% |
| CSCO Cisco Systems Inc. | 0.41% | 12,639 | $748K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,641 | $744K | Add +0.7% |
| FDEC FT Vest U.S. Equity Buffer E | 0.41% | 16,640 | $742K | Reduce -13.3% |
| META Meta Platforms Inc. Class A | 0.41% | 1,254 | $734K | Reduce -28.9% |
| IVE iShares S&P 500 Value ETF | 0.40% | 3,733 | $713K | Add +91.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.39% | 5,695 | $712K | Reduce -30.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.39% | 13,993 | $699K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 13,305 | $667K | Add +57.4% |
| AIRR First Trust Rba American Ind | 0.37% | 8,630 | $665K | New |
| KO The Coca-Cola Co. | 0.37% | 10,632 | $662K | Reduce -2.4% |
| GOCT FT Vest US Equity Moderate B | 0.37% | 18,903 | $661K | New |
| FIXD First Trust Smith Opportunis | 0.36% | 15,284 | $657K | Add +46.9% |
| PECO Phillips Edison & Company Inc. | 0.36% | 17,490 | $655K | Reduce -5.2% |
| ADP Automatic Data Processing | 0.36% | 2,217 | $649K | Add +5.6% |
| V Visa Inc. Class A | 0.35% | 2,022 | $639K | Reduce -27.1% |
| FDD First Trust Stoxx Europe | 0.35% | 56,134 | $632K | Reduce -15.4% |
| GPN Global Payments Inc. | 0.34% | 5,512 | $618K | Reduce -0.3% |
| MARM Ftvestus Max Buff ETF March | 0.34% | 19,676 | $608K | No change |
| QGRO American Century US Quality | 0.32% | 5,773 | $576K | Reduce -61.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.32% | 11,535 | $572K | Add +58.5% |
| MFLX First Trust Exchange-Traded | 0.31% | 32,381 | $552K | No change |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.30% | 19,293 | $541K | No change |
| JPM JPMorgan Chase & Co. | 0.30% | 2,225 | $533K | Add +7.9% |
| GOOG Alphabet Inc. Class C | 0.28% | 2,679 | $510K | Reduce -26.9% |
| MCD McDonald's Corp. | 0.28% | 1,737 | $504K | Add +1.8% |
| GMAR FT Vest US Equity Moderate B | 0.28% | 13,401 | $502K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 1,691 | $490K | No change |
| DJUN FT Vest US Equity Deep Buffe | 0.27% | 11,264 | $488K | No change |
| FAAR First Trust Alt Abs Ret ETF | 0.27% | 17,201 | $482K | Reduce -34.8% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 3,724 | $472K | No change |
| COP Conocophillips | 0.25% | 4,568 | $453K | Add +6.7% |
| FTA First Trust L C Val Alp | 0.24% | 5,655 | $432K | Add +100.0% |
| PEP Pepsico Inc. | 0.23% | 2,735 | $416K | Add +5.0% |
| FDN First Trust DJ Internet Ind | 0.23% | 1,705 | $415K | Add +19.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 9,389 | $413K | Reduce -9.4% |
| UNH Unitedhealth Group Inc. | 0.23% | 810 | $410K | Add +2.3% |
| GFEB FT Vest US Equity Moderate B | 0.22% | 10,790 | $403K | Reduce -9.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 1,474 | $398K | No change |
| CION Cion Investment Corp. | 0.22% | 34,616 | $395K | Reduce -30.0% |
| XOM Exxon Mobil Corp. | 0.22% | 3,650 | $393K | Reduce -27.8% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 4,423 | $391K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 3,592 | $360K | Reduce -65.9% |
| JNJ Johnson & Johnson | 0.20% | 2,458 | $355K | Reduce -12.3% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,848 | $350K | Reduce -47.1% |
| RDVI FT Vest Rising Dividend Achi | 0.19% | 14,198 | $344K | No change |
| PANW Palo Alto Networks Inc. | 0.19% | 1,860 | $338K | Reduce -22.8% |
| FTHI Fthi/First Trust Exchange-TR | 0.19% | 14,362 | $334K | Reduce -9.8% |
| GSEP FT Vest US Equity Moderate B | 0.18% | 9,061 | $317K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.17% | 3,433 | $314K | Reduce -7.1% |
| DVY iShares Select Dividend ETF | 0.17% | 2,342 | $307K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.17% | 7,771 | $306K | Reduce -73.9% |
| SYY Sysco Corp. | 0.17% | 4,000 | $306K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.66 |
| TOTL SS Doubleline TR Tact ETF | Reduce -73.9% | 0.17% | −0.47 |
| QGRO American Century US Quality | Reduce -61.4% | 0.32% | −0.39 |
| VNLA Janus Henderson Short Durati | Reduce -71.2% | 0.16% | −0.38 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.36 |
| MINT PIMCO Enhanced Short Maturit | Reduce -65.9% | 0.20% | −0.36 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -27.9% | 0.78% | −0.30 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.27 |
| NVDA Nvidia Corp. | Reduce -35.9% | 0.81% | −0.27 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.26 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -9.7% | 3.71% | −0.26 |
| OVT Overlay Shares SHRT Term Bon | Sold out | 0.00% | −0.24 |
| COST Costco Wholesale Corp. | Reduce -63.5% | 0.16% | −0.24 |
| PROSHARES SHORT S&P500 | Sold out | 0.00% | −0.24 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -13.3% | 1.26% | −0.23 |
| JSML Janus Hender SM Cap GRW Alph | Sold out | 0.00% | −0.22 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.21 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.20 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.19 |
| HD Home Depot Inc. | Reduce -13.8% | 1.23% | −0.17 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.17 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -54.9% | 0.15% | −0.17 |
| ECOW Pacer Emerging Markets Cash | Sold out | 0.00% | −0.16 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -38.3% | 0.50% | −0.15 |
| ICOW Pacer Developed Markets Inte | Sold out | 0.00% | −0.15 |
| QINT American Century QLTY Diver | Sold out | 0.00% | −0.15 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -30.6% | 0.39% | −0.14 |
| JUNM FT Vest US Eq Max Buf June | Sold out | 0.00% | −0.14 |
| EZM Wisdomtree US Midcap Fund | Sold out | 0.00% | −0.14 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.14 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.14 |
| LMBS First Trust Low Duration Opp | Reduce -19.5% | 0.73% | −0.14 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -16.7% | 2.45% | −0.13 |
| FGD First Trust DJ GL Sel DVD | Reduce -42.3% | 0.17% | −0.13 |
| PAMC Pacer Lunt Midcap Mult-Fact | Sold out | 0.00% | −0.13 |
| FCTR First Trust Lunt US Factor | Reduce -56.5% | 0.12% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -28.9% | 0.41% | −0.12 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.12 |
| FAAR First Trust Alt Abs Ret ETF | Reduce -34.8% | 0.27% | −0.12 |
| OBDC Blue Owl Capital Corp. | Reduce -60.2% | 0.09% | −0.12 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -47.1% | 0.19% | −0.11 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.11 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.11 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.8% | 2.89% | −0.10 |
| FTCS First Trust Capital Strength | Reduce -10.8% | 1.06% | −0.10 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.5% | 6.63% | +0.93 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.6% | 3.35% | +0.65 |
| DBND Doubleline Oppor Cor BND-Usd | New | 0.52% | +0.52 |
| SCHD Schwab US DVD Equity ETF | Add +5.4% | 5.75% | +0.44 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.39% | +0.39 |
| VIG Vanguard Dividend Apprec ETF | Add +169.1% | 0.59% | +0.38 |
| CGGR Cap Group Growth Equity | Add +1.6% | 2.89% | +0.38 |
| AIRR First Trust Rba American Ind | New | 0.37% | +0.37 |
| GOCT FT Vest US Equity Moderate B | New | 0.37% | +0.37 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 5.10% | +0.35 |
| IBIT iShares Bitcoin Trust ETF | Add +119.3% | 0.45% | +0.32 |
| JAAA Janus Henderson Aaa Clo ETF | Add +9.6% | 2.31% | +0.31 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 3.61% | +0.29 |
| FVD First Trust Value Line DVD | Add +4.3% | 4.39% | +0.25 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +11.4% | 1.77% | +0.24 |
| FDL First Trust Morn DVD Lead Inc. | Add +5.0% | 3.67% | +0.23 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +79.4% | 0.46% | +0.21 |
| FTSM First Trust Enh Short Mat FD | Add +14.8% | 1.19% | +0.21 |
| IVE iShares S&P 500 Value ETF | Add +91.1% | 0.40% | +0.19 |
| RDVY First Trust Rising Dividend | Add +1.4% | 2.64% | +0.18 |
| GSEP FT Vest US Equity Moderate B | New | 0.18% | +0.18 |
| SDVY First Trust Smid Cap Rising | Add +9.3% | 1.36% | +0.17 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.0% | 1.94% | +0.17 |
| FMF First Trust Managed Futures | New | 0.16% | +0.16 |
| SPMO Invesco S&P 500 Momentum ETF | Add +18.6% | 0.62% | +0.15 |
| EMLP First Trust North American E | Add +4.3% | 1.00% | +0.15 |
| FID First Trust S&P Internationa | Add +25.1% | 0.78% | +0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +57.4% | 0.37% | +0.14 |
| XLE SS Energy Select Sector | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | New | 0.13% | +0.13 |
| LGOV First TR Long Duration O-ETF | New | 0.13% | +0.13 |
| VUSB Vanguard Ultra Short Bond Et | Add +58.5% | 0.32% | +0.13 |
| FDT First Trust Develp MKT Ex-US | New | 0.13% | +0.13 |
| FTA First Trust L C Val Alp | Add +100.0% | 0.24% | +0.12 |
| FIXD First Trust Smith Opportunis | Add +46.9% | 0.36% | +0.12 |
| FTC First Trust Large Cap Growth | New | 0.11% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +1.1% | 0.85% | +0.11 |
| FDN First Trust DJ Internet Ind | Add +19.6% | 0.23% | +0.07 |
| SO The Southern Co. | Add +22.4% | 0.44% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +7.9% | 0.30% | +0.07 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.41% | +0.06 |
| ADP Automatic Data Processing | Add +5.6% | 0.36% | +0.06 |
| FTHY First Trust Hi YLD Opp 2027 | Add +12.1% | 0.44% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Add +2.6% | 0.51% | +0.04 |
| HYLS FT Tactical High Yield ETF | Add +3.8% | 0.47% | +0.04 |
| LOW Lowe's Cos Inc. | Add +30.1% | 0.13% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +1.7% | 0.55% | +0.03 |
| CB Chubb Ltd. | Add +14.8% | 0.14% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 0.41% | +0.02 |
| COP Conocophillips | Add +6.7% | 0.25% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $263.8M | SPY, VUSB, SCHD, IJH, RSP |
| Q1 2026 | 147 | $227.8M | VUSB, SPY, SCHD, IJH, FDL |
| Q4 2025 | 157 | $237.9M | SPY, VUSB, SCHD, IJH, FVD |
| Q3 2025 | 155 | $234.2M | SPY, VUSB, SCHD, IJH, FVD |
| Q2 2025 | 168 | $243.1M | MAR, SPY, VUSB, SCHD, FVD |
| Q1 2025 | 152 | $203.7M | SPY, SCHD, FVD, IJH, FDL |
| Q4 2024 | 136 | $180.3M | SPY, SCHD, IJH, FVD, COWZ |
| Q3 2024 | 152 | $191.0M | SPY, SCHD, IJH, FVD, COWZ |
| Q2 2024 | 137 | $169.8M | SPY, SCHD, IJH, FVD, COWZ |
| Q1 2024 | 122 | $155.1M | SCHD, SPY, IJH, FVD, RSP |