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

0$100.0M$200.0M$300.0M Q1 2024: $155.1M Q1 2024 Q2 2024: $169.8M Q2 2024 Q3 2024: $191.0M Q3 2024 Q4 2024: $180.3M $180.3M Q4 2024 Q1 2025: $203.7M Q1 2025 Q2 2025: $243.1M Q2 2025 Q3 2025: $234.2M Q3 2025 Q4 2025: $237.9M Q4 2025 Q1 2026: $227.8M Q1 2026 Q2 2026: $263.8M Q2 2026

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
IJK iShares S&P Mid-Cap 400 Grow 0.17% 3,351 $305K No change
FGD First Trust DJ GL Sel DVD 0.17% 13,634 $303K Reduce -42.3%
VNLA Janus Henderson Short Durati 0.16% 6,061 $296K Reduce -71.2%
COST Costco Wholesale Corp. 0.16% 319 $292K Reduce -63.5%
MAS Masco Corp. 0.16% 4,000 $290K No change
FMF First Trust Managed Futures 0.16% 5,908 $281K New
GMAY FT Vest U.S. Equity Moderate 0.16% 7,579 $280K No change
MRK Merck & Co. Inc. 0.15% 2,795 $278K Reduce -5.1%
IAU iShares Gold Trust 0.15% 5,602 $277K No change
BA The Boeing Co. 0.15% 1,520 $269K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 5,170 $267K Reduce -54.9%
IWB iShares Russell 1000 ETF 0.15% 812 $262K No change
DFAC Dimensional US Core Equity 2 0.14% 7,391 $256K No change
SPLV Invesco S&P 500 Low Volatili 0.14% 3,652 $256K Reduce -14.8%
CB Chubb Ltd. 0.14% 921 $254K Add +14.8%
O Realty Income Corp. 0.14% 4,758 $254K Reduce -6.8%
ANET Arista Networks Inc. 0.14% 2,292 $253K Reduce -51.7%
CVX Chevron Corp. 0.14% 1,720 $249K Reduce -5.3%
BATRA Atlanta Braves Holdings in-A 0.14% 6,060 $247K No change
IGM iShares Expanded Tech Sector 0.14% 2,392 $244K No change
LOW Lowe's Cos Inc. 0.13% 985 $243K Add +30.1%
XLE SS Energy Select Sector 0.13% 2,797 $240K New
URI United Rentals Inc. 0.13% 337 $237K Reduce -5.9%
AVGO Broadcom Inc. 0.13% 1,008 $234K New
LGOV First TR Long Duration O-ETF 0.13% 11,125 $232K New
FDT First Trust Develp MKT Ex-US 0.13% 4,196 $227K New
FEX First Trust Large Cap Core A 0.12% 2,109 $220K No change
NUV Nuveen Municipal Value 0.12% 25,445 $219K No change
IWY iShares Russell Top 200 Grow 0.12% 924 $217K No change
FTQI First Trust Nasdaq Buywrite 0.12% 10,033 $209K Add +0.0%
FCTR First Trust Lunt US Factor 0.12% 6,327 $208K Reduce -56.5%
FMAR FT Vest US Equity Buffer ETF 0.11% 4,750 $206K Reduce -36.2%
FTC First Trust Large Cap Growth 0.11% 1,471 $203K New
OBDC Blue Owl Capital Corp. 0.09% 10,837 $164K Reduce -60.2%
CLM Cornerstone Strategic Invest 0.06% 13,088 $112K No change
CREATIVE MEDIA & CMNTY TR 0.00% 39,054 $9K Reduce -43.2%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$263.8MSPY, VUSB, SCHD, IJH, RSP
Q1 2026 147$227.8MVUSB, SPY, SCHD, IJH, FDL
Q4 2025 157$237.9MSPY, VUSB, SCHD, IJH, FVD
Q3 2025 155$234.2MSPY, VUSB, SCHD, IJH, FVD
Q2 2025 168$243.1MMAR, SPY, VUSB, SCHD, FVD
Q1 2025 152$203.7MSPY, SCHD, FVD, IJH, FDL
Q4 2024 136$180.3MSPY, SCHD, IJH, FVD, COWZ
Q3 2024 152$191.0MSPY, SCHD, IJH, FVD, COWZ
Q2 2024 137$169.8MSPY, SCHD, IJH, FVD, COWZ
Q1 2024 122$155.1MSCHD, SPY, IJH, FVD, RSP