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Home > Institutional Investor > Blue Chip Wealth Management, Inc. > Profile

Instuitional Investor - Blue Chip Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Blue Chip Wealth Management, Inc.
Portfolio Value $126,814,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 153,399 $17,765,000 14%
2.
Amazon Com Inc
 AMZN 71,180 $11,206,000 8.83%
3.
Microsoft Corp
 MSFT 25,803 $5,427,000 4.27%
4.
Tesla Inc.
 TSLA 27,126 $3,879,000 3.05%
5.
Home Depot Inc.
 HD 11,283 $3,133,000 2.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)