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Home > Institutional Investor > Bluechip Wealth Advisors Llc > Profile

Instuitional Investor - Bluechip Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Bluechip Wealth Advisors Llc
Portfolio Value $224,610,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,200 $12,481,956 5.56%
2.
Vanguard Bd Index Fds - VANGUARD ULTRA
 209,098 $10,426,779 4.64%
3.
Schwab Strategic Trust
 FNDF 379,804 $10,064,824 4.48%
4.
First Tr Exchange-Traded Fd
 200,487 $8,961,770 3.99%
5.
Ishares Trust
 IEF 135,504 $8,404,106 3.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)