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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 $203,652,337
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 19,883 $11,122,683 5.46%
2.
Schwab Strategic Trust
 FNDF 377,387 $10,551,804 5.18%
3.
First Tr Value Line Divid In
 204,553 $9,121,021 4.48%
4.
Ishares Trust
 IEF 138,937 $8,106,708 3.98%
5.
First Tr Morningstar Divid L
 184,086 $7,996,696 3.93%
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)