Portfolio (Quarterly)
Guide ↗
BlueChip Wealth Advisors LLC
· CIK 0002015578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | SEI EXCHANGE TRADED FUNDS | — | 118,551 | $3.9M | 1.62% | SOLD |
| 2 | — | SEI EXCHANGE TRADED FUNDS | — | 58,416 | $1.6M | 0.69% | SOLD |
| 3 | — | SEI EXCHANGE TRADED FUNDS | — | 47,749 | $1.5M | 0.62% | SOLD |
| 4 | TOTL | SSGA ACTIVE ETF TR | — | 20,524 | $826K | 0.35% | SOLD |
| 5 | JAAA | JANUS DETROIT STR TR | — | 13,373 | $676K | 0.28% | SOLD |
| 6 | VNLA | JANUS DETROIT STR TR | — | 13,248 | $651K | 0.27% | SOLD |
| 7 | — | FIRST TR HIGH YIELD OPPRT 20 | — | 38,850 | $547K | 0.23% | SOLD |
| 8 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 19,715 | $517K | 0.22% | SOLD |
| 9 | NEAR | ISHARES U S ETF TR | — | 9,363 | $478K | 0.20% | SOLD |
| 10 | — | FIRST TR EXCHANGE TRADED FD | — | 19,546 | $462K | 0.19% | SOLD |
| 11 | FCTR | FIRST TR EXCHANGE-TRADED FD | — | 12,096 | $431K | 0.18% | SOLD |
| 12 | — | FIRST TR EXCHANGE TRADED FD | — | 16,886 | $352K | 0.15% | SOLD |
| 13 | OVT | LISTED FDS TR | — | 15,191 | $334K | 0.14% | SOLD |
| 14 | IGM | ISHARES TR | — | 2,392 | $309K | 0.13% | SOLD |
| 15 | JSML | JANUS DETROIT STR TR | — | 4,125 | $303K | 0.13% | SOLD |
| 16 | ICOW | PACER FDS TR | — | 7,570 | $293K | 0.12% | SOLD |
| 17 | ECOW | PACER FDS TR | — | 11,685 | $285K | 0.12% | SOLD |
| 18 | ANET | ARISTA NETWORKS INC | Technology | 2,127 | $279K | 0.12% | SOLD |
| 19 | IGSB | ISHARES TR | — | 5,170 | $273K | 0.12% | SOLD |
| 20 | QINT | AMERICAN CENTY ETF TR | — | 4,191 | $269K | 0.11% | SOLD |
Sector Allocation
Financial Services
55.6%
Technology
16.7%
Consumer Cyclical
9.4%
Consumer Defensive
3.7%
Healthcare
3.1%
Industrials
2.9%
Communication Services
2.8%
Utilities
2.5%
Energy
2.1%
Real Estate
1.2%