BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

BlueChip Wealth Advisors LLC

· CIK 0002015578
13F Portfolio $228M AUM 147 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 43 Added 52 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NUV NUVEEN MUN VALUE FD INC Financial Services 25,445 $231K 0.10% SOLD
22 ISCG ISHARES TR 4,312 $228K 0.10% SOLD
23 FTXO FIRST TR EXCHANGE TRADED FD 5,580 $211K 0.09% SOLD
24 MU MICRON TECHNOLOGY INC Technology 712 $203K 0.09% SOLD
Page 2 of 2  ·  24 positions
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%