HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IJH) |
31,313 | +31,313 | $8,678 |
| IJH | 31,313 | +31,313 | $8,678 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
53,541 | +53,541 | $8,449 |
| RSP | 53,541 | +53,541 | $8,449 |
| SPDR S&P 500 ETF TR (SPY) |
17,678 | +17,678 | $8,405 |
| SPY | 17,678 | +17,678 | $8,405 |
| SCHWAB STRATEGIC TR |
110,229 | +110,229 | $8,392 |
| SCHD | 110,229 | +110,229 | $8,392 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
191,567 | +191,567 | $7,770 |
| FVD | 191,567 | +191,567 | $7,770 |
| ISHARES TR (IVV) |
10,325 | +10,325 | $4,932 |
| IVV | 10,325 | +10,325 | $4,932 |
| APPLE INC |
23,807 | +23,807 | $4,584 |
| AAPL | 23,807 | +23,807 | $4,584 |
| INVESCO QQQ TR |
10,707 | +10,707 | $4,387 |
| QQQ | 10,707 | +10,707 | $4,387 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
109,614 | +109,614 | $3,933 |
| FDL | 109,614 | +109,614 | $3,933 |
| TRUIST FINL CORP |
105,057 | +105,057 | $3,879 |
| TFC | 105,057 | +105,057 | $3,879 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
72,596 | +72,596 | $3,751 |
| RDVY | 72,596 | +72,596 | $3,751 |
| ISHARES TR (IJJ) |
26,551 | +26,551 | $3,028 |
| IJJ | 26,551 | +26,551 | $3,028 |
| SPDR GOLD TR (GLD) |
15,778 | +15,778 | $3,016 |
| GLD | 15,778 | +15,778 | $3,016 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
35,175 | +35,175 | $2,815 |
| FTCS | 35,175 | +35,175 | $2,815 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
36,022 | +36,022 | $2,149 |
| FTSM | 36,022 | +36,022 | $2,149 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
41,668 | +41,668 | $2,013 |
| LMBS | 41,668 | +41,668 | $2,013 |
| ISHARES TR (IXUS) |
29,297 | +29,297 | $1,902 |
| IXUS | 29,297 | +29,297 | $1,902 |
| HOME DEPOT INC |
5,378 | +5,378 | $1,864 |
| HD | 5,378 | +5,378 | $1,864 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
54,140 | +54,140 | $1,774 |
| SDVY | 54,140 | +54,140 | $1,774 |
| MICROSOFT CORP |
4,477 | +4,477 | $1,684 |
| MSFT | 4,477 | +4,477 | $1,684 |
| PROSHARES TR (SH) |
126,630 | +126,630 | $1,645 |
| SH | 126,630 | +126,630 | $1,645 |
| FIRST TR EXCHANGE TRADED FD (TDIV) |
25,216 | +25,216 | $1,616 |
| TDIV | 25,216 | +25,216 | $1,616 |
| UNITED PARCEL SERVICE INC |
9,250 | +9,250 | $1,454 |
| UPS | 9,250 | +9,250 | $1,454 |
| FIRST TR NAS100 EQ WEIGHTED (QQEW) |
11,886 | +11,886 | $1,396 |
| QQEW | 11,886 | +11,886 | $1,396 |
| FIRST TR EXCHANGE TRADED FD (HYLS) |
31,947 | +31,947 | $1,328 |
| HYLS | 31,947 | +31,947 | $1,328 |
| PROSHARES TR (NOBL) |
13,604 | +13,604 | $1,295 |
| NOBL | 13,604 | +13,604 | $1,295 |
| PACER FDS TR |
24,778 | +24,778 | $1,288 |
| COWZ | 24,778 | +24,778 | $1,288 |
| SSGA ACTIVE ETF TR (TOTL) |
30,127 | +30,127 | $1,213 |
| TOTL | 30,127 | +30,127 | $1,213 |
| AMERICAN CENTY ETF TR (QGRO) |
15,927 | +15,927 | $1,212 |
| QGRO | 15,927 | +15,927 | $1,212 |
| ISHARES TR (IJR) |
11,050 | +11,050 | $1,196 |
| IJR | 11,050 | +11,050 | $1,196 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
42,925 | +42,925 | $1,189 |
| EMLP | 42,925 | +42,925 | $1,189 |
| JANUS DETROIT STR TR |
23,537 | +23,537 | $1,137 |
| VNLA | 23,537 | +23,537 | $1,137 |
| PIMCO ETF TR (MINT) |
10,541 | +10,541 | $1,052 |
| MINT | 10,541 | +10,541 | $1,052 |
| ISHARES TR (IWF) |
3,465 | +3,465 | $1,051 |
| IWF | 3,465 | +3,465 | $1,051 |
| AMPLIFY ETF TR (DIVO) |
28,614 | +28,614 | $1,046 |
| DIVO | 28,614 | +28,614 | $1,046 |
| VANGUARD INDEX FDS (VOO) |
2,364 | +2,364 | $1,032 |
| VOO | 2,364 | +2,364 | $1,032 |
| FIRST TR EXCHANGE TRADED FD (KNG) |
19,749 | +19,749 | $1,021 |
| KNG | 19,749 | +19,749 | $1,021 |
| FIRST TR HIGH YIELD OPPRT 20 (FTHY) |
72,500 | +72,500 | $1,010 |
| FTHY | 72,500 | +72,500 | $1,010 |
| RBB FD INC |
18,552 | +18,552 | $925 |
| TBIL | 18,552 | +18,552 | $925 |
| FIRST TR STOXX EUROPEAN SELE (FDD) |
76,217 | +76,217 | $920 |
| FDD | 76,217 | +76,217 | $920 |
| SCHWAB STRATEGIC TR |
11,244 | +11,244 | $847 |
| SCHM | 11,244 | +11,244 | $847 |
| AMAZON COM INC |
5,570 | +5,570 | $846 |
| AMZN | 5,570 | +5,570 | $846 |
| COCA COLA CO |
14,075 | +14,075 | $829 |
| KO | 14,075 | +14,075 | $829 |
| ISHARES TR (IWD) |
4,828 | +4,828 | $798 |
| IWD | 4,828 | +4,828 | $798 |
| SOUTHERN CO |
10,871 | +10,871 | $762 |
| SO | 10,871 | +10,871 | $762 |
| FIRST TR EXCHNG TRADED FD VI (FDEC) |
19,200 | +19,200 | $749 |
| FDEC | 19,200 | +19,200 | $749 |
| FIRST TR EXCHANGE TRADED FD (FGD) |
32,443 | +32,443 | $722 |
| FGD | 32,443 | +32,443 | $722 |
| BANK AMERICA CORP |
21,273 | +21,273 | $716 |
| BAC | 21,273 | +21,273 | $716 |
| FIRST TR EXCHANGE TRAD FD VI (FAAR) |
26,057 | +26,057 | $713 |
| FAAR | 26,057 | +26,057 | $713 |
| VISA INC |
2,704 | +2,704 | $704 |
| V | 2,704 | +2,704 | $704 |
See Full List: All Stocks Held By BlueChip Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By BlueChip Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $142,645 At 09/30/2023: $0 BlueChip Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueChip Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
