$76.2 Million is the total value of Blue Chip Wealth Management, Inc.'s 85 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | Exit | 3M CO | $0 | – | -952 | -100.0% | -0.20% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -3,433 | -100.0% | -0.21% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,793 | -100.0% | -0.21% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -7,413 | -100.0% | -0.21% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -4,613 | -100.0% | -0.22% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,014 | -100.0% | -0.22% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -4,850 | -100.0% | -0.22% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,200 | -100.0% | -0.22% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -405 | -100.0% | -0.23% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,469 | -100.0% | -0.24% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,026 | -100.0% | -0.25% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -810 | -100.0% | -0.26% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -1,393 | -100.0% | -0.29% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,632 | -100.0% | -0.29% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -1,531 | -100.0% | -0.29% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,581 | -100.0% | -0.31% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,159 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q3 2020 | 14.0% |
| AMAZON COM INC | 11 | Q3 2020 | 9.0% |
| MICROSOFT CORP | 11 | Q3 2020 | 5.0% |
| JPMORGAN CHASE & CO | 11 | Q3 2020 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q3 2020 | 3.6% |
| ISHARES TR | 11 | Q3 2020 | 3.4% |
| VISA INC | 11 | Q3 2020 | 2.9% |
| BLACKROCK INC | 11 | Q3 2020 | 3.3% |
| UNITEDHEALTH GROUP INC | 11 | Q3 2020 | 3.0% |
| HOME DEPOT INC | 11 | Q3 2020 | 2.7% |
View Blue Chip Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-07 |
| 13F-HR | 2019-10-18 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-10-25 |
| 13F-HR | 2018-08-07 |
View Blue Chip Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.