$88.2 Million is the total value of Blue Chip Wealth Management, Inc.'s 91 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -13,721 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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.