$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WFC | WELLS FARGO CO NEW | $294,000 | +4.6% | 6,092 | 0.0% | 0.33% | -9.8% | |
SBUX | STARBUCKS CORP | $293,000 | +15.4% | 3,941 | 0.0% | 0.33% | -0.3% | |
LMT | LOCKHEED MARTIN CORP | $270,000 | +14.9% | 899 | 0.0% | 0.31% | -0.6% | |
LVS | LAS VEGAS SANDS CORP | $235,000 | +17.5% | 3,850 | 0.0% | 0.27% | +1.5% | |
ET | ENERGY TRANSFER LP | $189,000 | +16.7% | 12,277 | 0.0% | 0.21% | +0.5% |
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.