$94.8 Million is the total value of Blue Chip Wealth Management, Inc.'s 95 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $401,000 | +1.5% | 7,547 | 0.0% | 0.42% | -5.6% | |
| SBUX | STARBUCKS CORP | $330,000 | +12.6% | 3,941 | 0.0% | 0.35% | +4.8% | |
| LMT | LOCKHEED MARTIN CORP | $327,000 | +21.1% | 899 | 0.0% | 0.34% | +12.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $276,000 | -0.7% | 9,552 | 0.0% | 0.29% | -7.6% | |
| AGN | ALLERGAN PLC | $252,000 | +14.5% | 1,506 | 0.0% | 0.27% | +6.8% | |
| LVS | LAS VEGAS SANDS CORP | $227,000 | -3.4% | 3,850 | 0.0% | 0.24% | -10.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
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.