$80.3 Million is the total value of Blue Chip Wealth Management, Inc.'s 91 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OIL | New | BARCLAYS BANK PLCipath b s&p etn | $454,000 | – | 110,000 | +100.0% | 0.57% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $268,000 | – | 4,810 | +100.0% | 0.33% | – |
| ET | New | ENERGY TRANSFER LP | $267,000 | – | 58,101 | +100.0% | 0.33% | – |
| CIB | New | BANCOLOMBIA S Aspon adr pref | $200,000 | – | 8,000 | +100.0% | 0.25% | – |
| New | GRUPO AVAL ACCIONES Y VALOREsponsored ads | $175,000 | – | 40,000 | +100.0% | 0.22% | – | |
| GE | New | GENERAL ELECTRIC CO | $114,000 | – | 14,378 | +100.0% | 0.14% | – |
| TGLS | New | TECNOGLASS INC | $49,000 | – | 12,681 | +100.0% | 0.06% | – |
| OPK | New | OPKO HEALTH INC | $16,000 | – | 12,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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.