| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 5.9% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.9% |
| ISHARES TR | 3 | Q2 2024 | 6.1% |
| FIRST TR VALUE LINE DIVID IN | 3 | Q2 2024 | 5.4% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 5.9% |
| ISHARES TR | 3 | Q2 2024 | 3.5% |
| INVESCO QQQ TR | 3 | Q2 2024 | 3.2% |
| FIRST TR MORNINGSTAR DIVID L | 3 | Q2 2024 | 3.5% |
| PACER FDS TR | 3 | Q2 2024 | 3.7% |
| APPLE INC | 3 | Q2 2024 | 3.2% |
View BlueChip Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-03-15 |
View BlueChip Wealth Advisors LLC'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.