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Home > Institutional Investor > Bluechip Wealth Advisors Llc > Profile

Instuitional Investor - Bluechip Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Bluechip Wealth Advisors Llc
Portfolio Value $180,289,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,407 $11,960,413 6.63%
2.
Schwab Strategic Trust
 FNDF 379,264 $10,361,556 5.74%
3.
Ishares Trust
 IEF 147,489 $9,190,211 5.09%
4.
First Tr Value Line Divid In
 181,241 $7,909,356 4.38%
5.
Pacer Fds Tr
 118,428 $6,688,894 3.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)