BlueChip Wealth Advisors
Milton, GAfiles as BlueChip Wealth Advisors LLC
$264m in 172 US stocks at the end of 30 June 2026. The top 10 are 38.3% of the money. It changed about 13.3% of the portfolio this quarter.
Value
$264m
Stocks
172
Top 10 share
38.3%
Turnover
13.3%
What changed this quarter
New
Bought for the first time this quarter.
- Victory Portfolios IIVFLO0.6% of the fund
- Trulieve CannabisTRLV0.4% of the fund
- Spdr Series TrustSPTL0.4% of the fund
- Spdr Series TrustSPMD0.3% of the fund
- Allspring Exchange Traded FUAINP0.3% of the fund
- First Trust High Yield Opportunities 2027 Term FundFTHY0.3% of the fund
- MFS Active Exchange Traded FBRIE0.2% of the fund
- Spdr Index SHS FDSGWX0.2% of the fund
- J P Morgan Exchange Traded FJMUB0.2% of the fund
- Victory Portfolios IIGFLW0.2% of the fund
- Spdr Index SHS FDSRWO0.2% of the fund
- Spdr Series TrustCERY0.1% of the fund
- Spdr Series TrustEMHC0.1% of the fund
- Ssga Active ETF TRSRLN0.1% of the fund
- SEI Exchange Traded FundsLEND0.1% of the fund
- Micron TechnologyMU0.1% of the fund
- Vanguard MUN BD FDSVTEB0.1% of the fund
- MFS Active Exchange Traded FMFSG0.1% of the fund
- Space Exploration TechnologiesSPCX0.1% of the fund
- IntelINTC<0.1% of the fund
- Ishares TRIGM<0.1% of the fund
- First TR Exchange Traded FDFTHI<0.1% of the fund
- Nuveen Municipal Value FundNUV<0.1% of the fund
- Janus Detroit STR TRJSML<0.1% of the fund
- GE VernovaGEV<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exchange Traded FD TRSP3.4% of the fund+4%
- Spdr Series TrustSPYM2.6% of the fund+425%
- Spdr Gold TRGLD2.0% of the fund+11%
- Vanguard Wellington FDVTES1.7% of the fund+13%
- NvidiaNVDA1.7% of the fund+7%
- Vanguard Index FDSVOO1.7% of the fund+38%
- Spdr Index SHS FDSSPDW1.4% of the fund+356%
- Capital Group Conservative ECGCV1.2% of the fund+22%
- Spdr Series TrustTFI1.1% of the fund+529%
- MFS Active Exchange Traded FMFSV1.0% of the fund+139%
- First TR Exchange Traded FDFID1.0% of the fund+5%
- Spdr Index SHS FDSSPEM0.7% of the fund+322%
- First TR Exchange-Traded FDKNG0.7% of the fund+9%
- Berkshire HathawayBRK-B0.5% of the fund+23%
- Pimco ETF TRPYLD0.4% of the fund+8%
- RBB Fund TrustFEGE0.4% of the fund+44%
- Spdr Series TrustSPSM0.4% of the fund+277%
- Sonida Senior LivingSNDA0.3% of the fund+10%
- Ishares Silver TRSLV0.3% of the fund+172%
- Ishares TRICSH0.3% of the fund+19%
- Seagate Technology HoldingsSTX0.3% of the fund+20%
- Constellation EnergyCEG0.3% of the fund+20%
- Fidelity Ethereum FDFETH0.2% of the fund+19%
- First TR Exchng Traded FD VIMFLX0.2% of the fund+17%
- Vanguard Index FDSVB0.2% of the fund+10%
Cut
Sold some of their stake.
- Vanguard BD Index FDSVUSB5.4% of the fund-4%
- First TR Exchange-Traded FDFVD3.1% of the fund-5%
- First TR Exchange-Traded FDFDL3.0% of the fund-4%
- AppleAAPL1.8% of the fund-2%
- First TR Exchange Traded FDTDIV1.7% of the fund-20%
- Truist FinancialTFC0.8% of the fund-15%
- First TR Exchange-Traded FDEMLP0.7% of the fund-23%
- Home DepotHD0.6% of the fund-69%
- Pacer FDS TRCOWZ0.5% of the fund-3%
- Amazon.comAMZN0.4% of the fund-10%
- First TR Exchange-Traded FDFDD0.4% of the fund-9%
- Capital Group InternationalCGIC0.4% of the fund-9%
- Proshares TRNOBL0.3% of the fund-3%
- AlphabetGOOGL0.3% of the fund-10%
- First TR Exchange-Traded FDHYLS0.3% of the fund-8%
- CitigroupC0.3% of the fund-49%
- Ishares Bitcoin Trust ETFIBIT0.3% of the fund-5%
- Profesionally Managed PortfoAKRE0.3% of the fund-9%
- American Centy ETF TRQGRO0.2% of the fund-19%
- Abrdn Precious Metals BasketGLTR0.2% of the fund-11%
- ExxonMobil HoldingsXOM0.2% of the fund-3%
- Coca-ColaKO0.2% of the fund-57%
- Hunt J B Transport ServicesJBHT0.2% of the fund-7%
- First TR Exchange Trad FD VIFAAR0.2% of the fund-5%
- McDonald'sMCD0.2% of the fund-26%
Sold out
Sold their entire stake.
- AflacAFL-100%
- AbbVieABBV-100%
- Phillips Edison & CompanyPECO-100%
- Abbott LaboratoriesABT-100%
- AT&TT-100%
- Lowe's CompaniesLOW-100%
- NCR VoyixVYX-100%
- DeFi DevelopmentDFDV-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 6.0%
- Value
- $16m
- Shares
- 21,365
Held
- Vanguard BD Index FDSVUSB
- Share
- 5.4%
- Value
- $14m
- Shares
- 284,062
-4%
- Schwab Strategic TRSCHD
- Share
- 4.9%
- Value
- $13m
- Shares
- 410,081
Held
- Ishares TRIJH
- Share
- 4.1%
- Value
- $11m
- Shares
- 138,971
Held
- Invesco Exchange Traded FD TRSP
- Share
- 3.4%
- Value
- $9m
- Shares
- 42,230
+4%
- First TR Exchange-Traded FDFVD
- Share
- 3.1%
- Value
- $8m
- Shares
- 169,228
-5%
- First TR Exchange-Traded FDFDL
- Share
- 3.0%
- Value
- $8m
- Shares
- 163,113
-4%
- Ishares TRIVV
- Share
- 2.9%
- Value
- $8m
- Shares
- 10,285
Held
- Invesco QQQ TRQQQ
- Share
- 2.9%
- Value
- $8m
- Shares
- 10,265
Held
- Capital Group Growth ETFCGGR
- Share
- 2.6%
- Value
- $7m
- Shares
- 145,575
Held
- Spdr Series TrustSPYM
- Share
- 2.6%
- Value
- $7m
- Shares
- 77,003
+425%
- First TR Exchange Traded FDRDVY
- Share
- 2.3%
- Value
- $6m
- Shares
- 74,587
Held
- Capital Group Dividend ValueCGDV
- Share
- 2.1%
- Value
- $6m
- Shares
- 111,650
Held
- Capital Group Dividend GroweCGDG
- Share
- 2.0%
- Value
- $5m
- Shares
- 143,983
Held
- Spdr Gold TRGLD
- Share
- 2.0%
- Value
- $5m
- Shares
- 14,393
+11%
- Vanguard Wellington FDVTES
- Share
- 1.7%
- Value
- $5m
- Shares
- 45,299
+13%
- Vanguard Index FDSVOO
- Share
- 1.7%
- Value
- $4m
- Shares
- 6,427
+38%
- First TR Exchange Traded FDTDIV
- Share
- 1.7%
- Value
- $4m
- Shares
- 38,234
-20%
- Doubleline ETF TrustDBND
- Share
- 1.5%
- Value
- $4m
- Shares
- 85,933
Held
- Spdr Index SHS FDSSPDW
- Share
- 1.4%
- Value
- $4m
- Shares
- 73,830
+356%
- Capital Group Conservative ECGCV
- Share
- 1.2%
- Value
- $3m
- Shares
- 96,166
+22%
- Spdr Series TrustTFI
- Share
- 1.1%
- Value
- $3m
- Shares
- 60,552
+529%
- MFS Active Exchange Traded FMFSV
- Share
- 1.0%
- Value
- $3m
- Shares
- 91,486
+139%
- Ishares TRIXUS
- Share
- 1.0%
- Value
- $3m
- Shares
- 26,922
Held
- First TR Exchange Traded FDFID
- Share
- 1.0%
- Value
- $3m
- Shares
- 117,760
+5%
- Amplify ETF TRDIVO
- Share
- 0.9%
- Value
- $2m
- Shares
- 54,329
Held
- Ishares TRIWF
- Share
- 0.7%
- Value
- $2m
- Shares
- 15,195
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.7%
- Value
- $2m
- Shares
- 36,254
+322%
- First TR Exchange-Traded FDKNG
- Share
- 0.7%
- Value
- $2m
- Shares
- 36,027
+9%
- First TR Exchange-Traded FDEMLP
- Share
- 0.7%
- Value
- $2m
- Shares
- 39,828
-23%
- First TR Exchange Traded FDSDVY
- Share
- 0.6%
- Value
- $2m
- Shares
- 35,859
Held
- Victory Portfolios IIVFLO
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,648
New
- Ishares TRIJR
- Share
- 0.5%
- Value
- $1m
- Shares
- 9,536
Held
- Ishares TRIWD
- Share
- 0.5%
- Value
- $1m
- Shares
- 5,350
Held
- Pacer FDS TRCOWZ
- Share
- 0.5%
- Value
- $1m
- Shares
- 20,189
-3%
- Pimco ETF TRPYLD
- Share
- 0.4%
- Value
- $1m
- Shares
- 43,606
+8%
- Listed FDS TRMAGS
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,681
Held
- Capital Group New GeographyCGNG
- Share
- 0.4%
- Value
- $1m
- Shares
- 30,229
Held
- Schwab Strategic TRSCHM
- Share
- 0.4%
- Value
- $1m
- Shares
- 29,490
Held
- Vanguard Specialized FundsVIG
- Share
- 0.4%
- Value
- $1m
- Shares
- 4,469
Held
- Spdr Series TrustSPTL
- Share
- 0.4%
- Value
- $1m
- Shares
- 39,195
New
- RBB Fund TrustFEGE
- Share
- 0.4%
- Value
- $1m
- Shares
- 20,847
+44%
- First TR Exchange-Traded FDFDD
- Share
- 0.4%
- Value
- $999,511
- Shares
- 53,882
-9%
- Capital Group InternationalCGIC
- Share
- 0.4%
- Value
- $982,675
- Shares
- 27,004
-9%
- Spdr Series TrustSPSM
- Share
- 0.4%
- Value
- $930,910
- Shares
- 16,142
+277%
- Proshares TRNOBL
- Share
- 0.3%
- Value
- $872,498
- Shares
- 15,536
-3%
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $863,380
- Shares
- 16,147
+172%
- Spdr Series TrustSPMD
- Share
- 0.3%
- Value
- $854,499
- Shares
- 12,648
New
- Pacer FDS TRCALF
- Share
- 0.3%
- Value
- $810,067
- Shares
- 16,006
Held
- First TR Exchange-Traded FDHYLS
- Share
- 0.3%
- Value
- $793,854
- Shares
- 19,529
-8%
- Ishares TRICSH
- Share
- 0.3%
- Value
- $781,916
- Shares
- 15,459
+19%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $748,850
- Shares
- 1
Held
- First TR Exchange-Traded FDQTEC
- Share
- 0.3%
- Value
- $748,032
- Shares
- 2,235
Held
- Allspring Exchange Traded FUAINP
- Share
- 0.3%
- Value
- $720,071
- Shares
- 28,757
New
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $703,685
- Shares
- 21,138
-5%
- First TR Exchange-Traded FDFTGS
- Share
- 0.3%
- Value
- $701,044
- Shares
- 18,946
Held
- Profesionally Managed PortfoAKRE
- Share
- 0.3%
- Value
- $684,343
- Shares
- 12,866
-9%
- First TR Exchng Traded FD VIFIXD
- Share
- 0.3%
- Value
- $684,154
- Shares
- 15,688
Held
- First Trust High Yield Opportunities 2027 Term FundFTHY
- Share
- 0.3%
- Value
- $662,395
- Shares
- 48,350
New
- MFS Active Exchange Traded FBRIE
- Share
- 0.2%
- Value
- $642,026
- Shares
- 21,175
New
- American Centy ETF TRQGRO
- Share
- 0.2%
- Value
- $613,746
- Shares
- 5,199
-19%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.2%
- Value
- $605,940
- Shares
- 2,000
Held
- Spdr Index SHS FDSGWX
- Share
- 0.2%
- Value
- $605,901
- Shares
- 13,846
New
- Vanguard Admiral FDSVOOV
- Share
- 0.2%
- Value
- $586,387
- Shares
- 2,675
Held
- First TR Exchange-Traded FDFTCB
- Share
- 0.2%
- Value
- $570,426
- Shares
- 27,352
Held
- First TR Exch TRD Alphdx FDFDT
- Share
- 0.2%
- Value
- $569,390
- Shares
- 6,014
Held
- Ishares TRIWP
- Share
- 0.2%
- Value
- $558,115
- Shares
- 3,812
Held
- Abrdn Precious Metals BasketGLTR
- Share
- 0.2%
- Value
- $554,866
- Shares
- 3,063
-11%
- Fidelity Ethereum FDFETH
- Share
- 0.2%
- Value
- $508,748
- Shares
- 32,322
+19%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.2%
- Value
- $506,550
- Shares
- 10,000
New
- First TR Exchange Trad FD VIFAAR
- Share
- 0.2%
- Value
- $487,297
- Shares
- 15,411
-5%
- First TR Exchng Traded FD VIMFLX
- Share
- 0.2%
- Value
- $484,293
- Shares
- 27,881
+17%
- Ishares TRIWR
- Share
- 0.2%
- Value
- $465,290
- Shares
- 4,218
Held
- Victory Portfolios IIGFLW
- Share
- 0.2%
- Value
- $458,541
- Shares
- 13,375
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 6.0% | $16m | 21,365 | Held |
| Vanguard BD Index FDSVUSB | 5.4% | $14m | 284,062 | -4% |
| Schwab Strategic TRSCHD | 4.9% | $13m | 410,081 | Held |
| Ishares TRIJH | 4.1% | $11m | 138,971 | Held |
| Invesco Exchange Traded FD TRSP | 3.4% | $9m | 42,230 | +4% |
| First TR Exchange-Traded FDFVD | 3.1% | $8m | 169,228 | -5% |
| First TR Exchange-Traded FDFDL | 3.0% | $8m | 163,113 | -4% |
| Ishares TRIVV | 2.9% | $8m | 10,285 | Held |
| Invesco QQQ TRQQQ | 2.9% | $8m | 10,265 | Held |
| Capital Group Growth ETFCGGR | 2.6% | $7m | 145,575 | Held |
| Spdr Series TrustSPYM | 2.6% | $7m | 77,003 | +425% |
| First TR Exchange Traded FDRDVY | 2.3% | $6m | 74,587 | Held |
| Capital Group Dividend ValueCGDV | 2.1% | $6m | 111,650 | Held |
| Capital Group Dividend GroweCGDG | 2.0% | $5m | 143,983 | Held |
| Spdr Gold TRGLD | 2.0% | $5m | 14,393 | +11% |
| AppleAAPL | 1.8% | $5m | 16,435 | -2% |
| Vanguard Wellington FDVTES | 1.7% | $5m | 45,299 | +13% |
| NvidiaNVDA | 1.7% | $5m | 22,563 | +7% |
| Vanguard Index FDSVOO | 1.7% | $4m | 6,427 | +38% |
| First TR Exchange Traded FDTDIV | 1.7% | $4m | 38,234 | -20% |
| Doubleline ETF TrustDBND | 1.5% | $4m | 85,933 | Held |
| Spdr Index SHS FDSSPDW | 1.4% | $4m | 73,830 | +356% |
| Capital Group Conservative ECGCV | 1.2% | $3m | 96,166 | +22% |
| Spdr Series TrustTFI | 1.1% | $3m | 60,552 | +529% |
| MFS Active Exchange Traded FMFSV | 1.0% | $3m | 91,486 | +139% |
| Ishares TRIXUS | 1.0% | $3m | 26,922 | Held |
| First TR Exchange Traded FDFID | 1.0% | $3m | 117,760 | +5% |
| Amplify ETF TRDIVO | 0.9% | $2m | 54,329 | Held |
| Truist FinancialTFC | 0.8% | $2m | 41,280 | -15% |
| Ishares TRIWF | 0.7% | $2m | 15,195 | Held |
| Spdr Index SHS FDSSPEM | 0.7% | $2m | 36,254 | +322% |
| First TR Exchange-Traded FDKNG | 0.7% | $2m | 36,027 | +9% |
| First TR Exchange-Traded FDEMLP | 0.7% | $2m | 39,828 | -23% |
| MicrosoftMSFT | 0.7% | $2m | 4,632 | Held |
| First TR Exchange Traded FDSDVY | 0.6% | $2m | 35,859 | Held |
| Victory Portfolios IIVFLO | 0.6% | $2m | 33,648 | New |
| Home DepotHD | 0.6% | $1m | 4,225 | -69% |
| Ishares TRIJR | 0.5% | $1m | 9,536 | Held |
| Cisco SystemsCSCO | 0.5% | $1m | 11,887 | Held |
| Berkshire HathawayBRK-B | 0.5% | $1m | 2,688 | +23% |
| Ishares TRIWD | 0.5% | $1m | 5,350 | Held |
| Pacer FDS TRCOWZ | 0.5% | $1m | 20,189 | -3% |
| Southern CompanySO | 0.4% | $1m | 12,157 | Held |
| Pimco ETF TRPYLD | 0.4% | $1m | 43,606 | +8% |
| Listed FDS TRMAGS | 0.4% | $1m | 17,681 | Held |
| Capital Group New GeographyCGNG | 0.4% | $1m | 30,229 | Held |
| Trulieve CannabisTRLV | 0.4% | $1m | 114,464 | New |
| Schwab Strategic TRSCHM | 0.4% | $1m | 29,490 | Held |
| Vanguard Specialized FundsVIG | 0.4% | $1m | 4,469 | Held |
| Spdr Series TrustSPTL | 0.4% | $1m | 39,195 | New |
| RBB Fund TrustFEGE | 0.4% | $1m | 20,847 | +44% |
| Amazon.comAMZN | 0.4% | $1m | 4,271 | -10% |
| First TR Exchange-Traded FDFDD | 0.4% | $999,511 | 53,882 | -9% |
| Capital Group InternationalCGIC | 0.4% | $982,675 | 27,004 | -9% |
| Spdr Series TrustSPSM | 0.4% | $930,910 | 16,142 | +277% |
| Palo Alto NetworksPANW | 0.3% | $922,459 | 2,705 | Held |
| Sonida Senior LivingSNDA | 0.3% | $882,953 | 21,641 | +10% |
| Proshares TRNOBL | 0.3% | $872,498 | 15,536 | -3% |
| Ishares Silver TRSLV | 0.3% | $863,380 | 16,147 | +172% |
| Spdr Series TrustSPMD | 0.3% | $854,499 | 12,648 | New |
| AlphabetGOOGL | 0.3% | $813,016 | 2,275 | -10% |
| Pacer FDS TRCALF | 0.3% | $810,067 | 16,006 | Held |
| First TR Exchange-Traded FDHYLS | 0.3% | $793,854 | 19,529 | -8% |
| Ishares TRICSH | 0.3% | $781,916 | 15,459 | +19% |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $748,850 | 1 | Held |
| First TR Exchange-Traded FDQTEC | 0.3% | $748,032 | 2,235 | Held |
| AlphabetGOOG | 0.3% | $741,380 | 2,098 | Held |
| Allspring Exchange Traded FUAINP | 0.3% | $720,071 | 28,757 | New |
| CitigroupC | 0.3% | $716,875 | 5,122 | -49% |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $703,685 | 21,138 | -5% |
| First TR Exchange-Traded FDFTGS | 0.3% | $701,044 | 18,946 | Held |
| CoherentCOHR | 0.3% | $686,378 | 1,740 | Held |
| Profesionally Managed PortfoAKRE | 0.3% | $684,343 | 12,866 | -9% |
| First TR Exchng Traded FD VIFIXD | 0.3% | $684,154 | 15,688 | Held |
| VisaV | 0.3% | $682,745 | 1,990 | Held |
| Seagate Technology HoldingsSTX | 0.3% | $663,385 | 687 | +20% |
| Constellation EnergyCEG | 0.3% | $662,476 | 2,667 | +20% |
| First Trust High Yield Opportunities 2027 Term FundFTHY | 0.3% | $662,395 | 48,350 | New |
| MFS Active Exchange Traded FBRIE | 0.2% | $642,026 | 21,175 | New |
| American Centy ETF TRQGRO | 0.2% | $613,746 | 5,199 | -19% |
| Invesco Exch Traded FD TR IIQQQM | 0.2% | $605,940 | 2,000 | Held |
| Spdr Index SHS FDSGWX | 0.2% | $605,901 | 13,846 | New |
| Johnson & JohnsonJNJ | 0.2% | $586,925 | 2,311 | Held |
| Vanguard Admiral FDSVOOV | 0.2% | $586,387 | 2,675 | Held |
| First TR Exchange-Traded FDFTCB | 0.2% | $570,426 | 27,352 | Held |
| First TR Exch TRD Alphdx FDFDT | 0.2% | $569,390 | 6,014 | Held |
| Ishares TRIWP | 0.2% | $558,115 | 3,812 | Held |
| Abrdn Precious Metals BasketGLTR | 0.2% | $554,866 | 3,063 | -11% |
| ExxonMobil HoldingsXOM | 0.2% | $529,106 | 3,870 | -3% |
| Coca-ColaKO | 0.2% | $526,469 | 6,478 | -57% |
| Fidelity Ethereum FDFETH | 0.2% | $508,748 | 32,322 | +19% |
| J P Morgan Exchange Traded FJMUB | 0.2% | $506,550 | 10,000 | New |
| Hunt J B Transport ServicesJBHT | 0.2% | $501,792 | 1,734 | -7% |
| First TR Exchange Trad FD VIFAAR | 0.2% | $487,297 | 15,411 | -5% |
| First TR Exchng Traded FD VIMFLX | 0.2% | $484,293 | 27,881 | +17% |
| Automatic Data ProcessingADP | 0.2% | $472,535 | 2,110 | Held |
| Ishares TRIWR | 0.2% | $465,290 | 4,218 | Held |
| McDonald'sMCD | 0.2% | $459,528 | 1,700 | -26% |
| Victory Portfolios IIGFLW | 0.2% | $458,541 | 13,375 | New |
| Meta PlatformsMETA | 0.2% | $455,459 | 809 | Held |
Showing the largest 100 of 172.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.4% since 30 June 2025.
Where the money is
Technology6.1%
Financial services2.3%
Retail & consumer1.4%
Health care1.1%
Industrials1.0%
Media & telecom0.8%
Everyday goods0.7%
Utilities0.7%
Energy0.4%
Real estate0.2%
Other85.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.