Bluechip-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OBDC",
  null,
  "GOOGL",
  null,
  "AVGO",
  "LOW",
  null,
  null,
  "CLM",
  null,
  "PECO",
  "NUV",
  "BATRA",
  null,
  "CION",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "IJR",
  "ANET",
  "IWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  "MAS",
  null,
  null,
  null,
  null,
  null,
  "O",
  "GLD",
  null,
  null,
  "TFC",
  "VV",
  null,
  null,
  "VIG",
  null,
  null,
  "FTHY",
  "GPN",
  "FSK",
  null,
  "IWP",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VOO",
  "VUSB",
  "V",
  "SCHD",
  "DVY",
  null,
  "SO",
  null,
  "SYY",
  null,
  "IXUS",
  null,
  null,
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DFAC",
  "RSP",
  "IJJ",
  "IWB",
  "MAR",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 152
Total Value: 203652337
Accession Number: 0001085146-25-002624
Form Type: 13F-HR
CIK: bluechip-wealth-advisors
Manager Name: Bluechip-Wealth-Advisors

Data Enrichment

48% identified

73 identified79 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

152 positions • $203.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:19.9K

Value:$11.1M

% of Portfolio:5.5% ($11.1M/$203.7M)

808524797

SCHD|808524797

Shares:377.4K

Value:$10.6M

% of Portfolio:5.2% ($10.6M/$203.7M)

33734H106

Shares:204.6K

Value:$9.1M

% of Portfolio:4.5% ($9.1M/$203.7M)

464287507

IJH|464287507

Shares:138.9K

Value:$8.1M

% of Portfolio:4.0% ($8.1M/$203.7M)

336917109

Shares:184.1K

Value:$8.0M

% of Portfolio:3.9% ($8.0M/$203.7M)

92203C303

VUSB|92203C303

Shares:128.6K

Value:$6.4M

% of Portfolio:3.1% ($6.4M/$203.7M)

464287200

IVV|464287200

Shares:11.3K

Value:$6.3M

% of Portfolio:3.1% ($6.3M/$203.7M)

69374H881

Shares:114.3K

Value:$6.3M

% of Portfolio:3.1% ($6.3M/$203.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:12.3K

Value:$5.7M

% of Portfolio:2.8% ($5.7M/$203.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:18.4K

Value:$5.3M

% of Portfolio:2.6% ($5.3M/$203.7M)

33738R506

Shares:86.9K

Value:$5.1M

% of Portfolio:2.5% ($5.1M/$203.7M)

14020G101

Shares:144.4K

Value:$4.9M

% of Portfolio:2.4% ($4.9M/$203.7M)

46137V357

RSP|46137V357

Shares:24.9K

Value:$4.3M

% of Portfolio:2.1% ($4.3M/$203.7M)

032108409

Shares:101.6K

Value:$4.1M

% of Portfolio:2.0% ($4.1M/$203.7M)

14020W106

Shares:114.0K

Value:$4.1M

% of Portfolio:2.0% ($4.1M/$203.7M)

Apple Inc.

AAPL|037833100

Shares:17.3K

Value:$3.8M

% of Portfolio:1.9% ($3.8M/$203.7M)

14021L109

Shares:120.9K

Value:$3.7M

% of Portfolio:1.8% ($3.7M/$203.7M)

33738R118

Shares:48.3K

Value:$3.6M

% of Portfolio:1.7% ($3.6M/$203.7M)

25861R105

Shares:69.0K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$203.7M)

47103U845

Shares:54.5K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	19.9K	QoQ -2.56% (-524) YoY +16.69% (+2.8K)	All Managers (Combined)	$11.1M	5.5% ($11.1M/$203.7M)	QoQ -7.00% (-$837.7K) YoY +24.77% (+$2.2M)
(SCHDcusip808524797)	377.4K	QoQ -0.49% (-1.9K) YoY +238.22% (+265.8K)	All Managers (Combined)	$10.6M	5.2% ($10.6M/$203.7M)	QoQ +1.83% (-$190.2K) YoY +17.28% (+$1.6M)
(cusip33734H106)✕	204.6K	QoQ +12.86% (+23.3K) YoY +7.36% (+14.0K)	All Managers (Combined)	$9.1M	4.5% ($9.1M/$203.7M)	QoQ +15.31% (+$1.2M) YoY +13.36% (+$1.1M)
(IJHcusip464287507)	138.9K	QoQ -5.79% (-8.6K) YoY -2.49% (-3.6K)	All Managers (Combined)	$8.1M	4.0% ($8.1M/$203.7M)	QoQ -11.78% (-$1.1M) YoY -6.33% (-$548.0K)
(cusip336917109)✕	184.1K	QoQ +11.87% (+19.5K) YoY +43.89% (+56.2K)	All Managers (Combined)	$8.0M	3.9% ($8.0M/$203.7M)	QoQ +20.71% (+$1.4M) YoY +62.44% (+$3.1M)
(VUSBcusip92203C303)	128.6K	QoQ +1014.92% (+117.1K) YoY NEW(+128.6K)	All Managers (Combined)	$6.4M	3.1% ($6.4M/$203.7M)	QoQ +1020.25% (+$5.8M) YoY NEW(+$6.4M)
(IVVcusip464287200)	11.3K	QoQ +1.68% (-186) YoY +9.68% (+993)	All Managers (Combined)	$6.3M	3.1% ($6.3M/$203.7M)	QoQ -2.94% (-$191.9K) YoY +17.22% (+$928.8K)
(cusip69374H881)✕	114.3K	QoQ -3.51% (-4.2K) YoY +17.17% (+16.7K)	All Managers (Combined)	$6.3M	3.1% ($6.3M/$203.7M)	QoQ -6.45% (-$431.9K) YoY +10.41% (+$590.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	12.3K	QoQ +3.61% (-427) YoY +8.97% (+1.0K)	All Managers (Combined)	$5.7M	2.8% ($5.7M/$203.7M)	QoQ -4.96% (-$300.4K) YoY +15.08% (+$753.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	18.4K	QoQ +0.72% (+133) YoY +14.55% (+2.3K)	All Managers (Combined)	$5.3M	2.6% ($5.3M/$203.7M)	QoQ +19.86% (+$879.1K) YoY +60.45% (+$2.0M)
(cusip33738R506)✕	86.9K	QoQ +8.03% (+6.5K) YoY +14.96% (+11.3K)	All Managers (Combined)	$5.1M	2.5% ($5.1M/$203.7M)	QoQ +6.93% (+$330.2K) YoY +19.81% (+$841.5K)
(cusip14020G101)✕	144.4K	QoQ +3.18% (-4.5K) YoY +17.93% (+22.0K)	All Managers (Combined)	$4.9M	2.4% ($4.9M/$203.7M)	QoQ -4.91% (-$255.9K) YoY +26.27% (+$1.0M)
(RSPcusip46137V357)	24.9K	QoQ -16.26% (-4.8K) YoY -31.08% (-11.2K)	All Managers (Combined)	$4.3M	2.1% ($4.3M/$203.7M)	QoQ -17.22% (-$898.6K) YoY -29.50% (-$1.8M)
(cusip032108409)✕	101.6K	QoQ +17.59% (+15.2K) YoY +28.66% (+22.6K)	All Managers (Combined)	$4.1M	2.0% ($4.1M/$203.7M)	QoQ +18.43% (+$644.7K) YoY +34.92% (+$1.1M)
(cusip14020W106)✕	114.0K	QoQ NEW(+114.0K) YoY NEW(+114.0K)	All Managers (Combined)	$4.1M	2.0% ($4.1M/$203.7M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Apple Inc.(AAPLcusip037833100)	17.3K	QoQ -1.68% (-297) YoY -14.73% (-3.0K)	All Managers (Combined)	$3.8M	1.9% ($3.8M/$203.7M)	QoQ -12.79% (-$564.3K) YoY +10.45% (-$364.3K)
(cusip14021L109)✕	120.9K	QoQ NEW(+120.9K) YoY NEW(+120.9K)	All Managers (Combined)	$3.7M	1.8% ($3.7M/$203.7M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
(cusip33738R118)✕	48.3K	QoQ +18.96% (+7.7K) YoY +51.05% (+16.3K)	All Managers (Combined)	$3.6M	1.7% ($3.6M/$203.7M)	QoQ +11.61% (+$369.7K) YoY +59.59% (+$1.3M)
(cusip25861R105)✕	69.0K	QoQ +234.12% (+48.4K) YoY NEW(+69.0K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$203.7M)	QoQ +240.63% (+$2.3M) YoY NEW(+$3.2M)
(cusip47103U845)✕	54.5K	QoQ -33.69% (-27.7K) YoY NEW(+54.5K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$203.7M)	QoQ -33.69% (-$1.4M) YoY NEW(+$2.8M)