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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33739Q705

Shares:51.4K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$203.7M)

33741X102

Shares:67.9K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$203.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:53.0K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$203.7M)

33739Q408

Shares:35.9K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$203.7M)

HOME DEPOT, INC.

HD|437076102

Shares:5.5K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$203.7M)

33738D101

Shares:53.5K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$203.7M)

33733E104

Shares:21.3K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$203.7M)

46432F834

IXUS|46432F834

Shares:26.9K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$203.7M)

922908363

VOO|922908363

Shares:3.5K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$203.7M)

MICROSOFT CORP

MSFT|594918104

Shares:4.8K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$203.7M)

33738R688

Shares:103.0K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$203.7M)

NVIDIA CORP

NVDA|67066G104

Shares:14.5K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.7M)

33739Q200

Shares:30.9K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.7M)

46137V233

Shares:30.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$203.7M)

464287614

IWF|464287614

Shares:3.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$203.7M)

46138E339

Shares:14.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$203.7M)

921935870

Shares:13.3K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$203.7M)

33740F433

Shares:36.2K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$203.7M)

74933W452

Shares:22.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$203.7M)

025072307

Shares:11.7K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739Q705)✕	51.4K	QoQ +13.77% (+6.2K) YoY +24.02% (+10.0K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$203.7M)	QoQ +14.47% (+$328.4K) YoY +16.65% (+$371.0K)
(cusip33741X102)✕	67.9K	QoQ -0.57% (-395) YoY +15.98% (+9.4K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$203.7M)	QoQ -7.09% (-$173.8K) YoY +11.58% (+$236.3K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	53.0K	QoQ -5.78% (-3.3K) YoY -33.66% (-26.9K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$203.7M)	QoQ -10.63% (-$259.6K) YoY -29.97% (-$934.1K)
(cusip33739Q408)✕	35.9K	QoQ -0.27% (-99) YoY -0.20% (-74)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$203.7M)	QoQ -0.15% (-$3.4K) YoY +0.16% (-$3.5K)
HOME DEPOT, INC.(HDcusip437076102)	5.5K	QoQ -3.94% (-225) YoY -5.13% (-297)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$203.7M)	QoQ -9.49% (-$210.8K) YoY -9.36% (-$207.6K)
(cusip33738D101)✕	53.5K	QoQ +5.55% (+2.8K) YoY +13.87% (+6.5K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$203.7M)	QoQ +10.99% (+$198.6K) YoY +44.56% (+$618.1K)
(cusip33733E104)✕	21.3K	QoQ -2.28% (-499) YoY -39.54% (-14.0K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$203.7M)	QoQ -0.25% (-$5.0K) YoY -36.72% (-$1.1M)
(IXUScusip46432F834)	26.9K	QoQ 0.00% (+0) YoY -8.10% (-2.4K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$203.7M)	QoQ +5.54% (+$98.8K) YoY -5.46% (-$108.7K)
(VOOcusip922908363)	3.5K	QoQ +0.34% (-12) YoY +46.72% (+1.1K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$203.7M)	QoQ -4.29% (-$81.6K) YoY +56.86% (+$658.7K)
MICROSOFT CORP(MSFTcusip594918104)	4.8K	QoQ +1.74% (-83) YoY +21.73% (+864)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$203.7M)	QoQ -9.38% (-$188.2K) YoY +8.60% (+$144.0K)
(cusip33738R688)✕	103.0K	QoQ +19.19% (+16.6K) YoY +298.12% (+77.1K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$203.7M)	QoQ +26.29% (+$370.1K) YoY +330.57% (+$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	14.5K	QoQ +33.95% (+3.7K) YoY +3601.52% (+14.2K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.7M)	QoQ +8.10% (+$118.2K) YoY +343.90% (+$1.2M)
(cusip33739Q200)✕	30.9K	QoQ +13.44% (+3.7K) YoY -19.29% (-7.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.7M)	QoQ +14.58% (+$193.1K) YoY -17.77% (-$327.9K)
(cusip46137V233)✕	30.7K	QoQ +119.42% (+16.7K) YoY NEW(+30.7K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$203.7M)	QoQ +102.11% (+$713.9K) YoY NEW(+$1.4M)
(IWFcusip464287614)	3.8K	QoQ 0.00% (-0) YoY +8.04% (+283)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$203.7M)	QoQ -10.08% (-$153.9K) YoY +15.75% (+$186.7K)
(cusip46138E339)✕	14.5K	QoQ +22.61% (+2.7K) YoY +216.22% (+9.9K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$203.7M)	QoQ +19.41% (+$218.7K) YoY +264.75% (+$976.3K)
(cusip921935870)✕	13.3K	QoQ +61.91% (+5.1K) YoY NEW(+13.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$203.7M)	QoQ +62.31% (+$513.9K) YoY NEW(+$1.3M)
(cusip33740F433)✕	36.2K	QoQ 0.00% (-0) YoY NEW(+36.2K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$203.7M)	QoQ -2.30% (-$30.0K) YoY NEW(+$1.3M)
(cusip74933W452)✕	22.0K	QoQ -2.00% (-450) YoY -7.46% (-1.8K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$203.7M)	QoQ -1.71% (-$19.1K) YoY -7.49% (-$89.1K)
(cusip025072307)✕	11.7K	QoQ +102.42% (+5.9K) YoY -19.17% (-2.8K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$203.7M)	QoQ +90.18% (+$519.1K) YoY -10.87% (-$133.5K)