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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464287804

IJR|464287804

Shares:10.2K

Value:$1.1M

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

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$203.7M)

921908844

VIG|921908844

Shares:5.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$203.7M)

464287598

IWD|464287598

Shares:5.4K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$203.7M)

74348A467

Shares:9.6K

Value:$984.1K

% of Portfolio:0.5% ($984.1K/$203.7M)

46438F101

Shares:20.8K

Value:$975.2K

% of Portfolio:0.5% ($975.2K/$203.7M)

33735T109

Shares:66.8K

Value:$906.9K

% of Portfolio:0.4% ($906.9K/$203.7M)

SOUTHERN CO

SO|842587107

Shares:9.8K

Value:$899.2K

% of Portfolio:0.4% ($899.2K/$203.7M)

AMAZON COM INC

AMZN|023135106

Shares:4.6K

Value:$883.9K

% of Portfolio:0.4% ($883.9K/$203.7M)

78467V848

Shares:20.9K

Value:$841.0K

% of Portfolio:0.4% ($841.0K/$203.7M)

72201R833

Shares:8.3K

Value:$834.2K

% of Portfolio:0.4% ($834.2K/$203.7M)

FS KKR Capital Corp

FSK|302635206

Shares:39.7K

Value:$830.8K

% of Portfolio:0.4% ($830.8K/$203.7M)

46431W507

Shares:16.2K

Value:$823.9K

% of Portfolio:0.4% ($823.9K/$203.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.4% ($798.4K/$203.7M)

33738D408

Shares:19.1K

Value:$782.3K

% of Portfolio:0.4% ($782.3K/$203.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.6K

Value:$777.8K

% of Portfolio:0.4% ($777.8K/$203.7M)

Meta Platforms, Inc.

META|30303M102

Shares:1.3K

Value:$765.2K

% of Portfolio:0.4% ($765.2K/$203.7M)

COCA COLA CO

KO|191216100

Shares:10.6K

Value:$758.9K

% of Portfolio:0.4% ($758.9K/$203.7M)

69374H857

Shares:20.2K

Value:$755.7K

% of Portfolio:0.4% ($755.7K/$203.7M)

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

FTHY|33741Q107

Shares:52.2K

Value:$754.2K

% of Portfolio:0.4% ($754.2K/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	10.2K	QoQ 0.00% (-0) YoY -11.20% (-1.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$203.7M)	QoQ -9.24% (-$108.4K) YoY -15.98% (-$202.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ +17.97% (+295) YoY +10.43% (+183)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$203.7M)	QoQ +38.61% (+$287.2K) YoY +39.86% (+$293.9K)
(VIGcusip921908844)	5.3K	QoQ -2.66% (-145) YoY +291.50% (+3.9K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$203.7M)	QoQ -3.61% (-$38.5K) YoY +315.67% (+$780.2K)
(IWDcusip464287598)	5.4K	QoQ 0.00% (+0) YoY +9.68% (+473)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$203.7M)	QoQ +1.63% (+$16.2K) YoY +15.22% (+$133.2K)
(cusip74348A467)✕	9.6K	QoQ -2.65% (-263) YoY -18.36% (-2.2K)	All Managers (Combined)	$984.1K	0.5% ($984.1K/$203.7M)	QoQ -0.08% (-$884) YoY -17.76% (-$212.5K)
(cusip46438F101)✕	20.8K	QoQ +36.89% (+5.6K) YoY NEW(+20.8K)	All Managers (Combined)	$975.2K	0.5% ($975.2K/$203.7M)	QoQ +20.79% (+$167.9K) YoY NEW(+$975.2K)
(cusip33735T109)✕	66.8K	QoQ +19.05% (+10.7K) YoY +27.36% (+14.4K)	All Managers (Combined)	$906.9K	0.4% ($906.9K/$203.7M)	QoQ +43.52% (+$275.0K) YoY +46.13% (+$286.3K)
SOUTHERN CO(SOcusip842587107)	9.8K	QoQ +1.29% (+125) YoY +4.06% (+382)	All Managers (Combined)	$899.2K	0.4% ($899.2K/$203.7M)	QoQ +13.14% (+$104.5K) YoY +33.38% (+$225.1K)
AMAZON COM INC(AMZNcusip023135106)	4.6K	QoQ +13.06% (-537) YoY +30.14% (+1.1K)	All Managers (Combined)	$883.9K	0.4% ($883.9K/$203.7M)	QoQ -1.94% (-$17.5K) YoY +37.26% (+$240.0K)
(cusip78467V848)✕	20.9K	QoQ +168.61% (+13.1K) YoY -30.71% (-9.3K)	All Managers (Combined)	$841.0K	0.4% ($841.0K/$203.7M)	QoQ +174.75% (+$534.9K) YoY -30.29% (-$365.6K)
(cusip72201R833)✕	8.3K	QoQ +130.81% (+4.7K) YoY -21.34% (-2.3K)	All Managers (Combined)	$834.2K	0.4% ($834.2K/$203.7M)	QoQ +131.46% (+$473.8K) YoY -21.28% (-$225.5K)
FS KKR Capital Corp(FSKcusip302635206)	39.7K	QoQ 0.00% (-0) YoY +66.95% (+15.9K)	All Managers (Combined)	$830.8K	0.4% ($830.8K/$203.7M)	QoQ -3.54% (-$30.5K) YoY +83.41% (+$377.9K)
(cusip46431W507)✕	16.2K	QoQ NEW(+16.2K) YoY NEW(+16.2K)	All Managers (Combined)	$823.9K	0.4% ($823.9K/$203.7M)	QoQ NEW(+$823.9K) YoY NEW(+$823.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.4% ($798.4K/$203.7M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(cusip33738D408)✕	19.1K	QoQ -6.15% (-1.3K) YoY -6.78% (-1.4K)	All Managers (Combined)	$782.3K	0.4% ($782.3K/$203.7M)	QoQ -6.81% (-$57.2K) YoY -7.21% (-$60.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.6K	QoQ -0.27% (-35) YoY -3.40% (-444)	All Managers (Combined)	$777.8K	0.4% ($777.8K/$203.7M)	QoQ +3.95% (-$29.6K) YoY +19.44% (-$126.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.3K	QoQ +5.82% (+73) YoY -2.92% (-40)	All Managers (Combined)	$765.2K	0.4% ($765.2K/$203.7M)	QoQ +4.18% (+$30.8K) YoY +15.24% (-$101.2K)
COCA COLA CO(KOcusip191216100)	10.6K	QoQ -0.32% (-35) YoY -6.83% (-778)	All Managers (Combined)	$758.9K	0.4% ($758.9K/$203.7M)	QoQ +14.65% (-$97.0K) YoY +9.05% (-$63.0K)
(cusip69374H857)✕	20.2K	QoQ -37.17% (-11.9K) YoY -30.52% (-8.9K)	All Managers (Combined)	$755.7K	0.4% ($755.7K/$203.7M)	QoQ -46.47% (-$656.0K) YoY -47.00% (-$670.3K)
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND(FTHYcusip33741Q107)	52.2K	QoQ -4.93% (-2.7K) YoY -40.16% (-35.0K)	All Managers (Combined)	$754.2K	0.4% ($754.2K/$203.7M)	QoQ -5.12% (-$40.8K) YoY -40.53% (-$514.2K)