BlueChip Wealth Advisors LLC
Top Portfolio Positions
64 positions ·
$72,346,639 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
21,134 | $13,744,285 | 19.00% | |
| AFL |
Aflac Inc
Financial Services
|
58,158 | $6,380,514 | 8.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,090 | $5,823,746 | 8.05% | |
| GLD |
Spdr Gold Trust
|
13,018 | $5,601,515 | 7.74% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
13,672 | $4,496,584 | 6.22% | |
| AAPL |
Apple Inc.
Technology
|
16,773 | $4,256,819 | 5.88% | |
| NVDA |
Nvidia Corp
Technology
|
21,013 | $3,664,667 | 5.07% | |
| TFC |
Truist Financial Corp
Financial Services
|
48,780 | $2,242,416 | 3.10% | |
| MSFT |
Microsoft Corp
Technology
|
4,684 | $1,733,876 | 2.40% | |
| SO |
Southern Co
Utilities
|
12,230 | $1,180,439 | 1.63% |
Portfolio Trend
Holdings in BATRA
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 | $295,814 | 7,060 | Shares | Sole | 2024-04-30 | |
| 2024-06-30 | $250,459 | 6,060 | Shares | Sole | 2024-08-12 | |
| 2024-09-30 | $255,429 | 6,060 | Shares | Sole | 2024-11-14 | |
| 2024-12-31 | $247,248 | 6,060 | Shares | Sole | 2025-02-12 | |
| 2025-03-31 | $263,658 | 6,010 | Shares | Sole | 2025-05-06 | |
| 2025-06-30 | $295,260 | 6,000 | Shares | Sole | 2025-07-30 | |
| 2025-09-30 | $273,274 | 6,010 | Shares | Sole | 2025-11-06 | |
| 2025-12-31 | $255,364 | 6,010 | Shares | Sole | 2026-02-05 | |
| 2026-03-31 | $283,371 | 6,010 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||