BlueChip Wealth Advisors LLC
Top Portfolio Positions
65 positions ·
$73,393,691 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 | 18.73% | |
| AFL |
Aflac Inc
Financial Services
|
58,158 | $6,380,514 | 8.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,090 | $5,823,746 | 7.93% | |
| GLD |
Spdr Gold Trust
|
13,018 | $5,601,515 | 7.63% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
13,672 | $4,496,584 | 6.13% | |
| AAPL |
Apple Inc.
Technology
|
16,773 | $4,256,819 | 5.80% | |
| NVDA |
Nvidia Corp
Technology
|
21,013 | $3,664,667 | 4.99% | |
| TFC |
Truist Financial Corp
Financial Services
|
48,780 | $2,242,416 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
4,684 | $1,733,876 | 2.36% | |
| SO |
Southern Co
Utilities
|
12,230 | $1,180,439 | 1.61% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CION
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,783 | 24,676 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $400,589 | 41,426 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $259,287 | 27,351 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $506,980 | 52,976 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $531,638 | 51,366 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $394,622 | 34,616 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $588,728 | 49,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,715 | 24,564 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $270,204 | 24,564 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $170,577 | 15,082 | Shares | Sole | 2024-03-15 | |
| No 13F history on record for this holder in this stock. | ||||||