BlueChip Wealth Advisors LLC Diversified Active

CIK: 0002015578 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $224,610 (100.0% shares, 0.0% debt)

Holdings (168)

SPY SPDR S&P 500 ETF TR 5.6%
Value ($000) $12,482 Shares 20,200 Est. Cost $495.04 Unrealized
VUSB VANGUARD BD INDEX FDS 4.6%
Value ($000) $10,427 Shares 209,098 Est. Cost $49.86 Unrealized
SCHD SCHWAB STRATEGIC TR 4.5%
Value ($000) $10,065 Shares 379,804 Est. Cost $42.93 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 4.0%
Value ($000) $8,962 Shares 200,487 Est. Cost $41.13 Unrealized
IJH ISHARES TR 3.7%
Value ($000) $8,404 Shares 135,504 Est. Cost $106.53 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 3.5%
Value ($000) $7,797 Shares 186,226 Est. Cost $37.50 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $6,701 Shares 10,793 Est. Cost $484.89 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $6,612 Shares 11,981 Est. Cost $423.39 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.7%
Value ($000) $6,072 Shares 153,756 Est. Cost $36.64 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 2.6%
Value ($000) $5,921 Shares 145,662 Est. Cost $32.30 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.4%
Value ($000) $5,400 Shares 86,065 Est. Cost $52.63 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $4,957 Shares 27,273 Est. Cost $159.87 Unrealized
GLD SPDR GOLD TR 2.2%
Value ($000) $4,944 Shares 16,219 Est. Cost $196.59 Unrealized
DIVO AMPLIFY ETF TR 2.0%
Value ($000) $4,511 Shares 106,015 Est. Cost $38.74 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 2.0%
Value ($000) $4,456 Shares 49,416 Est. Cost $69.19 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 2.0%
Value ($000) $4,440 Shares 132,024 Est. Cost $31.13 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $3,956 Shares 6,964 Est. Cost $518.20 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $3,836 Shares 18,697 Est. Cost $185.25 Unrealized +8.7%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $3,248 Shares 20,556 Est. Cost $112.23 Unrealized +12.1%
VTES VANGUARD WELLINGTON FD 1.3%
Value ($000) $2,857 Shares 28,302 Est. Cost $100.68 Unrealized
DBND DOUBLELINE ETF TRUST 1.2%
Value ($000) $2,721 Shares 58,836 Est. Cost $45.91 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,558 Shares 52,102 Est. Cost $52.34 Unrealized
COWZ PACER FDS TR 1.1%
Value ($000) $2,459 Shares 44,631 Est. Cost $56.41 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,456 Shares 4,937 Est. Cost $366.15 Unrealized +18.1%
SDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,400 Shares 68,033 Est. Cost $33.21 Unrealized
TFC TRUIST FINL CORP 1.0%
Value ($000) $2,244 Shares 52,196 Est. Cost $28.22 Unrealized +34.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,126 Shares 35,509 Est. Cost $59.67 Unrealized
IXUS ISHARES TR 0.9%
Value ($000) $2,081 Shares 26,922 Est. Cost $64.93 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,998 Shares 53,276 Est. Cost $28.74 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,917 Shares 99,740 Est. Cost $16.12 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,819 Shares 20,011 Est. Cost $80.04 Unrealized
JAAA JANUS DETROIT STR TR 0.8%
Value ($000) $1,741 Shares 34,303 Est. Cost $50.87 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,731 Shares 15,391 Est. Cost $89.23 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $1,702 Shares 4,643 Est. Cost $301.74 Unrealized +18.0%
IWF ISHARES TR 0.7%
Value ($000) $1,613 Shares 3,800 Est. Cost $309.32 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,475 Shares 29,946 Est. Cost $48.42 Unrealized
QGRO AMERICAN CENTY ETF TR 0.7%
Value ($000) $1,473 Shares 13,501 Est. Cost $88.40 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.6%
Value ($000) $1,344 Shares 21,965 Est. Cost $45.98 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,295 Shares 34,444 Est. Cost $34.65 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,253 Shares 6,122 Est. Cost $197.76 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,188 Shares 5,414 Est. Cost $171.16 Unrealized +15.6%
MAGS LISTED FDS TR 0.5%
Value ($000) $1,156 Shares 20,833 Est. Cost $55.47 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,105 Shares 10,112 Est. Cost $108.33 Unrealized
TBIL RBB FD INC 0.5%
Value ($000) $1,099 Shares 21,985 Est. Cost $49.91 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $1,067 Shares 11,624 Est. Cost $71.05 Unrealized +23.8%
META META PLATFORMS INC 0.5%
Value ($000) $1,052 Shares 1,426 Est. Cost $391.34 Unrealized +57.6%
IWD ISHARES TR 0.5%
Value ($000) $1,041 Shares 5,357 Est. Cost $167.66 Unrealized
FSK FS KKR CAP CORP 0.5%
Value ($000) $1,038 Shares 50,009 Est. Cost $15.33 Unrealized +18.3%
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $995 Shares 19,095 Est. Cost $47.82 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $986 Shares 63,436 Est. Cost $12.24 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $945 Shares 9,385 Est. Cost $95.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $943 Shares 1,942 Est. Cost $371.59 Unrealized +36.7%
FDEC FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $933 Shares 20,000 Est. Cost $40.28 Unrealized
CALF PACER FDS TR 0.4%
Value ($000) $894 Shares 22,444 Est. Cost $47.07 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $834 Shares 8,291 Est. Cost $100.26 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $823 Shares 20,524 Est. Cost $40.28 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $786 Shares 28,007 Est. Cost $43.19 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $776 Shares 15,195 Est. Cost $50.87 Unrealized
VNLA JANUS DETROIT STR TR 0.3%
Value ($000) $762 Shares 15,494 Est. Cost $48.83 Unrealized
V VISA INC 0.3%
Value ($000) $735 Shares 2,070 Est. Cost $252.93 Unrealized +37.2%
FIRST TR HIGH YIELD OPPRT 20 0.3%
Value ($000) $731 Shares 49,195 Est. Cost $14.14 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $729330.75 Unrealized +4.5%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $701 Shares 2,418 Est. Cost $162.54 Unrealized +55.4%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $695 Shares 25,054 Est. Cost $27.85 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $692 Shares 17,744 Est. Cost $36.22 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $684 Shares 2,217 Est. Cost $225.51 Unrealized +34.1%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $674 Shares 2,218 Est. Cost $246.98 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $644 Shares 4,718 Est. Cost $117.57 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $643 Shares 3,623 Est. Cost $150.18 Unrealized +9.8%
GOCT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $638 Shares 17,458 Est. Cost $34.99 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $632 Shares 19,676 Est. Cost $29.75 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $622 Shares 1,927 Est. Cost $263.84 Unrealized 0.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $609 Shares 14,576 Est. Cost $41.56 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $578 Shares 13,165 Est. Cost $43.02 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $568 Shares 6,975 Est. Cost $77.04 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $554 Shares 16,192 Est. Cost $29.75 Unrealized
DGT SPDR SERIES TRUST 0.2%
Value ($000) $546 Shares 3,626 Est. Cost $150.64 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $545 Shares 7,705 Est. Cost $53.41 Unrealized +30.7%
GMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $522 Shares 13,401 Est. Cost $35.44 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $516 Shares 3,724 Est. Cost $105.08 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $508 Shares 2,690 Est. Cost $188.71 Unrealized
CION CION INVT CORP 0.2%
Value ($000) $507 Shares 52,976 Est. Cost $9.11 Unrealized -7.3%
IGSB ISHARES TR 0.2%
Value ($000) $500 Shares 9,482 Est. Cost $51.78 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $488 Shares 1,671 Est. Cost $259.12 Unrealized +17.1%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $477 Shares 19,324 Est. Cost $24.40 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $456 Shares 5,689 Est. Cost $71.66 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $454 Shares 2,000 Est. Cost $193.02 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $449 Shares 9,301 Est. Cost $43.70 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $441 Shares 5,613 Est. Cost $73.65 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $441 Shares 5,512 Est. Cost $128.78 Unrealized -39.1%
FTHI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $438 Shares 19,180 Est. Cost $22.73 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $432 Shares 1,567 Est. Cost $193.38 Unrealized +11.7%
PECO PHILLIPS EDISON & CO INC 0.2%
Value ($000) $431 Shares 12,298 Est. Cost $34.98 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $427 Shares 2,007 Est. Cost $173.56 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $421 Shares 1,474 Est. Cost $218.15 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $418 Shares 2,041 Est. Cost $176.44 Unrealized +5.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $417 Shares 8,803 Est. Cost $28.26 Unrealized +46.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $412 Shares 1,529 Est. Cost $197.28 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $411 Shares 12,096 Est. Cost $29.36 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $408 Shares 3,787 Est. Cost $101.10 Unrealized +3.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $407 Shares 12,794 Est. Cost $31.80 Unrealized
MFLX FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $404 Shares 24,381 Est. Cost $17.06 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $397 Shares 18,874 Est. Cost $20.99 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $396 Shares 5,763 Est. Cost $55.21 Unrealized
BA BOEING CO 0.2%
Value ($000) $395 Shares 1,885 Est. Cost $209.03 Unrealized -9.6%
IWR ISHARES TR 0.2%
Value ($000) $388 Shares 4,218 Est. Cost $77.72 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $386 Shares 4,299 Est. Cost $109.26 Unrealized -19.4%
IVE ISHARES TR 0.2%
Value ($000) $383 Shares 1,958 Est. Cost $182.07 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $375 Shares 13,634 Est. Cost $22.26 Unrealized
ICSH ISHARES TR 0.2%
Value ($000) $375 Shares 7,400 Est. Cost $50.71 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $372 Shares 17,748 Est. Cost $20.75 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $362 Shares 2,373 Est. Cost $145.25 Unrealized +3.8%
LGOV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $358 Shares 16,700 Est. Cost $21.06 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $354 Shares 2,011 Est. Cost $168.70 Unrealized -3.2%
DJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $353 Shares 7,842 Est. Cost $41.75 Unrealized
SEIE SEI EXCHANGE TRADED FUNDS 0.2%
Value ($000) $351 Shares 11,917 Est. Cost $29.48 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $347 Shares 2,806 Est. Cost $114.04 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $347 Shares 11,721 Est. Cost $27.01 Unrealized
OVT LISTED FDS TR 0.2%
Value ($000) $338 Shares 15,191 Est. Cost $22.07 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $330 Shares 3,221 Est. Cost $102.26 Unrealized -15.4%
IAU ISHARES GOLD TR 0.1%
Value ($000) $329 Shares 5,277 Est. Cost $39.18 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $322 Shares 16,479 Est. Cost $19.84 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $319 Shares 26,755 Est. Cost $12.27 Unrealized +6.3%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $315 Shares 3,433 Est. Cost $91.43 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $311 Shares 2,342 Est. Cost $123.18 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $307 Shares 229 Est. Cost $113.07 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $305 Shares 2,311 Est. Cost $153.99 Unrealized -14.9%
IJK ISHARES TR 0.1%
Value ($000) $305 Shares 3,351 Est. Cost $79.22 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $303 Shares 4,000 Est. Cost $64.89 Unrealized +9.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $301 Shares 304 Est. Cost $713.05 Unrealized +38.9%
BATRA ATLANTA BRAVES HLDGS INC 0.1%
Value ($000) $295 Shares 6,000 Est. Cost $42.24 Unrealized +4.7%
JSML JANUS DETROIT STR TR 0.1%
Value ($000) $295 Shares 4,372 Est. Cost $60.86 Unrealized
COHR COHERENT CORP 0.1%
Value ($000) $294 Shares 3,300 Est. Cost $71.97 Unrealized 0.0%
MATX MATSON INC 0.1%
Value ($000) $294 Shares 2,640 Est. Cost $108.31 Unrealized 0.0%
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $290 Shares 6,409 Est. Cost $47.47 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $279 Shares 1,952 Est. Cost $139.17 Unrealized -1.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $278 Shares 891 Est. Cost $501.66 Unrealized -25.3%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $278 Shares 1,936 Est. Cost $137.35 Unrealized 0.0%
IWB ISHARES TR 0.1%
Value ($000) $276 Shares 812 Est. Cost $262.27 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $269 Shares 2,392 Est. Cost $86.17 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $267 Shares 921 Est. Cost $246.40 Unrealized +16.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $266 Shares 3,652 Est. Cost $62.66 Unrealized
ECOW PACER FDS TR 0.1%
Value ($000) $258 Shares 11,685 Est. Cost $20.42 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $257 Shares 4,000 Est. Cost $56.03 Unrealized +11.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $254 Shares 4,856 Est. Cost $49.88 Unrealized
ICOW PACER FDS TR 0.1%
Value ($000) $253 Shares 7,445 Est. Cost $31.41 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $251 Shares 789 Est. Cost $333.26 Unrealized -9.6%
QINT AMERICAN CENTY ETF TR 0.1%
Value ($000) $249 Shares 4,282 Est. Cost $51.82 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $247 Shares 6,739 Est. Cost $35.04 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $240 Shares 318 Est. Cost $632.54 Unrealized +5.2%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $233 Shares 4,082 Est. Cost $57.01 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $232 Shares 2,109 Est. Cost $90.16 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $228 Shares 5,830 Est. Cost $34.99 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $228 Shares 924 Est. Cost $246.51 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $226 Shares 3,821 Est. Cost $54.67 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $223 Shares 6,764 Est. Cost $30.40 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $223 Shares 3,610 Est. Cost $59.60 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $223 Shares 2,816 Est. Cost $98.08 Unrealized -21.1%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $221 Shares 25,445 Est. Cost $8.63 Unrealized
QMFE FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $218 Shares 10,503 Est. Cost $20.72 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $215 Shares 1,426 Est. Cost $150.97 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $208 Shares 5,811 Est. Cost $29.23 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $208 Shares 4,356 Est. Cost $47.80 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $207 Shares 3,468 Est. Cost $59.72 Unrealized
TAIL CAMBRIA ETF TR 0.1%
Value ($000) $205 Shares 17,077 Est. Cost $11.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $204 Shares 361 Est. Cost $566.48 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $110 Shares 13,497 Est. Cost $7.71 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 67,765 Est. Cost $269.39 Unrealized -7.5%