Portfolio (Quarterly)
Guide ↗
BlueChip Wealth Advisors LLC
· CIK 0002015578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AFL | AFLAC INC | Financial Services | 58,158 | $6.4M | 2.80% | SOLD |
| 2 | ABBV | ABBVIE INC | Healthcare | 2,291 | $498K | 0.22% | SOLD |
| 3 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 7,937 | $297K | 0.13% | SOLD |
| 4 | ABT | ABBOTT LABORATORIES | Healthcare | 2,298 | $236K | 0.10% | SOLD |
| 5 | T | AT&T INC | Communication Services | 8,061 | $234K | 0.10% | SOLD |
| 6 | LOW | LOWES COS INC | Consumer Cyclical | 850 | $201K | 0.09% | SOLD |
| 7 | VYX | NCR VOYIX CORPORATION | Technology | 18,462 | $117K | 0.05% | SOLD |
| 8 | — | DEFI DEVELOPMENT CORP | — | 17,500 | $58K | 0.03% | SOLD |
Sector Allocation
Financial Services
55.2%
Technology
23.5%
Consumer Cyclical
5.0%
Industrials
3.5%
Utilities
3.0%
Consumer Defensive
2.8%
Healthcare
2.6%
Communication Services
1.9%
Energy
1.7%
Real Estate
0.8%