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Jessica Vickery

@Bluechip Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$191.015MTotal holdings152
Assets growth rate12.49%Assets growth rate (2-Q avg)10.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluechip Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Bluechip Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 191.015M in assets, with a quarterly growth rate of 12.49% and a 2-quarter average growth rate of 10.99%. The portfolio is managed by Jessica Vickery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -2.68%
4.14%
$7.902M
173,698 shares@ $45.5 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -0.31%
3.45%
$6.577M
156,776 shares@ $41.95 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.84%
3%
$5.725M
31,951 shares@ $179.18 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -5.72%
2.71%
$5.174M
10,599 shares@ $488.17 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.4%
2.46%
$4.697M
79,331 shares@ $59.21 avg price
DIVOAmplify Etf Tr
Recent Activity
Decreased -2.31%
1.78%
$3.388M
82,250 shares@ $41.2 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.48%
1.41%
$2.684M
6,623 shares@ $405.23 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -15.44%
1.35%
$2.564M
59,951 shares@ $42.78 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.1%
1.2%
$2.275M
62,521 shares@ $36.39 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -17.21%
1.17%
$2.223M
24,487 shares@ $90.8 avg price