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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
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
0.37%
$691,180
100 shares@ $6911.8 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.28%
$521,103
19,293 shares@ $27.01 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.22%
$411,527
1,204 shares@ $341.8 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.21%
$400,532
2,022 shares@ $198.09 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.2%
$366,571
15,924 shares@ $23.03 avg price
VUSBVanguard Bd Index Fds
Recent Activity
New Position
0.2%
$363,514
7,279 shares@ $49.95 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
New Position
0.19%
$357,533
578 shares@ $618.57 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.19%
$349,838
14,198 shares@ $24.64 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.15%
$275,679
8,774 shares@ $31.42 avg price
TLTIshares Tr
Recent Activity
New Position
0.15%
$267,912
2,731 shares@ $98.11 avg price