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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 12.15%
5.71%
$10.896M
18,985 shares@ $573.94 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 5.78%
5.31%
$10.139M
119,948 shares@ $84.53 avg price
IJHIshares Tr
Recent Activity
Increased 2.7%
4.76%
$9.076M
145,636 shares@ $62.33 avg price
COWZPacer Fds Tr
Recent Activity
Increased 12.92%
3.97%
$7.581M
131,085 shares@ $57.84 avg price
IVVIshares Tr
Recent Activity
Increased 6.38%
3.33%
$6.349M
11,006 shares@ $576.84 avg price
AAPLApple Inc
Recent Activity
Increased 2.98%
2.59%
$4.929M
21,154 shares@ $233.0 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 3.46%
2.51%
$4.793M
137,767 shares@ $34.79 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 7.51%
2.37%
$4.519M
18,594 shares@ $243.07 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 22.9%
2%
$3.819M
75,067 shares@ $50.88 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.02%
1.54%
$2.924M
36,413 shares@ $80.31 avg price