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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
CGGRCapital Group Growth Etf
Recent Activity
Increased 3.46%
2.51%
$4.793M
137,767 shares@ $34.79 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.4%
2.46%
$4.697M
79,331 shares@ $59.21 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
DIVOAmplify Etf Tr
Recent Activity
Decreased -2.31%
1.78%
$3.388M
82,250 shares@ $41.2 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.02%
1.54%
$2.924M
36,413 shares@ $80.31 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Increased 9.85%
1.49%
$2.84M
52,123 shares@ $54.48 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