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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
CTASCintas Corp
Recent Activity
New Position
0.12%
$221,527
1,076 shares@ $205.89 avg price
COHRCoherent Corp
Recent Activity
New Position
0.11%
$208,049
2,340 shares@ $88.91 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.11%
$206,474
2,556 shares@ $80.79 avg price
FTQIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.11%
$205,455
10,032 shares@ $20.48 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.11%
$204,986
757 shares@ $270.79 avg price
IWYIshares Tr
Recent Activity
New Position
0.11%
$203,326
924 shares@ $220.05 avg price
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.11%
$201,530
175 shares@ $1151.6 avg price
CMCTCreative Media & Cmnty Tr
Recent Activity
New Position
0.02%
$33,816
68,801 shares@ $0.5 avg price