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Jessica Vickery

Bluechip Wealth Advisors Llc

Assets Managed
$227.818M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.25%(2Q avg: -1.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluechip Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.818M in assets, with a quarterly growth rate of -4.25% and a 2-quarter average growth rate of -1.32%. The portfolio is managed by Jessica Vickery, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 24.2%
6.47%
$14.732M
295,906 shares@ $49.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.93%
6.04%
$13.744M
21,134 shares@ $650.34 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.22%
5.5%
$12.521M
408,106 shares@ $30.69 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 4.51%
4.11%
$9.354M
138,523 shares@ $67.54 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Decreased -2.75%
3.79%
$8.621M
169,708 shares@ $50.8 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Decreased -2.72%
3.68%
$8.379M
178,162 shares@ $47.04 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 55.48%
3.43%
$7.8M
40,644 shares@ $191.93 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.37%
2.97%
$6.755M
10,341 shares@ $653.24 avg price
AFL
Aflac Inc
Recent Activity
2.81%
$6.381M
58,158 shares@ $109.71 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.91%
2.56%
$5.824M
10,090 shares@ $577.21 avg price

1-10 of 147