Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Chip Wealth Management, Inc. (CIK 1740809) reported $126.8M across 114 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: AAPL ($17.8M, 14.01%), AMZN ($11.2M, 8.84%), MSFT ($5.4M, 4.28%), TSLA ($3.9M, 3.06%), HD ($3.1M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.8M | 14.01% | 153,399 | Added |
| 2 | AMZN | AMAZON COM INC | $11.2M | 8.84% | 3,559 | Added |
| 3 | MSFT | MICROSOFT CORP | $5.4M | 4.28% | 25,803 | Added |
| 4 | TSLA | TESLA INC | $3.9M | 3.06% | 9,042 | Added |
| 5 | HD | HOME DEPOT INC | $3.1M | 2.47% | 11,283 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $3.0M | 2.40% | 26,399 | Trimmed |
| 7 | V | VISA INC | $3.0M | 2.34% | 14,837 | Added |
| 8 | BLK | BLACKROCK INC | $2.9M | 2.27% | 5,097 | Added |
| 9 | IVW | ISHARES TR | $2.7M | 2.11% | 11,558 | Added |
| 10 | META | FACEBOOK INC | $2.6M | 2.05% | 9,938 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.99% | 26,182 | Trimmed |
| 12 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.98% | 8,055 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.91% | 11,361 | Trimmed |
| 14 | SPY | SPDR S&P 500 ETF TR | $2.3M | 1.83% | 6,946 | Added |
| 15 | IWF | ISHARES TR | $1.9M | 1.47% | 8,592 | Trimmed |
| 16 | IJR | ISHARES TR | $1.9M | 1.47% | 26,582 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.7M | 1.38% | 3,232 | Added |
| 18 | MMC | MARSH & MCLENNAN COS INC | $1.7M | 1.31% | 14,458 | Added |
| 19 | MCD | MCDONALDS CORP | $1.7M | 1.31% | 7,569 | Added |
| 20 | IJH | ISHARES TR | $1.6M | 1.30% | 8,892 | Added |
| 21 | MA | MASTERCARD INCORPORATED | $1.6M | 1.30% | 4,874 | Trimmed |
| 22 | PYPL | PAYPAL HLDGS INC | $1.6M | 1.27% | 8,182 | Added |
| 23 | DIS | DISNEY WALT CO | $1.6M | 1.27% | 13,027 | Trimmed |
| 24 | NFLX | NETFLIX INC | $1.6M | 1.26% | 3,208 | Added |
| 25 | COST | COSTCO WHSL CORP NEW | $1.5M | 1.18% | 4,202 | Added |
Source: SEC Form 13F filings · as of 2020-09-30