Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BLUE CHIP WEALTH MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
39,908 |
$7,899k |
|
|
Amazon.com Inc (023135106)
|
3,841 |
$7,273k |
|
|
MICROSOFT CORP (594918104)
|
26,572 |
$3,560k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
26,759 |
$2,992k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
13,552 |
$2,889k |
|
|
VISA INC COM CL A (92826C839)
|
15,734 |
$2,731k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
32,966 |
$2,581k |
|
|
HOME DEPOT INC (437076102)
|
11,359 |
$2,362k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
9,281 |
$2,265k |
|
|
BlackRock, Inc. (09247X101)
|
4,798 |
$2,252k |
|
|
Facebook Inc (30303M102)
|
11,412 |
$2,203k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
11,851 |
$2,124k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
7,148 |
$2,094k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
22,819 |
$1,899k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,235 |
$1,794k |
|
|
DISNEY WALT CO (254687106)
|
12,444 |
$1,738k |
|
|
MARSH & MCLENNAN COS (571748102)
|
16,778 |
$1,674k |
|
|
Netflix Inc (64110L106)
|
4,248 |
$1,560k |
|
|
MASTERCARD INC (57636Q104)
|
5,663 |
$1,498k |
|
|
MCDONALDS CORP (580135101)
|
7,189 |
$1,493k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,569 |
$1,348k |
|
|
PFIZER INC (717081103)
|
30,356 |
$1,315k |
|
|
DIREXION SHS ETF TR (25459Y694)
|
16,616 |
$1,229k |
|
|
HONEYWELL INTL INC (438516106)
|
6,635 |
$1,158k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
3,264 |
$1,157k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
20,445 |
$1,148k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
25,673 |
$1,117k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
9,357 |
$1,091k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
17,304 |
$988k |
|
|
COSTCO WHSL CORP (22160K105)
|
3,675 |
$971k |
|
|
WASTE MGMT INC DEL (94106L109)
|
8,098 |
$934k |
|
|
Alphabet Inc (02079K107)
|
836 |
$904k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,451 |
$899k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
4,598 |
$859k |
|
|
salesforce.com Inc (79466L302)
|
5,318 |
$807k |
|
|
PayPal Holdings Inc (70450Y103)
|
6,879 |
$787k |
|
|
ALPHABET INC (02079K305)
|
713 |
$772k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
13,360 |
$763k |
|
|
GENERAL DYNAMICS (369550108)
|
4,181 |
$760k |
|
|
INDEPENDENCE REALTY (45378A106)
|
61,889 |
$716k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
9,551 |
$683k |
|
|
YUM BRANDS INC (988498101)
|
6,055 |
$670k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
5,167 |
$657k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
2,232 |
$655k |
|
|
SEMPRA ENERGY (816851109)
|
4,574 |
$629k |
|
|
CISCO SYSTEMS INC (17275R102)
|
11,448 |
$627k |
|
|
MERCK & CO INC (58933Y105)
|
7,385 |
$619k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
2,945 |
$603k |
|
|
NVIDIA Corp (67066G104)
|
3,256 |
$535k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,012 |
$525k |
|
|
DANAHER CORP (235851102)
|
3,619 |
$517k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,820 |
$484k |
|
|
PEPSICO INC (713448108)
|
3,531 |
$463k |
|
|
Caterpillar Inc (149123101)
|
3,141 |
$428k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,564 |
$417k |
|
|
W P CAREY INC (92936U109)
|
5,068 |
$411k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,547 |
$401k |
|
|
INTEL CORP (458140100)
|
8,352 |
$400k |
|
|
ZOETIS INC (98978V103)
|
3,462 |
$393k |
|
|
COMCAST CORP (20030N101)
|
9,288 |
$393k |
|
|
PRUDENTIAL FINL (744320102)
|
3,604 |
$364k |
|
|
NIKE INC (654106103)
|
4,059 |
$341k |
|
|
BLACKROCK FLOAT RATE OME STR (09255X100)
|
26,419 |
$339k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,012 |
$332k |
|
|
STARBUCKS CORP (855244109)
|
3,941 |
$330k |
|
|
Lockheed Martin Corp (539830109)
|
899 |
$327k |
|
|
SPDR SERIES TRUST (78464A862)
|
3,793 |
$320k |
|
|
Exxon Mobil Corp (30231G102)
|
4,103 |
$314k |
|
|
ORACLE CORP (68389X105)
|
5,486 |
$313k |
|
|
Boeing Co/The (097023105)
|
848 |
$309k |
|
|
ISHARES (464287556)
|
2,830 |
$309k |
|
|
PREMIER FINL BANCORP INC (74050M105)
|
20,184 |
$303k |
|
|
WELLS FARGO CO NEW (949746101)
|
6,174 |
$292k |
|
|
AT&T INC (00206R102)
|
8,657 |
$290k |
|
|
AMGEN INC (031162100)
|
1,554 |
$286k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,595 |
$282k |
|
|
ENTERPRISE PRODS (293792107)
|
9,552 |
$276k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,386 |
$274k |
|
|
Charles Schwab Corp/The (808513105)
|
6,762 |
$272k |
|
|
Deere & Co (244199105)
|
1,618 |
$268k |
|
|
HEICO Corp (422806109)
|
1,954 |
$261k |
|
|
DOLLAR GEN CORP (256677105)
|
1,898 |
$257k |
|
|
ALLERGAN PLC (G0177J108)
|
1,506 |
$252k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,292 |
$251k |
|
|
ABBVIE INC (00287Y109)
|
3,406 |
$248k |
|
|
UNION PAC CORP (907818108)
|
1,442 |
$244k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,869 |
$243k |
|
|
ISHARES TR (464288687)
|
6,414 |
$236k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,503 |
$234k |
|
|
CVS HEALTH CORP (126650100)
|
4,228 |
$230k |
|
|
UBER TECHNOLOGIES INC COM (90353T100)
|
4,900 |
$227k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
3,850 |
$227k |
|
|
QUALCOMM INC (747525103)
|
2,885 |
$219k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
1,801 |
$215k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
2,372 |
$207k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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