Legal Name: BLUE CHIP WEALTH MANAGEMENT, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
