Titelia

Holdings of BlueChip Wealth Advisors LLC

124 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.4 % of the equity sleeve

Sector breakdown

  • Funds 12.1 %
  • Financials 6.3 %
  • Technology 5.8 %
  • Consumer discretionary 3.3 %
  • Consumer staples 1.3 %
  • Communication 1.2 %
  • Utilities 0.9 %
  • Health care 0.8 %
  • Energy 0.6 %
  • Industrials 0.5 %
  • Real estate 0.1 %
  • Unattributed 67.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US124202.7M $100.00 %

Positions

RankCompanySharesValueWeight
101Sysco Corp 4,000285.3K $
102iShares Global Infrastructure ETF 4,256285.2K $
103Atlanta Braves Holdings Inc 6,010283.4K $
104Realty Income Corp 4,609282K $
105First Trust Exchange-Traded AlphaDEX Fund II 5,082277.5K $
106Invesco Exchange-Traded Fund T 5,021273.9K $
107Smartstop Self Storage REIT Inc 9,031273.5K $
108State Street SPDR S&P MidCap 400 ETF Trust 442272.6K $
109First Trust Exchange-Traded AlphaDEX Fund 2,109257.1K $
110Masco Corp 4,000241.5K $
111JPMorgan Chase & Co 815239.8K $
112iShares MSCI Emerging Markets ETF 4,625238.7K $
113Abbott Laboratories 2,298235.9K $
114AT&T Inc 8,061233.7K $
115General Electric Co 765217.1K $
116Dimensional ETF Trust 5,461212.2K $
117SPDR Series Trust 4,282206.9K $
118iShares S&P Mid-Cap 400 Value ETF 1,516200.9K $
119Lowe's Cos Inc 850200.8K $
120CION Investment Corp. 24,676168.8K $
121Blue Owl Capital Corp 10,837119.9K $
122NCR Voyix Corp 18,462116.9K $
123FS KKR Capital Corp 10,095102.8K $
124DEFI DEVELOPMENT CORP 17,50057.6K $