Blue Chip Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Blue Chip Partners, LLC reported 187 stock positions worth $1.0 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.8% of the portfolio, followed by Microsoft (MSFT, 3.8%) and Apple (AAPL, 3.6%). Compared with Q4 2023, it opened 23 new positions, sold out of 13, added to 83 and reduced 74. The biggest buy was Amazon.com (AMZN, shares +414%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.0B (Q1 2024)
- SEC Filing
- 0001632801-24-000003 ↗ filed Apr 25, 2024
Holdings Value
Holdings 187 stocks · $1.0B
| FBND Fidelity Total Bond ETF | 9.81% | 2,229,001 | $101.0M | Add +6.2% |
| MSFT Microsoft Corp. | 3.85% | 94,123 | $39.6M | Reduce -9.4% |
| AAPL Apple Inc. | 3.57% | 214,182 | $36.7M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 3.45% | 177,442 | $35.5M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 3.37% | 227,746 | $34.7M | Reduce -3.1% |
| ABBV Abbvie Inc. | 3.13% | 177,220 | $32.3M | Reduce -1.2% |
| XLE SS Energy Select Sector | 3.11% | 339,677 | $32.1M | Add +0.1% |
| AVGO Broadcom Inc. | 3.01% | 23,376 | $31.0M | Reduce -7.3% |
| HD Home Depot Inc. | 2.70% | 72,500 | $27.8M | Add +1.5% |
| MS Morgan Stanley | 2.53% | 276,979 | $26.1M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 2.46% | 51,210 | $25.3M | Reduce -0.7% |
| MUB iShares National Muni Bond E | 2.46% | 235,044 | $25.3M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.44% | 663,034 | $25.1M | Add +0.8% |
| WM Waste Management Inc. | 2.40% | 116,183 | $24.8M | Add +2.0% |
| TGT Target Corp. | 2.39% | 139,119 | $24.7M | Add +6.9% |
| V Visa Inc. Class A | 2.38% | 87,986 | $24.6M | Reduce -0.1% |
| MCD McDonald's Corp. | 2.30% | 83,961 | $23.7M | Add +2.8% |
| COST Costco Wholesale Corp. | 2.28% | 32,116 | $23.5M | Reduce -6.3% |
| PEP Pepsico Inc. | 2.05% | 120,442 | $21.1M | Add +5.3% |
| BLK BlackRock Finance Inc. | 2.00% | 24,648 | $20.5M | Add +1.8% |
| MRK Merck & Co. Inc. | 1.99% | 155,678 | $20.5M | Add +9.3% |
| AMZN Amazon.com Inc. | 1.91% | 109,095 | $19.7M | Add +414.2% |
| IQLT iShares MSCI International Q | 1.91% | 495,358 | $19.6M | Add +6.4% |
| CSCO Cisco Systems Inc. | 1.80% | 371,752 | $18.6M | Add +3.6% |
| ABT Abbott Laboratories | 1.79% | 161,874 | $18.4M | Add +11.3% |
| UNP Union Pacific Corp. | 1.76% | 73,574 | $18.1M | Add +4.2% |
| BA The Boeing Co. | 1.64% | 87,459 | $16.9M | Add +5.1% |
| PM Philip Morris International | 1.62% | 182,403 | $16.7M | Add +8.5% |
| UPS United Parcel Service Class B | 1.56% | 108,060 | $16.1M | Add +11.8% |
| JNJ Johnson & Johnson | 1.51% | 98,471 | $15.6M | Reduce -25.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.41% | 287,658 | $14.6M | Add +10.7% |
| DTE DTE Energy Company | 1.31% | 120,717 | $13.5M | Add +3.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.19% | 12,631 | $12.3M | Add +6.2% |
| KLAC KLA Corp. | 1.15% | 16,984 | $11.9M | Add +5.8% |
| LLY Eli Lilly & Co. | 1.04% | 13,794 | $10.7M | Add +669.8% |
| EQIX Equinix Inc. | 0.98% | 12,176 | $10.0M | Add +6.6% |
| GPC Genuine Parts Co. | 0.91% | 60,810 | $9.4M | Add +6.2% |
| ORLY O'reilly Automotive Inc. | 0.89% | 8,159 | $9.2M | Add +20.9% |
| NEE Nextera Energy Inc. | 0.80% | 128,723 | $8.2M | Reduce -3.6% |
| AMT American Tower Corp. | 0.79% | 41,106 | $8.1M | Add +8.1% |
| JPIE JPMorgan Income ETF | 0.68% | 154,068 | $7.0M | Reduce -19.6% |
| AGG iShares Core U.S. Aggregate | 0.59% | 62,013 | $6.1M | Reduce -31.8% |
| KO The Coca-Cola Co. | 0.35% | 59,252 | $3.6M | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.33% | 20,979 | $3.4M | Reduce -2.5% |
| TXN Texas Instruments Inc. | 0.33% | 19,416 | $3.4M | Reduce -12.7% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 17,320 | $3.2M | Add +1.6% |
| ADP Automatic Data Processing | 0.30% | 12,324 | $3.1M | Reduce -3.1% |
| LMT Lockheed Martin Corp. | 0.26% | 5,960 | $2.7M | Reduce -2.4% |
| AMGN Amgen Inc. | 0.25% | 9,013 | $2.6M | Reduce -11.0% |
| RTX RTX Corp. | 0.24% | 24,980 | $2.4M | Reduce -3.2% |
| ADC Agree Realty Corp. | 0.23% | 41,787 | $2.4M | Add +7.3% |
| NSC Norfolk Southern Corp. | 0.19% | 7,674 | $2.0M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 3,724 | $1.9M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.19% | 12,640 | $1.9M | Add +0.9% |
| XLK SS Technology Select Sector | 0.16% | 8,121 | $1.7M | Reduce -5.5% |
| PAG Penske Automotive Group Inc. | 0.16% | 10,431 | $1.7M | Add +0.3% |
| CAT Caterpillar Inc. | 0.16% | 4,610 | $1.7M | Reduce -1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 9,904 | $1.7M | Reduce -59.4% |
| ADBE Adobe Inc. | 0.16% | 3,228 | $1.6M | Reduce -4.6% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 49,314 | $1.6M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.15% | 9,227 | $1.6M | Reduce -14.1% |
| XLF SS Financial Select Sector | 0.14% | 35,166 | $1.5M | Reduce -12.7% |
| WMT Walmart Inc. | 0.14% | 24,261 | $1.5M | Reduce -22.2% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 11,776 | $1.4M | Add +0.8% |
| JPST JPMorgan Ultra-Short Income | 0.14% | 28,176 | $1.4M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.14% | 1,542 | $1.4M | Reduce -13.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 3,287 | $1.4M | No change |
| SYK Stryker Corp. | 0.13% | 3,690 | $1.3M | Add +9.4% |
| AON Aon PLC Class A | 0.13% | 3,892 | $1.3M | Add +0.2% |
| DTM DT Midstream Inc. | 0.12% | 19,823 | $1.2M | Add +3.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 18,445 | $1.2M | Add +185.3% |
| XOM Exxon Mobil Corp. | 0.11% | 9,551 | $1.1M | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.11% | 6,187 | $1.1M | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.10% | 7,234 | $1.1M | Reduce -54.9% |
| XYLD Global X S&P 500 Cove Call E | 0.10% | 24,036 | $980K | Add +8.1% |
| QYLD Global X Nasd 100 Cov Call | 0.09% | 54,122 | $969K | Add +1.3% |
| XLI SS Industrial Select Sector | 0.09% | 7,585 | $955K | Reduce -24.4% |
| SOXX iShares Semiconductor ETF | 0.09% | 3,908 | $883K | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 14,663 | $848K | Reduce -5.4% |
| ITW Illinois Tool Works | 0.08% | 3,050 | $818K | Reduce -0.1% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.06% | 49,821 | $662K | Add +1.4% |
| GLD SPDR Gold Shares | 0.06% | 3,058 | $629K | Reduce -3.0% |
| XLRE SS Real Estate Select Sector | 0.06% | 15,771 | $623K | Reduce -11.4% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,835 | $618K | Add +377.9% |
| AEP American Electric Power | 0.06% | 7,169 | $617K | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,071 | $586K | Add +0.9% |
| CMA Comerica Inc. | 0.06% | 10,387 | $571K | Add +0.6% |
| KMB Kimberly-Clark Corp. | 0.05% | 4,330 | $560K | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,218 | $536K | Reduce -3.6% |
| RSG Republic Services Inc. | 0.05% | 2,770 | $530K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,508 | $519K | Add +0.1% |
| DE Deere & Co. | 0.05% | 1,202 | $494K | Reduce -1.7% |
| XLB SS Materials Select Sector | 0.05% | 5,070 | $471K | Reduce -39.5% |
| DOW Dow Inc. | 0.04% | 8,007 | $464K | Reduce -15.4% |
| XLC SS Comm Select Sector SPDR | 0.04% | 5,532 | $452K | Reduce -1.4% |
| CMI Cummins Inc. | 0.04% | 1,488 | $438K | Add +26.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,601 | $424K | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.04% | 868 | $421K | Add +4.0% |
| IGV iShares Expanded Tech-Softwa | 0.04% | 4,595 | $392K | Reduce -11.6% |
| EQWL Invesco S&P 100 Equal Weight | 0.04% | 3,958 | $376K | Reduce -74.9% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.5% | 3.57% | −0.89 |
| JNJ Johnson & Johnson | Reduce -25.0% | 1.51% | −0.63 |
| UNH Unitedhealth Group Inc. | Reduce -0.7% | 2.46% | −0.37 |
| AGG iShares Core U.S. Aggregate | Reduce -31.8% | 0.59% | −0.35 |
| RSP Invesco S&P 500 Equal Weight | Reduce -59.4% | 0.16% | −0.24 |
| MSFT Microsoft Corp. | Reduce -9.4% | 3.85% | −0.23 |
| JPIE JPMorgan Income ETF | Reduce -19.6% | 0.68% | −0.23 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 2.46% | −0.22 |
| XLV SS Health Care Select Sector | Reduce -54.9% | 0.10% | −0.12 |
| EQWL Invesco S&P 100 Equal Weight | Reduce -74.9% | 0.04% | −0.11 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 3.37% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -6.3% | 2.28% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -12.7% | 0.33% | −0.07 |
| AMGN Amgen Inc. | Reduce -11.0% | 0.25% | −0.06 |
| IYT iShares US Transportation Et | Reduce -78.3% | 0.02% | −0.05 |
| ADBE Adobe Inc. | Reduce -4.6% | 0.16% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -3.6% | 0.80% | −0.05 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.04 |
| CSQ Calamos Strat TTL RTRN FND | Sold out | 0.00% | −0.04 |
| CRF Cornerstone Total Return | Sold out | 0.00% | −0.03 |
| WMT Walmart Inc. | Reduce -22.2% | 0.14% | −0.03 |
| XLB SS Materials Select Sector | Reduce -39.5% | 0.05% | −0.03 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.03 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.03 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -24.4% | 0.09% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.26% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.9% | 0.35% | −0.02 |
| IYM iShares U.S. Basic Materials | Sold out | 0.00% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -36.5% | 0.03% | −0.02 |
| DNP DNP Select Income Fund Inc. | Sold out | 0.00% | −0.02 |
| XLF SS Financial Select Sector | Reduce -12.7% | 0.14% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -11.4% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -46.6% | 0.01% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -50.4% | 0.01% | −0.01 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -27.4% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -53.5% | 0.01% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.1% | 0.30% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.6% | 0.14% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -14.1% | 0.15% | −0.01 |
| SBUX Starbucks Corp. | Reduce -19.6% | 0.03% | −0.01 |
| DOW Dow Inc. | Reduce -15.4% | 0.04% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -39.0% | 0.01% | −0.01 |
| V Visa Inc. Class A | Reduce -0.1% | 2.38% | −0.01 |
| XLK SS Technology Select Sector | Reduce -5.5% | 0.16% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | Add +414.2% | 1.91% | +1.57 |
| LLY Eli Lilly & Co. | Add +669.8% | 1.04% | +0.93 |
| TGT Target Corp. | Add +6.9% | 2.39% | +0.46 |
| MRK Merck & Co. Inc. | Add +9.3% | 1.99% | +0.38 |
| WM Waste Management Inc. | Add +2.0% | 2.40% | +0.28 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.2% | 1.19% | +0.25 |
| ORLY O'reilly Automotive Inc. | Add +20.9% | 0.89% | +0.23 |
| KLAC KLA Corp. | Add +5.8% | 1.15% | +0.18 |
| XLE SS Energy Select Sector | Add +0.1% | 3.11% | +0.15 |
| BAC Bank of America Corp. | Add +0.8% | 2.44% | +0.13 |
| HD Home Depot Inc. | Add +1.5% | 2.70% | +0.12 |
| ABT Abbott Laboratories | Add +11.3% | 1.79% | +0.12 |
| GPC Genuine Parts Co. | Add +6.2% | 0.91% | +0.09 |
| IQLT iShares MSCI International Q | Add +6.4% | 1.91% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +185.3% | 0.12% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +377.9% | 0.06% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.7% | 1.41% | +0.03 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| TGLS Tecnoglass Holdings Inc. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +130.3% | 0.04% | +0.02 |
| SYK Stryker Corp. | Add +9.4% | 0.13% | +0.02 |
| PEP Pepsico Inc. | Add +5.3% | 2.05% | +0.02 |
| HEI.A Heico Corp. Class A | New | 0.02% | +0.02 |
| ELF Elf Beauty Inc. | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | Add +6.6% | 0.98% | +0.02 |
| BX Blackstone Inc. | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | New | 0.01% | +0.01 |
| CCS Century Communities Inc. | New | 0.01% | +0.01 |
| IWD iShares Russell 1000 Value E | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| CMI Cummins Inc. | Add +26.0% | 0.04% | +0.01 |
| FIZZ National Beverage Corp. | New | 0.01% | +0.01 |
| ASO Academy Sports & Outdoors Inc. | New | 0.01% | +0.01 |
| RCM R1 RCM Inc. | New | 0.01% | +0.01 |
| AZO AutoZone Inc. | New | 0.01% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.01% | +0.01 |
| MPC Marathon Petroleum Corp. | New | 0.01% | +0.01 |
| MDY State Street SPDR S&P Midcap | New | 0.01% | +0.01 |
| TOL Toll Brothers Inc. | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | New | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | New | 0.01% | +0.01 |
| IXC iShares Global Energy ETF | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +80.9% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.04% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| SHW The Sherwin-Williams Co. | New | 0.01% | +0.01 |
| ADNT Adient PLC | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.11% | +0.01 |
| AON Aon PLC Class A | Add +0.2% | 0.13% | +0.01 |
| DTM DT Midstream Inc. | Add +3.3% | 0.12% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $1.6B | FBND, KLAC, GOOG, AAPL, AVGO |
| Q1 2026 | 170 | $1.4B | FBND, AAPL, GOOG, AVGO, XLE |
| Q4 2025 | 169 | $1.4B | FBND, GOOG, AAPL, AVGO, JPM |
| Q3 2025 | 164 | $1.3B | FBND, AVGO, AAPL, MSFT, JPM |
| Q2 2025 | 162 | $1.2B | FBND, AVGO, MSFT, AAPL, JPM |
| Q1 2025 | 160 | $1.2B | FBND, AAPL, JPM, ABBV, MSFT |
| Q4 2024 | 153 | $1.2B | FBND, AAPL, AVGO, GOOG, MSFT |
| Q3 2024 | 198 | $1.2B | FBND, AAPL, MSFT, AVGO, GOOG |
| Q2 2024 | 188 | $1.1B | FBND, AAPL, MSFT, GOOG, AVGO |
| Q1 2024 | 187 | $1.0B | FBND, MSFT, AAPL, JPM, GOOG |