Blue Chip Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Blue Chip Partners, LLC reported 198 stock positions worth $1.2 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 10.1% of the portfolio, followed by Apple (AAPL, 4.4%) and Microsoft (MSFT, 3.6%). Compared with Q2 2024, it opened 17 new positions, sold out of 7, added to 86 and reduced 76. The biggest buy was a new position in TJX Companies (TJX) and the biggest sale McDonald's (MCD, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001632801-24-000006 ↗ filed Nov 4, 2024
Holdings Value
Holdings 198 stocks · $1.2B
| FBND Fidelity Total Bond ETF | 10.14% | 2,496,864 | $116.7M | Add +5.7% |
| AAPL Apple Inc. | 4.37% | 216,003 | $50.3M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.62% | 96,883 | $41.7M | Reduce -0.5% |
| AVGO Broadcom Inc. | 3.44% | 229,672 | $39.6M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 3.23% | 222,739 | $37.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 3.21% | 174,980 | $36.9M | Reduce -2.2% |
| ABBV Abbvie Inc. | 3.11% | 181,338 | $35.8M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 2.67% | 52,664 | $30.8M | Reduce -0.3% |
| XLE SS Energy Select Sector | 2.65% | 347,697 | $30.5M | Add +0.3% |
| HD Home Depot Inc. | 2.64% | 74,973 | $30.4M | Reduce -0.3% |
| MS Morgan Stanley | 2.59% | 285,621 | $29.8M | Add +0.1% |
| COST Costco Wholesale Corp. | 2.49% | 32,303 | $28.6M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.36% | 683,345 | $27.1M | Add +0.1% |
| MUB iShares National Muni Bond E | 2.26% | 239,794 | $26.0M | Add +0.8% |
| WM Waste Management Inc. | 2.20% | 122,212 | $25.4M | Add +1.5% |
| V Visa Inc. Class A | 2.18% | 91,375 | $25.1M | Add +1.3% |
| BLK BlackRock Finance Inc. | 2.12% | 25,732 | $24.4M | Add +0.3% |
| TGT Target Corp. | 2.01% | 148,099 | $23.1M | Add +1.5% |
| PM Philip Morris International | 2.00% | 189,844 | $23.0M | Reduce -0.1% |
| ZTS Zoetis Inc. | 1.99% | 117,322 | $22.9M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.99% | 122,970 | $22.9M | Add +5.1% |
| IQLT iShares MSCI International Q | 1.98% | 548,913 | $22.8M | Add +3.7% |
| ABT Abbott Laboratories | 1.76% | 178,074 | $20.3M | Add +3.1% |
| UNP Union Pacific Corp. | 1.75% | 81,741 | $20.1M | Add +4.3% |
| MRK Merck & Co. Inc. | 1.66% | 168,416 | $19.1M | Add +3.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.58% | 155,227 | $18.2M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.54% | 347,352 | $17.8M | Add +12.4% |
| DTE DTE Energy Company | 1.39% | 124,396 | $16.0M | Add +1.2% |
| KLAC KLA Corp. | 1.34% | 19,919 | $15.4M | Add +5.5% |
| LLY Eli Lilly & Co. | 1.18% | 15,281 | $13.5M | Add +2.5% |
| BA The Boeing Co. | 1.17% | 88,671 | $13.5M | Add +1.5% |
| NEE Nextera Energy Inc. | 1.14% | 155,893 | $13.2M | Add +1.9% |
| XEL Xcel Energy Inc. | 1.13% | 198,596 | $13.0M | New |
| ASML ASML Holding NV-NY Reg SHS | 1.13% | 15,563 | $13.0M | Add +9.6% |
| MNST Monster Beverage Corp. | 1.01% | 221,847 | $11.6M | New |
| PEP Pepsico Inc. | 1.00% | 67,727 | $11.5M | Reduce -46.8% |
| EQIX Equinix Inc. | 0.99% | 12,878 | $11.4M | Add +1.9% |
| AMT American Tower Corp. | 0.93% | 45,919 | $10.7M | Add +3.1% |
| ORLY O'reilly Automotive Inc. | 0.91% | 9,079 | $10.5M | Add +2.0% |
| PWR Quanta Services Inc. | 0.82% | 31,815 | $9.5M | New |
| GPC Genuine Parts Co. | 0.81% | 67,156 | $9.4M | Add +3.4% |
| ETN Eaton Corp. PLC | 0.77% | 26,829 | $8.9M | Add +2175.6% |
| JPIE JPMorgan Income ETF | 0.61% | 151,065 | $7.0M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.60% | 22,857 | $7.0M | Reduce -73.8% |
| AGG iShares Core U.S. Aggregate | 0.56% | 63,291 | $6.4M | Add +3.5% |
| KO The Coca-Cola Co. | 0.35% | 55,751 | $4.0M | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.33% | 18,167 | $3.8M | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.31% | 20,576 | $3.6M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 16,414 | $3.3M | Reduce -3.2% |
| LMT Lockheed Martin Corp. | 0.28% | 5,539 | $3.2M | Reduce -5.2% |
| ADP Automatic Data Processing | 0.28% | 11,540 | $3.2M | Reduce -6.6% |
| ADC Agree Realty Corp. | 0.27% | 41,266 | $3.1M | Reduce -0.5% |
| RTX RTX Corp. | 0.25% | 23,621 | $2.9M | Reduce -4.4% |
| AMGN Amgen Inc. | 0.23% | 8,227 | $2.7M | Reduce -4.9% |
| JNJ Johnson & Johnson | 0.21% | 15,037 | $2.4M | Reduce -84.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 3,639 | $2.1M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.18% | 12,333 | $2.0M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.18% | 16,742 | $2.0M | Add +4.0% |
| WMT Walmart Inc. | 0.17% | 24,324 | $2.0M | Add +0.3% |
| XLI SS Industrial Select Sector | 0.16% | 13,609 | $1.8M | Add +78.9% |
| ADBE Adobe Inc. | 0.16% | 3,498 | $1.8M | Add +5.2% |
| NSC Norfolk Southern Corp. | 0.15% | 7,160 | $1.8M | Reduce -7.2% |
| XLK SS Technology Select Sector | 0.15% | 7,867 | $1.8M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.15% | 4,393 | $1.7M | Reduce -4.5% |
| PAG Penske Automotive Group Inc. | 0.15% | 10,533 | $1.7M | Add +0.5% |
| XLF SS Financial Select Sector | 0.14% | 35,311 | $1.6M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 3,326 | $1.5M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 11,691 | $1.5M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.13% | 8,735 | $1.5M | Reduce -3.8% |
| DTM DT Midstream Inc. | 0.12% | 17,777 | $1.4M | Reduce -1.9% |
| SYK Stryker Corp. | 0.11% | 3,655 | $1.3M | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 6,968 | $1.2M | Reduce -23.6% |
| JPST JPMorgan Ultra-Short Income | 0.11% | 24,488 | $1.2M | Reduce -13.3% |
| QYLD Global X Nasd 100 Cov Call | 0.10% | 64,036 | $1.2M | Add +4.8% |
| XYLD Global X S&P 500 Cove Call E | 0.10% | 27,765 | $1.2M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.10% | 9,616 | $1.1M | Add +0.1% |
| XLV SS Health Care Select Sector | 0.10% | 7,154 | $1.1M | Reduce -1.4% |
| VXF Vanguard Extended Market ETF | 0.10% | 6,016 | $1.1M | Reduce -2.4% |
| UPS United Parcel Service Class B | 0.09% | 8,001 | $1.1M | Reduce -93.1% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 16,739 | $996K | Reduce -1.1% |
| SOXX iShares Semiconductor ETF | 0.08% | 3,923 | $905K | Reduce -5.8% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,732 | $848K | Reduce -50.0% |
| XLRE SS Real Estate Select Sector | 0.07% | 18,431 | $823K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,616 | $800K | Add +18.6% |
| ITW Illinois Tool Works | 0.07% | 3,026 | $793K | Add +0.4% |
| GLD SPDR Gold Shares | 0.07% | 3,239 | $787K | No change |
| AEP American Electric Power | 0.06% | 6,812 | $699K | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,839 | $690K | Add +0.2% |
| AON Aon PLC Class A | 0.06% | 1,987 | $687K | Reduce -49.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,662 | $638K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.05% | 11,728 | $624K | Reduce -24.4% |
| CMA Comerica Inc. | 0.05% | 10,030 | $601K | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,342 | $573K | Reduce -0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 48,921 | $517K | Reduce -2.9% |
| DE Deere & Co. | 0.04% | 1,190 | $497K | Add +0.3% |
| XLY SS Consumer Disc Select Sect | 0.04% | 2,453 | $492K | Reduce -4.2% |
| CMI Cummins Inc. | 0.04% | 1,502 | $486K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.04% | 838 | $480K | Add +2.6% |
| XLC SS Comm Select Sector SPDR | 0.04% | 5,100 | $461K | Reduce -8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,631 | $459K | Add +1.1% |
Portfolio Sells Q2 2024 → Q3 2024
| MCD McDonald's Corp. | Reduce -73.8% | 0.60% | −1.45 |
| UPS United Parcel Service Class B | Reduce -93.1% | 0.09% | −1.38 |
| JNJ Johnson & Johnson | Reduce -84.8% | 0.21% | −1.12 |
| PEP Pepsico Inc. | Reduce -46.8% | 1.00% | −0.94 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 3.23% | −0.64 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.62% | −0.40 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 3.21% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 2.49% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Reduce -50.0% | 0.07% | −0.07 |
| AVGO Broadcom Inc. | Reduce -2.7% | 3.44% | −0.06 |
| AON Aon PLC Class A | Reduce -49.1% | 0.06% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -3.8% | 0.13% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.18% | −0.04 |
| JPIE JPMorgan Income ETF | Reduce -1.4% | 0.61% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -23.6% | 0.11% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -13.3% | 0.11% | −0.02 |
| AMGN Amgen Inc. | Reduce -4.9% | 0.23% | −0.02 |
| RSG Republic Services Inc. | Reduce -34.2% | 0.03% | −0.02 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -4.8% | 0.33% | −0.02 |
| SOXX iShares Semiconductor ETF | Reduce -5.8% | 0.08% | −0.02 |
| XLK SS Technology Select Sector | Reduce -3.3% | 0.15% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -50.0% | 0.02% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -47.1% | 0.02% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -24.4% | 0.05% | −0.01 |
| F Ford Motor Co. | Reduce -2.9% | 0.04% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -58.4% | 0.01% | −0.01 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.01 |
| RSPG Invesco S&P 500 Equal Weight | Reduce -31.7% | 0.02% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -21.0% | 0.04% | −0.01 |
| IYT iShares US Transportation Et | Reduce -45.6% | 0.01% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.01 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.01 |
| INTC Intel Corp. | Sold out | 0.00% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.31% | −0.01 |
| XLB SS Materials Select Sector | Reduce -20.7% | 0.03% | −0.01 |
| ADI Analog Devices Inc. | Reduce -12.1% | 0.03% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 0.18% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -13.1% | 0.03% | −0.01 |
| DOW Dow Inc. | Reduce -9.3% | 0.03% | −0.00 |
| JMST JPM Ultra-Short Muni Income | Reduce -6.9% | 0.03% | −0.00 |
| ORCL Oracle Corp. | Reduce -25.3% | 0.02% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -8.0% | 0.04% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.2% | 0.28% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -26.3% | 0.01% | −0.00 |
| CVX Chevron Corp. | Reduce -1.3% | 0.02% | −0.00 |
| PFE Pfizer Inc. | Reduce -20.5% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -0.3% | 0.02% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| TJX TJX Companies Inc. | New | 1.58% | +1.58 |
| XEL Xcel Energy Inc. | New | 1.13% | +1.13 |
| MNST Monster Beverage Corp. | New | 1.01% | +1.01 |
| PWR Quanta Services Inc. | New | 0.82% | +0.82 |
| ETN Eaton Corp. PLC | Add +2175.6% | 0.77% | +0.74 |
| FBND Fidelity Total Bond ETF | Add +5.7% | 10.14% | +0.33 |
| BLK BlackRock Finance Inc. | Add +0.3% | 2.12% | +0.26 |
| ZTS Zoetis Inc. | Add +4.2% | 1.99% | +0.19 |
| NEE Nextera Energy Inc. | Add +1.9% | 1.14% | +0.14 |
| AMT American Tower Corp. | Add +3.1% | 0.93% | +0.13 |
| DTE DTE Energy Company | Add +1.2% | 1.39% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.4% | 1.54% | +0.11 |
| UNP Union Pacific Corp. | Add +4.3% | 1.75% | +0.11 |
| EQIX Equinix Inc. | Add +1.9% | 0.99% | +0.11 |
| ABT Abbott Laboratories | Add +3.1% | 1.76% | +0.11 |
| XLI SS Industrial Select Sector | Add +78.9% | 0.16% | +0.07 |
| IQLT iShares MSCI International Q | Add +3.7% | 1.98% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +2.0% | 0.91% | +0.04 |
| MAR Marriott International Class A | New | 0.04% | +0.04 |
| MS Morgan Stanley | Add +0.1% | 2.59% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | Add +18.6% | 0.07% | +0.02 |
| WMT Walmart Inc. | Add +0.3% | 0.17% | +0.02 |
| CELH Celsius Holdings Inc. | New | 0.01% | +0.01 |
| TOL Toll Brothers Inc. | New | 0.01% | +0.01 |
| DAL Delta Air Lines Inc. | Add +91.4% | 0.02% | +0.01 |
| SHW The Sherwin-Williams Co. | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 0.13% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | New | 0.01% | +0.01 |
| NKE Nike Inc. Class B | New | 0.01% | +0.01 |
| DGX Quest Diagnostics Inc. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| TSCO Tractor Supply Company | New | 0.01% | +0.01 |
| AFL Aflac Inc. | New | 0.01% | +0.01 |
| XEXGX Eaton Vance Tax-Managed Glob | New | 0.01% | +0.01 |
| TGT Target Corp. | Add +1.5% | 2.01% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +3.5% | 0.56% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +0.6% | 0.07% | +0.01 |
| CMA Comerica Inc. | Add +0.7% | 0.05% | +0.01 |
| MA Mastercard Inc. Class A | Add +15.7% | 0.03% | +0.01 |
| XLF SS Financial Select Sector | Add +0.0% | 0.14% | +0.00 |
| TSLA Tesla Inc. | Add +1.8% | 0.02% | +0.00 |
| PAG Penske Automotive Group Inc. | Add +0.5% | 0.15% | +0.00 |
| CMI Cummins Inc. | Add +0.5% | 0.04% | +0.00 |
| WEC WEC Energy Group Inc. | Add +0.6% | 0.03% | +0.00 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.04% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +17.4% | 0.02% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.8% | 0.13% | +0.00 |
| ITW Illinois Tool Works | Add +0.4% | 0.07% | +0.00 |
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 |