Blue Chip Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Blue Chip Partners, LLC reported 153 stock positions worth $1.2 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.5% of the portfolio, followed by Apple (AAPL, 4.6%) and Broadcom (AVGO, 4.5%). Compared with Q3 2024, it opened 12 new positions, sold out of 57, added to 77 and reduced 59. The biggest buy was a new position in First Trust Smid Cap Rising (SDVY) and the biggest sale iShares MSCI International Q (IQLT, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001632801-25-000002 ↗ filed Jan 31, 2025
Holdings Value
Holdings 153 stocks · $1.2B
| FBND Fidelity Total Bond ETF | 9.48% | 2,456,424 | $110.2M | Reduce -1.6% |
| AAPL Apple Inc. | 4.60% | 213,749 | $53.5M | Reduce -1.0% |
| AVGO Broadcom Inc. | 4.47% | 224,435 | $52.0M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 3.64% | 222,318 | $42.3M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.59% | 99,160 | $41.8M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 3.52% | 171,000 | $41.0M | Reduce -2.3% |
| MS Morgan Stanley | 3.02% | 279,108 | $35.1M | Reduce -2.3% |
| ABBV Abbvie Inc. | 2.79% | 182,916 | $32.5M | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.55% | 675,252 | $29.7M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.53% | 32,176 | $29.5M | Reduce -0.4% |
| HD Home Depot Inc. | 2.52% | 75,291 | $29.3M | Add +0.4% |
| XLE SS Energy Select Sector | 2.50% | 339,507 | $29.1M | Reduce -2.4% |
| V Visa Inc. Class A | 2.49% | 91,485 | $28.9M | Add +0.1% |
| MUB iShares National Muni Bond E | 2.47% | 269,302 | $28.7M | Add +12.3% |
| AMZN Amazon.com Inc. | 2.44% | 129,414 | $28.4M | Add +5.2% |
| UNH Unitedhealth Group Inc. | 2.28% | 52,517 | $26.6M | Reduce -0.3% |
| BLK BlackRock Inc. | 2.24% | 25,421 | $26.1M | Reduce -1.2% |
| WM Waste Management Inc. | 2.12% | 122,219 | $24.7M | Add +0.0% |
| PM Philip Morris International | 1.98% | 191,269 | $23.0M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.75% | 168,210 | $20.3M | Add +8.4% |
| ABT Abbott Laboratories | 1.75% | 179,474 | $20.3M | Add +0.8% |
| UNP Union Pacific Corp. | 1.62% | 82,432 | $18.8M | Add +0.8% |
| TGT Target Corp. | 1.60% | 138,066 | $18.7M | Reduce -6.8% |
| PWR Quanta Services Inc. | 1.54% | 56,681 | $17.9M | Add +78.2% |
| ETN Eaton Corp. PLC | 1.41% | 49,383 | $16.4M | Add +84.1% |
| ZTS Zoetis Inc. | 1.39% | 99,535 | $16.2M | Reduce -15.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.36% | 315,822 | $15.8M | Reduce -9.1% |
| DTE DTE Energy Company | 1.30% | 125,293 | $15.1M | Add +0.7% |
| MRK Merck & Co. Inc. | 1.27% | 148,487 | $14.8M | Reduce -11.8% |
| AGG iShares Core U.S. Aggregate | 1.22% | 146,282 | $14.2M | Add +131.1% |
| SDVY First Trust Smid Cap Rising | 1.18% | 382,712 | $13.7M | New |
| XEL Xcel Energy Inc. | 1.16% | 200,530 | $13.5M | Add +1.0% |
| KLAC KLA Corp. | 1.09% | 20,189 | $12.7M | Add +1.4% |
| EQIX Equinix Inc. | 1.06% | 13,090 | $12.3M | Add +1.6% |
| MNST Monster Beverage Corp. | 1.03% | 228,764 | $12.0M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.03% | 15,568 | $12.0M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.97% | 157,474 | $11.3M | Add +1.0% |
| ORLY O'reilly Automotive Inc. | 0.95% | 9,282 | $11.0M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.93% | 15,584 | $10.8M | Add +0.1% |
| PEP Pepsico Inc. | 0.79% | 60,620 | $9.2M | Reduce -10.5% |
| AMT American Tower Corp. | 0.65% | 40,939 | $7.5M | Reduce -10.8% |
| JPIE JPMorgan Income ETF | 0.64% | 163,178 | $7.4M | Add +8.0% |
| MCD McDonald's Corp. | 0.49% | 19,694 | $5.7M | Reduce -13.8% |
| GPC Genuine Parts Co. | 0.49% | 48,602 | $5.7M | Reduce -27.6% |
| RSP Invesco S&P 500 Equal Weight | 0.48% | 31,980 | $5.6M | Add +359.0% |
| PG The Procter & Gamble Co. | 0.30% | 20,681 | $3.5M | Add +0.5% |
| KO The Coca-Cola Co. | 0.29% | 54,660 | $3.4M | Reduce -2.0% |
| ADP Automatic Data Processing | 0.29% | 11,467 | $3.4M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.29% | 17,681 | $3.3M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 16,436 | $3.2M | Add +0.1% |
| RTX RTX Corp. | 0.23% | 23,528 | $2.7M | Reduce -0.4% |
| ADC Agree Realty Corp. | 0.23% | 38,138 | $2.7M | Reduce -7.6% |
| LMT Lockheed Martin Corp. | 0.23% | 5,449 | $2.6M | Reduce -1.6% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 32,977 | $2.6M | New |
| RSPD Invesco S&P 500 Equal Weight | 0.21% | 46,610 | $2.5M | New |
| SOXX iShares Semiconductor ETF | 0.21% | 11,406 | $2.5M | Add +190.8% |
| GOOGL Alphabet Inc. Class A | 0.20% | 12,413 | $2.3M | Add +0.7% |
| XLI SS Industrial Select Sector | 0.20% | 17,360 | $2.3M | Add +27.6% |
| OUSM Alps Oshares US Small-Cap Qu | 0.20% | 52,044 | $2.3M | New |
| WMT Walmart Inc. | 0.19% | 24,026 | $2.2M | Reduce -1.2% |
| PPH Vaneck Pharmaceutical ETF | 0.18% | 24,786 | $2.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 3,634 | $2.1M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.18% | 8,018 | $2.1M | Reduce -2.5% |
| XLV SS Health Care Select Sector | 0.18% | 15,104 | $2.1M | Add +111.1% |
| NVDA Nvidia Corp. | 0.18% | 15,292 | $2.1M | Reduce -8.7% |
| XLK SS Technology Select Sector | 0.17% | 8,613 | $2.0M | Add +9.5% |
| XLRE SS Real Estate Select Sector | 0.16% | 45,833 | $1.9M | Add +148.7% |
| IQLT iShares MSCI International Q | 0.16% | 49,656 | $1.8M | Reduce -91.0% |
| RSPH Invesco S&P 500 Equal Weight | 0.16% | 62,577 | $1.8M | New |
| JNJ Johnson & Johnson | 0.16% | 12,603 | $1.8M | Reduce -16.2% |
| DTM DT Midstream Inc. | 0.15% | 17,811 | $1.8M | Add +0.2% |
| XLF SS Financial Select Sector | 0.15% | 35,145 | $1.7M | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 0.14% | 7,057 | $1.7M | Reduce -1.4% |
| PAG Penske Automotive Group Inc. | 0.14% | 10,606 | $1.6M | Add +0.7% |
| CAT Caterpillar Inc. | 0.14% | 4,382 | $1.6M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 11,940 | $1.5M | Add +2.1% |
| ADBE Adobe Inc. | 0.13% | 3,415 | $1.5M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 3,322 | $1.5M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.12% | 12,476 | $1.3M | Add +29.7% |
| SYK Stryker Corp. | 0.11% | 3,679 | $1.3M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.11% | 8,402 | $1.3M | Reduce -3.8% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 23,729 | $1.2M | Reduce -3.1% |
| QYLD Global X Nasd 100 Cov Call | 0.10% | 65,256 | $1.2M | Add +1.9% |
| VXF Vanguard Extended Market ETF | 0.10% | 6,050 | $1.1M | Add +0.6% |
| XYLD Global X S&P 500 Cove Call E | 0.10% | 27,127 | $1.1M | Reduce -2.3% |
| VXUS Vanguard Total Intl Stock | 0.09% | 17,521 | $1.0M | Add +728.0% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 16,565 | $953K | Reduce -1.0% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,732 | $855K | No change |
| UPS United Parcel Service Class B | 0.07% | 6,602 | $833K | Reduce -17.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,786 | $832K | Add +4.7% |
| GLD SPDR Gold Shares | 0.07% | 3,239 | $784K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 1,846 | $741K | Add +0.4% |
| AON Aon PLC Class A | 0.06% | 1,986 | $713K | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,678 | $689K | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.06% | 11,557 | $684K | Reduce -1.5% |
| ITW Illinois Tool Works | 0.06% | 2,696 | $684K | Reduce -10.9% |
| DE Deere & Co. | 0.06% | 1,579 | $669K | Add +32.7% |
| VDE Vanguard Energy ETF | 0.06% | 5,284 | $641K | New |
| CMA Comerica Inc. | 0.05% | 10,036 | $621K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.05% | 8,505 | $612K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IQLT iShares MSCI International Q | Reduce -91.0% | 0.16% | −1.82 |
| BA The Boeing Co. | Sold out | 0.00% | −1.17 |
| FBND Fidelity Total Bond ETF | Reduce -1.6% | 9.48% | −0.66 |
| ZTS Zoetis Inc. | Reduce -15.2% | 1.39% | −0.60 |
| TGT Target Corp. | Reduce -6.8% | 1.60% | −0.40 |
| MRK Merck & Co. Inc. | Reduce -11.8% | 1.27% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 2.28% | −0.39 |
| GPC Genuine Parts Co. | Reduce -27.6% | 0.49% | −0.33 |
| AMT American Tower Corp. | Reduce -10.8% | 0.65% | −0.28 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.79% | −0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -9.1% | 1.36% | −0.18 |
| XLE SS Energy Select Sector | Reduce -2.4% | 2.50% | −0.15 |
| MCD McDonald's Corp. | Reduce -13.8% | 0.49% | −0.11 |
| KO The Coca-Cola Co. | Reduce -2.0% | 0.29% | −0.06 |
| JNJ Johnson & Johnson | Reduce -16.2% | 0.16% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.23% | −0.05 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.18% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -2.7% | 0.29% | −0.04 |
| ADC Agree Realty Corp. | Reduce -7.6% | 0.23% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -2.4% | 0.13% | −0.03 |
| UPS United Parcel Service Class B | Reduce -17.5% | 0.07% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.02 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.02 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -3.8% | 0.11% | −0.02 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.02 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.02 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -0.4% | 0.23% | −0.01 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.01 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.01 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.01 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SDVY First Trust Smid Cap Rising | New | 1.18% | +1.18 |
| PWR Quanta Services Inc. | Add +78.2% | 1.54% | +0.72 |
| AGG iShares Core U.S. Aggregate | Add +131.1% | 1.22% | +0.66 |
| ETN Eaton Corp. PLC | Add +84.1% | 1.41% | +0.64 |
| AMZN Amazon.com Inc. | Add +5.2% | 2.44% | +0.45 |
| RSP Invesco S&P 500 Equal Weight | Add +359.0% | 0.48% | +0.37 |
| V Visa Inc. Class A | Add +0.1% | 2.49% | +0.30 |
| XLP SS Consumer Staples Sel Sect | New | 0.22% | +0.22 |
| RSPD Invesco S&P 500 Equal Weight | New | 0.21% | +0.21 |
| MUB iShares National Muni Bond E | Add +12.3% | 2.47% | +0.20 |
| OUSM Alps Oshares US Small-Cap Qu | New | 0.20% | +0.20 |
| PPH Vaneck Pharmaceutical ETF | New | 0.18% | +0.18 |
| TJX TJX Companies Inc. | Add +8.4% | 1.75% | +0.16 |
| RSPH Invesco S&P 500 Equal Weight | New | 0.16% | +0.16 |
| SOXX iShares Semiconductor ETF | Add +190.8% | 0.21% | +0.13 |
| XLRE SS Real Estate Select Sector | Add +148.7% | 0.16% | +0.09 |
| XLV SS Health Care Select Sector | Add +111.1% | 0.18% | +0.08 |
| VXUS Vanguard Total Intl Stock | Add +728.0% | 0.09% | +0.08 |
| EQIX Equinix Inc. | Add +1.6% | 1.06% | +0.07 |
| VDE Vanguard Energy ETF | New | 0.06% | +0.06 |
| BND Vanguard Total Bond Market | New | 0.05% | +0.05 |
| IXUS iShares Core Intl Stock ETF | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +2.2% | 0.95% | +0.04 |
| XEL Xcel Energy Inc. | Add +1.0% | 1.16% | +0.04 |
| XLI SS Industrial Select Sector | Add +27.6% | 0.20% | +0.04 |
| JPIE JPMorgan Income ETF | Add +8.0% | 0.64% | +0.03 |
| DTM DT Midstream Inc. | Add +0.2% | 0.15% | +0.03 |
| MNST Monster Beverage Corp. | Add +3.1% | 1.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.20% | +0.02 |
| VIK Viking Holdings Ltd. | New | 0.02% | +0.02 |
| PAVE Global X US Infrastructure | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +9.5% | 0.17% | +0.02 |
| XOM Exxon Mobil Corp. | Add +29.7% | 0.12% | +0.02 |
| DE Deere & Co. | Add +32.7% | 0.06% | +0.01 |
| VZ Verizon Communications Inc. | Add +70.2% | 0.03% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +8.2% | 0.04% | +0.01 |
| RJF Raymond James Financial Inc. | Add +0.3% | 0.03% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 0.05% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +5.7% | 0.04% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +30.0% | 0.03% | +0.00 |
| DAL Delta Air Lines Inc. | Add +0.3% | 0.03% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.4% | 0.06% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 0.06% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.6% | 0.10% | +0.00 |
| CMI Cummins Inc. | Add +0.4% | 0.05% | +0.00 |
| T AT&T Inc. | Add +12.3% | 0.02% | +0.00 |
| BX Blackstone Inc. | Add +1.5% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.07% | +0.00 |
| OKE Oneok Inc. | Add +0.9% | 0.02% | +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 |