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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

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
AEP American Electric Power 0.05% 6,196 $572K Reduce -9.0%
XLY SS Consumer Disc Select Sect 0.05% 2,488 $558K Add +1.4%
IEFA iShares Core MSCI Eafe ETF 0.05% 7,907 $556K Add +7.7%
CMI Cummins Inc. 0.05% 1,508 $526K Add +0.4%
XLC SS Comm Select Sector SPDR 0.04% 5,388 $522K Add +5.7%
IXUS iShares Core Intl Stock ETF 0.04% 7,577 $501K New
IGV iShares Expanded Tech-Softwa 0.04% 4,970 $498K Add +8.2%
META Meta Platforms Inc. Class A 0.04% 847 $496K Add +1.1%
F Ford Motor Co. filed as FORD MTR CO 0.04% 49,020 $485K Add +0.2%
IWM iShares Russell 2000 ETF 0.04% 2,133 $471K New
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,646 $448K Add +0.6%
QQQ Invesco QQQ Trust Series 1 0.04% 809 $414K Add +0.3%
TSLA Tesla Inc. 0.04% 1,013 $409K Reduce -0.3%
EQWL Invesco S&P 100 Equal Weight 0.03% 3,929 $402K Add +0.3%
RJF Raymond James Financial Inc. 0.03% 2,553 $397K Add +0.3%
KMB Kimberly-Clark Corp. 0.03% 3,015 $395K Add +0.4%
IVW iShares S&P 500 Growth ETF 0.03% 3,719 $378K Add +0.1%
MAR Marriott International Class A 0.03% 1,336 $373K Reduce -24.5%
RSG Republic Services Inc. 0.03% 1,830 $368K Add +0.2%
VZ Verizon Communications Inc. 0.03% 9,142 $366K Add +70.2%
WEC WEC Energy Group Inc. 0.03% 3,639 $342K Add +8.5%
XLB SS Materials Select Sector 0.03% 4,020 $338K Add +0.5%
IVE iShares S&P 500 Value ETF 0.03% 1,703 $325K Reduce -4.1%
ADI Analog Devices Inc. 0.03% 1,503 $319K Add +1.4%
TGLS Tecnoglass Holdings Inc. 0.03% 4,000 $317K Reduce -27.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 4,132 $313K Add +30.0%
HON Honeywell International Inc. 0.03% 1,316 $297K Reduce -4.0%
DAL Delta Air Lines Inc. 0.03% 4,855 $294K Add +0.3%
DLR Digital Realty Trust Inc. 0.02% 1,620 $287K Reduce -0.1%
IAU iShares Gold Trust 0.02% 5,692 $282K Add +0.5%
MA Mastercard Inc. Class A 0.02% 533 $281K Reduce -21.4%
VIK Viking Holdings Ltd. 0.02% 6,339 $279K New
DOW Dow Inc. 0.02% 6,667 $268K Reduce -3.4%
OKE Oneok Inc. 0.02% 2,596 $261K Add +0.9%
PAVE Global X US Infrastructure 0.02% 6,169 $249K New
SHEL Shell PLC-ADR 0.02% 3,919 $246K Add +0.4%
BSV Vanguard Short-Term Bond ETF 0.02% 3,159 $244K Reduce -3.9%
CVX Chevron Corp. 0.02% 1,597 $231K Reduce -2.1%
ORCL Oracle Corp. 0.02% 1,386 $231K Reduce -5.4%
XETYX Eaton Vance Tax-MGD Div Eqty 0.02% 15,447 $231K No change
T AT&T Inc. 0.02% 9,939 $226K Add +12.3%
ACWI iShares MSCI Acwi ETF 0.02% 1,906 $224K Add +0.3%
SCHD Schwab US DVD Equity ETF 0.02% 8,142 $222K Add +0.9%
MO Altria Group Inc. 0.02% 4,223 $221K Reduce -33.5%
TT Trane Technologies PLC 0.02% 593 $219K Reduce -9.1%
IYC iShares US Consumer Discreti 0.02% 2,198 $211K Add +0.1%
SBUX Starbucks Corp. 0.02% 2,285 $209K Reduce -3.8%
RSPG Invesco S&P 500 Equal Weight 0.02% 2,694 $206K Add +0.6%
BX Blackstone Inc. 0.02% 1,189 $205K Add +1.5%
INTU Intuit Inc. 0.02% 325 $204K Add +1.9%
SPGI S&P Global Inc. 0.02% 409 $204K No change
ISRG Intuitive Surgical Inc. 0.02% 385 $201K Add +1.9%
XEXGX Eaton Vance Tax-Managed Glob 0.01% 11,486 $94K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$1.6BFBND, KLAC, GOOG, AAPL, AVGO
Q1 2026 170$1.4BFBND, AAPL, GOOG, AVGO, XLE
Q4 2025 169$1.4BFBND, GOOG, AAPL, AVGO, JPM
Q3 2025 164$1.3BFBND, AVGO, AAPL, MSFT, JPM
Q2 2025 162$1.2BFBND, AVGO, MSFT, AAPL, JPM
Q1 2025 160$1.2BFBND, AAPL, JPM, ABBV, MSFT
Q4 2024 153$1.2BFBND, AAPL, AVGO, GOOG, MSFT
Q3 2024 198$1.2BFBND, AAPL, MSFT, AVGO, GOOG
Q2 2024 188$1.1BFBND, AAPL, MSFT, GOOG, AVGO
Q1 2024 187$1.0BFBND, MSFT, AAPL, JPM, GOOG