Blue Chip Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Blue Chip Partners, LLC reported 160 stock positions worth $1.2 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 10.2% of the portfolio, followed by Apple (AAPL, 4.2%) and JPMorgan Chase (JPM, 3.6%). Compared with Q4 2024, it opened 19 new positions, sold out of 12, added to 66 and reduced 68. The biggest buy was a new position in Vici Properties (VICI) and the biggest sale Bank of America (BAC, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001632801-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 160 stocks · $1.2B
| FBND Fidelity Total Bond ETF | 10.15% | 2,579,311 | $117.7M | Add +5.0% |
| AAPL Apple Inc. | 4.16% | 217,284 | $48.3M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 3.55% | 167,880 | $41.2M | Reduce -1.8% |
| ABBV Abbvie Inc. | 3.35% | 185,298 | $38.8M | Add +1.3% |
| MSFT Microsoft Corp. | 3.21% | 99,279 | $37.3M | Add +0.1% |
| AVGO Broadcom Inc. | 3.18% | 220,242 | $36.9M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 3.01% | 223,528 | $34.9M | Add +0.5% |
| XLE SS Energy Select Sector | 2.87% | 356,010 | $33.3M | Add +4.9% |
| MS Morgan Stanley | 2.79% | 277,234 | $32.3M | Reduce -0.7% |
| V Visa Inc. Class A | 2.78% | 92,132 | $32.3M | Add +0.7% |
| COST Costco Wholesale Corp. | 2.68% | 32,911 | $31.1M | Add +2.3% |
| PM Philip Morris International | 2.64% | 192,787 | $30.6M | Add +0.8% |
| WM Waste Management Inc. | 2.51% | 125,913 | $29.2M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 2.47% | 54,716 | $28.7M | Add +4.2% |
| HD Home Depot Inc. | 2.45% | 77,623 | $28.4M | Add +3.1% |
| MUB iShares National Muni Bond E | 2.36% | 259,792 | $27.4M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 2.22% | 135,488 | $25.8M | Add +4.7% |
| ABT Abbott Laboratories | 2.19% | 191,023 | $25.3M | Add +6.4% |
| BLK BlackRock Inc. | 2.14% | 26,194 | $24.8M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.87% | 178,269 | $21.7M | Add +6.0% |
| ZTS Zoetis Inc. | 1.79% | 126,133 | $20.8M | Add +26.7% |
| UNP Union Pacific Corp. | 1.79% | 87,706 | $20.7M | Add +6.4% |
| DTE DTE Energy Company | 1.51% | 126,846 | $17.5M | Add +1.2% |
| MRK Merck & Co. Inc. | 1.47% | 190,457 | $17.1M | Add +28.3% |
| KLAC KLA Corp. | 1.39% | 23,666 | $16.1M | Add +17.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.35% | 316,474 | $15.7M | Add +0.2% |
| XEL Xcel Energy Inc. | 1.28% | 208,941 | $14.8M | Add +4.2% |
| ORLY O'reilly Automotive Inc. | 1.21% | 9,818 | $14.1M | Add +5.8% |
| LLY Eli Lilly & Co. | 1.21% | 17,018 | $14.1M | Add +9.3% |
| MNST Monster Beverage Corp. | 1.20% | 237,393 | $13.9M | Add +3.8% |
| TGT Target Corp. | 1.18% | 131,661 | $13.7M | Reduce -4.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.15% | 20,157 | $13.4M | Add +29.3% |
| SDVY First Trust Smid Cap Rising | 1.08% | 372,774 | $12.5M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 1.04% | 169,869 | $12.0M | Add +7.9% |
| PWR Quanta Services Inc. | 1.00% | 45,679 | $11.6M | Reduce -19.4% |
| EQIX Equinix Inc. | 0.99% | 14,111 | $11.5M | Add +7.8% |
| ETN Eaton Corp. PLC | 0.97% | 41,582 | $11.3M | Reduce -15.8% |
| AGG iShares Core U.S. Aggregate | 0.97% | 114,034 | $11.3M | Reduce -22.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.93% | 330,800 | $10.8M | New |
| PEP Pepsico Inc. | 0.93% | 71,809 | $10.8M | Add +18.5% |
| IWM iShares Russell 2000 ETF | 0.83% | 48,064 | $9.6M | Add +2153.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.80% | 82,068 | $9.3M | New |
| GPC Genuine Parts Co. | 0.77% | 74,749 | $8.9M | Add +53.8% |
| JPIE JPMorgan Income ETF | 0.58% | 146,395 | $6.7M | Reduce -10.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 139,547 | $5.8M | Reduce -79.3% |
| MCD McDonald's Corp. | 0.50% | 18,426 | $5.8M | Reduce -6.4% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 47,135 | $3.8M | Add +42.9% |
| KO The Coca-Cola Co. | 0.32% | 51,937 | $3.7M | Reduce -5.0% |
| PG The Procter & Gamble Co. | 0.30% | 20,211 | $3.4M | Reduce -2.3% |
| ADP Automatic Data Processing | 0.30% | 11,228 | $3.4M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 16,316 | $3.2M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.27% | 17,546 | $3.2M | Reduce -0.8% |
| RTX RTX Corp. | 0.27% | 23,529 | $3.1M | Add +0.0% |
| ADC Agree Realty Corp. | 0.25% | 38,065 | $2.9M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.20% | 5,217 | $2.3M | Reduce -4.3% |
| AMGN Amgen Inc. | 0.19% | 7,221 | $2.2M | Reduce -9.9% |
| WMT Walmart Inc. | 0.18% | 23,596 | $2.1M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 3,634 | $2.0M | No change |
| NVDA Nvidia Corp. | 0.17% | 18,712 | $2.0M | Add +22.4% |
| JNJ Johnson & Johnson | 0.17% | 12,144 | $2.0M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 0.17% | 12,639 | $2.0M | Add +1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 11,179 | $1.9M | Reduce -65.0% |
| JPST JPMorgan Ultra-Short Income | 0.16% | 36,828 | $1.9M | Add +55.2% |
| CGMU Cap Group Municipal Income | 0.16% | 69,215 | $1.9M | New |
| XLV SS Health Care Select Sector | 0.15% | 12,203 | $1.8M | Reduce -19.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 3,246 | $1.7M | Reduce -2.3% |
| PAG Penske Automotive Group Inc. | 0.15% | 11,718 | $1.7M | Add +10.5% |
| DTM DT Midstream Inc. | 0.14% | 17,325 | $1.7M | Reduce -2.7% |
| XLF SS Financial Select Sector | 0.14% | 33,344 | $1.7M | Reduce -5.1% |
| NSC Norfolk Southern Corp. | 0.14% | 6,959 | $1.6M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.14% | 7,945 | $1.6M | Reduce -7.8% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 12,023 | $1.6M | Add +0.7% |
| CAT Caterpillar Inc. | 0.12% | 4,378 | $1.4M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.12% | 12,069 | $1.4M | Reduce -3.3% |
| SYK Stryker Corp. | 0.12% | 3,707 | $1.4M | Add +0.8% |
| ADBE Adobe Inc. | 0.12% | 3,578 | $1.4M | Add +4.8% |
| XLI SS Industrial Select Sector | 0.11% | 9,404 | $1.2M | Reduce -45.8% |
| XYLD Global X S&P 500 Cove Call E | 0.10% | 28,800 | $1.1M | Add +6.2% |
| QYLD Global X Nasd 100 Cov Call | 0.10% | 67,645 | $1.1M | Add +3.7% |
| VXF Vanguard Extended Market ETF | 0.09% | 6,041 | $1.0M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.09% | 6,653 | $1.0M | Reduce -20.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,856 | $959K | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 16,163 | $924K | Reduce -2.4% |
| GLD SPDR Gold Shares | 0.08% | 3,127 | $901K | Reduce -3.5% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,793 | $818K | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.07% | 4,214 | $793K | Reduce -63.0% |
| AON Aon PLC Class A | 0.07% | 1,986 | $793K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 14,854 | $755K | New |
| DE Deere & Co. | 0.06% | 1,553 | $729K | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.06% | 11,376 | $702K | Reduce -1.6% |
| IQLT iShares MSCI International Q | 0.06% | 16,929 | $672K | Reduce -65.9% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,837 | $663K | Reduce -0.5% |
| OUSM Alps Oshares US Small-Cap Qu | 0.06% | 15,519 | $652K | Reduce -70.2% |
| AEP American Electric Power | 0.06% | 5,944 | $649K | Reduce -4.1% |
| UPS United Parcel Service Class B | 0.05% | 5,620 | $618K | Reduce -14.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,666 | $618K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.05% | 1,062 | $612K | Add +25.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,907 | $598K | No change |
| CMA Comerica Inc. | 0.05% | 10,042 | $593K | Add +0.1% |
| ITW Illinois Tool Works | 0.05% | 2,301 | $571K | Reduce -14.7% |
Portfolio Sells Q4 2024 → Q1 2025
| BAC Bank of America Corp. | Reduce -79.3% | 0.50% | −2.05 |
| AVGO Broadcom Inc. | Reduce -1.9% | 3.18% | −1.29 |
| AMT American Tower Corp. | Reduce -95.9% | 0.03% | −0.61 |
| PWR Quanta Services Inc. | Reduce -19.4% | 1.00% | −0.54 |
| ETN Eaton Corp. PLC | Reduce -15.8% | 0.97% | −0.43 |
| TGT Target Corp. | Reduce -4.6% | 1.18% | −0.42 |
| RSP Invesco S&P 500 Equal Weight | Reduce -65.0% | 0.17% | −0.31 |
| AGG iShares Core U.S. Aggregate | Reduce -22.1% | 0.97% | −0.25 |
| MS Morgan Stanley | Reduce -0.7% | 2.79% | −0.23 |
| RSPD Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.21 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.18 |
| RSPH Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.16 |
| SOXX iShares Semiconductor ETF | Reduce -63.0% | 0.07% | −0.14 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -70.2% | 0.06% | −0.14 |
| XLRE SS Real Estate Select Sector | Reduce -85.9% | 0.02% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -3.5% | 2.36% | −0.11 |
| SDVY First Trust Smid Cap Rising | Reduce -2.6% | 1.08% | −0.10 |
| IQLT iShares MSCI International Q | Reduce -65.9% | 0.06% | −0.10 |
| XLI SS Industrial Select Sector | Reduce -45.8% | 0.11% | −0.09 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.09 |
| JPIE JPMorgan Income ETF | Reduce -10.3% | 0.58% | −0.06 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -7.8% | 0.14% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -4.3% | 0.20% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -19.2% | 0.15% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -20.8% | 0.09% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -42.8% | 0.02% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -41.8% | 0.03% | −0.02 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.02 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -14.9% | 0.05% | −0.02 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.8% | 0.27% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.12% | −0.01 |
| ITW Illinois Tool Works | Reduce -14.7% | 0.05% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -0.1% | 0.09% | −0.01 |
| DTM DT Midstream Inc. | Reduce -2.7% | 0.14% | −0.01 |
| WMT Walmart Inc. | Reduce -1.8% | 0.18% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.3% | 0.03% | −0.01 |
| MAR Marriott International Class A | Reduce -8.5% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.06% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 0.04% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.05% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -0.5% | 0.02% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.4% | 0.03% | −0.00 |
| DOW Dow Inc. | Reduce -5.5% | 0.02% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VICI Vici Properties Inc. | New | 0.93% | +0.93 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.80% | +0.80 |
| IWM iShares Russell 2000 ETF | Add +2153.3% | 0.83% | +0.79 |
| FBND Fidelity Total Bond ETF | Add +5.0% | 10.15% | +0.68 |
| PM Philip Morris International | Add +0.8% | 2.64% | +0.66 |
| ABBV Abbvie Inc. | Add +1.3% | 3.35% | +0.55 |
| ABT Abbott Laboratories | Add +6.4% | 2.19% | +0.44 |
| ZTS Zoetis Inc. | Add +26.7% | 1.79% | +0.40 |
| WM Waste Management Inc. | Add +3.0% | 2.51% | +0.39 |
| XLE SS Energy Select Sector | Add +4.9% | 2.87% | +0.37 |
| V Visa Inc. Class A | Add +0.7% | 2.78% | +0.30 |
| KLAC KLA Corp. | Add +17.2% | 1.39% | +0.29 |
| GPC Genuine Parts Co. | Add +53.8% | 0.77% | +0.28 |
| ORLY O'reilly Automotive Inc. | Add +5.8% | 1.21% | +0.27 |
| ASML ASML Holding NV-NY Reg SHS | Add +29.3% | 1.15% | +0.22 |
| DTE DTE Energy Company | Add +1.2% | 1.51% | +0.21 |
| MRK Merck & Co. Inc. | Add +28.3% | 1.47% | +0.20 |
| UNH Unitedhealth Group Inc. | Add +4.2% | 2.47% | +0.19 |
| LLY Eli Lilly & Co. | Add +9.3% | 1.21% | +0.18 |
| UNP Union Pacific Corp. | Add +6.4% | 1.79% | +0.17 |
| MNST Monster Beverage Corp. | Add +3.8% | 1.20% | +0.16 |
| CGMU Cap Group Municipal Income | New | 0.16% | +0.16 |
| COST Costco Wholesale Corp. | Add +2.3% | 2.68% | +0.15 |
| PEP Pepsico Inc. | Add +18.5% | 0.93% | +0.14 |
| TJX TJX Companies Inc. | Add +6.0% | 1.87% | +0.13 |
| XEL Xcel Energy Inc. | Add +4.2% | 1.28% | +0.11 |
| XLP SS Consumer Staples Sel Sect | Add +42.9% | 0.33% | +0.11 |
| NEE Nextera Energy Inc. | Add +7.9% | 1.04% | +0.07 |
| JMST JPM Ultra-Short Muni Income | New | 0.07% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +55.2% | 0.16% | +0.06 |
| REVG Rev Group Inc. | New | 0.04% | +0.04 |
| IWV iShares Russell 3000 ETF | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.04% | +0.04 |
| CELH Celsius Holdings Inc. | New | 0.04% | +0.04 |
| RTX RTX Corp. | Add +0.0% | 0.27% | +0.03 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| CAVA Cava Group Inc. | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| DECK Deckers Outdoor Corp. | New | 0.02% | +0.02 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.02% | +0.02 |
| REGN Regeneron Pharmaceuticals | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| HEI.A Heico Corp. Class A | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +29.0% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.08% | +0.01 |
| VIK Viking Holdings Ltd. | Add +58.9% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | Add +25.4% | 0.05% | +0.01 |
| RSG Republic Services Inc. | Add +0.1% | 0.04% | +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 |