Blue Chip Partners, LLC

Name: Blue Chip Partners, LLC 13F holdings, Q1 2025
Creator: Blue Chip Partners, LLC
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
KMB Kimberly-Clark Corp.	0.05%	3,889	$553K	Add +29.0%
F Ford Motor Co. filed as FORD MTR CO	0.04%	50,219	$504K	Add +2.5%
XLC SS Comm Select Sector SPDR	0.04%	5,125	$494K	Reduce -4.9%
REVG Rev Group Inc.	0.04%	15,589	$493K	New
XLY SS Consumer Disc Select Sect	0.04%	2,473	$488K	Reduce -0.6%
CMI Cummins Inc.	0.04%	1,514	$475K	Add +0.4%
VTV Vanguard Mrngstr Val ETF-Aui	0.04%	2,662	$460K	Add +0.6%
RSG Republic Services Inc.	0.04%	1,832	$444K	Add +0.1%
IWV iShares Russell 3000 ETF	0.04%	1,374	$436K	New
VZ Verizon Communications Inc.	0.04%	9,117	$414K	Reduce -0.3%
VRTX Vertex Pharmaceuticals Inc.	0.04%	841	$408K	New
CELH Celsius Holdings Inc.	0.04%	11,430	$407K	New
EQWL Invesco S&P 100 Equal Weight	0.04%	3,949	$407K	Add +0.5%
TSLA Tesla Inc.	0.03%	1,551	$402K	Add +53.1%
VIK Viking Holdings Ltd.	0.03%	10,071	$400K	Add +58.9%
VDE Vanguard Energy ETF	0.03%	3,078	$399K	Reduce -41.8%
WEC WEC Energy Group Inc.	0.03%	3,446	$376K	Reduce -5.3%
AMT American Tower Corp.	0.03%	1,670	$363K	Reduce -95.9%
QQQ Invesco QQQ Trust Series 1	0.03%	765	$359K	Reduce -5.4%
RJF Raymond James Financial Inc.	0.03%	2,565	$356K	Add +0.5%
XLB SS Materials Select Sector	0.03%	4,037	$347K	Add +0.4%
IAU iShares Gold Trust	0.03%	5,665	$334K	Reduce -0.5%
AMD Advanced Micro Devices	0.03%	3,168	$325K	New
IVE iShares S&P 500 Value ETF	0.03%	1,699	$324K	Reduce -0.2%
IVW iShares S&P 500 Growth ETF	0.03%	3,152	$293K	Reduce -15.3%
MAR Marriott International Class A	0.03%	1,222	$291K	Reduce -8.5%
MA Mastercard Inc. Class A	0.02%	527	$289K	Reduce -1.1%
SHEL Shell PLC-ADR	0.02%	3,932	$288K	Add +0.3%
ADI Analog Devices Inc.	0.02%	1,421	$287K	Reduce -5.5%
TGLS Tecnoglass Holdings Inc.	0.02%	4,000	$286K	No change
XLU St Sr Utl SL SE SPDR ETF-Usd	0.02%	3,599	$284K	Reduce -12.9%
CAVA Cava Group Inc.	0.02%	3,269	$282K	New
HON Honeywell International Inc.	0.02%	1,323	$280K	Add +0.5%
UBER Uber Technologies Inc.	0.02%	3,825	$279K	New
XLRE SS Real Estate Select Sector	0.02%	6,475	$271K	Reduce -85.9%
T AT&T Inc.	0.02%	9,526	$269K	Reduce -4.2%
CVX Chevron Corp.	0.02%	1,601	$268K	Add +0.3%
DECK Deckers Outdoor Corp.	0.02%	2,347	$262K	New
OKE Oneok Inc.	0.02%	2,623	$260K	Add +1.0%
DAL Delta Air Lines Inc.	0.02%	5,932	$259K	Add +22.2%
MO Altria Group Inc.	0.02%	4,242	$255K	Add +0.5%
IGV iShares Expanded Tech-Softwa	0.02%	2,845	$253K	Reduce -42.8%
EFA iShares MSCI Eafe ETF	0.02%	3,097	$253K	New
BSV Vanguard Short-Term Bond ETF	0.02%	3,178	$249K	Add +0.6%
BX Blackstone Inc.	0.02%	1,728	$242K	Add +45.3%
QQQM Invesco Nasdaq 100 ETF	0.02%	1,250	$241K	New
REGN Regeneron Pharmaceuticals	0.02%	370	$235K	New
DLR Digital Realty Trust Inc.	0.02%	1,612	$231K	Reduce -0.5%
SCHD Schwab US DVD Equity ETF	0.02%	8,076	$226K	Reduce -0.8%
PAVE Global X US Infrastructure	0.02%	5,910	$223K	Reduce -4.2%
RSPG Invesco S&P 500 Equal Weight	0.02%	2,711	$222K	Add +0.6%
XETYX Eaton Vance Tax-MGD Div Eqty	0.02%	15,447	$220K	No change
DOW Dow Inc.	0.02%	6,297	$220K	Reduce -5.5%
PFE Pfizer Inc.	0.02%	8,636	$219K	New
ACWI iShares MSCI Acwi ETF	0.02%	1,839	$214K	Reduce -3.5%
HEI.A Heico Corp. Class A	0.02%	1,003	$212K	New
NFLX Netflix Inc.	0.02%	225	$210K	New
SPGI S&P Global Inc.	0.02%	409	$208K	No change
XEXGX Eaton Vance Tax-Managed Glob	0.01%	11,486	$93K	No change
AMARIN CORP PLC	0.00%	12,543	$6K	New

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