Blue Chip Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Blue Chip Partners, LLC reported 162 stock positions worth $1.2 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.8% of the portfolio, followed by Broadcom (AVGO, 4.8%) and Microsoft (MSFT, 4.1%). Compared with Q1 2025, it opened 12 new positions, sold out of 10, added to 97 and reduced 49. The biggest buy was Cap Group Municipal Income (CGMU, shares +2093%) and the biggest sale iShares National Muni Bond E (MUB, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001632801-25-000005 ↗ filed Aug 15, 2025
Holdings Value
Holdings 162 stocks · $1.2B
| FBND Fidelity Total Bond ETF | 9.83% | 2,636,194 | $120.6M | Add +2.2% |
| AVGO Broadcom Inc. | 4.80% | 213,854 | $58.9M | Reduce -2.9% |
| MSFT Microsoft Corp. | 4.09% | 100,870 | $50.2M | Add +1.6% |
| AAPL Apple Inc. | 3.72% | 222,439 | $45.6M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 3.63% | 153,793 | $44.6M | Reduce -8.4% |
| CGMU Cap Group Municipal Income | 3.30% | 1,517,911 | $40.5M | Add +2093.0% |
| GOOG Alphabet Inc. Class C | 3.24% | 224,049 | $39.7M | Add +0.2% |
| MS Morgan Stanley | 3.09% | 268,859 | $37.9M | Reduce -3.0% |
| ABBV Abbvie Inc. | 2.85% | 188,273 | $34.9M | Add +1.6% |
| COST Costco Wholesale Corp. | 2.61% | 32,345 | $32.0M | Reduce -1.7% |
| V Visa Inc. Class A | 2.56% | 88,620 | $31.5M | Reduce -3.8% |
| XLE SS Energy Select Sector | 2.54% | 368,031 | $31.2M | Add +3.4% |
| AMZN Amazon.com Inc. | 2.51% | 140,223 | $30.8M | Add +3.5% |
| HD Home Depot Inc. | 2.38% | 79,537 | $29.2M | Add +2.5% |
| WM Waste Management Inc. | 2.36% | 126,582 | $29.0M | Add +0.5% |
| BLK BlackRock Inc. | 2.25% | 26,272 | $27.6M | Add +0.3% |
| PM Philip Morris International | 2.22% | 149,547 | $27.2M | Reduce -22.4% |
| ABT Abbott Laboratories | 2.16% | 194,729 | $26.5M | Add +1.9% |
| PWR Quanta Services Inc. | 2.07% | 67,260 | $25.4M | Add +47.2% |
| ETN Eaton Corp. PLC | 1.89% | 64,816 | $23.1M | Add +55.9% |
| KLAC KLA Corp. | 1.86% | 25,523 | $22.9M | Add +7.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.86% | 184,933 | $22.8M | Add +3.7% |
| UNP Union Pacific Corp. | 1.73% | 92,321 | $21.2M | Add +5.3% |
| ZTS Zoetis Inc. | 1.66% | 130,722 | $20.4M | Add +3.6% |
| SDVY First Trust Smid Cap Rising | 1.55% | 540,503 | $19.1M | Add +45.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.47% | 22,501 | $18.0M | Add +11.6% |
| TGT Target Corp. | 1.44% | 179,064 | $17.7M | Add +36.0% |
| MRK Merck & Co. Inc. | 1.40% | 216,597 | $17.1M | Add +13.7% |
| DTE DTE Energy Company | 1.37% | 127,134 | $16.8M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.28% | 50,538 | $15.8M | Reduce -7.6% |
| LLY Eli Lilly & Co. | 1.26% | 19,855 | $15.5M | Add +16.7% |
| MNST Monster Beverage Corp. | 1.21% | 237,965 | $14.9M | Add +0.2% |
| XEL Xcel Energy Inc. | 1.15% | 207,062 | $14.1M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 1.09% | 149,117 | $13.4M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.98% | 174,125 | $12.1M | Add +2.5% |
| EQIX Equinix Inc. | 0.95% | 14,607 | $11.6M | Add +3.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.92% | 347,814 | $11.3M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.87% | 108,209 | $10.7M | Reduce -5.1% |
| PEP Pepsico Inc. | 0.83% | 76,812 | $10.1M | Add +7.0% |
| GPC Genuine Parts Co. | 0.79% | 79,867 | $9.7M | Add +6.8% |
| JPIE JPMorgan Income ETF | 0.54% | 143,595 | $6.7M | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 118,191 | $5.6M | Reduce -15.3% |
| MCD McDonald's Corp. | 0.43% | 18,274 | $5.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.30% | 23,184 | $3.7M | Add +23.9% |
| KO The Coca-Cola Co. | 0.29% | 50,859 | $3.6M | Reduce -2.1% |
| TXN Texas Instruments Inc. | 0.29% | 17,282 | $3.6M | Reduce -1.5% |
| RTX RTX Corp. | 0.29% | 23,973 | $3.5M | Add +1.9% |
| ADP Automatic Data Processing | 0.28% | 11,216 | $3.5M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 16,394 | $3.4M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.26% | 20,285 | $3.2M | Add +0.4% |
| ADC Agree Realty Corp. | 0.23% | 38,024 | $2.8M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 4,184 | $2.6M | Add +15.1% |
| WMT Walmart Inc. | 0.19% | 24,074 | $2.4M | Add +2.0% |
| LMT Lockheed Martin Corp. | 0.19% | 5,036 | $2.3M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.19% | 13,126 | $2.3M | Add +3.9% |
| PAG Penske Automotive Group Inc. | 0.17% | 11,810 | $2.0M | Add +0.8% |
| XLK SS Technology Select Sector | 0.16% | 7,943 | $2.0M | Reduce -0.0% |
| DTM DT Midstream Inc. | 0.16% | 17,610 | $1.9M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 3,891 | $1.9M | Add +19.9% |
| JNJ Johnson & Johnson | 0.15% | 12,230 | $1.9M | Add +0.7% |
| AMGN Amgen Inc. | 0.15% | 6,534 | $1.8M | Reduce -9.5% |
| NSC Norfolk Southern Corp. | 0.14% | 6,943 | $1.8M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.13% | 4,201 | $1.6M | Add +17.4% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 12,182 | $1.6M | Add +1.3% |
| XLF SS Financial Select Sector | 0.13% | 30,637 | $1.6M | Reduce -8.1% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 8,189 | $1.5M | Reduce -26.8% |
| SYK Stryker Corp. | 0.12% | 3,645 | $1.4M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.12% | 3,694 | $1.4M | Reduce -15.6% |
| XOM Exxon Mobil Corp. | 0.12% | 13,239 | $1.4M | Add +9.7% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 28,076 | $1.4M | Reduce -23.8% |
| XLV SS Health Care Select Sector | 0.11% | 10,151 | $1.4M | Reduce -16.8% |
| XLI SS Industrial Select Sector | 0.10% | 8,515 | $1.3M | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 2,167 | $1.2M | New |
| VXF Vanguard Extended Market ETF | 0.10% | 6,107 | $1.2M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 3,915 | $1.2M | Add +1.5% |
| QYLD Global X Nasd 100 Cov Call | 0.09% | 68,653 | $1.1M | Add +1.5% |
| XYLD Global X S&P 500 Cove Call E | 0.09% | 29,209 | $1.1M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 16,355 | $930K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.07% | 1,236 | $912K | Add +16.4% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,868 | $891K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.07% | 5,349 | $852K | Reduce -19.6% |
| IWF iShares Russell 1000 Growth | 0.07% | 1,992 | $846K | Add +8.4% |
| SOXX iShares Semiconductor ETF | 0.07% | 3,441 | $821K | Reduce -18.3% |
| CSCO Cisco Systems Inc. | 0.07% | 11,719 | $813K | Add +3.0% |
| DE Deere & Co. | 0.07% | 1,574 | $801K | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,758 | $771K | Add +5.5% |
| UBER Uber Technologies Inc. | 0.06% | 8,140 | $759K | Add +112.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 1,339 | $738K | Add +75.0% |
| IQLT iShares MSCI International Q | 0.06% | 17,071 | $738K | Add +0.8% |
| AMD Advanced Micro Devices | 0.06% | 5,072 | $720K | Add +60.1% |
| AON Aon PLC Class A | 0.06% | 2,005 | $715K | Add +1.0% |
| XLC SS Comm Select Sector SPDR | 0.06% | 6,229 | $676K | Add +21.5% |
| IAU iShares Gold Trust | 0.05% | 10,375 | $647K | Add +83.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,624 | $636K | Reduce -3.6% |
| AEP American Electric Power | 0.05% | 5,878 | $610K | Reduce -1.1% |
| REVG Rev Group Inc. | 0.05% | 12,603 | $600K | Reduce -19.1% |
| CMA Comerica Inc. | 0.05% | 10,048 | $599K | Add +0.1% |
| VIK Viking Holdings Ltd. | 0.05% | 11,170 | $595K | Add +10.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 54,173 | $588K | Add +7.9% |
| TSLA Tesla Inc. | 0.05% | 1,799 | $571K | Add +16.0% |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -98.2% | 0.04% | −2.32 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −1.35 |
| UNH Unitedhealth Group Inc. | Reduce -7.6% | 1.28% | −1.19 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.83 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.80 |
| PM Philip Morris International | Reduce -22.4% | 2.22% | −0.42 |
| XLP SS Consumer Staples Sel Sect | Reduce -92.7% | 0.02% | −0.31 |
| V Visa Inc. Class A | Reduce -3.8% | 2.56% | −0.22 |
| XEL Xcel Energy Inc. | Reduce -0.9% | 1.15% | −0.13 |
| AGG iShares Core U.S. Aggregate | Reduce -5.1% | 0.87% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 2.61% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.43% | −0.06 |
| GLD SPDR Gold Shares | Reduce -73.0% | 0.02% | −0.06 |
| BAC Bank of America Corp. | Reduce -15.3% | 0.46% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -26.8% | 0.12% | −0.05 |
| AMGN Amgen Inc. | Reduce -9.5% | 0.15% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -23.8% | 0.12% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -16.8% | 0.11% | −0.04 |
| JPIE JPMorgan Income ETF | Reduce -1.9% | 0.54% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.03 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -55.3% | 0.02% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.29% | −0.03 |
| ADC Agree Realty Corp. | Reduce -0.1% | 0.23% | −0.03 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -30.8% | 0.03% | −0.02 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.02 |
| RSPG Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -19.6% | 0.07% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.28% | −0.01 |
| ITW Illinois Tool Works | Reduce -23.9% | 0.04% | −0.01 |
| UPS United Parcel Service Class B | Reduce -12.6% | 0.04% | −0.01 |
| XLF SS Financial Select Sector | Reduce -8.1% | 0.13% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -3.5% | 0.19% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -16.1% | 0.02% | −0.01 |
| CAT Caterpillar Inc. | Reduce -15.6% | 0.12% | −0.01 |
| AEP American Electric Power | Reduce -1.1% | 0.05% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -14.9% | 0.02% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -9.4% | 0.10% | −0.00 |
| EQWL Invesco S&P 100 Equal Weight | Reduce -8.7% | 0.03% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -4.6% | 0.02% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.1% | 0.02% | −0.00 |
| SOXX iShares Semiconductor ETF | Reduce -18.3% | 0.07% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.04% | −0.00 |
| SYK Stryker Corp. | Reduce -1.7% | 0.12% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -7.0% | 0.04% | −0.00 |
| XLB SS Materials Select Sector | Reduce -1.0% | 0.03% | −0.00 |
| CMI Cummins Inc. | Reduce -1.2% | 0.04% | −0.00 |
| AMARIN CORP PLC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| CGMU Cap Group Municipal Income | Add +2093.0% | 3.30% | +3.14 |
| PWR Quanta Services Inc. | Add +47.2% | 2.07% | +1.07 |
| ETN Eaton Corp. PLC | Add +55.9% | 1.89% | +0.91 |
| MSFT Microsoft Corp. | Add +1.6% | 4.09% | +0.87 |
| SDVY First Trust Smid Cap Rising | Add +45.0% | 1.55% | +0.48 |
| KLAC KLA Corp. | Add +7.8% | 1.86% | +0.48 |
| ASML ASML Holding NV-NY Reg SHS | Add +11.6% | 1.47% | +0.32 |
| AMZN Amazon.com Inc. | Add +3.5% | 2.51% | +0.28 |
| TGT Target Corp. | Add +36.0% | 1.44% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 3.24% | +0.23 |
| NVDA Nvidia Corp. | Add +23.9% | 0.30% | +0.12 |
| BLK BlackRock Inc. | Add +0.3% | 2.25% | +0.11 |
| VOO Vanguard S&P 500 ETF | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | Add +16.7% | 1.26% | +0.05 |
| UBER Uber Technologies Inc. | Add +112.8% | 0.06% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.1% | 0.21% | +0.04 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +60.1% | 0.06% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +75.0% | 0.06% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | Add +83.1% | 0.05% | +0.02 |
| NFLX Netflix Inc. | Add +62.7% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +16.4% | 0.07% | +0.02 |
| GPC Genuine Parts Co. | Add +6.8% | 0.79% | +0.02 |
| INTU Intuit Inc. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 0.19% | +0.02 |
| PAG Penske Automotive Group Inc. | Add +0.8% | 0.17% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | New | 0.02% | +0.02 |
| IYC iShares US Consumer Discreti | New | 0.02% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| ARCC Ares Capital Corp. | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | Add +0.2% | 1.21% | +0.02 |
| RTX RTX Corp. | Add +1.9% | 0.29% | +0.02 |
| PAYX Paychex Inc. | New | 0.02% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +97.1% | 0.04% | +0.02 |
| ADBE Adobe Inc. | Add +17.4% | 0.13% | +0.01 |
| VIK Viking Holdings Ltd. | Add +10.9% | 0.05% | +0.01 |
| CAVA Cava Group Inc. | Add +69.5% | 0.04% | +0.01 |
| DTM DT Midstream Inc. | Add +1.6% | 0.16% | +0.01 |
| WMT Walmart Inc. | Add +2.0% | 0.19% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +21.5% | 0.06% | +0.01 |
| T AT&T Inc. | Add +57.7% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +16.0% | 0.05% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +8.4% | 0.07% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.09% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.5% | 0.06% | +0.01 |
| CELH Celsius Holdings Inc. | Add +2.4% | 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 |