Blue Chip Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Blue Chip Partners, LLC reported 164 stock positions worth $1.3 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.4% of the portfolio, followed by Broadcom (AVGO, 4.2%) and Apple (AAPL, 4.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 7, added to 87 and reduced 62. The biggest buy was a new position in Rollins (ROL) and the biggest sale Union Pacific (UNP, shares −90%).

Most Recent 13F
Q2 2026
Location
FARMINGTON HILLS, MI
CIK
0001632801
Portfolio Value
$1.3B (Q3 2025)
SEC Filing
0001632801-25-000009 ↗ filed Nov 17, 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 Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B $1.3B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 164 stocks · $1.3B
FBND Fidelity Total Bond ETF 9.43% 2,727,917 $126.1M Add +3.5%
AVGO Broadcom Inc. 4.25% 172,255 $56.8M Reduce -19.4%
AAPL Apple Inc. 4.25% 223,024 $56.8M Add +0.3%
MSFT Microsoft Corp. 3.88% 100,210 $51.9M Reduce -0.7%
JPM JPMorgan Chase & Co. 3.58% 151,880 $47.9M Reduce -1.2%
GOOG Alphabet Inc. Class C 3.54% 194,456 $47.4M Reduce -13.2%
ABBV Abbvie Inc. 3.27% 188,981 $43.8M Add +0.4%
CGMU Cap Group Municipal Income 3.19% 1,565,047 $42.7M Add +3.1%
MS Morgan Stanley 3.13% 262,989 $41.8M Reduce -2.2%
XLE SS Energy Select Sector 2.52% 376,829 $33.7M Add +2.4%
HD Home Depot Inc. 2.43% 80,191 $32.5M Add +0.8%
AMZN Amazon.com Inc. 2.33% 141,734 $31.1M Add +1.1%
COST Costco Wholesale Corp. 2.28% 32,943 $30.5M Add +1.9%
V Visa Inc. Class A 2.26% 88,707 $30.3M Add +0.1%
BLK BlackRock Inc. 2.26% 25,909 $30.2M Reduce -1.4%
WM Waste Management Inc. 2.13% 128,885 $28.5M Add +1.8%
PWR Quanta Services Inc. 2.11% 67,984 $28.2M Add +1.1%
KLAC KLA Corp. 2.08% 25,836 $27.9M Add +1.2%
ORLY O'reilly Automotive Inc. 2.08% 257,991 $27.8M Add +73.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.06% 190,724 $27.6M Add +3.1%
ABT Abbott Laboratories 2.02% 201,876 $27.0M Add +3.7%
PM Philip Morris International 1.88% 154,914 $25.1M Add +3.6%
ETN Eaton Corp. PLC 1.87% 66,777 $25.0M Add +3.0%
ASML ASML Holding NV-NY Reg SHS 1.74% 23,979 $23.2M Add +6.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC 1.71% 700,463 $22.8M Add +101.4%
SDVY First Trust Smid Cap Rising 1.60% 563,009 $21.4M Add +4.2%
ROL Rollins Inc. 1.44% 327,282 $19.2M New
MRK Merck & Co. Inc. 1.43% 228,418 $19.2M Add +5.5%
META Meta Platforms Inc. Class A 1.43% 26,099 $19.2M Add +2011.6%
ZTS Zoetis Inc. 1.41% 129,160 $18.9M Reduce -1.2%
LLY Eli Lilly & Co. 1.36% 23,829 $18.2M Add +20.0%
DTE DTE Energy Company 1.35% 127,510 $18.0M Add +0.3%
UNH Unitedhealth Group Inc. 1.30% 50,167 $17.3M Reduce -0.7%
TGT Target Corp. 1.29% 192,703 $17.3M Add +7.6%
XEL Xcel Energy Inc. 1.23% 204,575 $16.5M Reduce -1.2%
MNST Monster Beverage Corp. 1.22% 241,817 $16.3M Add +1.6%
NEE Nextera Energy Inc. 0.99% 175,150 $13.2M Add +0.6%
PEP Pepsico Inc. 0.85% 81,335 $11.4M Add +5.9%
AGG iShares Core U.S. Aggregate 0.82% 109,295 $11.0M Add +1.0%
JPIE JPMorgan Income ETF 0.50% 144,954 $6.7M Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.43% 112,082 $5.8M Reduce -5.2%
MCD McDonald's Corp. 0.39% 16,944 $5.1M Reduce -7.3%
NVDA Nvidia Corp. 0.34% 24,046 $4.5M Add +3.7%
RTX RTX Corp. 0.30% 23,976 $4.0M Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.27% 16,865 $3.6M Add +2.9%
ADP Automatic Data Processing 0.24% 11,037 $3.2M Reduce -1.6%
KO The Coca-Cola Co. 0.24% 48,338 $3.2M Reduce -5.0%
GOOGL Alphabet Inc. Class A 0.23% 12,881 $3.1M Reduce -1.9%
PG The Procter & Gamble Co. 0.23% 20,027 $3.1M Reduce -1.3%
TXN Texas Instruments Inc. 0.22% 15,845 $2.9M Reduce -8.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 4,109 $2.7M Reduce -1.8%
ADC Agree Realty Corp. 0.20% 37,254 $2.6M Reduce -2.0%
WMT Walmart Inc. 0.19% 24,272 $2.5M Add +0.8%
LMT Lockheed Martin Corp. 0.18% 4,797 $2.4M Reduce -4.8%
JNJ Johnson & Johnson 0.17% 12,208 $2.3M Reduce -0.2%
XLK SS Technology Select Sector 0.16% 7,715 $2.2M Reduce -2.9%
PAG Penske Automotive Group Inc. 0.16% 12,472 $2.2M Add +5.6%
NSC Norfolk Southern Corp. 0.16% 7,096 $2.1M Add +2.2%
UNP Union Pacific Corp. 0.16% 8,908 $2.1M Reduce -90.3%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 4,043 $2.0M Add +3.9%
DTM DT Midstream Inc. 0.15% 17,689 $2.0M Add +0.5%
VYM Vanguard High DVD Yield ETF 0.14% 13,620 $1.9M Add +11.8%
AMGN Amgen Inc. 0.14% 6,446 $1.8M Reduce -1.4%
CAT Caterpillar Inc. 0.13% 3,692 $1.8M Reduce -0.1%
XOM Exxon Mobil Corp. 0.13% 15,287 $1.7M Add +15.5%
XLF SS Financial Select Sector 0.12% 29,002 $1.6M Reduce -5.3%
QYLD Global X Nasd 100 Cov Call 0.11% 87,078 $1.5M Add +26.8%
RSP Invesco S&P 500 Equal Weight 0.11% 7,608 $1.4M Reduce -7.1%
XYLD Global X S&P 500 Cove Call E 0.11% 36,758 $1.4M Add +25.8%
SYK Stryker Corp. 0.10% 3,660 $1.4M Add +0.4%
JPST JPMorgan Ultra-Short Income 0.10% 25,835 $1.3M Reduce -8.0%
VXF Vanguard Extended Market ETF 0.10% 6,117 $1.3M Add +0.2%
ADBE Adobe Inc. 0.10% 3,613 $1.3M Reduce -14.0%
XLI SS Industrial Select Sector 0.09% 7,857 $1.2M Reduce -7.7%
XLV SS Health Care Select Sector 0.09% 8,169 $1.1M Reduce -19.5%
JEPI JPMorgan Equity Premium Inco 0.08% 19,747 $1.1M Add +20.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,955 $1.1M Add +1.0%
VOO Vanguard S&P 500 ETF 0.08% 1,679 $1.0M Reduce -22.5%
UBER Uber Technologies Inc. 0.07% 10,196 $999K Add +25.3%
DFAC Dimensional US Core Equity 2 0.07% 24,936 $962K Add +0.3%
SOXX iShares Semiconductor ETF 0.07% 3,448 $935K Add +0.2%
AMD Advanced Micro Devices 0.07% 5,555 $899K Add +9.5%
IWF iShares Russell 1000 Growth 0.06% 1,850 $867K Reduce -7.1%
ISRG Intuitive Surgical Inc. 0.06% 1,914 $856K Add +338.0%
QCOM Qualcomm Inc. 0.06% 4,986 $830K Reduce -6.8%
TSLA Tesla Inc. 0.06% 1,856 $825K Add +3.2%
CSCO Cisco Systems Inc. 0.06% 11,886 $813K Add +1.4%
VIK Viking Holdings Ltd. 0.06% 12,813 $796K Add +14.7%
CELH Celsius Holdings Inc. 0.06% 13,526 $778K Add +15.6%
IAU iShares Gold Trust 0.06% 10,483 $763K Add +1.0%
IQLT iShares MSCI International Q 0.06% 17,060 $754K Reduce -0.1%
AON Aon PLC Class A 0.06% 2,100 $749K Add +4.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,517 $728K Reduce -13.7%
REVG Rev Group Inc. 0.05% 12,603 $714K No change
DE Deere & Co. 0.05% 1,529 $699K Reduce -2.9%
CMA Comerica Inc. 0.05% 10,054 $689K Add +0.1%
XLC SS Comm Select Sector SPDR 0.05% 5,682 $673K Reduce -8.8%
AEP American Electric Power 0.05% 5,945 $669K Add +1.1%
IEFA iShares Core MSCI Eafe ETF 0.05% 7,427 $648K Reduce -2.6%
CMI Cummins Inc. 0.05% 1,506 $636K Add +0.7%
F Ford Motor Co. filed as FORD MTR CO 0.05% 51,755 $619K Reduce -4.5%
DECK Deckers Outdoor Corp. 0.04% 5,723 $580K Add +23.7%
XLY SS Consumer Disc Select Sect 0.04% 2,259 $541K Reduce -1.7%
VRTX Vertex Pharmaceuticals Inc. 0.04% 1,375 $539K Add +24.3%
IWV iShares Russell 3000 ETF 0.04% 1,381 $523K Add +0.3%
MUB iShares National Muni Bond E 0.04% 4,710 $502K Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,676 $499K Reduce -17.2%
QQQ Invesco QQQ Trust Series 1 0.04% 818 $491K Reduce -38.9%
NFLX Netflix Inc. 0.03% 379 $454K Add +3.5%
PPH Vaneck Pharmaceutical ETF 0.03% 4,977 $450K New
RJF Raymond James Financial Inc. 0.03% 2,589 $447K Add +0.1%
QQQM Invesco Nasdaq 100 ETF 0.03% 1,787 $442K Add +19.7%
JCI Johnson Controls Internation 0.03% 3,842 $422K Add +1.1%
JAAA Janus Henderson Aaa Clo ETF 0.03% 8,303 $422K New
T AT&T Inc. 0.03% 14,765 $417K Reduce -1.7%
VZ Verizon Communications Inc. 0.03% 9,320 $410K Add +0.6%
EQWL Invesco S&P 100 Equal Weight 0.03% 3,556 $408K Reduce -1.4%
BX Blackstone Inc. 0.03% 2,371 $405K Add +35.1%
REGN Regeneron Pharmaceuticals 0.03% 719 $404K Add +21.0%
ITW Illinois Tool Works 0.03% 1,545 $403K Reduce -11.8%
CAVA Cava Group Inc. 0.03% 6,620 $400K Add +19.4%
RSG Republic Services Inc. 0.03% 1,741 $400K Reduce -4.9%
ORCL Oracle Corp. 0.03% 1,368 $385K Reduce -3.7%
ADI Analog Devices Inc. 0.03% 1,549 $381K Add +1.5%
IVW iShares S&P 500 Growth ETF 0.03% 3,153 $381K Reduce -0.0%
MA Mastercard Inc. Class A 0.03% 657 $374K Add +3.6%
XLB SS Materials Select Sector 0.03% 3,993 $358K Reduce -0.1%
DAL Delta Air Lines Inc. 0.03% 6,270 $356K Add +0.3%
UPS United Parcel Service Class B 0.03% 4,202 $351K Reduce -14.4%
KMB Kimberly-Clark Corp. 0.03% 2,758 $343K Add +2.5%
IVE iShares S&P 500 Value ETF 0.03% 1,656 $342K Reduce -2.7%
IGV iShares Expanded Tech-Softwa 0.02% 2,868 $330K Add +0.8%
SCHD Schwab US DVD Equity ETF 0.02% 11,788 $322K Add +49.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 3,597 $314K Add +17.5%
WEC WEC Energy Group Inc. 0.02% 2,624 $301K Reduce -9.2%
OUSM Alps Oshares US Small-Cap Qu 0.02% 6,690 $300K Reduce -3.7%
DLR Digital Realty Trust Inc. 0.02% 1,680 $290K Add +1.6%
SHEL Shell PLC-ADR 0.02% 3,977 $284K Add +0.3%
CVX Chevron Corp. 0.02% 1,818 $282K Add +9.4%
ACWI iShares MSCI Acwi ETF 0.02% 2,025 $280K No change
GLD SPDR Gold Shares 0.02% 773 $275K Reduce -8.3%
TGLS Tecnoglass Holdings Inc. 0.02% 4,000 $268K No change
AMT American Tower Corp. 0.02% 1,373 $264K Reduce -22.6%
MAR Marriott International Class A 0.02% 1,008 $262K Reduce -12.6%
XLRE SS Real Estate Select Sector 0.02% 6,187 $261K Add +0.1%
HEI.A Heico Corp. Class A 0.02% 1,022 $260K No change
BSV Vanguard Short-Term Bond ETF 0.02% 3,240 $256K Add +1.0%
FIX Comfort Systems USA Inc. 0.02% 300 $248K New
XLP SS Consumer Staples Sel Sect 0.02% 3,135 $246K Reduce -8.9%
XETYX Eaton Vance Tax-MGD Div Eqty 0.02% 15,447 $246K No change
MU Micron Technology Inc. 0.02% 1,425 $238K New
EFA iShares MSCI Eafe ETF 0.02% 2,549 $238K Reduce -23.1%
VTI VG Morningstar TS MKT ETF-US 0.02% 719 $236K New
HON Honeywell International Inc. 0.02% 1,120 $236K Reduce -19.1%
INTU Intuit Inc. 0.02% 342 $234K Add +3.0%
IYC iShares US Consumer Discreti 0.02% 2,207 $231K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.02% 1,905 $226K New
PFE Pfizer Inc. 0.02% 8,864 $226K Add +1.0%
TT Trane Technologies PLC 0.02% 523 $220K Reduce -10.8%
IVV iShares Core S&P 500 ETF 0.02% 328 $220K Reduce -10.4%
MO Altria Group Inc. 0.02% 3,219 $213K New
GPC Genuine Parts Co. 0.02% 1,468 $203K Reduce -98.2%
SYY Sysco Corp. 0.01% 2,435 $200K New
XEXGX Eaton Vance Tax-Managed Glob 0.01% 11,486 $105K No change

Portfolio Sells Q2 2025 → Q3 2025
UNP Union Pacific Corp. Reduce -90.3% 0.16% −1.57
EQIX Equinix Inc. Sold out 0.00% −0.95
GPC Genuine Parts Co. Reduce -98.2% 0.02% −0.77
AVGO Broadcom Inc. Reduce -19.4% 4.25% −0.55
ZTS Zoetis Inc. Reduce -1.2% 1.41% −0.25
MSFT Microsoft Corp. Reduce -0.7% 3.88% −0.21
TXN Texas Instruments Inc. Reduce -8.3% 0.22% −0.07
KO The Coca-Cola Co. Reduce -5.0% 0.24% −0.05
MCD McDonald's Corp. Reduce -7.3% 0.39% −0.05
JPM JPMorgan Chase & Co. Reduce -1.2% 3.58% −0.05
ADP Automatic Data Processing Reduce -1.6% 0.24% −0.04
ADBE Adobe Inc. Reduce -14.0% 0.10% −0.04
PG The Procter & Gamble Co. Reduce -1.3% 0.23% −0.03
ADC Agree Realty Corp. Reduce -2.0% 0.20% −0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.03
XLV SS Health Care Select Sector Reduce -19.5% 0.09% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -38.9% 0.04% −0.02
VOO Vanguard S&P 500 ETF Reduce -22.5% 0.08% −0.02
BAC Bank of America Corp. Reduce -5.2% 0.43% −0.02
JPST JPMorgan Ultra-Short Income Reduce -8.0% 0.10% −0.02
OKE Oneok Inc. Sold out 0.00% −0.02
SPGI S&P Global Inc. Sold out 0.00% −0.02
TRV The Travelers Cos Inc. Sold out 0.00% −0.02
ARCC Ares Capital Corp. Sold out 0.00% −0.02
PAYX Paychex Inc. Sold out 0.00% −0.02
UPS United Parcel Service Class B Reduce -14.4% 0.03% −0.01
XLF SS Financial Select Sector Reduce -5.3% 0.12% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -7.1% 0.11% −0.01
DE Deere & Co. Reduce -2.9% 0.05% −0.01
AMGN Amgen Inc. Reduce -1.4% 0.14% −0.01
AMT American Tower Corp. Reduce -22.6% 0.02% −0.01
XLI SS Industrial Select Sector Reduce -7.7% 0.09% −0.01
LMT Lockheed Martin Corp. Reduce -4.8% 0.18% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -17.2% 0.04% −0.01
HON Honeywell International Inc. Reduce -19.1% 0.02% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -13.7% 0.05% −0.01
QCOM Qualcomm Inc. Reduce -6.8% 0.06% −0.01
RSG Republic Services Inc. Reduce -4.9% 0.03% −0.01
EFA iShares MSCI Eafe ETF Reduce -23.1% 0.02% −0.01
MAR Marriott International Class A Reduce -12.6% 0.02% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.8% 0.20% −0.01
ITW Illinois Tool Works Reduce -11.8% 0.03% −0.01
XLC SS Comm Select Sector SPDR Reduce -8.8% 0.05% −0.00
TT Trane Technologies PLC Reduce -10.8% 0.02% −0.00
XLP SS Consumer Staples Sel Sect Reduce -8.9% 0.02% −0.00
T AT&T Inc. Reduce -1.7% 0.03% −0.00
IWF iShares Russell 1000 Growth Reduce -7.1% 0.06% −0.00
IQLT iShares MSCI International Q Reduce -0.1% 0.06% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -2.6% 0.05% −0.00
IVV iShares Core S&P 500 ETF Reduce -10.4% 0.02% −0.00

Portfolio Buys Q2 2025 → Q3 2025
ROL Rollins Inc. New 1.44% +1.44
META Meta Platforms Inc. Class A Add +2011.6% 1.43% +1.36
ORLY O'reilly Automotive Inc. Add +73.0% 2.08% +0.99
VICI Vici Properties Inc. Add +101.4% 1.71% +0.78
AAPL Apple Inc. Add +0.3% 4.25% +0.53
ABBV Abbvie Inc. Add +0.4% 3.27% +0.43
ASML ASML Holding NV-NY Reg SHS Add +6.6% 1.74% +0.27
KLAC KLA Corp. Add +1.2% 2.08% +0.22
TJX TJX Companies Inc. Add +3.1% 2.06% +0.20
LLY Eli Lilly & Co. Add +20.0% 1.36% +0.10
HD Home Depot Inc. Add +0.8% 2.43% +0.05
SDVY First Trust Smid Cap Rising Add +4.2% 1.60% +0.05
ISRG Intuitive Surgical Inc. Add +338.0% 0.06% +0.04
NVDA Nvidia Corp. Add +3.7% 0.34% +0.04
MRK Merck & Co. Inc. Add +5.5% 1.43% +0.04
PWR Quanta Services Inc. Add +1.1% 2.11% +0.04
PPH Vaneck Pharmaceutical ETF New 0.03% +0.03
JAAA Janus Henderson Aaa Clo ETF New 0.03% +0.03
PEP Pepsico Inc. Add +5.9% 0.85% +0.03
FIX Comfort Systems USA Inc. New 0.02% +0.02
MU Micron Technology Inc. New 0.02% +0.02
VTI VG Morningstar TS MKT ETF-US New 0.02% +0.02
QYLD Global X Nasd 100 Cov Call Add +26.8% 0.11% +0.02
IJR iShares Core S&P Small-Cap E New 0.02% +0.02
MO Altria Group Inc. New 0.02% +0.02
XYLD Global X S&P 500 Cove Call E Add +25.8% 0.11% +0.02
TSLA Tesla Inc. Add +3.2% 0.06% +0.02
SYY Sysco Corp. New 0.01% +0.01
RTX RTX Corp. Add +0.0% 0.30% +0.01
NSC Norfolk Southern Corp. Add +2.2% 0.16% +0.01
CELH Celsius Holdings Inc. Add +15.6% 0.06% +0.01
UBER Uber Technologies Inc. Add +25.3% 0.07% +0.01
XOM Exxon Mobil Corp. Add +15.5% 0.13% +0.01
VYM Vanguard High DVD Yield ETF Add +11.8% 0.14% +0.01
VIK Viking Holdings Ltd. Add +14.7% 0.06% +0.01
BX Blackstone Inc. Add +35.1% 0.03% +0.01
AMD Advanced Micro Devices Add +9.5% 0.07% +0.01
JEPI JPMorgan Equity Premium Inco Add +20.7% 0.08% +0.01
CMI Cummins Inc. Add +0.7% 0.05% +0.01
SCHD Schwab US DVD Equity ETF Add +49.0% 0.02% +0.01
QQQM Invesco Nasdaq 100 ETF Add +19.7% 0.03% +0.01
REGN Regeneron Pharmaceuticals Add +21.0% 0.03% +0.00
DECK Deckers Outdoor Corp. Add +23.7% 0.04% +0.00
IAU iShares Gold Trust Add +1.0% 0.06% +0.00
NEE Nextera Energy Inc. Add +0.6% 0.99% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +17.5% 0.02% +0.00
SOXX iShares Semiconductor ETF Add +0.2% 0.07% +0.00
MNST Monster Beverage Corp. Add +1.6% 1.22% +0.00
CMA Comerica Inc. Add +0.1% 0.05% +0.00
CVX Chevron Corp. Add +9.4% 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