Blue Chip Partners, LLC Top Holdings and 13F Report (2025) About Blue Chip Partners, LLCInvestment ActivityBlue Chip Partners, LLC has $1.16 billion in total holdings as of December 31, 2024.Blue Chip Partners, LLC owns shares of 153 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 8.46% of the portfolio was purchased this quarter.About 7.46% of the portfolio was sold this quarter.This quarter, Blue Chip Partners, LLC has purchased 198 new stocks and bought additional shares in 77 stocks.Blue Chip Partners, LLC sold shares of 58 stocks and completely divested from 58 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $110,219,760Apple $53,527,066Broadcom $52,033,005Alphabet $42,338,307Microsoft $41,796,068 Largest New Holdings this Quarter BLACKROCK INC $26,059,540 HoldingFirst Trust SMID Cap Rising Dividend Archievers ETF $13,720,223 HoldingConsumer Staples Select Sector SPDR Fund $2,592,307 HoldingInvesco S&P 500 Equal Weight Consumer Discretionary ETF $2,490,394 HoldingALPS O'Shares U.S. Small-Cap Quality Dividend ETF $2,275,364 Holding Largest Purchases this Quarter BLACKROCK INC 25,421 shares (about $26.06M)First Trust SMID Cap Rising Dividend Archievers ETF 382,712 shares (about $13.72M)iShares Core U.S. Aggregate Bond ETF 82,991 shares (about $8.04M)Quanta Services 24,866 shares (about $7.86M)Eaton 22,554 shares (about $7.49M) Largest Sales this Quarter iShares MSCI Intl Quality Factor ETF 499,257 shares (about $18.53M)Zoetis 17,787 shares (about $2.90M)Genuine Parts 18,554 shares (about $2.17M)Merck & Co., Inc. 19,929 shares (about $1.98M)Fidelity Total Bond ETF 40,440 shares (about $1.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Chip Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$110,219,760$1,814,543 ▼-1.6%2,456,4249.5%ETFAAPLApple$53,527,066$564,447 ▼-1.0%213,7494.6%Computer and TechnologyAVGOBroadcom$52,033,005$1,214,146 ▼-2.3%224,4354.5%Computer and TechnologyGOOGAlphabet$42,338,307$80,175 ▼-0.2%222,3183.6%Computer and TechnologyMSFTMicrosoft$41,796,068$959,758 ▲2.4%99,1603.6%Computer and TechnologyJPMJPMorgan Chase & Co.$40,990,394$954,045 ▼-2.3%171,0003.5%FinanceMSMorgan Stanley$35,089,517$818,816 ▼-2.3%279,1083.0%FinanceABBVAbbVie$32,504,199$280,411 ▲0.9%182,9162.8%MedicalBACBank of America$29,677,341$355,688 ▼-1.2%675,2522.6%FinanceCOSTCostco Wholesale$29,481,506$116,365 ▼-0.4%32,1762.5%Retail/WholesaleHDHome Depot$29,287,446$123,699 ▲0.4%75,2912.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$29,082,163$701,555 ▼-2.4%339,5072.5%ETFVVisa$28,912,820$34,764 ▲0.1%91,4852.5%Business ServicesMUBiShares National Muni Bond ETF$28,694,126$3,144,077 ▲12.3%269,3022.5%ETFAMZNAmazon.com$28,392,077$1,413,746 ▲5.2%129,4142.4%Retail/WholesaleUNHUnitedHealth Group$26,566,320$74,362 ▼-0.3%52,5172.3%MedicalBLACKROCK INC$26,059,540$26,059,540 ▲New Holding25,4212.2%COMWMWaste Management$24,662,669$1,413 ▲0.0%122,2192.1%Business ServicesPMPhilip Morris International$23,019,264$171,499 ▲0.8%191,2692.0%Consumer StaplesTJXTJX Companies$20,321,410$1,568,473 ▲8.4%168,2101.7%Retail/WholesaleABTAbbott Laboratories$20,300,291$158,354 ▲0.8%179,4741.7%MedicalUNPUnion Pacific$18,797,757$157,575 ▲0.8%82,4321.6%TransportationTGTTarget$18,663,777$1,356,262 ▼-6.8%138,0661.6%Retail/WholesalePWRQuanta Services$17,914,024$7,858,897 ▲78.2%56,6811.5%ConstructionETNEaton$16,388,788$7,485,020 ▲84.1%49,3831.4%Industrial ProductsZTSZoetis$16,217,193$2,898,028 ▼-15.2%99,5351.4%MedicalVTEBVanguard Tax-Exempt Bond ETF$15,832,163$1,580,600 ▼-9.1%315,8221.4%ETFDTEDTE Energy$15,129,091$108,312 ▲0.7%125,2931.3%UtilitiesMRKMerck & Co., Inc.$14,771,439$1,982,531 ▼-11.8%148,4871.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$14,174,731$8,041,831 ▲131.1%146,2821.2%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$13,720,223$13,720,223 ▲New Holding382,7121.2%ETFXELXcel Energy$13,539,762$130,583 ▲1.0%200,5301.2%UtilitiesKLACKLA$12,721,681$170,135 ▲1.4%20,1891.1%Computer and TechnologyEQIXEquinix$12,342,509$199,894 ▲1.6%13,0901.1%FinanceMNSTMonster Beverage$12,023,836$363,558 ▲3.1%228,7641.0%Consumer StaplesLLYEli Lilly and Company$12,018,673$221,567 ▲1.9%15,5681.0%MedicalNEENextEra Energy$11,289,335$113,342 ▲1.0%157,4741.0%UtilitiesORLYO'Reilly Automotive$11,006,596$240,717 ▲2.2%9,2820.9%Retail/WholesaleASMLASML$10,800,963$14,555 ▲0.1%15,5840.9%Computer and TechnologyPEPPepsiCo$9,217,927$1,080,696 ▼-10.5%60,6200.8%Consumer StaplesAMTAmerican Tower$7,508,658$913,386 ▼-10.8%40,9390.6%FinanceJPIEJPMorgan Income ETF$7,444,162$552,594 ▲8.0%163,1780.6%ETFMCDMcDonald's$5,708,998$916,907 ▼-13.8%19,6940.5%Retail/WholesaleGPCGenuine Parts$5,674,820$2,166,384 ▼-27.6%48,6020.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$5,603,942$4,382,920 ▲359.0%31,9800.5%ETFPGProcter & Gamble$3,467,110$17,603 ▲0.5%20,6810.3%Consumer StaplesKOCoca-Cola$3,403,109$67,925 ▼-2.0%54,6600.3%Consumer StaplesADPAutomatic Data Processing$3,356,792$21,370 ▼-0.6%11,4670.3%Business ServicesTXNTexas Instruments$3,315,359$91,130 ▼-2.7%17,6810.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,218,581$4,308 ▲0.1%16,4360.3%ETFRTXRTX$2,722,632$10,762 ▼-0.4%23,5280.2%AerospaceADCAgree Realty$2,686,790$220,365 ▼-7.6%38,1380.2%FinanceLMTLockheed Martin$2,648,038$43,737 ▼-1.6%5,4490.2%AerospaceXLPConsumer Staples Select Sector SPDR Fund$2,592,307$2,592,307 ▲New Holding32,9770.2%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$2,490,394$2,490,394 ▲New Holding46,6100.2%ETFSOXXiShares Semiconductor ETF$2,457,901$1,612,526 ▲190.7%11,4060.2%ETFGOOGLAlphabet$2,349,789$15,144 ▲0.6%12,4130.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$2,287,409$494,244 ▲27.6%17,3600.2%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$2,275,364$2,275,364 ▲New Holding52,0440.2%ETFWMTWalmart$2,170,771$26,925 ▼-1.2%24,0260.2%Retail/WholesalePPHVanEck Pharmaceutical ETF$2,138,537$2,138,537 ▲New Holding24,7860.2%ManufacturingSPYSPDR S&P 500 ETF Trust$2,129,540$2,930 ▼-0.1%3,6340.2%FinanceAMGNAmgen$2,089,719$54,471 ▼-2.5%8,0180.2%MedicalXLVHealth Care Select Sector SPDR Fund$2,077,884$1,093,696 ▲111.1%15,1040.2%ETFNVDANVIDIA$2,053,565$194,721 ▼-8.7%15,2920.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,002,762$173,466 ▲9.5%8,6130.2%ETFXLREReal Estate Select Sector SPDR Fund$1,864,016$1,114,432 ▲148.7%45,8330.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,843,241$18,532,523 ▼-91.0%49,6560.2%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,833,501$1,833,501 ▲New Holding62,5770.2%ETFJNJJohnson & Johnson$1,822,623$352,001 ▼-16.2%12,6030.2%MedicalDTMDT Midstream$1,770,917$3,381 ▲0.2%17,8110.2%Oils/EnergyXLFFinancial Select Sector SPDR Fund$1,698,581$8,023 ▼-0.5%35,1450.1%ETFNSCNorfolk Southern$1,656,352$24,175 ▼-1.4%7,0570.1%TransportationPAGPenske Automotive Group$1,616,845$11,129 ▲0.7%10,6060.1%Retail/WholesaleCATCaterpillar$1,589,485$3,990 ▼-0.3%4,3820.1%Industrial ProductsVYMVanguard High Dividend Yield ETF$1,523,434$31,770 ▲2.1%11,9400.1%ETFADBEAdobe$1,518,583$36,908 ▼-2.4%3,4150.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,505,797$1,813 ▼-0.1%3,3220.1%FinanceXOMExxon Mobil$1,342,081$307,659 ▲29.7%12,4760.1%Oils/EnergySYKStryker$1,324,654$8,641 ▲0.7%3,6790.1%MedicalQCOMQUALCOMM$1,290,783$51,158 ▼-3.8%8,4020.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,195,255$38,232 ▼-3.1%23,7290.1%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,188,971$22,229 ▲1.9%65,2560.1%ManufacturingVXFVanguard Extended Market ETF$1,149,365$6,459 ▲0.6%6,0500.1%ETFXYLDGlobal X S&P 500 Covered Call ETF$1,136,641$26,733 ▼-2.3%27,1270.1%ETFVXUSVanguard Total International Stock ETF$1,032,494$907,800 ▲728.0%17,5210.1%ETFJEPIJPMorgan Equity Premium Income ETF$952,981$10,010 ▼-1.0%16,5650.1%ETFDFACDimensional U.S. Core Equity 2 ETF$855,4720.0%24,7320.1%ETFUPSUnited Parcel Service$832,515$176,414 ▼-17.5%6,6020.1%TransportationIBMInternational Business Machines$832,249$37,370 ▲4.7%3,7860.1%Computer and TechnologyGLDSPDR Gold Shares$784,2600.0%3,2390.1%FinanceIWFiShares Russell 1000 Growth ETF$741,440$2,812 ▲0.4%1,8460.1%ETFAONAON$713,303$359 ▼-0.1%1,9860.1%FinanceVUGVanguard Growth ETF$688,599$6,566 ▲1.0%1,6780.1%ETFCSCOCisco Systems$684,193$10,123 ▼-1.5%11,5570.1%Computer and TechnologyITWIllinois Tool Works$683,597$83,675 ▼-10.9%2,6960.1%Industrial ProductsDEDeere & Company$669,013$164,817 ▲32.7%1,5790.1%Industrial ProductsVDEVanguard Energy ETF$641,003$641,003 ▲New Holding5,2840.1%ETFCMAComerica$620,734$371 ▲0.1%10,0360.1%FinanceBNDVanguard Total Bond Market ETF$611,563$611,563 ▲New Holding8,5050.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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