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Blue Chip Partners, LLC13F | |
| Blue Chip Partners, LLC | |
| Last update 2025-05-15 | 160 Stocks (19 new) |
| Value $1.16 Bil | Turnover 7 % |
Blue Chip Partners, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 2,579,311 | 117,745.5 | +5.00% | 10.150 | +0.48% | 0.630 | +2.37% | +3.88% | 19,355.5 | ||
AAPL | Apple Inc | 217,284 | 48,265.4 | +1.65% | 4.160 | +0.07% | 0.000 | +4.38% | -14.62% | 3,185,662.3 | Hardware | |
JPM | JPMorgan Chase & Co | 167,880 | 41,181.1 | -1.82% | 3.550 | -0.06% | 0.010 | +23.04% | +25.05% | 811,057.6 | Banks | |
ABBV | AbbVie Inc | 185,298 | 38,823.7 | +1.30% | 3.350 | +0.04% | 0.010 | +7.95% | +9.57% | 334,706.9 | Drug Manufacturers | |
MSFT | Microsoft Corp | 99,279 | 37,268.4 | +0.12% | 3.210 | 0% | 0.000 | +34.66% | +19.85% | 3,740,354.9 | Software | |
AVGO | Broadcom Inc | 220,242 | 36,875.1 | -1.87% | 3.180 | -0.08% | 0.000 | +58.52% | +21.33% | 1,315,937.1 | Semiconductors | |
GOOG | Alphabet Inc | 223,528 | 34,921.8 | +0.54% | 3.010 | +0.02% | 0.000 | +21.00% | +0.33% | 2,307,965.3 | Interactive Media | |
XLE | The Energy Select Sector SPDR Fund | 356,010 | 33,269.2 | +4.86% | 2.870 | +0.13% | 0.110 | +7.45% | +2.70% | 27,494.4 | ||
MS | Morgan Stanley | 277,234 | 32,344.9 | -0.67% | 2.790 | -0.02% | 0.020 | +26.09% | +13.39% | 224,503.0 | Capital Markets | |
V | Visa Inc | 92,132 | 32,288.6 | +0.71% | 2.780 | +0.02% | 0.000 | +6.15% | +12.50% | 692,242.4 | Credit Services |
Blue Chip Partners, LLC's Historical Top Holdings Breakdowns
Blue Chip Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BAC | Bank of America Corp | 2025-03-31 | Reduce Reduce | -2.02% | 39.61 ($44.56) 47.74 | $48.10 | 7.96% | Reduce -79.33% | 139,547 | -535,705 | |
VICI | VICI Properties Inc | 2025-03-31 | New Buy New Buy | +0.93% | 28.21 ($30.81) 32.68 | $33.40 | 8.41% | New holding | 330,800 | 330,800 | |
GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
| 2025-03-31 | New Buy New Buy | +0.80% | 113.13 ($119.72) 127.79 | $144.56 | 20.75% | New holding | 82,068 | 82,068 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.79% | 198.1 ($216.92) 229.79 | $225.68 | 4.04% | Add 2153.35% | 48,064 | 45,931 | |
AMT | American Tower Corp | 2025-03-31 | Reduce Reduce | -0.62% | 173.46 ($196.17) 217.6 | $231.21 | 17.86% | Reduce -95.92% | 1,670 | -39,269 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.48% | 44.41 ($45.29) 45.98 | $45.56 | 0.61% | Add 5% | 2,579,311 | 122,887 | |
ZTS | Zoetis Inc | 2025-03-31 | Add Add | +0.38% | 156.48 ($166.29) 175.67 | $152.62 | -8.22% | Add 26.72% | 126,133 | 26,598 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.32% | 83.01 ($93.37) 101.02 | $83.94 | -10.10% | Add 28.27% | 190,457 | 41,970 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -0.31% | 169.43 ($177.82) 182.84 | $187.13 | 5.24% | Reduce -65.04% | 11,179 | -20,801 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.30% | 236.71 ($288.97) 358.03 | $402.49 | 39.28% | Reduce -19.41% | 45,679 | -11,002 |
Blue Chip Partners, LLC Total Holding History ($B)
Blue Chip Partners, LLC's Asset Allocation
Blue Chip Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Blue Chip Partners, LLC's Hypothetical Growth since 2025-03-31
Blue Chip Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Blue Chip Partners, LLC's Holdings Heat Map
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Blue Chip Partners, LLC's Holdings Bubble Chart
Blue Chip Partners, LLC News
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