Blue Chip Partners, Inc. Buys Costco Wholesale Corp, Materials Select Sector SPDR, Invesco S&P 500 Equal Weight ETF, Sells The Walt Disney Co, Dow Inc, REV Group Inc

Farmington Hills, MI, based Investment company Blue Chip Partners, Inc. (Current Portfolio) buys Costco Wholesale Corp, Materials Select Sector SPDR, Invesco S&P 500 Equal Weight ETF, Real Estate Select Sector SPDR Fund (The), iShares 20+ Year Treasury Bond ETF, sells The Walt Disney Co, Dow Inc, REV Group Inc, JPMorgan Ultra-Short Municipal Income ETF, PayPal Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Blue Chip Partners, Inc.. As of 2021Q4, Blue Chip Partners, Inc. owns 174 stocks with a total value of $797 million. These are the details of the buys and sells.

For the details of Blue Chip Partners, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/blue+chip+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Blue Chip Partners, Inc.
  1. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 557,464 shares, 6.49% of the total portfolio. Shares added by 6.30%
  2. Microsoft Corp (MSFT) - 104,859 shares, 4.43% of the total portfolio. Shares added by 0.65%
  3. Apple Inc (AAPL) - 194,813 shares, 4.34% of the total portfolio. Shares added by 1.82%
  4. Alphabet Inc (GOOG) - 10,993 shares, 3.99% of the total portfolio. Shares added by 1.42%
  5. UnitedHealth Group Inc (UNH) - 51,195 shares, 3.23% of the total portfolio. Shares added by 1.76%
New Purchase: Materials Select Sector SPDR (XLB)

Blue Chip Partners, Inc. initiated holding in Materials Select Sector SPDR. The purchase prices were between $79.62 and $90.61, with an estimated average price of $86.09. The stock is now traded at around $83.850000. The impact to a portfolio due to this purchase was 0.93%. The holding were 82,200 shares as of 2021-12-31.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Blue Chip Partners, Inc. initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $140.81 and $153.96, with an estimated average price of $146.9. The stock is now traded at around $138.440000. The impact to a portfolio due to this purchase was 0.22%. The holding were 11,770 shares as of 2021-12-31.

New Purchase: Global X S&P 500 Covered Call ETF (XYLD)

Blue Chip Partners, Inc. initiated holding in Global X S&P 500 Covered Call ETF. The purchase prices were between $46.93 and $50.17, with an estimated average price of $49. The stock is now traded at around $49.160000. The impact to a portfolio due to this purchase was 0.18%. The holding were 28,581 shares as of 2021-12-31.

New Purchase: Invesco Preferred ETF (PGX)

Blue Chip Partners, Inc. initiated holding in Invesco Preferred ETF. The purchase prices were between $14.49 and $14.99, with an estimated average price of $14.76. The stock is now traded at around $13.870000. The impact to a portfolio due to this purchase was 0.1%. The holding were 54,195 shares as of 2021-12-31.

New Purchase: KLA Corp (KLAC)

Blue Chip Partners, Inc. initiated holding in KLA Corp. The purchase prices were between $319.55 and $440.17, with an estimated average price of $387.65. The stock is now traded at around $380.140000. The impact to a portfolio due to this purchase was 0.05%. The holding were 878 shares as of 2021-12-31.

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Blue Chip Partners, Inc. initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $20.64 and $22.13, with an estimated average price of $21.73. The stock is now traded at around $20.790000. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,260 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

Blue Chip Partners, Inc. added to a holding in Costco Wholesale Corp by 1184.40%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $520.380000. The impact to a portfolio due to this purchase was 1.66%. The holding were 25,277 shares as of 2021-12-31.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

Blue Chip Partners, Inc. added to a holding in Invesco S&P 500 Equal Weight ETF by 551.95%. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $157.220000. The impact to a portfolio due to this purchase was 0.54%. The holding were 31,300 shares as of 2021-12-31.

Added: Real Estate Select Sector SPDR Fund (The) (XLRE)

Blue Chip Partners, Inc. added to a holding in Real Estate Select Sector SPDR Fund (The) by 141.81%. The purchase prices were between $44.24 and $51.81, with an estimated average price of $47.81. The stock is now traded at around $46.475000. The impact to a portfolio due to this purchase was 0.36%. The holding were 94,466 shares as of 2021-12-31.

Added: Kimberly-Clark Corp (KMB)

Blue Chip Partners, Inc. added to a holding in Kimberly-Clark Corp by 42.25%. The purchase prices were between $129.26 and $142.92, with an estimated average price of $134.72. The stock is now traded at around $133.680000. The impact to a portfolio due to this purchase was 0.19%. The holding were 36,163 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Blue Chip Partners, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 89.08%. The purchase prices were between $113.01 and $114.88, with an estimated average price of $113.97. The stock is now traded at around $110.455000. The impact to a portfolio due to this purchase was 0.16%. The holding were 23,001 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Blue Chip Partners, Inc. added to a holding in Tesla Inc by 38.31%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $921.280000. The impact to a portfolio due to this purchase was 0.03%. The holding were 870 shares as of 2021-12-31.

Sold Out: PayPal Holdings Inc (PYPL)

Blue Chip Partners, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: The Interpublic Group of Companies Inc (IPG)

Blue Chip Partners, Inc. sold out a holding in The Interpublic Group of Companies Inc. The sale prices were between $33.06 and $38.26, with an estimated average price of $36.31.

Sold Out: Rio Tinto PLC (RIO)

Blue Chip Partners, Inc. sold out a holding in Rio Tinto PLC. The sale prices were between $59.9 and $71.09, with an estimated average price of $64.71.

Sold Out: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Blue Chip Partners, Inc. sold out a holding in Vanguard Intermediate-Term Government Bond ETF. The sale prices were between $65.96 and $66.99, with an estimated average price of $66.5.



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