Blue Chip Partners

Latest statistics and disclosures from Blue Chip Partners's latest quarterly 13F-HR filing:

Companies in the Blue Chip Partners portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 7.97 387399 +15% 86.87
Microsoft Corporation (MSFT) 3.77 134899 117.94
Cisco Systems (CSCO) 3.03 237003 +4% 53.99
Verizon Communications (VZ) 3.02 215910 +4% 59.13
Johnson & Johnson (JNJ) 2.87 86701 +3% 139.79
JPMorgan Chase & Co. (JPM) 2.67 111531 +9% 101.23
Comcast Corporation (CMCSA) 2.58 272441 +17% 39.98
DTE Energy Company (DTE) 2.44 82521 +13% 124.74
Welltower Inc Com reit 2.40 130534 +22% 77.60
Kimberly-Clark Corporation (KMB) 2.38 81204 +8% 123.90
Home Depot (HD) 2.36 51979 +16% 191.89
Dominion Resources (D) 2.36 130077 +8% 76.66
Abbvie 2.36 123501 +10% 80.59
Altria (MO) 2.34 171827 +36% 57.43
Chevron Corporation (CVX) 2.33 80023 +20% 123.18
United Parcel Service (UPS) 2.25 84979 +19% 111.75
Target Corporation (TGT) 2.22 116861 +28% 80.26
Amgen (AMGN) 2.21 49084 +6% 189.98
Texas Instruments Incorporated (TXN) 2.06 81924 +10% 106.07
Lockheed Martin Corporation (LMT) 2.02 28367 +12% 300.17
Medtronic 2.01 93386 +21% 91.08
Pepsi (PEP) 1.96 67390 +7% 122.56
Ishares Inc core msci emkt 1.89 154662 +7% 51.71
Valero Energy Corporation (VLO) 1.85 91939 +19% 84.83
U.S. Ban (USB) 1.70 148909 +39% 48.19
Ishares Tr hdg msci eafe 1.70 248868 +5% 28.87
Hasbro (HAS) 1.66 82569 +29% 85.02
Vanguard Europe Pacific ETF (VEA) 1.64 169967 +13% 40.87
McDonald's Corporation (MCD) 1.57 34886 -2% 189.90
Eaton 1.54 80837 +24% 80.56
Ishares Core Msci Eafe Etf core msci eafe 1.38 96096 60.77
Apple (AAPL) 1.22 27204 -2% 189.94
Coca-Cola Company (KO) 1.04 93438 46.85
Vanguard Emerging Markets ETF (VWO) 0.96 95611 +6% 42.50
J P Morgan Exchange Traded F ultra shrt 0.92 77418 +80% 50.30
Automatic Data Processing (ADP) 0.88 23185 -5% 159.76
Phillips 66 0.88 39222 95.18
Procter & Gamble Company (PG) 0.84 33913 104.06
Raytheon Company (RTN) 0.80 18519 -3% 182.08
Agree Realty Corporation (ADC) 0.74 44859 69.35
Norfolk Southern (NSC) 0.70 15728 -5% 186.86
Tor Dom Bk Cad Com 0.70 54170 -6% 54.33
Abbott Laboratories (ABT) 0.69 36549 79.95
Merck & Co (MRK) 0.69 35022 83.18
Exxon Mobil Corporation (XOM) 0.66 34339 80.81
Waste Management (WM) 0.64 25817 -3% 103.92
Ishares Tr core msci intl 0.56 43371 54.16
Boeing Company (BA) 0.55 6141 -15% 381.37
V.F. Corporation (VFC) 0.53 25947 -5% 86.91
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.50 19126 +10% 111.21
iShares MSCI Emerging Markets Indx (EEM) 0.49 47737 42.92
Pfizer (PFE) 0.48 47405 42.46
iShares MSCI EAFE Index Fund (EFA) 0.48 31234 64.87
Penske Automotive (PAG) 0.47 44826 44.64
Nextera Energy Inc C om 0.43 9452 193.29
Johnson Controls International Plc equity 0.39 44255 36.94
Union Pacific Corporation (UNP) 0.38 9476 167.16
Vanguard Dividend Appreciation ETF (VIG) 0.34 13067 +3% 109.67
QUALCOMM (QCOM) 0.30 22566 -4% 57.03
Enterprise Products Partners 0.29 42417 +6% 29.09
American Electric Power Company (AEP) 0.26 13293 -5% 83.73
Vanguard High Dividend Yield ETF (VYM) 0.25 12526 +4% 85.66
SPDR S&P; 500 ETF (SPY) 0.23 3370 282.49
Comerica Incorporated (CMA) 0.23 13401 +14% 73.35
Wal-Mart Stores (WMT) 0.22 9532 -7% 97.57
Alphabet Inc Class A cs 0.21 760 1176.32
Intel Corporation (INTC) 0.20 16109 -4% 53.70
Amazon (AMZN) 0.20 467 1781.58
Vanguard Extended Market ETF (VXF) 0.18 6681 115.40
Analog Devices (ADI) 0.17 6734 -22% 105.29
AT&T; (T) 0.16 21288 +7% 31.38
Prudential Financial (PRU) 0.16 7284 +33% 91.85
Walgreen Boots Alliance 0.16 10411 +107% 63.30
Alphabet Inc Class C cs 0.16 565 1173.45
Paychex (PAYX) 0.15 8009 80.16
Aon 0.15 3748 170.76
Public Storage (PSA) 0.14 2807 +45% 217.67
Stryker Corporation (SYK) 0.14 2996 -2% 197.60
Spdr Series Trust cmn 0.14 9950 +10% 57.49
Illinois Tool Works (ITW) 0.13 3730 +4% 143.43
Invesco S&p 500 Equal Weight Etf 0.13 5235 -7% 104.49
Berkshire Hathaway (BRK.B) 0.12 2613 +7% 200.92
Travelers Companies (TRV) 0.12 3637 -2% 137.20
BB&T; Corporation (BBT) 0.12 10763 46.55
Philip Morris International (PM) 0.12 5644 88.41
Schwab Strategic Tr us aggregate b 0.12 10130 -11% 51.92
BP (BP) 0.11 10685 43.71
Wells Fargo & Company (WFC) 0.11 9489 -35% 48.27
Dowdupont Inc 0.11 9045 -27% 53.29
iShares MSCI ACWI ex US Index Fund (ACWX) 0.10 9360 46.26
Wec Energy Group Inc Com stock 0.10 5493 79.01
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.10 8996 -14% 49.24
Republic Services (RSG) 0.09 4962 80.41
Cummins (CMI) 0.09 2460 -7% 157.72
CVS Caremark Corporation (CVS) 0.09 7235 -7% 53.90
WisdomTree Intl. LargeCap Div Fd (DOL) 0.09 8242 -9% 46.35
Schwab Strategic Tr us dividend eq 0.09 6866 52.29
Eli Lilly & Co. (LLY) 0.08 2467 129.71
3M Company (MMM) 0.08 1612 -10% 207.82
Deere & Company (DE) 0.08 2204 -3% 159.71
United Technologies Corporation (UTX) 0.08 2590 128.96
Harris Corporation (HRS) 0.07 1747 -3% 159.70
SPDR S&P; Dividend (SDY) 0.07 2991 99.30
Sun Communities (SUI) 0.07 2582 118.51
Caterpillar (CAT) 0.06 1953 -4% 135.69
Ford Motor Company (F) 0.06 26558 +11% 8.77
iShares S&P; MidCap 400 Index (IJH) 0.06 1230 189.43
Vanguard Small-Cap ETF (VB) 0.06 1648 152.91
Schwab International Equity ETF (SCHF) 0.06 8236 -7% 31.33
Costco Wholesale Corporation (COST) 0.05 956 -9% 242.68
iShares Russell Midcap Index Fund (IWR) 0.05 3931 -15% 53.93
Digital Realty Trust (DLR) 0.04 1240 119.35
Royal Caribbean Cruises Ltd. 0.04 1460 114.38
Raymond James Financial (RJF) 0.04 2246 80.59
iShares Lehman Aggregate Bond (AGG) 0.04 1645 -99% 108.81
Vanguard REIT ETF (VNQ) 0.04 1868 86.72
Marathon Petroleum Corp 0.04 2784 59.99
CMS Energy Corporation (CMS) 0.03 2494 55.73
Walt Disney Company (DIS) 0.03 1243 +2% 111.02
Emerson Electric (EMR) 0.03 2045 68.46
NIKE (NKE) 0.03 1613 84.31
UnitedHealth (UNH) 0.03 512 248.05
Vanguard FTSE All-World ex-US ETF (VEU) 0.03 2164 -13% 50.37
Facebook Inc cl a 0.03 812 NEW 166.26
SYSCO Corporation (SYY) 0.02 1546 NEW 66.62
AFLAC Incorporated (AFL) 0.02 2062 -23% 49.95
Colgate-Palmolive Company (CL) 0.02 1531 -18% 68.58

Past 13F-HR SEC Filings by Blue Chip Partners

View All Filings