Blue Chip Partners as of Sept. 30, 2018
Portfolio Holdings for Blue Chip Partners
Blue Chip Partners holds 134 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 9.0 | $37M | 442k | 83.53 | |
| Microsoft Corporation (MSFT) | 3.9 | $16M | 140k | 114.37 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $12M | 106k | 112.84 | |
| Johnson & Johnson (JNJ) | 2.8 | $11M | 83k | 138.17 | |
| Cisco Systems (CSCO) | 2.7 | $11M | 225k | 48.65 | |
| Verizon Communications (VZ) | 2.6 | $11M | 203k | 53.39 | |
| Abbvie (ABBV) | 2.6 | $11M | 112k | 94.58 | |
| Ishares Inc core msci emkt (IEMG) | 2.5 | $10M | 200k | 51.78 | |
| Ishares Tr hdg msci eafe (HEFA) | 2.5 | $10M | 344k | 29.94 | |
| Vanguard Europe Pacific ETF (VEA) | 2.4 | $9.8M | 225k | 43.27 | |
| Home Depot (HD) | 2.3 | $9.6M | 46k | 207.16 | |
| United Parcel Service (UPS) | 2.3 | $9.5M | 81k | 116.75 | |
| Altria (MO) | 2.3 | $9.3M | 154k | 60.31 | |
| Amgen (AMGN) | 2.2 | $9.1M | 44k | 207.28 | |
| BlackRock | 2.2 | $9.1M | 19k | 471.33 | |
| Target Corporation (TGT) | 2.2 | $9.0M | 102k | 88.21 | |
| Valero Energy Corporation (VLO) | 2.1 | $8.7M | 76k | 113.75 | |
| Chevron Corporation (CVX) | 2.1 | $8.5M | 70k | 122.28 | |
| Lockheed Martin Corporation (LMT) | 2.1 | $8.5M | 25k | 345.98 | |
| Occidental Petroleum Corporation (OXY) | 2.0 | $8.1M | 99k | 82.17 | |
| Dominion Resources (D) | 1.9 | $7.9M | 112k | 70.28 | |
| Kimberly-Clark Corporation (KMB) | 1.9 | $7.9M | 69k | 113.63 | |
| Texas Instruments Incorporated (TXN) | 1.9 | $7.6M | 71k | 107.29 | |
| Hasbro (HAS) | 1.8 | $7.5M | 71k | 105.12 | |
| Principal Financial (PFG) | 1.8 | $7.5M | 128k | 58.59 | |
| Comcast Corporation (CMCSA) | 1.6 | $6.7M | 191k | 35.41 | |
| Apple (AAPL) | 1.6 | $6.7M | 30k | 225.73 | |
| Pepsi (PEP) | 1.6 | $6.5M | 58k | 111.80 | |
| McDonald's Corporation (MCD) | 1.5 | $6.2M | 37k | 167.28 | |
| U.S. Bancorp (USB) | 1.5 | $6.1M | 115k | 52.81 | |
| Eaton (ETN) | 1.4 | $5.7M | 65k | 86.72 | |
| Phillips 66 (PSX) | 1.1 | $4.7M | 42k | 112.72 | |
| Raytheon Company | 1.1 | $4.4M | 22k | 206.66 | |
| Coca-Cola Company (KO) | 1.1 | $4.4M | 95k | 46.19 | |
| Automatic Data Processing (ADP) | 1.1 | $4.3M | 29k | 150.65 | |
| Tor Dom Bk Cad (TD) | 1.0 | $4.0M | 65k | 60.77 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $3.7M | 43k | 85.03 | |
| Norfolk Southern (NSC) | 0.8 | $3.2M | 18k | 180.49 | |
| Boeing Company (BA) | 0.7 | $3.0M | 8.0k | 371.89 | |
| Procter & Gamble Company (PG) | 0.7 | $3.0M | 36k | 83.24 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.7 | $2.9M | 27k | 107.92 | |
| Abbott Laboratories (ABT) | 0.7 | $2.8M | 39k | 73.35 | |
| V.F. Corporation (VFC) | 0.7 | $2.8M | 30k | 93.44 | |
| Waste Management (WM) | 0.6 | $2.5M | 28k | 90.35 | |
| Merck & Co (MRK) | 0.6 | $2.6M | 36k | 70.93 | |
| Agree Realty Corporation (ADC) | 0.6 | $2.4M | 46k | 53.12 | |
| Qualcomm (QCOM) | 0.6 | $2.3M | 33k | 72.03 | |
| Wells Fargo & Company (WFC) | 0.6 | $2.3M | 44k | 52.56 | |
| Pfizer (PFE) | 0.5 | $2.1M | 48k | 44.07 | |
| Penske Automotive (PAG) | 0.5 | $2.1M | 44k | 47.38 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $2.0M | 29k | 68.01 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $1.8M | 42k | 42.92 | |
| Nextera Energy (NEE) | 0.4 | $1.6M | 9.8k | 167.62 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.5M | 9.4k | 162.88 | |
| Johnson Controls International Plc equity (JCI) | 0.4 | $1.5M | 43k | 35.01 | |
| DTE Energy Company (DTE) | 0.3 | $1.3M | 12k | 109.10 | |
| Enterprise Products Partners (EPD) | 0.3 | $1.3M | 45k | 28.73 | |
| At&t (T) | 0.3 | $1.2M | 36k | 33.58 | |
| Prudential Financial (PRU) | 0.3 | $1.2M | 12k | 101.33 | |
| Kraft Heinz (KHC) | 0.3 | $1.2M | 21k | 55.12 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 11k | 93.95 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $1.0M | 9.5k | 110.72 | |
| American Electric Power Company (AEP) | 0.2 | $1.0M | 14k | 70.91 | |
| WisdomTree Intl. LargeCap Div (DOL) | 0.2 | $1.0M | 21k | 48.22 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $998k | 20k | 50.14 | |
| Dowdupont | 0.2 | $982k | 15k | 64.33 | |
| Amazon (AMZN) | 0.2 | $957k | 478.00 | 2002.09 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $951k | 788.00 | 1206.85 | |
| Analog Devices (ADI) | 0.2 | $903k | 9.8k | 92.47 | |
| Intel Corporation (INTC) | 0.2 | $851k | 18k | 47.30 | |
| Comerica Incorporated (CMA) | 0.2 | $831k | 9.2k | 90.23 | |
| Vanguard Extended Market ETF (VXF) | 0.2 | $810k | 6.6k | 122.62 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $726k | 609.00 | 1192.12 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $702k | 6.7k | 105.48 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $659k | 2.3k | 290.69 | |
| Paychex (PAYX) | 0.2 | $665k | 9.0k | 73.70 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $661k | 7.6k | 87.08 | |
| Adient (ADNT) | 0.2 | $638k | 16k | 39.31 | |
| Philip Morris International (PM) | 0.1 | $633k | 7.8k | 81.51 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $610k | 5.7k | 106.89 | |
| Public Storage (PSA) | 0.1 | $554k | 2.7k | 201.60 | |
| CVS Caremark Corporation (CVS) | 0.1 | $581k | 7.4k | 78.73 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $570k | 11k | 50.27 | |
| Aon | 0.1 | $576k | 3.7k | 153.68 | |
| BP (BP) | 0.1 | $522k | 11k | 46.12 | |
| BB&T Corporation | 0.1 | $528k | 11k | 48.52 | |
| Travelers Companies (TRV) | 0.1 | $481k | 3.7k | 129.75 | |
| 3M Company (MMM) | 0.1 | $438k | 2.1k | 210.68 | |
| General Motors Company (GM) | 0.1 | $455k | 14k | 33.68 | |
| Cummins (CMI) | 0.1 | $397k | 2.7k | 146.17 | |
| Stryker Corporation (SYK) | 0.1 | $404k | 2.3k | 177.66 | |
| Illinois Tool Works (ITW) | 0.1 | $413k | 2.9k | 141.00 | |
| Republic Services (RSG) | 0.1 | $355k | 4.9k | 72.66 | |
| Harris Corporation | 0.1 | $350k | 2.1k | 169.33 | |
| Deere & Company (DE) | 0.1 | $384k | 2.6k | 150.29 | |
| Caterpillar (CAT) | 0.1 | $310k | 2.0k | 152.33 | |
| United Technologies Corporation | 0.1 | $343k | 2.5k | 140.00 | |
| Wec Energy Group (WEC) | 0.1 | $313k | 4.7k | 66.84 | |
| SPDR S&P Dividend (SDY) | 0.1 | $293k | 3.0k | 97.96 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $267k | 1.6k | 162.71 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $289k | 8.6k | 33.54 | |
| Walgreen Boots Alliance | 0.1 | $295k | 4.0k | 72.95 | |
| Costco Wholesale Corporation (COST) | 0.1 | $247k | 1.1k | 235.01 | |
| Eli Lilly & Co. (LLY) | 0.1 | $262k | 2.4k | 107.29 | |
| Carnival Corporation (CCL) | 0.1 | $248k | 3.9k | 63.84 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $253k | 1.1k | 220.58 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $245k | 1.2k | 200.98 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $246k | 4.7k | 52.15 | |
| Sun Communities (SUI) | 0.1 | $260k | 2.6k | 101.36 | |
| Medtronic (MDT) | 0.1 | $257k | 2.6k | 98.32 | |
| Stanley Black & Decker (SWK) | 0.1 | $189k | 1.3k | 146.51 | |
| Ford Motor Company (F) | 0.1 | $223k | 24k | 9.25 | |
| Raymond James Financial (RJF) | 0.1 | $205k | 2.2k | 91.97 | |
| Walt Disney Company (DIS) | 0.0 | $154k | 1.3k | 116.84 | |
| Bristol Myers Squibb (BMY) | 0.0 | $151k | 2.4k | 62.14 | |
| AFLAC Incorporated (AFL) | 0.0 | $148k | 3.1k | 47.04 | |
| Emerson Electric (EMR) | 0.0 | $154k | 2.0k | 76.46 | |
| General Mills (GIS) | 0.0 | $149k | 3.5k | 42.93 | |
| Delta Air Lines (DAL) | 0.0 | $164k | 2.8k | 57.69 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $149k | 1.3k | 115.06 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $155k | 1.9k | 80.48 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $148k | 1.9k | 79.74 | |
| CMS Energy Corporation (CMS) | 0.0 | $120k | 2.5k | 48.80 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $132k | 616.00 | 214.29 | |
| Digital Realty Trust (DLR) | 0.0 | $137k | 1.2k | 112.48 | |
| SYSCO Corporation (SYY) | 0.0 | $112k | 1.5k | 73.30 | |
| International Paper Company (IP) | 0.0 | $117k | 2.4k | 49.24 | |
| Colgate-Palmolive Company (CL) | 0.0 | $121k | 1.8k | 66.89 | |
| Nike (NKE) | 0.0 | $136k | 1.6k | 84.63 | |
| UnitedHealth (UNH) | 0.0 | $116k | 437.00 | 265.45 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $107k | 10k | 10.47 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $143k | 1.8k | 77.93 | |
| Kinder Morgan (KMI) | 0.0 | $128k | 7.2k | 17.68 | |
| S&p Global (SPGI) | 0.0 | $117k | 600.00 | 195.00 |