Blue Chip Partners

Blue Chip Partners as of March 31, 2025

Portfolio Holdings for Blue Chip Partners

Blue Chip Partners holds 160 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.2 $118M 2.6M 45.65
Apple (AAPL) 4.2 $48M 217k 222.13
JPMorgan Chase & Co. (JPM) 3.6 $41M 168k 245.30
Abbvie (ABBV) 3.3 $39M 185k 209.52
Microsoft Corporation (MSFT) 3.2 $37M 99k 375.39
Broadcom (AVGO) 3.2 $37M 220k 167.43
Alphabet Cap Stk Cl C (GOOG) 3.0 $35M 224k 156.23
Select Sector Spdr Tr Energy (XLE) 2.9 $33M 356k 93.45
Morgan Stanley Com New (MS) 2.8 $32M 277k 116.67
Visa Com Cl A (V) 2.8 $32M 92k 350.46
Costco Wholesale Corporation (COST) 2.7 $31M 33k 945.79
Philip Morris International (PM) 2.6 $31M 193k 158.73
Waste Management (WM) 2.5 $29M 126k 231.51
UnitedHealth (UNH) 2.5 $29M 55k 523.75
Home Depot (HD) 2.5 $28M 78k 366.49
Ishares Tr National Mun Etf (MUB) 2.4 $27M 260k 105.44
Amazon (AMZN) 2.2 $26M 136k 190.26
Abbott Laboratories (ABT) 2.2 $25M 191k 132.65
Blackrock (BLK) 2.1 $25M 26k 946.49
TJX Companies (TJX) 1.9 $22M 178k 121.80
Zoetis Cl A (ZTS) 1.8 $21M 126k 164.65
Union Pacific Corporation (UNP) 1.8 $21M 88k 236.24
DTE Energy Company (DTE) 1.5 $18M 127k 138.27
Merck & Co (MRK) 1.5 $17M 191k 89.76
Kla Corp Com New (KLAC) 1.4 $16M 24k 679.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $16M 317k 49.62
Xcel Energy (XEL) 1.3 $15M 209k 70.79
O'reilly Automotive (ORLY) 1.2 $14M 9.8k 1432.58
Eli Lilly & Co. (LLY) 1.2 $14M 17k 825.91
Monster Beverage Corp (MNST) 1.2 $14M 237k 58.52
Target Corporation (TGT) 1.2 $14M 132k 104.36
Asml Holding N V N Y Registry Shs (ASML) 1.2 $13M 20k 662.63
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $13M 373k 33.50
Nextera Energy (NEE) 1.0 $12M 170k 70.89
Quanta Services (PWR) 1.0 $12M 46k 254.18
Equinix (EQIX) 1.0 $12M 14k 815.32
Eaton Corp SHS (ETN) 1.0 $11M 42k 271.83
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $11M 114k 98.92
Vici Pptys (VICI) 0.9 $11M 331k 32.62
Pepsi (PEP) 0.9 $11M 72k 149.94
Ishares Tr Russell 2000 Etf (IWM) 0.8 $9.6M 48k 199.49
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.8 $9.3M 82k 113.13
Genuine Parts Company (GPC) 0.8 $8.9M 75k 119.14
J P Morgan Exchange Traded F Income Etf (JPIE) 0.6 $6.7M 146k 46.07
Bank of America Corporation (BAC) 0.5 $5.8M 140k 41.73
McDonald's Corporation (MCD) 0.5 $5.8M 18k 312.37
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $3.8M 47k 81.67
Coca-Cola Company (KO) 0.3 $3.7M 52k 71.62
Procter & Gamble Company (PG) 0.3 $3.4M 20k 170.42
Automatic Data Processing (ADP) 0.3 $3.4M 11k 305.53
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $3.2M 16k 193.99
Texas Instruments Incorporated (TXN) 0.3 $3.2M 18k 179.70
Raytheon Technologies Corp (RTX) 0.3 $3.1M 24k 132.46
Agree Realty Corporation (ADC) 0.3 $2.9M 38k 77.19
Lockheed Martin Corporation (LMT) 0.2 $2.3M 5.2k 446.67
Amgen (AMGN) 0.2 $2.2M 7.2k 311.55
Wal-Mart Stores (WMT) 0.2 $2.1M 24k 87.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.0M 3.6k 559.32
NVIDIA Corporation (NVDA) 0.2 $2.0M 19k 108.38
Johnson & Johnson (JNJ) 0.2 $2.0M 12k 165.84
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.0M 13k 154.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.9M 11k 173.23
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $1.9M 37k 50.63
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.9M 69k 26.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.8M 12k 146.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.7M 3.2k 532.58
Penske Automotive (PAG) 0.1 $1.7M 12k 143.98
Dt Midstream Common Stock (DTM) 0.1 $1.7M 17k 96.48
Select Sector Spdr Tr Financial (XLF) 0.1 $1.7M 33k 49.81
Norfolk Southern (NSC) 0.1 $1.6M 7.0k 236.85
Select Sector Spdr Tr Technology (XLK) 0.1 $1.6M 7.9k 206.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.6M 12k 128.96
Caterpillar (CAT) 0.1 $1.4M 4.4k 329.81
Exxon Mobil Corporation (XOM) 0.1 $1.4M 12k 118.93
Stryker Corporation (SYK) 0.1 $1.4M 3.7k 372.29
Adobe Systems Incorporated (ADBE) 0.1 $1.4M 3.6k 383.53
Select Sector Spdr Tr Indl (XLI) 0.1 $1.2M 9.4k 131.07
Global X Fds S&p 500 Covered (XYLD) 0.1 $1.1M 29k 39.49
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.1M 68k 16.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.0M 6.0k 172.25
Qualcomm (QCOM) 0.1 $1.0M 6.7k 153.60
International Business Machines (IBM) 0.1 $959k 3.9k 248.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $924k 16k 57.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $901k 3.1k 288.14
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $818k 25k 32.99
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $793k 4.2k 188.17
Aon Shs Cl A (AON) 0.1 $793k 2.0k 399.10
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $755k 15k 50.85
Deere & Company (DE) 0.1 $729k 1.6k 469.28
Cisco Systems (CSCO) 0.1 $702k 11k 61.71
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $672k 17k 39.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $663k 1.8k 361.03
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $652k 16k 42.02
American Electric Power Company (AEP) 0.1 $650k 5.9k 109.26
United Parcel Service CL B (UPS) 0.1 $618k 5.6k 109.99
Vanguard Index Fds Growth Etf (VUG) 0.1 $618k 1.7k 370.76
Meta Platforms Cl A (META) 0.1 $612k 1.1k 576.23
Ishares Tr Core Msci Eafe (IEFA) 0.1 $598k 7.9k 75.65
Comerica Incorporated (CMA) 0.1 $593k 10k 59.06
Illinois Tool Works (ITW) 0.0 $571k 2.3k 248.06
Kimberly-Clark Corporation (KMB) 0.0 $553k 3.9k 142.23
Ford Motor Company (F) 0.0 $504k 50k 10.03
Select Sector Spdr Tr Communication (XLC) 0.0 $494k 5.1k 96.46
Rev (REVG) 0.0 $493k 16k 31.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $488k 2.5k 197.49
Cummins (CMI) 0.0 $475k 1.5k 313.48
Vanguard Index Fds Value Etf (VTV) 0.0 $460k 2.7k 172.73
Republic Services (RSG) 0.0 $444k 1.8k 242.19
Ishares Tr Russell 3000 Etf (IWV) 0.0 $436k 1.4k 317.54
Verizon Communications (VZ) 0.0 $414k 9.1k 45.36
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $408k 841.00 484.82
Celsius Hldgs Com New (CELH) 0.0 $407k 11k 35.62
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $407k 3.9k 103.08
Tesla Motors (TSLA) 0.0 $402k 1.6k 259.16
Viking Holdings Ord Shs (VIK) 0.0 $400k 10k 39.75
Vanguard World Energy Etf (VDE) 0.0 $399k 3.1k 129.69
Wec Energy Group (WEC) 0.0 $376k 3.4k 108.99
American Tower Reit (AMT) 0.0 $363k 1.7k 217.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $359k 765.00 469.18
Raymond James Financial (RJF) 0.0 $356k 2.6k 138.90
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $347k 4.0k 85.99
Ishares Gold Tr Ishares New (IAU) 0.0 $334k 5.7k 58.96
Advanced Micro Devices (AMD) 0.0 $326k 3.2k 102.74
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $324k 1.7k 190.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $293k 3.2k 92.84
Marriott Intl Cl A (MAR) 0.0 $291k 1.2k 238.24
Mastercard Incorporated Cl A (MA) 0.0 $289k 527.00 548.33
Shell Spon Ads (SHEL) 0.0 $288k 3.9k 73.27
Analog Devices (ADI) 0.0 $287k 1.4k 201.64
Tecnoglass Ord Shs (TGLS) 0.0 $286k 4.0k 71.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $284k 3.6k 78.84
Cava Group Ord (CAVA) 0.0 $283k 3.3k 86.41
Honeywell International (HON) 0.0 $280k 1.3k 211.72
Uber Technologies (UBER) 0.0 $279k 3.8k 72.86
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $271k 6.5k 41.85
At&t (T) 0.0 $269k 9.5k 28.28
Chevron Corporation (CVX) 0.0 $268k 1.6k 167.31
Deckers Outdoor Corporation (DECK) 0.0 $262k 2.3k 111.81
Oneok (OKE) 0.0 $260k 2.6k 99.23
Delta Air Lines Inc Del Com New (DAL) 0.0 $259k 5.9k 43.60
Altria (MO) 0.0 $255k 4.2k 60.01
Ishares Tr Expanded Tech (IGV) 0.0 $253k 2.8k 89.00
Ishares Tr Msci Eafe Etf (EFA) 0.0 $253k 3.1k 81.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $249k 3.2k 78.29
Blackstone Group Inc Com Cl A (BX) 0.0 $242k 1.7k 139.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $241k 1.3k 192.98
Regeneron Pharmaceuticals (REGN) 0.0 $235k 370.00 634.76
Digital Realty Trust (DLR) 0.0 $231k 1.6k 143.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $226k 8.1k 27.96
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $223k 5.9k 37.73
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $222k 2.7k 81.86
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $220k 15k 14.26
Dow (DOW) 0.0 $220k 6.3k 34.92
Pfizer (PFE) 0.0 $219k 8.6k 25.34
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $214k 1.8k 116.41
Heico Corp Cl A (HEI.A) 0.0 $212k 1.0k 210.97
Netflix (NFLX) 0.0 $210k 225.00 932.53
S&p Global (SPGI) 0.0 $208k 409.00 507.82
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $94k 12k 8.14
Amarin Corp Spons Adr New 0.0 $5.6k 13k 0.45