Blue Chip Partners, Inc. 13F Holdings
CIK 02816504 · FARMINGTON HILLS, MI
As of Sep 30, 2024, Blue Chip Partners, Inc. reported 198 positions worth
CIK 02816504 · FARMINGTON HILLS, MI
As of Sep 30, 2024, Blue Chip Partners, Inc. reported 198 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF | FBND | — | 2,496,864 | 16.7M | 10.14% |
| APPLE INC | AAPL | Technology | 216,003 | $50.3M | 4.37% |
| MICROSOFT CORP | MSFT | Technology | 96,883 | $41.7M | 3.62% |
| BROADCOM INC | AVGO | Technology | 229,672 | $39.6M | 3.44% |
| ALPHABET INC | GOOG | Equity | 222,739 | $37.2M | 3.23% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 174,980 | $36.9M | 3.21% |
| ABBVIE INC | ABBV | Equity | 181,338 | $35.8M | 3.11% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 52,664 | $30.8M | 2.67% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 347,697 | $30.5M | 2.65% |
| HOME DEPOT INC | HD | Consumer Cyclical | 74,973 | $30.4M | 2.64% |
| MORGAN STANLEY | MS | Financial Services | 285,621 | $29.8M | 2.59% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 32,303 | $28.6M | 2.49% |
| BANK OF AMERICA CORP | BAC | Financial Services | 683,345 | $27.1M | 2.36% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 239,794 | $26.0M | 2.26% |
| WASTE MANAGEMENT INC | WM | Industrials | 122,212 | $25.4M | 2.20% |
| VISA INC-CLASS A SHARES | V | Financial Services | 91,375 | $25.1M | 2.18% |
| BLACKROCK INC | BLK | Financial Services | 25,732 | $24.4M | 2.12% |
| TARGET CORP | DYH | Consumer Defensive | 148,099 | $23.1M | 2.01% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 189,844 | $23.0M | 2.00% |
| ZOETIS INC | ZTS | Healthcare | 117,322 | $22.9M | 1.99% |
| AMAZON.COM INC | AMZN | Equity | 122,970 | $22.9M | 1.99% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 548,913 | $22.8M | 1.98% |
| ABBOTT LABORATORIES | ABT | Healthcare | 178,074 | $20.3M | 1.76% |
| UNION PACIFIC CORP | UNP | Industrials | 81,741 | $20.1M | 1.75% |
| MERCK & CO INC | MRK | Healthcare | 168,416 | 9.1M | 1.66% |