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CIK: 0001632801
Total reported value
$1.6B
$1.6B
187 檔
15.6%
In Q1 2024, Blue Chip Partners, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 187 disclosed stock positions.
During Q1 2024, Blue Chip Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.81% | -0.92% | +6.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.21% | -9.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.02% | -3.45% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.45% | -0.06% | -2.02% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.37% | +0.27% | -3.10% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.13% | +0.09% | -1.24% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.11% | -0.84% | +0.08% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.01% | +0.15% | -7.26% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.70% | -0.01% | +1.48% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 2.53% | +0.10% | +1.66% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.46% | -0.02% | -0.70% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.46% | +0.07% | -0.62% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.44% | — | +0.85% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.40% | -0.29% | +2.00% | |
| 15 | TGT | Target CORP | Stock-Consumer Disc | 2.39% | -0.02% | +6.87% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.38% | +0.07% | -0.15% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.30% | -0.10% | +2.78% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.28% | -0.41% | -6.28% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.05% | -0.21% | +5.26% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 2.00% | — | +1.83% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.99% | -0.09% | +9.34% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.04% | +414.16% | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.91% | -0.01% | +6.42% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.80% | +0.04% | +3.61% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.79% | -0.26% | +11.31% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.76% | — | +4.19% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 1.64% | — | +5.11% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.62% | -0.04% | +8.46% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.56% | -0.02% | EXIT | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.01% | -24.99% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.41% | — | +10.73% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 1.31% | -0.08% | +3.37% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 1.19% | +0.64% | +6.17% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 1.15% | +1.81% | +5.81% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.37% | +669.75% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.98% | — | +6.56% | |
| 37 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.91% | — | +6.24% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.89% | -1.81% | +20.89% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | -0.18% | -3.58% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.79% | -0.01% | +8.09% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.68% | -0.06% | -19.62% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | +0.03% | -31.81% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.02% | -2.85% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | — | -2.55% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.07% | -12.74% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | +0.01% | +1.55% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | — | -3.15% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.26% | -0.05% | -2.39% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | — | -11.02% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.24% | -0.04% | -3.16% |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 187 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, MSFT, AAPL) accounted for 15.6% of total reported equity market value during Q1 2024.
During Q1 2024, Blue Chip Partners, LLC's top holdings by market value included FBND (9.8%)、MSFT (3.9%)、AAPL (3.6%). The largest single position, FBND, represented 9.8% of total portfolio value.
In Q1 2024, Blue Chip Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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