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CIK: 0001632801
Total reported value
$1.6B
$1.6B
198 檔
18.0%
At the close of Q3 2024, Blue Chip Partners, LLC disclosed equity holdings valued at approximately $1.6B, spread across 198 reported holdings.
In Q3 2024, Blue Chip Partners, LLC displayed an active expansion posture, initiating 17 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.14% | -0.92% | +5.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.37% | -0.02% | -1.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.21% | -0.48% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.44% | +0.15% | +872.73% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.23% | +0.27% | -2.64% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | -0.06% | -2.19% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.11% | +0.09% | -0.65% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.67% | -0.02% | -0.26% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 2.65% | -0.84% | +0.29% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.64% | -0.01% | -0.31% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.59% | +0.10% | +0.12% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.49% | -0.41% | -1.33% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.36% | — | +0.05% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.26% | +0.07% | +0.78% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.20% | -0.29% | +1.48% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.18% | +0.07% | +1.28% | |
| 17 | BLKCHF | Blackrock Inc | Stock-Other | 2.12% | — | +0.33% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 2.01% | -0.02% | +1.46% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 2.00% | -0.04% | -0.09% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.99% | — | +4.20% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.04% | +5.14% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.98% | -0.01% | +3.70% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.76% | -0.26% | +3.11% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.75% | — | +4.26% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | -0.09% | +3.55% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.58% | -0.35% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.54% | — | +12.39% | |
| 28 | DTE | Dte Energy Company | Stock-Utilities | 1.39% | -0.08% | +1.23% | |
| 29 | KLAC | Kla CORP | Stock-Tech | 1.34% | +1.81% | +5.45% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.37% | +2.50% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 1.17% | — | +1.48% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.14% | -0.18% | +1.92% | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 1.13% | -0.12% | — | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 1.13% | +0.64% | +9.64% | |
| 35 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.01% | +0.18% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.21% | -46.82% | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.99% | — | +1.85% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.93% | -0.01% | +3.13% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.91% | -1.81% | +1.99% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.82% | +0.25% | — | |
| 41 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.81% | — | +3.43% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | +0.12% | +2175.57% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.61% | -0.06% | -1.35% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.10% | -73.82% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | +0.03% | +3.51% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.02% | -3.83% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.07% | -4.84% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | — | -1.27% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | +0.01% | -3.16% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.05% | -5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +1.6% | NEW | New buy |
| 2 | XEL | Xcel Energy Inc | +1.1% | NEW | New buy |
| 3 | MNST | Monster Beverage CORP | +1% | NEW | New buy |
| 4 | PWR | Quanta Services Inc | +0.8% | NEW | New buy |
| 5 | ETN | Eaton Corporation plc | +0.7% | +2175.57% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.3% | +5.67% | Add |
| 7 | HD | Home Depot Inc | +0.3% | -0.31% | Trim |
| 8 | BLKCHF | Blackrock Inc | +0.3% | +0.33% | Add |
| 9 | ABBV | Abbvie Inc | +0.2% | -0.65% | Trim |
| 10 | PM | Philip Morris International | +0.2% | -0.09% | Trim |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | -0.26% | Trim |
| 12 | ZTS | Zoetis Inc | +0.2% | +4.20% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | +1.92% | Add |
| 14 | DTE | Dte Energy Company | +0.1% | +1.23% | Add |
| 15 | AMT | American Tower CORP | +0.1% | +3.13% | Add |
| 16 | AAPL | Apple Inc | +0.1% | -1.29% | Trim |
| 17 | UNP | Union Pacific CORP | +0.1% | +4.26% | Add |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +12.39% | Add |
| 19 | EQIX | Equinix Inc | +0.1% | +1.85% | Add |
| 20 | ABT | Abbott Laboratories | +0.1% | +3.11% | Add |
| 21 | IQLT | Ishares Msci International Q | +0.1% | +3.70% | Add |
| 22 | XLI | Ss Industrial Select Sector | +0.1% | +78.90% | Add |
| 23 | ORLY | O'reilly Automotive Inc | 0% | +1.99% | Add |
| 24 | MAR | Marriott International -cl A | 0% | NEW | New buy |
| 25 | MS | Morgan Stanley | 0% | +0.12% | Add |
| 26 | ADC | Agree Realty CORP | 0% | -0.45% | Trim |
| 27 | LMT | Lockheed Martin CORP | 0% | -5.20% | Trim |
| 28 | RTX | Rtx CORP | 0% | -4.37% | Trim |
| 29 | WMT | Walmart Inc | 0% | +0.27% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | +18.56% | Add |
| 31 | PULS | Pgim Ultra Short Bond ETF | 0% | NEW | New buy |
| 32 | TGT | Target CORP | 0% | +1.46% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | 0% | +3.51% | Add |
| 34 | KO | Coca-cola Co/the | 0% | -3.83% | Trim |
| 35 | ADP | Automatic Data Processing | 0% | -6.60% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.37% | Add |
| 37 | CAT | Caterpillar Inc | 0% | -4.54% | Trim |
| 38 | XLF | Ss Financial Select Sector | 0% | +0.03% | Add |
| 39 | PAG | Penske Automotive Group Inc | 0% | +0.50% | Add |
| 40 | CELH | Celsius Holdings Inc | 0% | NEW | New buy |
| 41 | TOL | Toll Brothers Inc | 0% | NEW | New buy |
| 42 | DAL | Delta Air Lines Inc | 0% | +91.42% | Add |
| 43 | XLRE | Ss Real Estate Select Sector | 0% | +0.61% | Add |
| 44 | SHW | Sherwin-williams Co/the | 0% | NEW | New buy |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | NEW | New buy |
| 46 | NKE | Nike Inc -cl B | 0% | NEW | New buy |
| 47 | DGX | Quest Diagnostics Inc | 0% | NEW | New buy |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 49 | TSCO | Tractor Supply Company | 0% | NEW | New buy |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | New buy |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 198 disclosed positions in Q3 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, AAPL, MSFT) accounted for 18.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
TJX
市值: $18.2M
Top Position Liquidated / Trimmed
ELF
前期市值: $189.6K
During Q3 2024, Blue Chip Partners, LLC's top holdings by market value included FBND (10.1%)、AAPL (4.4%)、MSFT (3.6%). The largest single position, FBND, represented 10.1% of total portfolio value.
In Q3 2024, Blue Chip Partners, LLC made 183 total portfolio adjustments, initiating 17 new buys, adding to 85 positions, trimming 74 holdings, and fully liquidating 7 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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