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CIK: 0001632801
Total reported value
$1.6B
$1.6B
153 檔
18.9%
In Q4 2024, Blue Chip Partners, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 153 disclosed stock positions.
In Q4 2024, Blue Chip Partners, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 58 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.48% | -0.92% | -1.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.02% | -1.04% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.47% | +0.15% | -2.28% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.64% | +0.27% | -0.19% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.21% | +2.35% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.52% | -0.06% | -2.27% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 3.02% | +0.10% | -2.28% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.79% | +0.09% | +0.87% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.55% | — | -1.18% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | -0.41% | -0.39% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.52% | -0.01% | +0.42% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.50% | -0.84% | -2.36% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.49% | +0.07% | +0.12% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.47% | +0.07% | +12.31% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | +0.04% | +5.24% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.28% | -0.02% | -0.28% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 2.24% | -0.18% | — | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 2.12% | -0.29% | +0.01% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.98% | -0.04% | +0.75% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.75% | -0.35% | +8.36% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.75% | -0.26% | +0.79% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.62% | — | +0.85% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.60% | -0.02% | -6.77% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.54% | +0.25% | +78.16% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | +0.12% | +84.07% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.39% | — | -15.16% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.36% | — | -9.08% | |
| 28 | DTE | Dte Energy Company | Stock-Utilities | 1.30% | -0.08% | +0.72% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -0.09% | -11.83% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | +0.03% | +131.13% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.18% | -0.02% | — | |
| 32 | XEL | Xcel Energy Inc | Stock-Utilities | 1.16% | -0.12% | +0.97% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 1.09% | +1.81% | +1.36% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 1.06% | — | +1.65% | |
| 35 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.03% | +0.18% | +3.12% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.37% | +1.88% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.18% | +1.01% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.95% | -1.81% | +2.24% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.93% | +0.64% | +0.13% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.21% | -10.49% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.01% | -10.85% | |
| 42 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.64% | -0.06% | +8.02% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.10% | -13.84% | |
| 44 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.49% | — | -27.63% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | — | +358.96% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | — | +0.51% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -1.96% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | — | -0.63% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.29% | +0.07% | -2.68% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | +0.01% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.2% | NEW | New buy |
| 2 | SDVY | First Trust Smid Cap Rising | +1.2% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +1% | -2.28% | Trim |
| 4 | PWR | Quanta Services Inc | +0.7% | +78.16% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.7% | +131.13% | Add |
| 6 | ETN | Eaton Corporation plc | +0.6% | +84.07% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | +5.24% | Add |
| 8 | MS | Morgan Stanley | +0.4% | -2.28% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -0.19% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +358.96% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -2.27% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.3% | +0.12% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -1.04% | Trim |
| 14 | XLP | Ss Consumer Staples Sel Sect | +0.2% | NEW | New buy |
| 15 | MUB | Ishares National Muni Bond E | +0.2% | +12.31% | Add |
| 16 | RSPD | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 17 | OUSM | Alps Oshares US Small-cap Qu | +0.2% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | +0.2% | -1.18% | Trim |
| 19 | PPH | Vaneck Pharmaceutical ETF | +0.2% | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | +0.2% | +8.36% | Add |
| 21 | RSPH | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 22 | SOXX | Ishares Semiconductor ETF | +0.1% | +190.75% | Add |
| 23 | XLRE | Ss Real Estate Select Sector | +0.1% | +148.67% | Add |
| 24 | XLV | Ss Health Care Select Sector | +0.1% | +111.13% | Add |
| 25 | VXUS | Vanguard Total Intl Stock | +0.1% | +728.02% | Add |
| 26 | EQIX | Equinix Inc | +0.1% | +1.65% | Add |
| 27 | VDE | Vanguard Energy ETF | +0.1% | NEW | New buy |
| 28 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 29 | COST | Costco Wholesale CORP | 0% | -0.39% | Trim |
| 30 | ORLY | O'reilly Automotive Inc | 0% | +2.24% | Add |
| 31 | IXUS | Ishares Core Intl Stock ETF | 0% | NEW | New buy |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 33 | XLI | Ss Industrial Select Sector | 0% | +27.56% | Add |
| 34 | XEL | Xcel Energy Inc | 0% | +0.97% | Add |
| 35 | JPIE | Jpmorgan Income ETF | 0% | +8.02% | Add |
| 36 | DTM | Dt Midstream Inc | 0% | +0.19% | Add |
| 37 | MNST | Monster Beverage CORP | 0% | +3.12% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +0.65% | Add |
| 39 | VIK | Viking Holdings Ltd | 0% | NEW | New buy |
| 40 | PAVE | Global X US Infrastructure | 0% | NEW | New buy |
| 41 | XLK | Ss Technology Select Sector | 0% | +9.48% | Add |
| 42 | XOM | Exxon Mobil CORP | 0% | +29.74% | Add |
| 43 | WMT | Walmart Inc | 0% | -1.23% | Trim |
| 44 | DE | Deere & Co | 0% | +32.69% | Add |
| 45 | TSLA | Tesla Inc | 0% | -0.30% | Trim |
| 46 | ADP | Automatic Data Processing | 0% | -0.63% | Trim |
| 47 | VZ | Verizon Communications Inc | 0% | +70.21% | Add |
| 48 | XLF | Ss Financial Select Sector | 0% | -0.47% | Trim |
| 49 | XLY | Ss Consumer Disc Select Sect | 0% | +1.43% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | -1.46% | Trim |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 153 disclosed positions in Q4 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, AVGO) accounted for 18.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $26.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $24.4M
During Q4 2024, Blue Chip Partners, LLC's top holdings by market value included FBND (9.5%)、AAPL (4.6%)、AVGO (4.5%). The largest single position, FBND, represented 9.5% of total portfolio value.
In Q4 2024, Blue Chip Partners, LLC made 197 total portfolio adjustments, initiating 13 new buys, adding to 68 positions, trimming 58 holdings, and fully liquidating 58 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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