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CIK: 0001632801
Total reported value
$1.6B
$1.6B
160 檔
17.9%
The Q1 2025 SEC filing reveals that Blue Chip Partners, LLC held a total portfolio value of $1.6B, covering 160 public equity positions.
In Q1 2025, Blue Chip Partners, LLC displayed an active expansion posture, initiating 160 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FBND, AAPL, JPM) accounted for 17.9% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.15% | -0.92% | +5.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.02% | +1.65% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.55% | -0.06% | -1.82% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.35% | +0.09% | +1.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.21% | +0.12% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.15% | -1.87% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.27% | +0.54% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 2.87% | -0.84% | +4.86% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.79% | +0.10% | -0.67% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.78% | +0.07% | +0.71% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.68% | -0.41% | +2.28% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 2.64% | -0.04% | +0.79% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.51% | -0.29% | +3.02% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.47% | -0.02% | +4.19% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.45% | -0.01% | +3.10% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.36% | +0.07% | -3.53% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.04% | +4.69% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.19% | -0.26% | +6.43% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 2.14% | -0.18% | +3.04% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.87% | -0.35% | +5.98% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 1.79% | — | +26.72% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.79% | — | +6.40% | |
| 23 | DTE | Dte Energy Company | Stock-Utilities | 1.51% | -0.08% | +1.24% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.47% | -0.09% | +28.27% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.39% | +1.81% | +17.22% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.35% | — | +0.21% | |
| 27 | XEL | Xcel Energy Inc | Stock-Utilities | 1.28% | -0.12% | +4.19% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.21% | -1.81% | +5.77% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.37% | +9.31% | |
| 30 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.20% | +0.18% | +3.77% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 1.18% | -0.02% | -4.64% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 1.15% | +0.64% | +29.34% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.08% | -0.02% | -2.60% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.04% | -0.18% | +7.87% | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 1.00% | +0.25% | -19.41% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.99% | — | +7.80% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.97% | +0.12% | -15.80% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.97% | +0.03% | -22.05% | |
| 39 | VICI | Vici Properties Inc | Stock-Real Estate | 0.93% | -0.10% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.21% | +18.46% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | — | +2153.35% | |
| 42 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.80% | — | — | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.77% | — | +53.80% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.58% | -0.06% | -10.29% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | -79.33% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.10% | -6.44% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.33% | -0.01% | +42.93% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | -4.98% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | — | -2.27% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | — | -2.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | ABBV | Abbvie Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 9 | MS | Morgan Stanley | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | PM | Philip Morris International | — | NEW | New buy |
| 13 | WM | Waste Management Inc | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | BLK | Blackrock Inc | — | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 21 | ZTS | Zoetis Inc | — | NEW | New buy |
| 22 | UNP | Union Pacific CORP | — | NEW | New buy |
| 23 | DTE | Dte Energy Company | — | NEW | New buy |
| 24 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 25 | KLAC | Kla CORP | — | NEW | New buy |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 27 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 28 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 31 | TGT | Target CORP | — | NEW | New buy |
| 32 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 33 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 34 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 35 | PWR | Quanta Services Inc | — | NEW | New buy |
| 36 | EQIX | Equinix Inc | — | NEW | New buy |
| 37 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 38 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 39 | VICI | Vici Properties Inc | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 42 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 43 | GPC | Genuine Parts Co | — | NEW | New buy |
| 44 | JPIE | Jpmorgan Income ETF | — | NEW | New buy |
| 45 | BAC | Bank Of America CORP | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 50 | ADP | Automatic Data Processing | — | 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 160 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
FBND
市值: $117.7M
During Q1 2025, Blue Chip Partners, LLC's top holdings by market value included FBND (10.2%)、AAPL (4.2%)、JPM (3.5%). The largest single position, FBND, represented 10.2% of total portfolio value.
In Q1 2025, Blue Chip Partners, LLC made 160 total portfolio adjustments, initiating 160 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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