Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

  • $1.13 Billion
  • Q4 2024

Blue Chip Partners, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $110M, Apple Inc. with a value of $53.5M, Broadcom Inc. with a value of $52M, Alphabet Inc. with a value of $42.3M, and Microsoft Corp with a value of $41.8M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $1.15B to 1.13B.

Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
ETFs: $263 Million
Technology: $181 Million
Financial Services: $139 Million
Healthcare: $128 Million
Consumer Cyclical: $103 Million
Consumer Defensive: $102 Million
Industrials: $93.6 Million
Communication Services: $45.8 Million
Other: $68.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$53.5 Million 4.73% of portfolio
213,749
Q4 2024 Reduced 1.04%
$68.5B
$52 Million 4.6% of portfolio
224,435
Q4 2024 Reduced 2.28%
$950B
$42.3 Million 3.74% of portfolio
222,318
Q4 2024 Reduced 0.19%
$2.82T
$41.8 Million 3.69% of portfolio
99,160
Q4 2024 Added 2.35%
$712B
$41 Million 3.62% of portfolio
171,000
Q4 2024 Reduced 2.27%
$195B
$35.1 Million 3.1% of portfolio
279,108
Q4 2024 Reduced 2.28%
$363B
$32.5 Million 2.87% of portfolio
182,916
Q4 2024 Added 0.87%
$331B
$29.7 Million 2.62% of portfolio
675,252
Q4 2024 Reduced 1.18%
$411B
$29.5 Million 2.6% of portfolio
32,176
Q4 2024 Reduced 0.39%
$367B
$29.3 Million 2.59% of portfolio
75,291
Q4 2024 Added 0.42%
$561B
$28.9 Million 2.55% of portfolio
91,485
Q4 2024 Added 0.12%
$1.96T
$28.4 Million 2.51% of portfolio
129,414
Q4 2024 Added 5.24%
$483B
$26.6 Million 2.35% of portfolio
52,517
Q4 2024 Reduced 0.28%
$93.6B
$24.7 Million 2.18% of portfolio
122,219
Q4 2024 Added 0.01%
$241B
$23 Million 2.03% of portfolio
191,269
Q4 2024 Added 0.75%
$137B
$20.3 Million 1.8% of portfolio
168,210
Q4 2024 Added 8.36%
$143B
$18.8 Million 1.66% of portfolio
82,432
Q4 2024 Added 0.85%
$47.7B
$18.7 Million 1.65% of portfolio
138,066
Q4 2024 Reduced 6.77%
$36.4B
$17.9 Million 1.58% of portfolio
56,681
Q4 2024 Added 78.16%
$109B
$16.4 Million 1.45% of portfolio
49,383
Q4 2024 Added 84.07%
$76.4B
$16.2 Million 1.43% of portfolio
99,535
Q4 2024 Reduced 15.16%
$26.5B
$15.1 Million 1.34% of portfolio
125,293
Q4 2024 Added 0.72%
$226B
$14.8 Million 1.3% of portfolio
148,487
Q4 2024 Reduced 11.83%
$38.1B
$13.5 Million 1.2% of portfolio
200,530
Q4 2024 Added 0.97%
$95.5B
$12.7 Million 1.12% of portfolio
20,189
Q4 2024 Added 1.36%
$73.1B
$12.3 Million 1.09% of portfolio
13,090
Q4 2024 Added 1.65%
$782B
$12 Million 1.06% of portfolio
15,568
Q4 2024 Added 1.88%
$30.5B
$12 Million 1.06% of portfolio
228,764
Q4 2024 Added 3.12%
$138B
$11.3 Million 1.0% of portfolio
157,474
Q4 2024 Added 1.01%
$88.5B
$11 Million 0.97% of portfolio
9,282
Q4 2024 Added 2.24%
$268B
$10.8 Million 0.95% of portfolio
15,584
Q4 2024 Added 0.13%
$206B
$9.22 Million 0.81% of portfolio
60,620
Q4 2024 Reduced 10.49%
$100B
$7.51 Million 0.66% of portfolio
40,939
Q4 2024 Reduced 10.85%
$226B
$5.71 Million 0.5% of portfolio
19,694
Q4 2024 Reduced 13.84%
$16.7B
$5.67 Million 0.5% of portfolio
48,602
Q4 2024 Reduced 27.63%
$398B
$3.47 Million 0.31% of portfolio
20,681
Q4 2024 Added 0.51%
$304B
$3.4 Million 0.3% of portfolio
54,660
Q4 2024 Reduced 1.96%
$177B
$3.44 Million 0.3% of portfolio
17,681
Q4 2024 Reduced 2.68%
$125B
$3.36 Million 0.3% of portfolio
11,467
Q4 2024 Reduced 0.63%
$194B
$2.72 Million 0.24% of portfolio
23,528
Q4 2024 Reduced 0.39%
$6.12B
$2.69 Million 0.24% of portfolio
38,138
Q4 2024 Reduced 7.58%
$116B
$2.65 Million 0.23% of portfolio
5,449
Q4 2024 Reduced 1.62%
$922B
$2.35 Million 0.21% of portfolio
12,413
Q4 2024 Added 0.65%
$231B
$2.17 Million 0.19% of portfolio
24,026
Q4 2024 Reduced 1.23%
$164B
$2.09 Million 0.18% of portfolio
8,018
Q4 2024 Reduced 2.54%
$273B
$2.05 Million 0.18% of portfolio
15,292
Q4 2024 Reduced 8.66%
$9.36B
$1.77 Million 0.16% of portfolio
17,811
Q4 2024 Added 0.19%
$428B
$1.82 Million 0.16% of portfolio
12,603
Q4 2024 Reduced 16.19%
$53.4B
$1.66 Million 0.15% of portfolio
7,057
Q4 2024 Reduced 1.44%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $1.13 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Blue Chip Partners, Inc. Portfolio

Follow Blue Chip Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email