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
$3.25T
$53.5 Million 4.73% of portfolio
213,749
Q4 2024 Reduced 1.04%
$72.2B
$52 Million 4.6% of portfolio
224,435
Q4 2024 Reduced 2.28%
$983B
$42.3 Million 3.74% of portfolio
222,318
Q4 2024 Reduced 0.19%
$2.89T
$41.8 Million 3.69% of portfolio
99,160
Q4 2024 Added 2.35%
$688B
$41 Million 3.62% of portfolio
171,000
Q4 2024 Reduced 2.27%
$185B
$35.1 Million 3.1% of portfolio
279,108
Q4 2024 Reduced 2.28%
$317B
$32.5 Million 2.87% of portfolio
182,916
Q4 2024 Added 0.87%
$294B
$29.7 Million 2.62% of portfolio
675,252
Q4 2024 Reduced 1.18%
$433B
$29.5 Million 2.6% of portfolio
32,176
Q4 2024 Reduced 0.39%
$366B
$29.3 Million 2.59% of portfolio
75,291
Q4 2024 Added 0.42%
$548B
$28.9 Million 2.55% of portfolio
91,485
Q4 2024 Added 0.12%
$1.86T
$28.4 Million 2.51% of portfolio
129,414
Q4 2024 Added 5.24%
$549B
$26.6 Million 2.35% of portfolio
52,517
Q4 2024 Reduced 0.28%
$95.4B
$24.7 Million 2.18% of portfolio
122,219
Q4 2024 Added 0.01%
$244B
$23 Million 2.03% of portfolio
191,269
Q4 2024 Added 0.75%
$152B
$20.3 Million 1.8% of portfolio
168,210
Q4 2024 Added 8.36%
$137B
$18.8 Million 1.66% of portfolio
82,432
Q4 2024 Added 0.85%
$43.6B
$18.7 Million 1.65% of portfolio
138,066
Q4 2024 Reduced 6.77%
$39.2B
$17.9 Million 1.58% of portfolio
56,681
Q4 2024 Added 78.16%
$111B
$16.4 Million 1.45% of portfolio
49,383
Q4 2024 Added 84.07%
$70.6B
$16.2 Million 1.43% of portfolio
99,535
Q4 2024 Reduced 15.16%
$25.8B
$15.1 Million 1.34% of portfolio
125,293
Q4 2024 Added 0.72%
$201B
$14.8 Million 1.3% of portfolio
148,487
Q4 2024 Reduced 11.83%
$38.7B
$13.5 Million 1.2% of portfolio
200,530
Q4 2024 Added 0.97%
$94.9B
$12.7 Million 1.12% of portfolio
20,189
Q4 2024 Added 1.36%
$71.4B
$12.3 Million 1.09% of portfolio
13,090
Q4 2024 Added 1.65%
$717B
$12 Million 1.06% of portfolio
15,568
Q4 2024 Added 1.88%
$30.9B
$12 Million 1.06% of portfolio
228,764
Q4 2024 Added 3.12%
$133B
$11.3 Million 1.0% of portfolio
157,474
Q4 2024 Added 1.01%
$88.8B
$11 Million 0.97% of portfolio
9,282
Q4 2024 Added 2.24%
$267B
$10.8 Million 0.95% of portfolio
15,584
Q4 2024 Added 0.13%
$202B
$9.22 Million 0.81% of portfolio
60,620
Q4 2024 Reduced 10.49%
$101B
$7.51 Million 0.66% of portfolio
40,939
Q4 2024 Reduced 10.85%
$233B
$5.71 Million 0.5% of portfolio
19,694
Q4 2024 Reduced 13.84%
$16.4B
$5.67 Million 0.5% of portfolio
48,602
Q4 2024 Reduced 27.63%
$401B
$3.47 Million 0.31% of portfolio
20,681
Q4 2024 Added 0.51%
$313B
$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%
$190B
$2.72 Million 0.24% of portfolio
23,528
Q4 2024 Reduced 0.39%
$6.11B
$2.69 Million 0.24% of portfolio
38,138
Q4 2024 Reduced 7.58%
$125B
$2.65 Million 0.23% of portfolio
5,449
Q4 2024 Reduced 1.62%
$931B
$2.35 Million 0.21% of portfolio
12,413
Q4 2024 Added 0.65%
$257B
$2.17 Million 0.19% of portfolio
24,026
Q4 2024 Reduced 1.23%
$157B
$2.09 Million 0.18% of portfolio
8,018
Q4 2024 Reduced 2.54%
$276B
$2.05 Million 0.18% of portfolio
15,292
Q4 2024 Reduced 8.66%
$9.13B
$1.77 Million 0.16% of portfolio
17,811
Q4 2024 Added 0.19%
$404B
$1.82 Million 0.16% of portfolio
12,603
Q4 2024 Reduced 16.19%
$51.3B
$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
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