Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

  • $1.13 Billion
  • Q1 2025

Blue Chip Partners, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 160 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 $118M, Apple Inc. with a value of $48.3M, Jpmorgan Chase & CO with a value of $41.2M, Abb Vie Inc. with a value of $38.8M, and Microsoft Corp with a value of $37.3M.

Examining the 13F form we can see an decrease of $171K in the current position value, from $1.13B 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: $274 Million
Technology: $162 Million
Healthcare: $151 Million
Financial Services: $116 Million
Consumer Defensive: $111 Million
Consumer Cyclical: $108 Million
Industrials: $88.6 Million
Utilities: $45.4 Million
Other: $68.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$118 Million 10.4% of portfolio
2,579,311
Q1 2025 Added 5.0%
$3.4T
$48.3 Million 4.26% of portfolio
217,284
Q1 2025 Added 1.65%
$785B
$41.2 Million 3.64% of portfolio
167,880
Q1 2025 Reduced 1.82%
$321B
$38.8 Million 3.43% of portfolio
185,298
Q1 2025 Added 1.3%
$3.38T
$37.3 Million 3.29% of portfolio
99,279
Q1 2025 Added 0.12%
$94.2B
$36.9 Million 3.26% of portfolio
220,242
Q1 2025 Reduced 1.87%
$1.01T
$34.9 Million 3.09% of portfolio
223,528
Q1 2025 Added 0.54%
$0
$33.3 Million 2.94% of portfolio
356,010
Q1 2025 Added 4.86%
$224B
$32.3 Million 2.86% of portfolio
277,234
Q1 2025 Reduced 0.67%
$592B
$32.3 Million 2.85% of portfolio
92,132
Q1 2025 Added 0.71%
$447B
$31.1 Million 2.75% of portfolio
32,911
Q1 2025 Added 2.28%
$262B
$30.6 Million 2.7% of portfolio
192,787
Q1 2025 Added 0.79%
$93.6B
$29.2 Million 2.58% of portfolio
125,913
Q1 2025 Added 3.02%
$257B
$28.7 Million 2.53% of portfolio
54,716
Q1 2025 Added 4.19%
$388B
$28.4 Million 2.51% of portfolio
77,623
Q1 2025 Added 3.1%
$0
$27.4 Million 2.42% of portfolio
259,792
Q1 2025 Reduced 3.53%
$234B
$25.3 Million 2.24% of portfolio
191,023
Q1 2025 Added 6.43%
$154B
$21.7 Million 1.92% of portfolio
178,269
Q1 2025 Added 5.98%
$142B
$20.7 Million 1.83% of portfolio
87,706
Q1 2025 Added 6.4%
$75.1B
$20.8 Million 1.83% of portfolio
126,133
Q1 2025 Added 26.72%
$26.4B
$17.5 Million 1.55% of portfolio
126,846
Q1 2025 Added 1.24%
$189B
$17.1 Million 1.51% of portfolio
190,457
Q1 2025 Added 28.27%
$114B
$16.1 Million 1.42% of portfolio
23,666
Q1 2025 Added 17.22%
$0
$15.7 Million 1.39% of portfolio
316,474
Q1 2025 Added 0.21%
$39B
$14.8 Million 1.31% of portfolio
208,941
Q1 2025 Added 4.19%
$86B
$14.1 Million 1.24% of portfolio
9,818
Q1 2025 Added 5.77%
$697B
$14.1 Million 1.24% of portfolio
17,018
Q1 2025 Added 9.31%
$32.8B
$13.9 Million 1.23% of portfolio
237,393
Q1 2025 Added 3.77%
$44.7B
$13.7 Million 1.21% of portfolio
131,661
Q1 2025 Reduced 4.64%
$301B
$13.4 Million 1.18% of portfolio
20,157
Q1 2025 Added 29.34%
$0
$12.5 Million 1.1% of portfolio
372,774
Q1 2025 Reduced 2.6%
$146B
$12 Million 1.06% of portfolio
169,869
Q1 2025 Added 7.87%
$48.7B
$11.6 Million 1.03% of portfolio
45,679
Q1 2025 Reduced 19.41%
$79B
$11.5 Million 1.02% of portfolio
14,111
Q1 2025 Added 7.8%
$130B
$11.3 Million 1.0% of portfolio
41,582
Q1 2025 Reduced 15.8%
$0
$11.3 Million 1.0% of portfolio
114,034
Q1 2025 Reduced 22.05%
$181B
$10.8 Million 0.95% of portfolio
71,809
Q1 2025 Added 18.46%
$30.5B
$10.8 Million 0.95% of portfolio
330,800
Q1 2025 New
$0
$9.59 Million 0.85% of portfolio
48,064
Q1 2025 Added 2,153.35%
$0
$9.28 Million 0.82% of portfolio
82,068
Q1 2025 New
$18B
$8.91 Million 0.79% of portfolio
74,749
Q1 2025 Added 53.8%
$0
$6.74 Million 0.6% of portfolio
146,395
Q1 2025 Reduced 10.29%
$356B
$5.82 Million 0.51% of portfolio
139,547
Q1 2025 Reduced 79.33%
$231B
$5.76 Million 0.51% of portfolio
18,426
Q1 2025 Reduced 6.44%
$310B
$3.72 Million 0.33% of portfolio
51,937
Q1 2025 Reduced 4.98%
$0
$3.58 Million 0.32% of portfolio
47,135
Q1 2025 Added 42.93%
$385B
$3.44 Million 0.3% of portfolio
20,211
Q1 2025 Reduced 2.27%
$177B
$3.41 Million 0.3% of portfolio
17,546
Q1 2025 Reduced 0.76%
$131B
$3.43 Million 0.3% of portfolio
11,228
Q1 2025 Reduced 2.08%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $1.13 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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