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%
$3.39T
$48.3 Million 4.26% of portfolio
217,284
Q1 2025 Added 1.65%
$831B
$41.2 Million 3.64% of portfolio
167,880
Q1 2025 Reduced 1.82%
$337B
$38.8 Million 3.43% of portfolio
185,298
Q1 2025 Added 1.3%
$3.75T
$37.3 Million 3.29% of portfolio
99,279
Q1 2025 Added 0.12%
$113B
$36.9 Million 3.26% of portfolio
220,242
Q1 2025 Reduced 1.87%
$1.08T
$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%
$240B
$32.3 Million 2.86% of portfolio
277,234
Q1 2025 Reduced 0.67%
$585B
$32.3 Million 2.85% of portfolio
92,132
Q1 2025 Added 0.71%
$435B
$31.1 Million 2.75% of portfolio
32,911
Q1 2025 Added 2.28%
$276B
$30.6 Million 2.7% of portfolio
192,787
Q1 2025 Added 0.79%
$92.7B
$29.2 Million 2.58% of portfolio
125,913
Q1 2025 Added 3.02%
$283B
$28.7 Million 2.53% of portfolio
54,716
Q1 2025 Added 4.19%
$380B
$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%
$233B
$25.3 Million 2.24% of portfolio
191,023
Q1 2025 Added 6.43%
$146B
$21.7 Million 1.92% of portfolio
178,269
Q1 2025 Added 5.98%
$145B
$20.7 Million 1.83% of portfolio
87,706
Q1 2025 Added 6.4%
$74.1B
$20.8 Million 1.83% of portfolio
126,133
Q1 2025 Added 26.72%
$25.5B
$17.5 Million 1.55% of portfolio
126,846
Q1 2025 Added 1.24%
$212B
$17.1 Million 1.51% of portfolio
190,457
Q1 2025 Added 28.27%
$131B
$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%
$37.1B
$14.8 Million 1.31% of portfolio
208,941
Q1 2025 Added 4.19%
$5.81B
$14.1 Million 1.24% of portfolio
9,818
Q1 2025 Added 5.77%
$748B
$14.1 Million 1.24% of portfolio
17,018
Q1 2025 Added 9.31%
$31.4B
$13.9 Million 1.23% of portfolio
237,393
Q1 2025 Added 3.77%
$47.1B
$13.7 Million 1.21% of portfolio
131,661
Q1 2025 Reduced 4.64%
$318B
$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%
$145B
$12 Million 1.06% of portfolio
169,869
Q1 2025 Added 7.87%
$54.7B
$11.6 Million 1.03% of portfolio
45,679
Q1 2025 Reduced 19.41%
$69.6B
$11.5 Million 1.02% of portfolio
14,111
Q1 2025 Added 7.8%
$143B
$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%
$185B
$10.8 Million 0.95% of portfolio
71,809
Q1 2025 Added 18.46%
$31.7B
$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
$17.7B
$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%
$376B
$5.82 Million 0.51% of portfolio
139,547
Q1 2025 Reduced 79.33%
$216B
$5.76 Million 0.51% of portfolio
18,426
Q1 2025 Reduced 6.44%
$300B
$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%
$373B
$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%
$128B
$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
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