Blue Chip Partners, Inc. Incresed Positions in Q2 2025

Blue Chip Partners, Inc.

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
75
+ 0.3%
$29.12 - $35.84 $2.18K - $2.69K
24.9K $891K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
159
+ 1.32%
$114.78 - $133.31 $18.3K - $21.2K
12.2K $1.62M
DE
Deere & CO

Industrials
21
+ 1.35%
$412.99 - $531.48 $8.67K - $11.2K
1.57K $800K
MA
Mastercard Inc

Financial Services
107
+ 20.3%
$479.92 - $590.74 $51.4K - $63.2K
634 $356K
IQLT
Ishares Msci Intl Quality Fact

ETFs
142
+ 0.84%
$35.9 - $43.76 $5.1K - $6.21K
17.1K $737K
DLR
Digital Realty Trust, Inc.

Real Estate
41
+ 2.54%
$136.11 - $177.69 $5.58K - $7.29K
1.65K $288K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.06%
$82.96 - $110.1 $166 - $220
3.15K $347K
MRK
Merck & Co., Inc.

Healthcare
26.1K
+ 13.72%
$73.47 - $87.12 $1.92M - $2.28M
217K $17.1M
DAL
Delta Air Lines, Inc.

Industrials
319
+ 5.38%
$35.88 - $52.99 $11.4K - $16.9K
6.25K $307K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.22%
$281.67 - $351.0 $845 - $1.05K
1.38K $483K
NEE
Nextera Energy Inc

Utilities
4.26K
+ 2.51%
$64.11 - $75.0 $273K - $319K
174K $12.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
218
+ 7.04%
$72.96 - $90.39 $15.9K - $19.7K
3.32K $296K
HON
Honeywell International Inc

Industrials
61
+ 4.61%
$182.86 - $232.88 $11.2K - $14.2K
1.38K $322K
RJF
Raymond James Financial Inc

Financial Services
20
+ 0.78%
$123.65 - $153.88 $2.47K - $3.08K
2.59K $396K
AMT
American Tower Corp

Real Estate
103
+ 6.17%
$203.96 - $228.19 $21K - $23.5K
1.77K $391K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.01K
+ 1.49%
$14.97 - $16.79 $15.1K - $16.9K
68.7K $1.15M
BX
Blackstone Inc.

Financial Services
27
+ 1.56%
$120.07 - $151.11 $3.24K - $4.08K
1.76K $262K
VIG
Vanguard Dividend Appreciation

ETFs
78
+ 0.48%
N/A
16.4K $2.99M
SPGI
S&P Global Inc.

Financial Services
8
+ 1.96%
$438.31 - $527.29 $3.51K - $4.22K
417 $219K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.18%
$168.34 - $195.42 $505 - $586
1.7K $332K
CMA
Comerica Inc

Financial Services
6
+ 0.06%
$50.42 - $59.65 $303 - $358
10K $599K
JEPI
J P Morgan Exchange Traded Fd

ETFs
192
+ 1.19%
$51.14 - $57.0 $9.82K - $10.9K
16.4K $929K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
31
+ 0.98%
$77.74 - $78.78 $2.41K - $2.44K
3.21K $252K
XYLD
Global X Fds S&P 500 Covered C

ETFs
409
+ 1.42%
$35.62 - $39.64 $14.6K - $16.2K
29.2K $1.14M
HEIA
Heico Crp Cl A
19
+ 1.89%
N/A
1.02K $0
Blackrock Inc
78
+ 0.3%
N/A
26.3K $0
Viking Holdings LTD
1.1K
+ 10.91%
N/A
11.2K $0
CGMU
Capital Group Core Plus Income
1.45M
+ 2093.04%
N/A
1.52M $0
Cava Group Inc
2.27K
+ 69.53%
N/A
5.54K $0
PFE
Pfizer Inc

Healthcare
139
+ 1.61%
$21.59 - $24.84 $3K - $3.45K
8.78K $212K
XOM
Exxon Mobil Corp

Energy
1.17K
+ 9.69%
$99.93 - $119.04 $117K - $139K
13.2K $1.43M
SHEL
Shell PLC

Energy
32
+ 0.81%
$59.75 - $73.05 $1.91K - $2.34K
3.96K $279K
VZ
Verizon Communications Inc

Communication Services
145
+ 1.59%
$41.67 - $45.62 $6.04K - $6.61K
9.26K $400K
CVX
Chevron Corp

Energy
60
+ 3.75%
$133.73 - $168.51 $8.02K - $10.1K
1.66K $237K
OKE
Oneok Inc

Energy
74
+ 2.82%
$78.71 - $100.37 $5.82K - $7.43K
2.7K $220K
AON
Aon PLC

Financial Services
19
+ 0.96%
$335.85 - $398.81 $6.38K - $7.58K
2.01K $715K
JNJ
Johnson & Johnson

Healthcare
86
+ 0.71%
$146.36 - $159.82 $12.6K - $13.7K
12.2K $1.87M
WM
Waste Management Inc

Industrials
669
+ 0.53%
$216.47 - $242.1 $145K - $162K
127K $29M
PG
Procter & Gamble CO

Consumer Defensive
74
+ 0.37%
$157.66 - $172.39 $11.7K - $12.8K
20.3K $3.23M
ZTS
Zoetis Inc.

Healthcare
4.59K
+ 3.64%
$144.41 - $170.3 $663K - $782K
131K $20.4M
PEP
Pepsico Inc

Consumer Defensive
5K
+ 6.97%
$128.02 - $151.37 $640K - $757K
76.8K $10.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
139K
+ 1418.81%
$87.84 - $1441.89 $12.2M - $201M
149K $13.4M
DTE
Dte Energy CO

Utilities
288
+ 0.23%
$127.39 - $139.49 $36.7K - $40.2K
127K $16.8M
XLE
Energy Sector Spdr

ETFs
12K
+ 3.38%
$76.44 - $94.13 $919K - $1.13M
368K $31.2M
AAPL
Apple Inc.

Technology
5.16K
+ 2.37%
$172.42 - $223.89 $889K - $1.15M
222K $45.6M
ABBV
Abb Vie Inc.

Healthcare
2.98K
+ 1.61%
$170.16 - $206.27 $506K - $614K
188K $34.9M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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