Blue Chip Partners, Inc. Reduced Holdings in Q4 2024

Blue Chip Partners, Inc.

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-499K
- 90.95%
$37.12 - $41.23 $18.5M - $20.6M
49.7K $1.84M
ZTS
Zoetis Inc.

Healthcare
-17.8K
- 15.16%
$162.24 - $194.42 $2.89M - $3.46M
99.5K $16.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-40.4K
- 1.62%
$44.87 - $46.86 $1.81M - $1.9M
2.46M $110M
TGT
Target Corp

Consumer Defensive
-10K
- 6.77%
$121.59 - $160.69 $1.22M - $1.61M
138K $18.7M
MRK
Merck & Co., Inc.

Healthcare
-19.9K
- 11.83%
$96.31 - $114.76 $1.92M - $2.29M
148K $14.8M
UNH
Unitedhealth Group Inc

Healthcare
-147
- 0.28%
$485.52 - $625.25 $71.4K - $91.9K
52.5K $26.6M
GPC
Genuine Parts CO

Consumer Cyclical
-18.6K
- 27.63%
$113.11 - $143.63 $2.1M - $2.66M
48.6K $5.67M
AMT
American Tower Corp

Real Estate
-4.98K
- 10.85%
$179.4 - $232.01 $893K - $1.16M
40.9K $7.51M
PEP
Pepsico Inc

Consumer Defensive
-7.11K
- 10.49%
$151.29 - $176.1 $1.08M - $1.25M
60.6K $9.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31.5K
- 9.08%
$49.79 - $51.14 $1.57M - $1.61M
316K $15.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.16K
- 13.84%
$288.47 - $316.54 $912K - $1M
19.7K $5.71M
JNJ
Johnson & Johnson

Healthcare
-2.43K
- 16.19%
$143.34 - $165.86 $349K - $404K
12.6K $1.82M
KO
Coca Cola CO

Consumer Defensive
-1.09K
- 1.96%
$61.74 - $71.71 $67.4K - $78.2K
54.7K $3.4M
LMT
Lockheed Martin Corp

Industrials
-90
- 1.62%
$479.66 - $614.62 $43.2K - $55.3K
5.45K $2.65M
AMGN
Amgen Inc

Healthcare
-209
- 2.54%
$258.78 - $328.31 $54.1K - $68.6K
8.02K $2.09M
ADC
Agree Realty Corp

Real Estate
-3.13K
- 7.58%
$69.44 - $77.65 $217K - $243K
38.1K $2.69M
ADBE
Adobe Inc.

Technology
-83
- 2.37%
$437.39 - $552.96 $36.3K - $45.9K
3.42K $1.52M
UPS
United Parcel Service Inc

Industrials
-1.4K
- 17.49%
$122.65 - $138.35 $172K - $194K
6.6K $832K
QCOM
Qualcomm Inc

Technology
-333
- 3.81%
$150.4 - $178.04 $50.1K - $59.3K
8.4K $1.29M
RTX
Raytheon Technologies Corp

Industrials
-93
- 0.39%
$114.45 - $127.21 $10.6K - $11.8K
23.5K $2.72M
CAT
Caterpillar Inc

Industrials
-11
- 0.25%
$360.37 - $416.88 $3.96K - $4.59K
4.38K $1.59M
AEP
American Electric Power CO Inc

Utilities
-616
- 9.04%
$90.91 - $102.21 $56K - $63K
6.2K $571K
NSC
Norfolk Southern Corp

Industrials
-103
- 1.44%
$230.6 - $277.0 $23.8K - $28.5K
7.06K $1.66M
ITW
Illinois Tool Works Inc

Industrials
-330
- 10.91%
$253.56 - $278.5 $83.7K - $91.9K
2.7K $683K
DOW
Dow Inc.

Basic Materials
-231
- 3.35%
$39.1 - $55.34 $9.03K - $12.8K
6.67K $267K
MO
Altria Group, Inc.

Consumer Defensive
-2.13K
- 33.54%
$49.06 - $57.74 $105K - $123K
4.22K $220K
TXN
Texas Instruments Inc

Technology
-486
- 2.68%
N/A
17.7K $3.44M
MAR
Marriott International Inc

Consumer Cyclical
-433
- 24.48%
$246.06 - $292.59 $107K - $127K
1.34K $372K
TGLS
Tecnoglass Inc.

Basic Materials
-1.5K
- 27.27%
$68.5 - $85.52 $103K - $128K
4K $317K
MA
Mastercard Inc

Financial Services
-145
- 21.39%
$491.3 - $536.15 $71.2K - $77.7K
533 $280K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-759
- 3.1%
$50.37 - $50.6 $38.2K - $38.4K
23.7K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-174
- 1.04%
$57.53 - $60.83 $10K - $10.6K
16.6K $952K
TT
Trane Technologies PLC

Industrials
-59
- 9.05%
$369.35 - $419.14 $21.8K - $24.7K
593 $219K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.12%
$442.29 - $483.08 $1.77K - $1.93K
3.32K $1.51M
IVE
Ishares S&P 500 Value ETF

ETFs
-72
- 4.06%
$189.5 - $206.17 $13.6K - $14.8K
1.7K $325K
SBUX
Starbucks Corp

Consumer Cyclical
-90
- 3.79%
$87.44 - $102.5 $7.87K - $9.23K
2.29K $208K
ORCL
Oracle Corp

Technology
-79
- 5.39%
$165.41 - $192.43 $13.1K - $15.2K
1.39K $230K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-638
- 2.3%
$40.86 - $43.42 $26.1K - $27.7K
27.1K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-129
- 3.92%
$77.02 - $78.58 $9.94K - $10.1K
3.16K $244K
CVX
Chevron Corp

Energy
-35
- 2.14%
$141.15 - $162.53 $4.94K - $5.69K
1.6K $231K
HON
Honeywell International Inc

Industrials
-55
- 4.01%
$202.84 - $236.0 $11.2K - $13K
1.32K $297K
NVDA
Nvidia Corp

Technology
-1.45K
- 8.66%
$117.0 - $148.88 $170K - $216K
15.3K $2.05M
DLR
Digital Realty Trust, Inc.

Real Estate
-2
- 0.12%
$156.46 - $195.69 $313 - $391
1.62K $287K
AON
Aon PLC

Financial Services
-1
- 0.05%
$344.14 - $393.31 $344 - $393
1.99K $713K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.14%
$567.81 - $607.81 $2.84K - $3.04K
3.63K $2.13M
CSCO
Cisco Systems, Inc.

Technology
-171
- 1.46%
$52.45 - $60.02 $8.97K - $10.3K
11.6K $684K
XLF
Financial Sector Spdr

ETFs
-166
- 0.47%
$44.89 - $51.34 $7.45K - $8.52K
35.1K $1.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.3%
$213.65 - $479.86 $641 - $1.44K
1.01K $409K
ADP
Automatic Data Processing Inc

Industrials
-73
- 0.63%
$280.08 - $307.97 $20.4K - $22.5K
11.5K $3.36M
Activity Summary
Buys All Purchases 90 New Holdings 13 Increased Positions 77 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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