Blue Chip Partners, Inc. Reduced Holdings in Q3 2024

Blue Chip Partners, Inc.

  • $1.15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-64.5K
- 73.82%
$245.82 - $304.51 $15.8M - $19.6M
22.9K $6.96M
UPS
United Parcel Service Inc

Industrials
-108K
- 93.12%
$123.32 - $147.38 $13.4M - $16M
8K $1.09M
JNJ
Johnson & Johnson

Healthcare
-83.6K
- 84.76%
$145.48 - $167.38 $12.2M - $14M
15K $2.44M
PEP
Pepsico Inc

Consumer Defensive
-59.6K
- 46.82%
$161.9 - $179.3 $9.65M - $10.7M
67.7K $11.5M
GOOG
Alphabet Inc.

Communication Services
-6.04K
- 2.64%
$149.54 - $192.66 $903K - $1.16M
223K $37.2M
MSFT
Microsoft Corp

Technology
-470
- 0.48%
$395.15 - $467.56 $186K - $220K
96.9K $41.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-24.7K
- 50.0%
$31.05 - $34.29 $768K - $848K
24.7K $848K
AON
Aon PLC

Financial Services
-1.91K
- 49.06%
$293.16 - $351.06 $561K - $672K
1.99K $687K
QCOM
Qualcomm Inc

Technology
-342
- 3.77%
$156.12 - $209.64 $53.4K - $71.7K
8.74K $1.49M
GOOGL
Alphabet Inc.

Communication Services
-349
- 2.75%
$148.65 - $191.18 $51.9K - $66.7K
12.3K $2.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.77K
- 13.33%
$50.25 - $50.74 $189K - $191K
24.5K $1.24M
TXN
Texas Instruments Inc

Technology
-925
- 4.84%
$194.6 - $194.6 $180K - $180K
18.2K $3.54M
RSG
Republic Services, Inc.

Industrials
-951
- 34.23%
$189.34 - $208.21 $180K - $198K
1.83K $366K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.34K
- 49.98%
$125.95 - $142.04 $168K - $190K
1.34K $189K
ITA
Ishares Tr

ETFs
-1.29K
- 47.11%
$131.58 - $149.64 $170K - $194K
1.45K $217K
PH
Parker Hannifin Corp

Industrials
-304
- 58.35%
$501.01 - $635.92 $152K - $193K
217 $137K
SOXX
Ishares Semiconductor ETF

ETFs
-241
- 5.79%
$199.29 - $265.49 $48K - $64K
3.92K $904K
F
Ford Motor CO

Consumer Cyclical
-1.47K
- 2.91%
$9.71 - $14.55 $14.2K - $21.3K
48.9K $516K
CSCO
Cisco Systems, Inc.

Technology
-3.79K
- 24.44%
$44.74 - $53.22 $170K - $202K
11.7K $624K
VIG
Vanguard Dividend Appreciation

ETFs
-536
- 3.16%
$182.15 - $182.15 $97.6K - $97.6K
16.4K $2.99M
IYT
Ishares Tr U.S. Transportation

ETFs
-1.67K
- 45.62%
$61.35 - $68.92 $103K - $115K
1.99K $137K
KMB
Kimberly Clark Corp

Consumer Defensive
-798
- 20.99%
$135.05 - $148.35 $108K - $118K
3K $427K
XLK
Technology Sector Spdr

ETFs
-268
- 3.29%
$197.34 - $237.68 $52.9K - $63.7K
7.87K $1.78M
XLB
Select Sector Spdr Fd Material

ETFs
-1.05K
- 20.74%
$86.95 - $97.09 $91K - $102K
4K $385K
AMGN
Amgen Inc

Healthcare
-425
- 4.91%
$309.38 - $337.38 $131K - $143K
8.23K $2.65M
ADI
Analog Devices Inc

Technology
-205
- 12.14%
$200.56 - $243.33 $41.1K - $49.9K
1.48K $341K
IVW
Ishares S&P 500 Growth ETF

ETFs
-558
- 13.06%
$84.77 - $97.13 $47.3K - $54.2K
3.72K $355K
DOW
Dow Inc.

Basic Materials
-710
- 9.33%
$50.15 - $55.41 $35.6K - $39.3K
6.9K $376K
ORCL
Oracle Corp

Technology
-495
- 25.26%
$125.9 - $170.35 $62.3K - $84.3K
1.47K $249K
APD
Air Products & Chemicals, Inc.

Basic Materials
-163
- 26.33%
$247.34 - $300.11 $40.3K - $48.9K
456 $135K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-483
- 6.94%
$50.61 - $50.96 $24.4K - $24.6K
6.48K $330K
PFE
Pfizer Inc

Healthcare
-931
- 20.48%
$27.7 - $31.39 $25.8K - $29.2K
3.62K $104K
CVX
Chevron Corp

Energy
-21
- 1.27%
$137.88 - $161.97 $2.9K - $3.4K
1.63K $240K
XLC
Select Sector Spdr Tr Communic

ETFs
-445
- 8.03%
$82.16 - $90.4 $36.6K - $40.2K
5.1K $461K
INTU
Intuit Inc

Technology
-1
- 0.31%
$602.97 - $670.49 $603 - $670
319 $198K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 11.26%
$475.2 - $527.7 $11.9K - $13.2K
197 $103K
CMS
Cms Energy Corp

Utilities
-336
- 18.38%
$58.7 - $70.62 $19.7K - $23.7K
1.49K $105K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 31.68%
N/A
2.68K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-124
- 6.53%
$181.06 - $197.17 $22.5K - $24.4K
1.78K $349K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.12%
$434.77 - $502.96 $435 - $503
807 $393K
MO
Altria Group, Inc.

Consumer Defensive
-587
- 8.46%
$45.95 - $54.71 $27K - $32.1K
6.35K $324K
PLD
Prologis, Inc.

Real Estate
-62
- 5.63%
$111.95 - $132.43 $6.94K - $8.21K
1.04K $131K
SBUX
Starbucks Corp

Consumer Cyclical
-434
- 15.45%
$72.51 - $98.6 $31.5K - $42.8K
2.38K $231K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-14
- 0.26%
$25.45 - $29.53 $356 - $413
5.42K $158K
TT
Trane Technologies PLC

Industrials
-75
- 10.32%
$314.21 - $388.71 $23.6K - $29.2K
652 $253K
ACN
Accenture PLC

Technology
-17
- 3.36%
$295.44 - $355.81 $5.02K - $6.05K
489 $172K
XLY
Select Sector Spdr Consumer Di

ETFs
-108
- 4.22%
$170.05 - $200.86 $18.4K - $21.7K
2.45K $491K
SPGI
S&P Global Inc.

Financial Services
-9
- 2.15%
$446.32 - $527.38 $4.02K - $4.75K
409 $211K
BMY
Bristol Myers Squibb CO

Healthcare
-210
- 5.76%
$39.66 - $51.75 $8.33K - $10.9K
3.44K $177K
Activity Summary
Buys All Purchases 104 New Holdings 17 Increased Positions 87 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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