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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.88B
$1.67 Million 0.15% of portfolio
17,325
Q1 2025 Reduced 2.73%
$631B
$1.73 Million 0.15% of portfolio
3,246
Q1 2025 Reduced 2.29%
$474B
$1.44 Million 0.13% of portfolio
12,069
Q1 2025 Reduced 3.26%
$212B
$1.44 Million 0.13% of portfolio
4,378
Q1 2025 Reduced 0.09%
$148B
$1.38 Million 0.12% of portfolio
3,707
Q1 2025 Added 0.76%
$174B
$1.37 Million 0.12% of portfolio
3,578
Q1 2025 Added 4.77%
$179B
$1.02 Million 0.09% of portfolio
6,653
Q1 2025 Reduced 20.82%
$260B
$958,000 0.08% of portfolio
3,856
Q1 2025 Added 1.85%
$73.8B
$792,000 0.07% of portfolio
1,986
Q4 2024 Reduced 0.05%
$53.8B
$649,000 0.06% of portfolio
5,944
Q1 2025 Reduced 4.07%
$154B
$728,000 0.06% of portfolio
1,553
Q1 2025 Reduced 1.65%
$284B
$702,000 0.06% of portfolio
11,376
Q1 2025 Reduced 1.57%
$74.5B
$618,000 0.05% of portfolio
5,620
Q1 2025 Reduced 14.87%
$1.62T
$612,000 0.05% of portfolio
1,062
Q1 2025 Added 25.38%
$44.4B
$553,000 0.05% of portfolio
3,889
Q1 2025 Added 28.99%
$79.8B
$570,000 0.05% of portfolio
2,301
Q1 2025 Reduced 14.65%
$179B
$413,000 0.04% of portfolio
9,117
Q1 2025 Reduced 0.27%
$934B
$401,000 0.04% of portfolio
1,551
Q1 2025 Added 53.11%
$76B
$443,000 0.04% of portfolio
1,832
Q1 2025 Added 0.11%
$2.95B
$492,000 0.04% of portfolio
15,589
Q1 2025 New
$47.2B
$474,000 0.04% of portfolio
1,514
Q1 2025 Added 0.4%
$3.49B
$407,000 0.04% of portfolio
11,430
Q1 2025 New
$46.7B
$503,000 0.04% of portfolio
50,219
Q1 2025 Added 2.45%
$123B
$407,000 0.04% of portfolio
841
Q1 2025 New
$539B
$288,000 0.03% of portfolio
527
Q1 2025 Reduced 1.13%
$103B
$363,000 0.03% of portfolio
1,670
Q1 2025 Reduced 95.92%
$32.9B
$375,000 0.03% of portfolio
3,446
Q1 2025 Reduced 5.3%
$223B
$325,000 0.03% of portfolio
3,168
Q1 2025 New
$256B
$288,000 0.03% of portfolio
3,932
Q1 2025 Added 0.33%
$34.1B
$356,000 0.03% of portfolio
2,565
Q1 2025 Added 0.47%
$3.65B
$286,000 0.03% of portfolio
4,000
Q4 2024 Reduced 27.27%
$125B
$286,000 0.03% of portfolio
1,421
Q1 2025 Reduced 5.46%
$90.6B
$291,000 0.03% of portfolio
1,222
Q1 2025 Reduced 8.53%
$103B
$254,000 0.02% of portfolio
4,242
Q1 2025 Added 0.45%
$191B
$278,000 0.02% of portfolio
3,825
Q1 2025 New
$160B
$280,000 0.02% of portfolio
1,323
Q1 2025 Added 0.53%
$2.78B
$262,000 0.02% of portfolio
2,347
Q1 2025 New
$32.5B
$258,000 0.02% of portfolio
5,932
Q1 2025 Added 22.18%
$49.2B
$230,000 0.02% of portfolio
1,612
Q1 2025 Reduced 0.49%
$21B
$219,000 0.02% of portfolio
6,297
Q1 2025 Reduced 5.55%
$0
$220,000 0.02% of portfolio
15,447
Q3 2023 Reduced 2.0%
$300B
$267,000 0.02% of portfolio
1,601
Q1 2025 Added 0.25%
$200B
$269,000 0.02% of portfolio
9,526
Q1 2025 Reduced 4.16%
$143B
$218,000 0.02% of portfolio
8,636
Q1 2025 New
$36.3B
$260,000 0.02% of portfolio
2,623
Q1 2025 Added 1.04%
$59.2B
$234,000 0.02% of portfolio
370
Q1 2025 New
$573B
$209,000 0.02% of portfolio
225
Q1 2025 New
$172B
$207,000 0.02% of portfolio
409
Q3 2024 Reduced 2.15%
$113B
$241,000 0.02% of portfolio
1,728
Q1 2025 Added 45.33%

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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