Blue Chip Partners, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 153 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 $110M, Apple Inc. with a value of $53.5M, Broadcom Inc. with a value of $52M, Alphabet Inc. with a value of $42.3M, and Microsoft Corp with a value of $41.8M.
Examining the 13F form we can see an decrease of $18.1M in the current position value, from $1.15B 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: $263 Million
Technology: $181 Million
Financial Services: $139 Million
Healthcare: $128 Million
Consumer Cyclical: $103 Million
Consumer Defensive: $102 Million
Industrials: $93.6 Million
Communication Services: $45.8 Million
Other: $68.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
