Blue Chip Partners, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 198 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 $117M, Apple Inc. with a value of $50.3M, Microsoft Corp with a value of $41.7M, Broadcom Inc. with a value of $39.6M, and Alphabet Inc. with a value of $37.2M.
Examining the 13F form we can see an increase of $68.3M in the current position value, from $1.08B to 1.15B.
Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $254 Million
Technology: $172 Million
Healthcare: $150 Million
Financial Services: $148 Million
Consumer Defensive: $109 Million
Consumer Cyclical: $102 Million
Industrials: $95.2 Million
Utilities: $43.2 Million
Other: $70.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
