Blue Chip Partners, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 162 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 $121M, Broadcom Inc. with a value of $58.9M, Microsoft Corp with a value of $50.2M, Apple Inc. with a value of $45.6M, and Jpmorgan Chase & CO with a value of $44.6M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $1.13B to 1.16B.
Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $218 Million
Technology: $210 Million
Healthcare: $137 Million
Financial Services: $125 Million
Industrials: $116 Million
Consumer Cyclical: $115 Million
Consumer Defensive: $112 Million
Communication Services: $44.3 Million
Other: $74.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
