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 Market Cap. of $200 Billions or more