Blue Chip Partners, Inc. Portfolio Holdings
Blue Chip Partners, Inc.
- $1.08 Billion
- Q2 2024
Blue Chip Partners, Inc. has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 188 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 $106M, Apple Inc. with a value of $46.1M, Microsoft Corp with a value of $43.5M, Alphabet Inc. with a value of $42M, and Broadcom Inc. with a value of $37.9M.
Examining the 13F form we can see an increase of $52.3M in the current position value, from $1.03B to 1.08B.
Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
ETFs: $238 Million
Technology: $170 Million
Healthcare: $148 Million
Financial Services: $139 Million
Consumer Defensive: $99.8 Million
Consumer Cyclical: $92.1 Million
Industrials: $90.7 Million
Communication Services: $45.3 Million
Other: $51.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 188
- Current Value $1.08 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks