Top 50 Blue Chip Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 9.59% | 2.87M | $132.2M | +5.30%(+144.52K) | $44.83(+2.50%) | 2025-12-31 | |
| GOOG | ALPHABET INC | 4.41% | 193.6K | $60.8M | -0.44%(-847) | $68.67(+387.08%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.35% | 220.6K | $60.0M | -1.09%(-2.44K) | $100.56(+164.94%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 4.23% | 168.6K | $58.4M | -2.12%(-3.65K) | $47.50(+735.26%) | 2025-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 3.56% | 152.4K | $49.1M | +0.34%(+523) | $118.26(+158.70%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 3.54% | 100.8K | $48.8M | +0.59%(+593) | $187.71(+119.07%) | 2025-12-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.25% | 1.64M | $44.8M | +4.51%(+70.64K) | $26.77(+2.33%) | 2025-12-31 | |
| ABBV | ABBVIE INC | 3.14% | 189.8K | $43.4M | +0.41%(+771) | $97.75(+113.21%) | 2025-12-31 | |
| LLY | ELI LILLY & CO | 2.74% | 35.2K | $37.8M | +47.66%(+11.36K) | $767.11(+17.98%) | 2025-12-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.49% | 768.6K | $34.4M | +103.97%(+391.78K) | $25.83(+115.88%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.55% |
| Top 20 Holdings Unweighted | +15.42% | +53.78% |
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