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Blue Chip Partners, Llc

Portfolio Manager
Blue Chip Partners, Llc
Performance
+1.58% (2025 Q4)
AUM (13F)
$1.38B
# of Holdings
169
Performance Rank
Allocation (Top 20)
62.63%

Blue Chip Partners, Llc Holdings Map

Top 50 Blue Chip Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
9.59%2.87M$132.2M
+5.30%(+144.52K)
2024-Q4: 2.46M shares2025-Q1: 2.58M shares2025-Q2: 2.64M shares2025-Q3: 2.73M shares2025-Q4: 2.87M shares
$44.83(+2.50%)
2025-12-31
GOOG
ALPHABET INC
4.41%193.6K$60.8M
-0.44%(-847)
2024-Q4: 222.3K shares2025-Q1: 223.5K shares2025-Q2: 224.0K shares2025-Q3: 194.5K shares2025-Q4: 193.6K shares
$68.67(+387.08%)
2025-12-31
AAPL
APPLE INC
4.35%220.6K$60.0M
-1.09%(-2.44K)
2024-Q4: 213.7K shares2025-Q1: 217.3K shares2025-Q2: 222.4K shares2025-Q3: 223.0K shares2025-Q4: 220.6K shares
$100.56(+164.94%)
2025-12-31
AVGO
BROADCOM INC
4.23%168.6K$58.4M
-2.12%(-3.65K)
2024-Q4: 224.4K shares2025-Q1: 220.2K shares2025-Q2: 213.9K shares2025-Q3: 172.3K shares2025-Q4: 168.6K shares
$47.50(+735.26%)
2025-12-31
JPM
JPMORGAN CHASE & CO.
3.56%152.4K$49.1M
+0.34%(+523)
2024-Q4: 171.0K shares2025-Q1: 167.9K shares2025-Q2: 153.8K shares2025-Q3: 151.9K shares2025-Q4: 152.4K shares
$118.26(+158.70%)
2025-12-31
MSFT
MICROSOFT CORP
3.54%100.8K$48.8M
+0.59%(+593)
2024-Q4: 99.2K shares2025-Q1: 99.3K shares2025-Q2: 100.9K shares2025-Q3: 100.2K shares2025-Q4: 100.8K shares
$187.71(+119.07%)
2025-12-31
CGMU
CAPITAL GRP FIXED INCM ETF T
3.25%1.64M$44.8M
+4.51%(+70.64K)
2024-Q4: 0 shares2025-Q1: 69.2K shares2025-Q2: 1.52M shares2025-Q3: 1.57M shares2025-Q4: 1.64M shares
$26.77(+2.33%)
2025-12-31
ABBV
ABBVIE INC
3.14%189.8K$43.4M
+0.41%(+771)
2024-Q4: 182.9K shares2025-Q1: 185.3K shares2025-Q2: 188.3K shares2025-Q3: 189.0K shares2025-Q4: 189.8K shares
$97.75(+113.21%)
2025-12-31
LLY
ELI LILLY & CO
2.74%35.2K$37.8M
+47.66%(+11.36K)
2024-Q4: 15.6K shares2025-Q1: 17.0K shares2025-Q2: 19.9K shares2025-Q3: 23.8K shares2025-Q4: 35.2K shares
$767.11(+17.98%)
2025-12-31
XLE
SELECT SECTOR SPDR TR
2.49%768.6K$34.4M
+103.97%(+391.78K)
2024-Q4: 339.5K shares2025-Q1: 356.0K shares2025-Q2: 368.0K shares2025-Q3: 376.8K shares2025-Q4: 768.6K shares
$25.83(+115.88%)
2025-12-31

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