Blue Chip Partners, LLC Top Holdings and 13F Report (2025) About Blue Chip Partners, LLCInvestment ActivityBlue Chip Partners, LLC has $1.16 billion in total holdings as of March 31, 2025.Blue Chip Partners, LLC owns shares of 160 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.01% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, Blue Chip Partners, LLC has purchased 153 new stocks and bought additional shares in 66 stocks.Blue Chip Partners, LLC sold shares of 68 stocks and completely divested from 12 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $117,745,542Apple $48,265,355JPMorgan Chase & Co. $41,181,071AbbVie $38,823,738Microsoft $37,268,367 Largest New Holdings this Quarter 925652109 - VICI Properties $10,790,710 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $9,284,369 Holding14020Y201 - Capital Group Municipal Income ETF $1,856,349 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $755,314 Holding749527107 - REV Group $492,613 Holding Largest Purchases this Quarter VICI Properties 330,800 shares (about $10.79M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 82,068 shares (about $9.28M)iShares Russell 2000 ETF 45,931 shares (about $9.16M)Fidelity Total Bond ETF 122,887 shares (about $5.61M)Zoetis 26,598 shares (about $4.38M) Largest Sales this Quarter Bank of America 535,705 shares (about $22.36M)American Tower 39,269 shares (about $8.54M)Invesco S&P 500 Equal Weight ETF 20,801 shares (about $3.60M)iShares Core U.S. Aggregate Bond ETF 32,248 shares (about $3.19M)Quanta Services 11,002 shares (about $2.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Chip Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$117,745,542$5,609,791 ▲5.0%2,579,31110.2%ETFAAPLApple$48,265,355$785,231 ▲1.7%217,2844.2%Computer and TechnologyJPMJPMorgan Chase & Co.$41,181,071$765,338 ▼-1.8%167,8803.6%FinanceABBVAbbVie$38,823,738$499,078 ▲1.3%185,2983.3%MedicalMSFTMicrosoft$37,268,367$44,671 ▲0.1%99,2793.2%Computer and TechnologyAVGOBroadcom$36,875,118$702,034 ▼-1.9%220,2423.2%Computer and TechnologyGOOGAlphabet$34,921,854$189,039 ▲0.5%223,5283.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$33,269,167$1,542,207 ▲4.9%356,0102.9%ETFMSMorgan Stanley$32,344,868$218,639 ▼-0.7%277,2342.8%FinanceVVisa$32,288,572$226,748 ▲0.7%92,1322.8%Business ServicesCOSTCostco Wholesale$31,126,752$695,152 ▲2.3%32,9112.7%Retail/WholesalePMPhilip Morris International$30,601,017$240,952 ▲0.8%192,7872.6%Consumer StaplesWMWaste Management$29,150,004$855,195 ▲3.0%125,9132.5%Business ServicesUNHUnitedHealth Group$28,657,476$1,151,725 ▲4.2%54,7162.5%MedicalHDHome Depot$28,448,041$854,654 ▲3.1%77,6232.5%Retail/WholesaleMUBiShares National Muni Bond ETF$27,392,465$1,002,734 ▼-3.5%259,7922.4%ETFAMZNAmazon.com$25,777,894$1,155,637 ▲4.7%135,4882.2%Retail/WholesaleABTAbbott Laboratories$25,339,228$1,531,976 ▲6.4%191,0232.2%MedicalBLACKROCK INC$24,792,371$731,637 ▲3.0%26,1942.1%COMTJXTJX Companies$21,713,105$1,225,183 ▲6.0%178,2691.9%Retail/WholesaleZTSZoetis$20,767,770$4,379,355 ▲26.7%126,1331.8%MedicalUNPUnion Pacific$20,719,674$1,245,930 ▲6.4%87,7061.8%TransportationDTEDTE Energy$17,538,989$214,733 ▲1.2%126,8461.5%UtilitiesMRKMerck & Co., Inc.$17,095,392$3,767,221 ▲28.3%190,4571.5%MedicalKLACKLA$16,087,877$2,363,625 ▲17.2%23,6661.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$15,703,445$32,352 ▲0.2%316,4741.4%ETFXELXcel Energy$14,790,941$595,415 ▲4.2%208,9411.3%UtilitiesORLYO'Reilly Automotive$14,065,071$767,863 ▲5.8%9,8181.2%Retail/WholesaleLLYEli Lilly and Company$14,055,280$1,197,565 ▲9.3%17,0181.2%MedicalMNSTMonster Beverage$13,892,239$504,969 ▲3.8%237,3931.2%Consumer StaplesTGTTarget$13,740,181$668,428 ▼-4.6%131,6611.2%Retail/WholesaleASMLASML$13,356,712$3,030,225 ▲29.3%20,1571.2%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$12,487,940$332,923 ▼-2.6%372,7741.1%ETFNEENextEra Energy$12,042,021$878,682 ▲7.9%169,8691.0%UtilitiesPWRQuanta Services$11,610,814$2,796,519 ▼-19.4%45,6791.0%ConstructionEQIXEquinix$11,505,035$832,446 ▲7.8%14,1111.0%FinanceETNEaton$11,303,250$2,120,549 ▼-15.8%41,5821.0%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$11,280,290$3,189,985 ▼-22.0%114,0341.0%FinanceVICIVICI Properties$10,790,710$10,790,710 ▲New Holding330,8000.9%FinancePEPPepsiCo$10,767,103$1,677,688 ▲18.5%71,8090.9%Consumer StaplesIWMiShares Russell 2000 ETF$9,588,216$9,162,707 ▲2,153.4%48,0640.8%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$9,284,369$9,284,369 ▲New Holding82,0680.8%ETFGPCGenuine Parts$8,905,611$3,115,159 ▲53.8%74,7490.8%Retail/WholesaleJPIEJPMorgan Income ETF$6,744,436$773,195 ▼-10.3%146,3950.6%ETFBACBank of America$5,823,311$22,355,026 ▼-79.3%139,5470.5%FinanceMCDMcDonald's$5,755,651$396,080 ▼-6.4%18,4260.5%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$3,849,546$1,156,293 ▲42.9%47,1350.3%ETFKOCoca-Cola$3,719,729$195,021 ▼-5.0%51,9370.3%Consumer StaplesPGProcter & Gamble$3,444,375$80,098 ▼-2.3%20,2110.3%Consumer StaplesADPAutomatic Data Processing$3,430,493$73,022 ▼-2.1%11,2280.3%Business ServicesVIGVanguard Dividend Appreciation ETF$3,165,213$23,279 ▼-0.7%16,3160.3%ETFTXNTexas Instruments$3,152,967$24,259 ▼-0.8%17,5460.3%Computer and TechnologyRTXRTX$3,116,657$132 ▲0.0%23,5290.3%AerospaceADCAgree Realty$2,938,216$5,635 ▼-0.2%38,0650.3%FinanceLMTLockheed Martin$2,330,288$103,628 ▼-4.3%5,2170.2%AerospaceAMGNAmgen$2,249,729$248,308 ▼-9.9%7,2210.2%MedicalWMTWalmart$2,071,455$37,749 ▼-1.8%23,5960.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,032,5800.0%3,6340.2%FinanceNVDANVIDIA$2,027,960$370,651 ▲22.4%18,7120.2%Computer and TechnologyJNJJohnson & Johnson$2,013,923$76,119 ▼-3.6%12,1440.2%MedicalGOOGLAlphabet$1,954,540$34,949 ▲1.8%12,6390.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,936,498$3,603,282 ▼-65.0%11,1790.2%ETFJPSTJPMorgan Ultra-Short Income ETF$1,864,581$663,195 ▲55.2%36,8280.2%ETFCGMUCapital Group Municipal Income ETF$1,856,349$1,856,349 ▲New Holding69,2150.2%ETFXLVHealth Care Select Sector SPDR Fund$1,781,688$423,558 ▼-19.2%12,2030.2%ETFBRK.BBerkshire Hathaway$1,728,755$40,476 ▼-2.3%3,2460.1%FinancePAGPenske Automotive Group$1,687,155$160,106 ▲10.5%11,7180.1%Retail/WholesaleDTMDT Midstream$1,671,494$46,889 ▼-2.7%17,3250.1%EnergyXLFFinancial Select Sector SPDR Fund$1,660,885$89,709 ▼-5.1%33,3440.1%ETFNSCNorfolk Southern$1,648,219$23,211 ▼-1.4%6,9590.1%TransportationXLKTechnology Select Sector SPDR Fund$1,640,404$137,922 ▼-7.8%7,9450.1%ETFVYMVanguard High Dividend Yield ETF$1,550,494$10,704 ▲0.7%12,0230.1%ETFCATCaterpillar$1,443,925$1,319 ▼-0.1%4,3780.1%IndustrialsXOMExxon Mobil$1,435,423$48,406 ▼-3.3%12,0690.1%EnergySYKStryker$1,380,069$10,424 ▲0.8%3,7070.1%MedicalADBEAdobe$1,372,271$62,515 ▲4.8%3,5780.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,232,573$1,042,785 ▼-45.8%9,4040.1%ETFXYLDGlobal X S&P 500 Covered Call ETF$1,137,294$66,066 ▲6.2%28,8000.1%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,124,941$39,729 ▲3.7%67,6450.1%ManufacturingVXFVanguard Extended Market ETF$1,040,551$1,550 ▼-0.1%6,0410.1%ETFQCOMQUALCOMM$1,021,907$268,648 ▼-20.8%6,6530.1%Computer and TechnologyIBMInternational Business Machines$958,815$17,406 ▲1.8%3,8560.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$923,561$22,970 ▼-2.4%16,1630.1%ETFGLDSPDR Gold Shares$901,014$32,272 ▼-3.5%3,1270.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$817,919$2,012 ▲0.2%24,7930.1%ETFSOXXiShares Semiconductor ETF$792,935$1,353,296 ▼-63.1%4,2140.1%ETFAONAON$792,6050.0%1,9860.1%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$755,314$755,314 ▲New Holding14,8540.1%ETFDEDeere & Company$728,797$12,201 ▼-1.6%1,5530.1%IndustrialsCSCOCisco Systems$702,026$11,170 ▼-1.6%11,3760.1%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$671,912$1,298,935 ▼-65.9%16,9290.1%ETFIWFiShares Russell 1000 Growth ETF$663,218$3,249 ▼-0.5%1,8370.1%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$652,109$1,534,782 ▼-70.2%15,5190.1%ETFAEPAmerican Electric Power$649,458$27,534 ▼-4.1%5,9440.1%UtilitiesUPSUnited Parcel Service$618,135$108,009 ▼-14.9%5,6200.1%TransportationVUGVanguard Growth ETF$617,687$4,449 ▼-0.7%1,6660.1%ETFMETAMeta Platforms$611,960$123,890 ▲25.4%1,0620.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$598,1680.0%7,9070.1%ETFCMAComerica$593,071$354 ▲0.1%10,0420.1%FinanceITWIllinois Tool Works$570,775$97,982 ▼-14.7%2,3010.0%IndustrialsShowing largest 100 holdings. 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