Blue Chip Partners, LLC Top Holdings and 13F Report (2025) About Blue Chip Partners, LLCInvestment ActivityBlue Chip Partners, LLC has $1.23 billion in total holdings as of June 30, 2025.Blue Chip Partners, LLC owns shares of 162 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 8.91% of the portfolio was purchased this quarter.About 7.43% of the portfolio was sold this quarter.This quarter, Blue Chip Partners, LLC has purchased 160 new stocks and bought additional shares in 97 stocks.Blue Chip Partners, LLC sold shares of 49 stocks and completely divested from 10 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $120,605,885Broadcom $58,948,961Microsoft $50,173,809Apple $45,637,891JPMorgan Chase & Co. $44,586,149 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $1,230,746 HoldingG51502105 - Johnson Controls International $401,237 Holding922908637 - Vanguard Large-Cap ETF $335,228 Holding68389X105 - Oracle $310,697 Holding461202103 - Intuit $261,189 Holding Largest Purchases this Quarter Capital Group Municipal Income ETF 1,448,696 shares (about $38.67M)O'Reilly Automotive 139,299 shares (about $12.56M)Eaton 23,234 shares (about $8.29M)Quanta Services 21,581 shares (about $8.16M)First Trust SMID Cap Rising Dividend Achievers ETF 167,729 shares (about $5.92M) Largest Sales this Quarter iShares National Muni Bond ETF 255,120 shares (about $26.66M)Philip Morris International 43,240 shares (about $7.88M)JPMorgan Chase & Co. 14,087 shares (about $4.08M)Consumer Staples Select Sector SPDR Fund 43,695 shares (about $3.54M)Broadcom 6,388 shares (about $1.76M) 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$120,605,885$2,602,397 ▲2.2%2,636,1949.8%ETFAVGOBroadcom$58,948,961$1,760,855 ▼-2.9%213,8544.8%Computer and TechnologyMSFTMicrosoft$50,173,809$791,380 ▲1.6%100,8704.1%Computer and TechnologyAAPLApple$45,637,891$1,057,653 ▲2.4%222,4393.7%Computer and TechnologyJPMJPMorgan Chase & Co.$44,586,149$4,083,964 ▼-8.4%153,7933.6%FinanceCGMUCapital Group Municipal Income ETF$40,513,034$38,665,686 ▲2,093.0%1,517,9113.3%ETFGOOGAlphabet$39,743,975$92,420 ▲0.2%224,0493.2%Computer and TechnologyMSMorgan Stanley$37,871,477$1,179,702 ▼-3.0%268,8593.1%FinanceABBVAbbVie$34,947,172$552,219 ▲1.6%188,2732.8%MedicalCOSTCostco Wholesale$32,019,369$560,302 ▼-1.7%32,3452.6%Retail/WholesaleVVisa$31,464,531$1,246,936 ▼-3.8%88,6202.6%Business ServicesXLEEnergy Select Sector SPDR Fund$31,212,717$1,019,501 ▲3.4%368,0312.5%ETFAMZNAmazon.com$30,763,463$1,038,810 ▲3.5%140,2232.5%Retail/WholesaleHDHome Depot$29,161,556$701,752 ▲2.5%79,5372.4%Retail/WholesaleWMWaste Management$28,964,516$153,081 ▲0.5%126,5822.4%Business ServicesBLACKROCK INC$27,566,238$81,843 ▲0.3%26,2722.2%COMPMPhilip Morris International$27,236,978$7,875,296 ▼-22.4%149,5472.2%Consumer StaplesABTAbbott Laboratories$26,485,144$504,054 ▲1.9%194,7292.2%MedicalPWRQuanta Services$25,429,596$8,159,324 ▲47.2%67,2602.1%ConstructionETNEaton$23,138,666$8,294,306 ▲55.9%64,8161.9%IndustrialsKLACKLA$22,862,403$1,663,421 ▲7.8%25,5231.9%Computer and TechnologyTJXTJX Companies$22,837,435$822,939 ▲3.7%184,9331.9%Retail/WholesaleUNPUnion Pacific$21,241,251$1,061,821 ▲5.3%92,3211.7%TransportationZTSZoetis$20,386,065$715,653 ▲3.6%130,7221.7%MedicalSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$19,068,951$5,917,481 ▲45.0%540,5031.6%ETFASMLASML$18,031,741$1,878,423 ▲11.6%22,5011.5%Computer and TechnologyTGTTarget$17,664,648$4,676,302 ▲36.0%179,0641.4%Retail/WholesaleMRKMerck & Co., Inc.$17,145,817$2,069,242 ▲13.7%216,5971.4%MedicalDTEDTE Energy$16,840,227$38,149 ▲0.2%127,1341.4%UtilitiesUNHUnitedHealth Group$15,766,387$1,303,415 ▼-7.6%50,5381.3%MedicalLLYEli Lilly and Company$15,477,620$2,211,534 ▲16.7%19,8551.3%MedicalMNSTMonster Beverage$14,906,128$35,830 ▲0.2%237,9651.2%Consumer StaplesXELXcel Energy$14,100,894$127,960 ▼-0.9%207,0621.1%UtilitiesORLYO'Reilly Automotive$13,439,916$12,555,020 ▲1,418.8%149,1171.1%Retail/WholesaleNEENextEra Energy$12,087,725$295,451 ▲2.5%174,1251.0%UtilitiesEQIXEquinix$11,619,260$394,547 ▲3.5%14,6070.9%FinanceVICIVICI Properties$11,338,738$554,656 ▲5.1%347,8140.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$10,734,289$577,838 ▼-5.1%108,2090.9%FinancePEPPepsiCo$10,142,247$660,596 ▲7.0%76,8120.8%Consumer StaplesGPCGenuine Parts$9,688,660$620,864 ▲6.8%79,8670.8%Retail/WholesaleJPIEJPMorgan Income ETF$6,651,333$129,696 ▼-1.9%143,5950.5%ETFBACBank of America$5,592,798$1,010,566 ▼-15.3%118,1910.5%FinanceMCDMcDonald's$5,339,190$44,410 ▼-0.8%18,2740.4%Retail/WholesaleNVDANVIDIA$3,662,881$706,539 ▲23.9%23,1840.3%Computer and TechnologyKOCocaCola$3,598,287$76,269 ▼-2.1%50,8590.3%Consumer StaplesTXNTexas Instruments$3,588,163$54,813 ▼-1.5%17,2820.3%Computer and TechnologyRTXRTX$3,500,560$64,833 ▲1.9%23,9730.3%AerospaceADPAutomatic Data Processing$3,459,030$3,701 ▼-0.1%11,2160.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,355,398$15,964 ▲0.5%16,3940.3%ETFPGProcter & Gamble$3,231,858$11,790 ▲0.4%20,2850.3%Consumer StaplesADCAgree Realty$2,778,028$2,995 ▼-0.1%38,0240.2%FinanceSPYSPDR S&P 500 ETF Trust$2,584,835$339,785 ▲15.1%4,1840.2%FinanceWMTWalmart$2,353,949$46,739 ▲2.0%24,0740.2%Retail/WholesaleLMTLockheed Martin$2,332,296$83,826 ▼-3.5%5,0360.2%AerospaceGOOGLAlphabet$2,313,249$85,826 ▲3.9%13,1260.2%Computer and TechnologyPAGPenske Automotive Group$2,029,049$15,806 ▲0.8%11,8100.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2,011,374$506 ▼0.0%7,9430.2%ETFDTMDT Midstream$1,935,496$31,324 ▲1.6%17,6100.2%EnergyBRK.BBerkshire Hathaway$1,890,132$313,322 ▲19.9%3,8910.2%FinanceJNJJohnson & Johnson$1,868,196$13,137 ▲0.7%12,2300.2%MedicalAMGNAmgen$1,824,360$191,817 ▼-9.5%6,5340.1%MedicalNSCNorfolk Southern$1,777,157$4,095 ▼-0.2%6,9430.1%TransportationADBEAdobe$1,625,283$241,026 ▲17.4%4,2010.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,623,953$21,196 ▲1.3%12,1820.1%ETFXLFFinancial Select Sector SPDR Fund$1,604,461$141,766 ▼-8.1%30,6370.1%ETFRSPInvesco S&P 500 Equal Weight ETF$1,488,285$543,408 ▼-26.7%8,1890.1%ETFSYKStryker$1,441,885$24,526 ▼-1.7%3,6450.1%MedicalCATCaterpillar$1,434,066$265,539 ▼-15.6%3,6940.1%IndustrialsXOMExxon Mobil$1,427,204$126,130 ▲9.7%13,2390.1%EnergyJPSTJPMorgan Ultra-Short Income ETF$1,422,882$443,548 ▼-23.8%28,0760.1%ETFXLVHealth Care Select Sector SPDR Fund$1,368,298$276,598 ▼-16.8%10,1510.1%ETFXLIIndustrial Select Sector SPDR Fund$1,256,204$131,153 ▼-9.5%8,5150.1%ETFVOOVanguard S&P 500 ETF$1,230,746$1,230,746 ▲New Holding2,1670.1%ETFVXFVanguard Extended Market ETF$1,176,905$12,719 ▲1.1%6,1070.1%ETFIBMInternational Business Machines$1,154,048$17,392 ▲1.5%3,9150.1%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$1,147,882$16,854 ▲1.5%68,6530.1%ManufacturingXYLDGlobal X S&P 500 Covered Call ETF$1,137,407$15,927 ▲1.4%29,2090.1%ETFJEPIJPMorgan Equity Premium Income ETF$929,769$10,915 ▲1.2%16,3550.1%ETFMETAMeta Platforms$911,939$128,380 ▲16.4%1,2360.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$891,258$2,688 ▲0.3%24,8680.1%ETFQCOMQUALCOMM$851,860$207,670 ▼-19.6%5,3490.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$845,863$65,818 ▲8.4%1,9920.1%ETFSOXXiShares Semiconductor ETF$821,412$184,525 ▼-18.3%3,4410.1%ETFCSCOCisco Systems$813,039$23,797 ▲3.0%11,7190.1%Computer and TechnologyDEDeere & Company$800,599$10,681 ▲1.4%1,5740.1%IndustrialsVUGVanguard Growth ETF$770,510$40,322 ▲5.5%1,7580.1%ETFUBERUber Technologies$759,462$402,590 ▲112.8%8,1400.1%Computer and TechnologyQQQInvesco QQQ$738,411$316,541 ▲75.0%1,3390.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$737,828$6,137 ▲0.8%17,0710.1%ETFAMDAdvanced Micro Devices$719,717$270,178 ▲60.1%5,0720.1%Computer and TechnologyAONAON$715,371$6,779 ▲1.0%2,0050.1%FinanceXLCCommunication Services Select Sector SPDR Fund$676,072$119,824 ▲21.5%6,2290.1%ETFIAUiShares Gold Trust$646,985$293,716 ▲83.1%10,3750.1%FinanceIEFAiShares Core MSCI EAFE ETF$636,441$23,624 ▼-3.6%7,6240.1%ETFAEPAmerican Electric Power$609,906$6,848 ▼-1.1%5,8780.0%UtilitiesREVGREV Group$599,777$142,104 ▼-19.2%12,6030.0%TransportationCMAComerica$599,367$358 ▲0.1%10,0480.0%FinanceVIKING HOLDINGS LTD$595,250$58,566 ▲10.9%11,1700.0%ORD SHSFFord Motor$587,779$42,901 ▲7.9%54,1730.0%Auto/Tires/TrucksTSLATesla$571,471$78,780 ▲16.0%1,7990.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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