BLUE CHIP PARTNERS, LLC

PrivateCIK: 1632801
Location

FARMINGTON HILLS, MI

170
Positions
$1.39B
Total AUM (reported)
12.90M
Total Shares

Allocation by class

TOTAL AUM$1.39B170 positions
COM$855.99M61.6%
TOTAL BD ETF$135.90M9.8%
COM NEW$54.48M3.9%
CAP STK CL C$53.89M3.9%
STATE STREET ENE$47.45M3.4%
MUNICIPAL INCOME$44.88M3.2%
N Y REGISTRY SHS$31.29M2.3%

Portfolio Concentration

Top 317.7%4–1022.1%11–2531.9%Rest28.3%TOP 1039.8%0%100%
Top 3$245.92M17.7%
4–10$306.62M22.1%
11–25$443.37M31.9%
Rest$393.21M28.3%

Top 3 weight

17.7%

Top 10 weight

39.8%

Voting Authority Distribution

Total shares with voting rights: 12.90M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.90M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole170
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings170
Rows:

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares2.98M
TypeSH
Market value$135.90M
9.78%
Sole
0.00
Shared
0.00
None
2.98M

APPLE INC

SOLE
COM
Shares221.13K
TypeSH
Market value$56.12M
4.04%
Sole
0.00
Shared
0.00
None
221.13K

ALPHABET INC

SOLE
CAP STK CL C
Shares187.87K
TypeSH
Market value$53.89M
3.88%
Sole
0.00
Shared
0.00
None
187.87K

BROADCOM INC

SOLE
COM
Shares168.28K
TypeSH
Market value$52.08M
3.75%
Sole
0.00
Shared
0.00
None
168.28K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares774.64K
TypeSH
Market value$47.45M
3.42%
Sole
0.00
Shared
0.00
None
774.64K

JPMORGAN CHASE & CO

SOLE
COM
Shares153.63K
TypeSH
Market value$45.19M
3.25%
Sole
0.00
Shared
0.00
None
153.63K

CAPITAL GRP FIXED INCM ETF T

SOLE
MUNICIPAL INCOME
Shares1.65M
TypeSH
Market value$44.88M
3.23%
Sole
0.00
Shared
0.00
None
1.65M

ABBVIE INC

SOLE
COM
Shares191.38K
TypeSH
Market value$41.62M
3.00%
Sole
0.00
Shared
0.00
None
191.38K

MICROSOFT CORP

SOLE
COM
Shares102.12K
TypeSH
Market value$37.80M
2.72%
Sole
0.00
Shared
0.00
None
102.12K

QUANTA SVCS INC

SOLE
COM
Shares68.45K
TypeSH
Market value$37.58M
2.71%
Sole
0.00
Shared
0.00
None
68.45K

KLA CORP

SOLE
COM NEW
Shares24.71K
TypeSH
Market value$36.38M
2.62%
Sole
0.00
Shared
0.00
None
24.71K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares34.38K
TypeSH
Market value$34.26M
2.47%
Sole
0.00
Shared
0.00
None
34.38K

ELI LILLY & CO

SOLE
COM
Shares35.45K
TypeSH
Market value$32.60M
2.35%
Sole
0.00
Shared
0.00
None
35.45K

TJX COS INC NEW

SOLE
COM
Shares199.17K
TypeSH
Market value$31.81M
2.29%
Sole
0.00
Shared
0.00
None
199.17K

WASTE MGMT INC DEL

SOLE
COM
Shares136.36K
TypeSH
Market value$31.33M
2.26%
Sole
0.00
Shared
0.00
None
136.36K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares23.69K
TypeSH
Market value$31.29M
2.25%
Sole
0.00
Shared
0.00
None
23.69K

AMAZON COM INC

SOLE
COM
Shares147.46K
TypeSH
Market value$30.71M
2.21%
Sole
0.00
Shared
0.00
None
147.46K

MERCK & CO INC

SOLE
COM
Shares249.91K
TypeSH
Market value$30.06M
2.16%
Sole
0.00
Shared
0.00
None
249.91K

VISA INC

SOLE
COM CL A
Shares92.09K
TypeSH
Market value$27.83M
2.00%
Sole
0.00
Shared
0.00
None
92.09K

PHILIP MORRIS INTL INC

SOLE
COM
Shares167.29K
TypeSH
Market value$27.66M
1.99%
Sole
0.00
Shared
0.00
None
167.29K

HOME DEPOT INC

SOLE
COM
Shares84.04K
TypeSH
Market value$27.64M
1.99%
Sole
0.00
Shared
0.00
None
84.04K

BLACKROCK INC

SOLE
COM
Shares27.20K
TypeSH
Market value$26.16M
1.88%
Sole
0.00
Shared
0.00
None
27.20K

EATON CORP PLC

SOLE
SHS
Shares73.03K
TypeSH
Market value$26.12M
1.88%
Sole
0.00
Shared
0.00
None
73.03K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares276.92K
TypeSH
Market value$25.56M
1.84%
Sole
0.00
Shared
0.00
None
276.92K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares607.55K
TypeSH
Market value$23.96M
1.72%
Sole
0.00
Shared
0.00
None
607.55K
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