You're signed outSign in or to get full access.
Blue Chip Partners, LLC
Blue Chip Partners, LLC is a private investment management firm based in Farmington Hills, Michigan, providing fee-based investment advisory services.
Investment Strategy
Not specifically disclosed in search results. Provides fee-based investment advisory services, likely focused on private wealth and institutional clients, as inferred from client disclosures and regulatory filings.
Latest 13F Filing Activity
Blue Chip Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $1B. The fund increased holdings in Capital GRP Fixed Incm Etf T, Broadcom Inc., Quanta SVCS Inc. among other positions. Blue Chip Partners, LLC reduced exposure to Ishares TR, Vanguard Mun BD FDS, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 9.83% | $120.6M | 2,636,194 | $44.00 | $45.75 | +$2.9M |
A AVGO | BROADCOM INC | 4.80% | $58.9M | 213,854 | $36.33 | $275.65 | +$22.1M |
M MSFT | MICROSOFT CORP | 4.09% | $50.2M | 100,870 | $97.94 | $497.41 | +$12.9M |
A AAPL | APPLE INC | 3.72% | $45.6M | 222,439 | $87.39 | $205.17 | -$2.6M |
J JPM | JPMORGAN CHASE & CO. | 3.63% | $44.6M | 153,793 | $96.87 | $289.91 | +$3.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more