MondegarAI
Blue Chip Partners, LLC

Q1 2025 · 13F-HR

Blue Chip Partners, LLCholdings as filed

Filed 2025-05-15 · accession 0001632801-25-000004

$1.16B
Reported value
160
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
316188309FBNDFIDELITY MERRIMACK STR TR$117.7M10.2%2,579,311CommonNONE
037833100AAPLAPPLE INC$48.3M4.16%217,284CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$41.2M3.55%167,880CommonNONE
00287Y109ABBVABBVIE INC$38.8M3.35%185,298CommonNONE
594918104MSFTMICROSOFT CORP$37.3M3.21%99,279CommonNONE
11135F101AVGOBROADCOM INC$36.9M3.18%220,242CommonNONE
02079K107GOOGALPHABET INC$34.9M3.01%223,528CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$33.3M2.87%356,010CommonNONE
617446448MSMORGAN STANLEY$32.3M2.79%277,234CommonNONE
92826C839VVISA INC$32.3M2.78%92,132CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$31.1M2.68%32,911CommonNONE
718172109PMPHILIP MORRIS INTL INC$30.6M2.64%192,787CommonNONE
94106L109WMWASTE MGMT INC DEL$29.2M2.51%125,913CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$28.7M2.47%54,716CommonNONE
437076102HDHOME DEPOT INC$28.4M2.45%77,623CommonNONE
464288414MUBISHARES TR$27.4M2.36%259,792CommonNONE
023135106AMZNAMAZON COM INC$25.8M2.22%135,488CommonNONE
002824100ABTABBOTT LABS$25.3M2.19%191,023CommonNONE
09290D101BLKBLACKROCK INC$24.8M2.14%26,194CommonNONE
872540109TJXTJX COS INC NEW$21.7M1.87%178,269CommonNONE
98978V103ZTSZOETIS INC$20.8M1.79%126,133CommonNONE
907818108UNPUNION PAC CORP$20.7M1.79%87,706CommonNONE
233331107DTEDTE ENERGY CO$17.5M1.51%126,846CommonNONE
58933Y105MRKMERCK & CO INC$17.1M1.47%190,457CommonNONE
482480100KLACKLA CORP$16.1M1.39%23,666CommonNONE
922907746VTEBVANGUARD MUN BD FDS$15.7M1.35%316,474CommonNONE
98389B100XELXCEL ENERGY INC$14.8M1.28%208,941CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$14.1M1.21%9,818CommonNONE
532457108LLYELI LILLY & CO$14.1M1.21%17,018CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13.9M1.20%237,393CommonNONE
87612E106TGTTARGET CORP$13.7M1.18%131,661CommonNONE
N07059210ASMLASML HOLDING N V$13.4M1.15%20,157CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$12.5M1.08%372,774CommonNONE
65339F101NEENEXTERA ENERGY INC$12.0M1.04%169,869CommonNONE
74762E102QUREQUANTA SVCS INC$11.6M1.00%45,679CommonNONE
29444U700EQIXEQUINIX INC$11.5M0.99%14,111CommonNONE
G29183103ETNEATON CORP PLC$11.3M0.97%41,582CommonNONE
464287226AGGISHARES TR$11.3M0.97%114,034CommonNONE
925652109VICIVICI PPTYS INC$10.8M0.93%330,800CommonNONE
713448108PEPPEPSICO INC$10.8M0.93%71,809CommonNONE
464287655IWMISHARES TR$9.6M0.83%48,064CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$9.3M0.80%82,068CommonNONE
372460105GPCGENUINE PARTS CO$8.9M0.77%74,749CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$6.7M0.58%146,395CommonNONE
060505104BACBANK AMERICA CORP$5.8M0.50%139,547CommonNONE
580135101MCDMCDONALDS CORP$5.8M0.50%18,426CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.8M0.33%47,135CommonNONE
191216100KOCOCA COLA CO$3.7M0.32%51,937CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.4M0.30%20,211CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.30%11,228CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.27%16,316CommonNONE
882508104TXNTEXAS INSTRS INC$3.2M0.27%17,546CommonNONE
75513E101RTXRTX CORPORATION$3.1M0.27%23,529CommonNONE
008492100ADCAGREE RLTY CORP$2.9M0.25%38,065CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.20%5,217CommonNONE
031162100AMGNAMGEN INC$2.2M0.19%7,221CommonNONE
931142103WMTWALMART INC$2.1M0.18%23,596CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.18%3,634CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M0.17%18,712CommonNONE
478160104JNJJOHNSON & JOHNSON$2.0M0.17%12,144CommonNONE
02079K305GOOGLALPHABET INC$2.0M0.17%12,639CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.9M0.17%11,179CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.9M0.16%36,828CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.9M0.16%69,215CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.15%12,203CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.15%3,246CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.7M0.15%11,718CommonNONE
23345M107DTMDT MIDSTREAM INC$1.7M0.14%17,325CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.7M0.14%33,344CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.14%6,959CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.14%7,945CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.6M0.13%12,023CommonNONE
149123101CATCATERPILLAR INC$1.4M0.12%4,378CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.12%12,069CommonNONE
863667101SYKSTRYKER CORPORATION$1.4M0.12%3,707CommonNONE
00724F101ADBEADOBE INC$1.4M0.12%3,578CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.2M0.11%9,404CommonNONE
37954Y475XYLDGLOBAL X FDS$1.1M0.10%28,800CommonNONE
37954Y483QYLDGLOBAL X FDS$1.1M0.10%67,645CommonNONE
922908652VXFVANGUARD INDEX FDS$1.0M0.09%6,041CommonNONE
747525103QCOMQUALCOMM INC$1.0M0.09%6,653CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$958,8150.08%3,856CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$923,5610.08%16,163CommonNONE
78463V107GLDSPDR GOLD TR$901,0140.08%3,127CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$817,9190.07%24,793CommonNONE
464287523SOXXISHARES TR$792,9350.07%4,214CommonNONE
G0403H108AONAON PLC$792,6050.07%1,986CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$755,3140.07%14,854CommonNONE
244199105DEDEERE & CO$728,7970.06%1,553CommonNONE
17275R102CSCOCISCO SYS INC$702,0260.06%11,376CommonNONE
46434V456IQLTISHARES TR$671,9120.06%16,929CommonNONE
464287614IWFISHARES TR$663,2180.06%1,837CommonNONE
00162Q395OUSMALPS ETF TR$652,1090.06%15,519CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$649,4580.06%5,944CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$618,1350.05%5,620CommonNONE
922908736VUGVANGUARD INDEX FDS$617,6870.05%1,666CommonNONE
30303M102METAMETA PLATFORMS INC$611,9600.05%1,062CommonNONE
46432F842IEFAISHARES TR$598,1680.05%7,907CommonNONE
200340107CMACOMERICA INC$593,0710.05%10,042CommonNONE
452308109ITWILLINOIS TOOL WKS INC$570,7750.05%2,301CommonNONE
494368103KMBKIMBERLY-CLARK CORP$553,1390.05%3,889CommonNONE
345370860FFORD MTR CO$503,6970.04%50,219CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$494,3530.04%5,125CommonNONE
7495271071RGREV GROUP INC$492,6130.04%15,589CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$488,3930.04%2,473CommonNONE
231021106CMICUMMINS INC$474,6160.04%1,514CommonNONE
922908744VTVVANGUARD INDEX FDS$459,8050.04%2,662CommonNONE
760759100RSGREPUBLIC SVCS INC$443,6970.04%1,832CommonNONE
464287689IWVISHARES TR$436,2960.04%1,374CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$413,5480.04%9,117CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$407,7340.04%841CommonNONE
15118V207CELHCELSIUS HLDGS INC$407,1370.04%11,430CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$407,0810.04%3,949CommonNONE
88160R101TSLATESLA INC$401,9580.03%1,551CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$400,3230.03%10,071CommonNONE
92204A306VDEVANGUARD WORLD FD$399,1990.03%3,078CommonNONE
92939U106WECWEC ENERGY GROUP INC$375,5940.03%3,446CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$363,2890.03%1,670CommonNONE
46090E103QQQINVESCO QQQ TR$358,9190.03%765CommonNONE
754730109RJFRAYMOND JAMES FINL INC$356,2660.03%2,565CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$347,1400.03%4,037CommonNONE
464285204IAUISHARES GOLD TR$334,0090.03%5,665CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$325,4810.03%3,168CommonNONE
464287408IVEISHARES TR$323,7170.03%1,699CommonNONE
464287309IVWISHARES TR$292,6450.03%3,152CommonNONE
571903202MARMARRIOTT INTL INC NEW$291,1320.03%1,222CommonNONE
57636Q104MAMASTERCARD INCORPORATED$288,9690.02%527CommonNONE
780259305SHELSHELL PLC$288,1150.02%3,932CommonNONE
032654105ADIANALOG DEVICES INC$286,5250.02%1,421CommonNONE
G87264100TGLSTECNOGLASS INC$286,2000.02%4,000CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$283,7440.02%3,599CommonNONE
148929102CAVACAVA GROUP INC$282,4750.02%3,269CommonNONE
438516106HONHONEYWELL INTL INC$280,1060.02%1,323CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$278,6900.02%3,825CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$270,9930.02%6,475CommonNONE
00206R102TAT&T INC$269,3950.02%9,526CommonNONE
166764100CVXCHEVRON CORP NEW$267,8580.02%1,601CommonNONE
243537107DECKDECKERS OUTDOOR CORP$262,4190.02%2,347CommonNONE
682680103OKEONEOK INC NEW$260,2920.02%2,623CommonNONE
247361702DALDELTA AIR LINES INC DEL$258,6410.02%5,932CommonNONE
02209S103MOALTRIA GROUP INC$254,5780.02%4,242CommonNONE
464287515IGVISHARES TR$253,2130.02%2,845CommonNONE
464287465EFAISHARES TR$253,1180.02%3,097CommonNONE
921937827BSVVANGUARD BD INDEX FDS$248,8110.02%3,178CommonNONE
09260D107BXBLACKSTONE INC$241,5060.02%1,728CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$241,2310.02%1,250CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$234,8630.02%370CommonNONE
253868103DLRDIGITAL RLTY TR INC$230,9330.02%1,612CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$225,8150.02%8,076CommonNONE
37954Y673PAVEGLOBAL X FDS$222,9850.02%5,910CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$221,9350.02%2,711CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$220,2720.02%15,447CommonNONE
260557103DOWDOW INC$219,8890.02%6,297CommonNONE
717081103PFEPFIZER INC$218,8390.02%8,636CommonNONE
464288257ACWIISHARES TR$214,0870.02%1,839CommonNONE
422806208HEI/AHEICO CORP NEW$211,6030.02%1,003CommonNONE
64110L106NFLXNETFLIX INC$209,8200.02%225CommonNONE
78409V104SPGIS&P GLOBAL INC$207,6980.02%409CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$93,4980.01%11,486CommonNONE
023111206AMARIN CORP PLC$5,6210.00%12,543CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.