$473 Million is the total value of Blue Chip Partners, LLC's 140 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LHX | New | L3HARRIS TECHNOLOGIES INC | $327,000 | – | 1,567 | +100.0% | 0.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $222,000 | – | 1,530 | +100.0% | 0.05% | – |
| BIIB | New | BIOGEN INC | $224,000 | – | 960 | +100.0% | 0.05% | – |
| MET | New | METLIFE INC | $197,000 | – | 4,172 | +100.0% | 0.04% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $177,000 | – | 1,983 | +100.0% | 0.04% | – |
| PPL | New | PPL CORP | $163,000 | – | 5,169 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC | $137,000 | – | 497 | +100.0% | 0.03% | – |
| WPC | New | W P CAREY INC | $130,000 | – | 1,453 | +100.0% | 0.03% | – |
| MGEE | New | MGE ENERGY INC | $120,000 | – | 1,500 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $106,000 | – | 1,924 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $102,000 | – | 1,152 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 5.0% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 3.4% |
| ABBVIE INC | 36 | Q3 2023 | 3.7% |
| VERIZON COMMUNICATIONS INC | 36 | Q3 2023 | 3.2% |
| UNITED PARCEL SERVICE INC | 36 | Q3 2023 | 3.1% |
| MCDONALDS CORP | 36 | Q3 2023 | 2.8% |
| Home Depot Incorporated | 36 | Q3 2023 | 3.2% |
| Texas Instrs Incorporated | 36 | Q3 2023 | 2.8% |
| Cisco Systems Inc | 36 | Q3 2023 | 3.0% |
View Blue Chip Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View Blue Chip Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.