Skip to main content

Blue Chip Partners, Inc.

SEC CIK
0001632801
Latest filing
Aug 14, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.

Institution overview
Positions
158
No 13F data for Q4 2020
Portfolio value
$651.2M
No 13F data for Q4 2020
Filed
May 4, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Blue Chip Partners, Inc. in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF496,937$46.2M7.1%–––
MSFTMicrosoft CorpStock104,177$24.6M3.8%––History
AAPLApple Inc.Stock187,846$22.9M3.5%––History
GOOGAlphabet Inc.Stock11,088$22.9M3.5%––History
JPMJPMorgan Chase & CoStock146,271$22.3M3.4%––History
BACBank of America CorpStock552,190$21.4M3.3%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF421,575$20.7M3.2%–––
TGTTarget CorpStock104,299$20.7M3.2%––History
MSMorgan StanleyStock236,760$18.4M2.8%––History
ABBVAbbVie Inc.Stock169,527$18.3M2.8%––History
UNHUnitedHealth Group IncStock48,644$18.1M2.8%––History
HDHome Depot, Inc.Stock58,984$18.0M2.8%––History
TXNTexas Instruments IncStock94,910$17.9M2.8%––History
JNJJohnson & JohnsonStock104,705$17.2M2.6%––History
NEENextera Energy IncStock222,380$16.8M2.6%––History
CMCSAComcast CorpStock307,747$16.7M2.6%––History
AVGOBroadcom Inc.Stock33,439$15.5M2.4%––History
UPSUnited Parcel Service IncStock89,516$15.2M2.3%––History
VZVerizon Communications IncStock256,805$14.9M2.3%––History
VVisa Inc.Stock69,823$14.8M2.3%––History
AMGNAmgen IncStock59,205$14.7M2.3%––History
DOWDow Inc.Stock229,692$14.7M2.3%––History
DISWalt Disney CoStock79,277$14.6M2.2%––History
MDTMedtronic plcStock121,551$14.4M2.2%––History
MCDMcDonalds CorpStock62,843$14.1M2.2%––History
PEPPepsiCo IncStock90,577$12.8M2.0%––History
CATCaterpillar IncStock54,867$12.7M2.0%––History
PAYXPaychex IncStock115,078$11.3M1.7%––History
TFCTruist Financial CorpCOM187,987$11.0M1.7%––History
AMZNAmazon Com IncStock3,253$10.1M1.5%––History
PMPhilip Morris International Inc.Stock110,230$9.78M1.5%––History
DTEDte Energy CoCOM50,956$6.78M1.0%––History
ADBEAdobe Inc.Stock13,841$6.58M1.0%––History
PAGPenske Automotive Group, Inc.COM54,727$4.39M0.7%––History
JPMorgan Ultra-Short Income ETF46641Q837ETF77,347$3.93M0.6%–––
Invesco Exchange Traded FD T46137V365S&P500 EQL ENR97,020$3.91M0.6%–––
ABTAbbott LaboratoriesStock31,188$3.74M0.6%––History
KOCoca Cola CoStock68,347$3.60M0.6%––History
ADCAgree Realty CorpCOM47,411$3.19M0.5%––History
PGProcter & Gamble CoStock20,753$2.81M0.4%––History
WMWaste Management IncStock21,478$2.77M0.4%––History
iShares Tr464288414NATIONAL MUN ETF23,152$2.69M0.4%–––
ADPAutomatic Data Processing IncStock13,606$2.56M0.4%––History
Vanguard Dividend Appreciation ETF921908844ETF15,563$2.29M0.4%–––
LMTLockheed Martin CorpStock6,155$2.27M0.3%––History
MRKMerck & Co., Inc.Stock28,665$2.21M0.3%––History
NSCNorfolk Southern CorpStock8,211$2.21M0.3%––History
UNPUnion Pacific CorpStock9,735$2.15M0.3%––History
JCIJohnson Controls International plcStock33,065$1.97M0.3%––History
RTXRTX CorpStock24,497$1.89M0.3%––History
QCOMQualcomm IncStock14,061$1.86M0.3%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF14,668$1.67M0.3%–––
IBMInternational Business Machines CorpStock10,313$1.37M0.2%––History
SPYSPDR S&P 500 ETF TrustETF3,404$1.35M0.2%––History
GOOGLAlphabet Inc.Stock629$1.30M0.2%––History
WMTWalmart Inc.Stock8,218$1.12M0.2%––History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF28,110$1.11M0.2%–––
Vanguard Index FDS922908652EXTEND MKT ETF6,198$1.10M0.2%–––
CCICrown Castle Inc.REIT5,698$981.0K0.2%––History
AEPAmerican Electric Power Co IncStock10,704$907.0K0.1%––History
Vanguard High Dividend Yield Index ETF921946406ETF8,921$902.0K0.1%–––
CSCOCisco Systems, Inc.Stock16,975$878.0K0.1%––History
AONAon plcCL A3,806$876.0K0.1%––History
Vanguard Short-Term Bond ETF921937827ETF10,392$854.0K0.1%–––
MOAltria Group, Inc.Stock16,691$854.0K0.1%––History
CMAComerica IncCOM11,259$808.0K0.1%––History
SYKStryker CorpStock3,221$785.0K0.1%––History
INTCIntel CorpStock11,680$747.0K0.1%––History
ITWIllinois Tool Works IncStock3,253$721.0K0.1%––History
BRK.BBerkshire Hathaway IncStock2,654$678.0K0.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,651$659.0K0.1%–––
REVGREV Group, Inc.COM34,315$657.0K0.1%––History
iShares S&P 500 Growth ETF464287309ETF10,025$653.0K0.1%–––
iShares Tr4642874571 3 YR TREAS BD7,431$641.0K0.1%–––
iShares Tr464287341GLOBAL ENERG ETF25,407$626.0K0.1%–––
SPDR Series Trust78464A284ST NUVE HIGH ETF10,520$624.0K0.1%–––
DEDeere & CoStock1,628$609.0K0.1%––History
Schwab US Aggregate Bond ETF808524839ETF11,158$602.0K0.1%–––
WBAWalgreens Boots Alliance, Inc.COM10,877$597.0K0.1%––History
Schwab US Dividend Equity ETF808524797ETF8,015$584.0K0.1%–––
SBUXStarbucks CorpStock4,988$545.0K0.1%––History
iShares Core Dividend Growth ETF46434V621ETF10,555$509.0K0.1%–––
iShares S&P 500 Value ETF464287408ETF3,525$498.0K0.1%–––
State Street Communication Services Select Sector SPDR ETF81369Y852ETF6,641$487.0K0.1%–––
SPDR Series Trust78468R721STATE STREET SPD9,348$483.0K0.1%–––
TAT&T Inc.Stock15,100$457.0K0.1%––History
FFord Motor CoStock37,249$456.0K0.1%––History
KMBKimberly Clark CorpStock3,174$441.0K0.1%––History
iShares Core S&P 500 ETF464287200ETF1,097$437.0K0.1%–––
COSTCostco Wholesale CorpStock1,155$407.0K0.1%––History
CMICummins IncStock1,553$403.0K0.1%––History
MMM3M CoStock2,060$397.0K0.1%––History
DLRDigital Realty Trust, Inc.COM2,790$393.0K0.1%––History
XOMExxonMobil Holdings CorpCOM6,265$350.0K0.1%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,038$343.0K0.1%–––
SUISun Communities IncCOM2,276$341.0K0.1%––History
HONHoneywell International IncCOM1,566$340.0K0.1%––History
PFEPfizer IncStock9,304$337.0K0.1%––History
WECWec Energy Group, Inc.Stock3,336$312.0K<0.1%––History
NFLXNetflix IncStock597$311.0K<0.1%––History