Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BLUE CHIP PARTNERS LLC | 02-05-2024 | 12-31-2023 | 177 | 958,734,047 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1 | $96,597,912 | 2,098,130 | 0.01 | 0.01 | -55,647 | -2.58 | 12-31-2023 |
APPLE INC | COM | 2 | $42,709,504 | 221,833 | 0.00 | 0.00 | 11,643 | 5.54 | 12-31-2023 |
MICROSOFT CORP | COM | 3 | $39,075,590 | 103,913 | 0.00 | 0.00 | 240 | 0.23 | 12-31-2023 |
ALPHABET INC | CAP STK CL C | 4 | $33,121,742 | 235,023 | 0.00 | 0.00 | -2,984 | -1.25 | 12-31-2023 |