Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BLUE CHIP PARTNERS LLC 02-05-2024 12-31-2023 177 958,734,047
Institutional Holdings
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
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