Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE CHIP PARTNERS LLC | 04-25-2024 | 03-31-2024 | 187 | 1,029,844,351 |
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 | $100,996,058 | 2,229,001 | 0.01 | 0.01 | 130,871 | 6.24 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $39,599,479 | 94,123 | 0.00 | 0.00 | -9,790 | -9.42 | 03-31-2024 |
| APPLE INC | COM | 3 | $36,727,888 | 214,182 | 0.00 | 0.00 | -7,651 | -3.45 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $35,541,642 | 177,442 | 0.00 | 0.00 | -3,653 | -2.02 | 03-31-2024 |
