Operations Manager

0001632801-21-000003.txt : 20210504 0001632801-21-000003.hdr.sgml : 20210504 20210504145654 ACCESSION NUMBER: 0001632801-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210504 EFFECTIVENESS DATE: 20210504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Chip Partners, Inc. CENTRAL INDEX KEY: 0001632801 IRS NUMBER: 201290017 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16504 FILM NUMBER: 21887870 BUSINESS ADDRESS: STREET 1: 38505 COUNTRY CLUB DRIVE, SUITE #150 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 BUSINESS PHONE: 248-848-1111 MAIL ADDRESS: STREET 1: 38505 COUNTRY CLUB DRIVE, SUITE #150 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001632801 XXXXXXXX 03-31-2021 03-31-2021 Blue Chip Partners, Inc.

38505 COUNTRY CLUB DRIVE, SUITE #150 FARMINGTON HILLS MI 48331

13F HOLDINGS REPORT 028-16504 N Elizabeth B Kelly Operations Manager 248-848-1111 Elizabeth B Kelly Farmington Hills MI 05-04-2021 0 158 651155 false INFORMATION TABLE 2 2021.3.31_13f.xml BLUE CHIP 3.31.21 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 46230 496937 SH SOLE 0 0 496937 MICROSOFT CORP COM 594918104 24562 104177 SH SOLE 0 0 104177 APPLE INC COM 037833100 22945 187846 SH SOLE 0 0 187846 ALPHABET INC CAP STK CL C 02079K107 22938 11088 SH SOLE 0 0 11088 JPMORGAN CHASE & CO COM 46625H100 22267 146271 SH SOLE 0 0 146271 BK OF AMERICA CORP COM 060505104 21364 552190 SH SOLE 0 0 552190 SELECT SECTOR SPDR TR ENERGY 81369Y506 20682 421575 SH SOLE 0 0 421575 TARGET CORP COM 87612E106 20658 104299 SH SOLE 0 0 104299 MORGAN STANLEY COM NEW 617446448 18387 236760 SH SOLE 0 0 236760 ABBVIE INC COM 00287Y109 18346 169527 SH SOLE 0 0 169527 UNITEDHEALTH GROUP INC COM 91324P102 18099 48644 SH SOLE 0 0 48644 HOME DEPOT INC COM 437076102 18005 58984 SH SOLE 0 0 58984 TEXAS INSTRS INC COM 882508104 17937 94910 SH SOLE 0 0 94910 JOHNSON & JOHNSON COM 478160104 17208 104705 SH SOLE 0 0 104705 NEXTERA ENERGY INC COM 65339F101 16814 222380 SH SOLE 0 0 222380 COMCAST CORP NEW CL A 20030N101 16652 307747 SH SOLE 0 0 307747 BROADCOM INC COM 11135F101 15505 33439 SH SOLE 0 0 33439 UNITED PARCEL SERVICE INC CL B 911312106 15217 89516 SH SOLE 0 0 89516 VERIZON COMMUNICATIONS INC COM 92343V104 14933 256805 SH SOLE 0 0 256805 VISA INC COM CL A 92826C839 14784 69823 SH SOLE 0 0 69823 AMGEN INC COM 031162100 14731 59205 SH SOLE 0 0 59205 DOW INC COM 260557103 14686 229692 SH SOLE 0 0 229692 DISNEY WALT CO COM 254687106 14628 79277 SH SOLE 0 0 79277 MEDTRONIC PLC SHS G5960L103 14359 121551 SH SOLE 0 0 121551 MCDONALDS CORP COM 580135101 14086 62843 SH SOLE 0 0 62843 PEPSICO INC COM 713448108 12812 90577 SH SOLE 0 0 90577 CATERPILLAR INC COM 149123101 12722 54867 SH SOLE 0 0 54867 PAYCHEX INC COM 704326107 11280 115078 SH SOLE 0 0 115078 TRUIST FINL CORP COM 89832Q109 10963 187987 SH SOLE 0 0 187987 AMAZON COM INC COM 023135106 10065 3253 SH SOLE 0 0 3253 PHILIP MORRIS INTL INC COM 718172109 9782 110230 SH SOLE 0 0 110230 DTE ENERGY CO COM 233331107 6784 50956 SH SOLE 0 0 50956 ADOBE SYSTEMS INCORPORATED COM 00724F101 6580 13841 SH SOLE 0 0 13841 PENSKE AUTOMOTIVE GRP INC COM 70959W103 4391 54727 SH SOLE 0 0 54727 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3926 77347 SH SOLE 0 0 77347 INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 3907 97020 SH SOLE 0 0 97020 ABBOTT LABS COM 002824100 3738 31188 SH SOLE 0 0 31188 COCA COLA CO COM 191216100 3603 68347 SH SOLE 0 0 68347 AGREE REALTY CORP COM 008492100 3191 47411 SH SOLE 0 0 47411 PROCTER AND GAMBLE CO COM 742718109 2811 20753 SH SOLE 0 0 20753 WASTE MGMT INC DEL COM 94106L109 2771 21478 SH SOLE 0 0 21478 ISHARES TR NATIONAL MUN ETF 464288414 2687 23152 SH SOLE 0 0 23152 AUTOMATIC DATA PROCESSING IN COM 053015103 2564 13606 SH SOLE 0 0 13606 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2289 15563 SH SOLE 0 0 15563 LOCKHEED MARTIN CORP COM 539830109 2274 6155 SH SOLE 0 0 6155 MERCK & CO. INC COM 58933Y105 2210 28665 SH SOLE 0 0 28665 NORFOLK SOUTHN CORP COM 655844108 2205 8211 SH SOLE 0 0 8211 UNION PAC CORP COM 907818108 2146 9735 SH SOLE 0 0 9735 JOHNSON CTLS INTL PLC SHS G51502105 1973 33065 SH SOLE 0 0 33065 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1893 24497 SH SOLE 0 0 24497 QUALCOMM INC COM 747525103 1864 14061 SH SOLE 0 0 14061 ISHARES TR CORE US AGGBD ET 464287226 1670 14668 SH SOLE 0 0 14668 INTERNATIONAL BUSINESS MACHS COM 459200101 1374 10313 SH SOLE 0 0 10313 SPDR S&P 500 ETF TR TR UNIT 78462F103 1349 3404 SH SOLE 0 0 3404 ALPHABET INC CAP STK CL A 02079K305 1297 629 SH SOLE 0 0 629 WALMART INC COM 931142103 1116 8218 SH SOLE 0 0 8218 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1110 28110 SH SOLE 0 0 28110 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1097 6198 SH SOLE 0 0 6198 CROWN CASTLE INTL CORP NEW COM 22822V101 981 5698 SH SOLE 0 0 5698 AMERICAN ELEC PWR CO INC COM 025537101 907 10704 SH SOLE 0 0 10704 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 902 8921 SH SOLE 0 0 8921 CISCO SYS INC COM 17275R102 878 16975 SH SOLE 0 0 16975 AON PLC SHS CL A G0403H108 876 3806 SH SOLE 0 0 3806 ALTRIA GROUP INC COM 02209S103 854 16691 SH SOLE 0 0 16691 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 854 10392 SH SOLE 0 0 10392 COMERICA INC COM 200340107 808 11259 SH SOLE 0 0 11259 STRYKER CORPORATION COM 863667101 785 3221 SH SOLE 0 0 3221 INTEL CORP COM 458140100 747 11680 SH SOLE 0 0 11680 ILLINOIS TOOL WKS INC COM 452308109 721 3253 SH SOLE 0 0 3253 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 678 2654 SH SOLE 0 0 2654 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 659 4651 SH SOLE 0 0 4651 REV GROUP INC COM 749527107 657 34315 SH SOLE 0 0 34315 ISHARES TR S&P 500 GRWT ETF 464287309 653 10025 SH SOLE 0 0 10025 ISHARES TR 1 3 YR TREAS BD 464287457 641 7431 SH SOLE 0 0 7431 ISHARES TR GLOBAL ENERG ETF 464287341 626 25407 SH SOLE 0 0 25407 SPDR SER TR NUVEEN BBG BRCLY 78464A284 624 10520 SH SOLE 0 0 10520 DEERE & CO COM 244199105 609 1628 SH SOLE 0 0 1628 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 602 11158 SH SOLE 0 0 11158 WALGREENS BOOTS ALLIANCE INC COM 931427108 597 10877 SH SOLE 0 0 10877 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 584 8015 SH SOLE 0 0 8015 STARBUCKS CORP COM 855244109 545 4988 SH SOLE 0 0 4988 ISHARES TR CORE DIV GRWTH 46434V621 509 10555 SH SOLE 0 0 10555 ISHARES TR S&P 500 VAL ETF 464287408 498 3525 SH SOLE 0 0 3525 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 487 6641 SH SOLE 0 0 6641 SPDR SER TR NUVEEN BRC MUNIC 78468R721 483 9348 SH SOLE 0 0 9348 AT&T INC COM 00206R102 457 15100 SH SOLE 0 0 15100 FORD MTR CO DEL COM 345370860 456 37249 SH SOLE 0 0 37249 KIMBERLY-CLARK CORP COM 494368103 441 3174 SH SOLE 0 0 3174 ISHARES TR CORE S&P500 ETF 464287200 437 1097 SH SOLE 0 0 1097 COSTCO WHSL CORP NEW COM 22160K105 407 1155 SH SOLE 0 0 1155 CUMMINS INC COM 231021106 403 1553 SH SOLE 0 0 1553 3M CO COM 88579Y101 397 2060 SH SOLE 0 0 2060 DIGITAL RLTY TR INC COM 253868103 393 2790 SH SOLE 0 0 2790 EXXON MOBIL CORP COM 30231G102 350 6265 SH SOLE 0 0 6265 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 343 2038 SH SOLE 0 0 2038 SUN CMNTYS INC COM 866674104 341 2276 SH SOLE 0 0 2276 HONEYWELL INTL INC COM 438516106 340 1566 SH SOLE 0 0 1566 PFIZER INC COM 717081103 337 9304 SH SOLE 0 0 9304 WEC ENERGY GROUP INC COM 92939U106 312 3336 SH SOLE 0 0 3336 NETFLIX INC COM 64110L106 311 597 SH SOLE 0 0 597 REPUBLIC SVCS INC COM 760759100 303 3049 SH SOLE 0 0 3049 SPDR SER TR S&P DIVID ETF 78464A763 289 2452 SH SOLE 0 0 2452 TORONTO DOMINION BK ONT COM NEW 891160509 283 4332 SH SOLE 0 0 4332 FACEBOOK INC CL A 30303M102 281 954 SH SOLE 0 0 954 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 278 3374 SH SOLE 0 0 3374 ORACLE CORP COM 68389X105 272 3869 SH SOLE 0 0 3869 BOEING CO COM 097023105 267 1050 SH SOLE 0 0 1050 DELTA AIR LINES INC DEL COM NEW 247361702 261 5407 SH SOLE 0 0 5407 ANALOG DEVICES INC COM 032654105 258 1665 SH SOLE 0 0 1665 LILLY ELI & CO COM 532457108 255 1363 SH SOLE 0 0 1363 INVESCO QQQ TR UNIT SER 1 46090E103 246 770 SH SOLE 0 0 770 PROLOGIS INC. COM 74340W103 246 2319 SH SOLE 0 0 2319 ISHARES TR RUSSELL 2000 ETF 464287655 235 1062 SH SOLE 0 0 1062 RAYMOND JAMES FINL INC COM 754730109 235 1915 SH SOLE 0 0 1915 ISHARES TR MSCI ACWI ETF 464288257 211 2219 SH SOLE 0 0 2219 V F CORP COM 918204108 210 2627 SH SOLE 0 0 2627 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 202 2953 SH SOLE 0 0 2953 EATON VANCE TAX-MANAGED DIVE COM 27828N102 194 15224 SH SOLE 0 0 15224 ISHARES TR CORE S&P SCP ETF 464287804 191 1760 SH SOLE 0 0 1760 NIKE INC CL B 654106103 191 1437 SH SOLE 0 0 1437 FREEPORT-MCMORAN INC CL B 35671D857 190 5784 SH SOLE 0 0 5784 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 189 3696 SH SOLE 0 0 3696 BRISTOL-MYERS SQUIBB CO COM 110122108 187 2965 SH SOLE 0 0 2965 DOMINION ENERGY INC COM 25746U109 185 2439 SH SOLE 0 0 2439 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 185 2753 SH SOLE 0 0 2753 ATRICURE INC COM 04963C209 183 2797 SH SOLE 0 0 2797 ISHARES TR RUS MID CAP ETF 464287499 176 2374 SH SOLE 0 0 2374 RIO TINTO PLC SPONSORED ADR 767204100 172 2210 SH SOLE 0 0 2210 INTERNATIONAL PAPER CO COM 460146103 171 3162 SH SOLE 0 0 3162 S&P GLOBAL INC COM 78409V104 166 470 SH SOLE 0 0 470 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 163 1395 SH SOLE 0 0 1395 SYSCO CORP COM 871829107 157 1992 SH SOLE 0 0 1992 TESLA INC COM 88160R101 153 229 SH SOLE 0 0 229 T-MOBILE US INC COM 872590104 151 1205 SH SOLE 0 0 1205 COLGATE PALMOLIVE CO COM 194162103 145 1838 SH SOLE 0 0 1838 L3HARRIS TECHNOLOGIES INC COM 502431109 141 697 SH SOLE 0 0 697 CLOROX CO DEL COM 189054109 138 717 SH SOLE 0 0 717 TRAVELERS COMPANIES INC COM 89417E109 132 880 SH SOLE 0 0 880 SOUTHWEST AIRLS CO COM 844741108 131 2143 SH SOLE 0 0 2143 ISHARES TR MSCI EMG MKT ETF 464287234 128 2392 SH SOLE 0 0 2392 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 128 351 SH SOLE 0 0 351 STEEL DYNAMICS INC COM 858119100 127 2500 SH SOLE 0 0 2500 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 123 1248 SH SOLE 0 0 1248 CMS ENERGY CORP COM 125896100 122 1987 SH SOLE 0 0 1987 GENERAL MTRS CO COM 37045V100 122 2119 SH SOLE 0 0 2119 EMERSON ELEC CO COM 291011104 116 1280 SH SOLE 0 0 1280 LOWES COS INC COM 548661107 116 612 SH SOLE 0 0 612 CAESARS ENTERTAINMENT INC NE COM 12769G100 114 1300 SH SOLE 0 0 1300 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 113 1429 SH SOLE 0 0 1429 SALESFORCE COM INC COM 79466L302 112 530 SH SOLE 0 0 530 AIR PRODS & CHEMS INC COM 009158106 111 395 SH SOLE 0 0 395 HASBRO INC COM 418056107 111 1157 SH SOLE 0 0 1157 ISHARES TR MSCI USA MIN VOL 46429B697 109 1571 SH SOLE 0 0 1571 EATON VANCE TAX-MANAGED GLOB COM 27829F108 107 11486 SH SOLE 0 0 11486 BLACKROCK INC COM 09247X101 106 141 SH SOLE 0 0 141 NXP SEMICONDUCTORS N V COM N6596X109 104 515 SH SOLE 0 0 515 ISHARES TR IBOXX HI YD ETF 464288513 103 1177 SH SOLE 0 0 1177 ON SEMICONDUCTOR CORP COM 682189105 103 2465 SH SOLE 0 0 2465