Chicago Partners Investment Group LLC Purchases in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
32K
+ 6.26%
$94.31 - $157.99 $3.02M - $5.06M
543K $85.8M
MSFT
Microsoft Corp

Technology
4.55K
+ 4.05%
$354.56 - $497.45 $1.61M - $2.26M
117K $58.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.34K
+ 1.75%
$456.74 - $568.03 $1.98M - $2.47M
252K $143M
VO
Vanguard Mid Cap ETF

ETFs
5.27K
+ 1.48%
$228.54 - $279.83 $1.2M - $1.47M
361K $101M
DFUS
Dimensional ETF Tr U S Equity

ETFs
27.7K
+ 2.63%
$53.65 - $67.02 $1.49M - $1.86M
1.08M $72.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
46.3K
New
$82.32 - $112.47 $3.81M - $5.21M
46.3K $5.21M
GBIL
Goldman Sachs Access Treasury

ETFs
48.9K
+ 35.01%
$99.83 - $100.19 $4.88M - $4.9M
189K $18.9M
AMZN
Amazon Com Inc

Consumer Cyclical
4.06K
+ 3.21%
$167.32 - $223.3 $679K - $907K
131K $28.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.4K
+ 2.75%
$19.6 - $24.44 $791K - $986K
1.51M $36.8M
VTI
Vanguard Total Stock Market Et

ETFs
5.84K
+ 6.88%
$243.75 - $303.93 $1.42M - $1.77M
90.7K $27.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 1.29%
$210.28 - $289.91 $227K - $313K
84.7K $24.6M
ABT
Abbott Laboratories

Healthcare
28.6K
+ 74.98%
$123.95 - $138.08 $3.54M - $3.95M
66.7K $9.08M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.7K
+ 3.35%
$29.36 - $35.56 $989K - $1.2M
1.04M $36.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.6K
+ 2.57%
$52.31 - $63.72 $815K - $993K
622K $39.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
451
+ 1.21%
$416.06 - $551.64 $188K - $249K
37.7K $20.8M
VB
Vanguard Small Cap ETF

ETFs
3.09K
+ 2.09%
$193.73 - $237.37 $598K - $733K
151K $35.8M
META
Meta Platforms, Inc.

Communication Services
1.46K
+ 12.81%
$484.66 - $738.09 $708K - $1.08M
12.9K $9.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.7K
+ 7.39%
$22.92 - $28.05 $1.23M - $1.51M
781K $21.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.74K
+ 87.68%
$310.86 - $348.77 $3.03M - $3.4M
20.8K $6.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30.2K
+ 3.36%
$19.1 - $23.83 $576K - $719K
929K $22.1M
BX
Blackstone Inc.

Financial Services
3.73K
+ 1.75%
$120.07 - $151.11 $448K - $564K
217K $32.5M
AVGO
Broadcom Inc.

Technology
2.82K
+ 16.55%
$146.29 - $275.65 $413K - $778K
19.9K $5.48M
DFIC
Dimensional ETF Tr Dimensional

ETFs
30.2K
+ 6.04%
$24.94 - $31.15 $752K - $940K
529K $16.5M
ASTS
Ast Space Mobile, Inc.

Communication Services
8.25K
+ 9.38%
$20.07 - $51.83 $166K - $428K
96.2K $4.49M
DFAI
Dimensional ETF Tr

ETFs
22.9K
+ 4.53%
$28.02 - $34.71 $643K - $796K
530K $18.3M
GOOGL
Alphabet Inc.

Communication Services
4.1K
+ 5.63%
$144.7 - $178.6 $594K - $733K
77K $13.6M
AVUS
American Centy ETF Tr Avantis

ETFs
4.7K
+ 2.18%
$81.38 - $100.82 $383K - $474K
220K $22.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.2K
+ 10.45%
$58.41 - $72.69 $948K - $1.18M
172K $12.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
42.4K
+ 7.29%
$20.42 - $25.3 $866K - $1.07M
624K $15.8M
INTU
Intuit Inc

Technology
487
+ 4.98%
$544.07 - $787.63 $265K - $384K
10.3K $8.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
35.5K
+ 68.99%
$45.88 - $54.4 $1.63M - $1.93M
87K $4.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22K
+ 7.45%
$22.27 - $29.21 $490K - $643K
318K $9.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
33K
+ 12.59%
$51.14 - $57.0 $1.69M - $1.88M
295K $16.8M
ORCL
Oracle Corp

Technology
746
+ 3.61%
$122.82 - $218.63 $91.6K - $163K
21.4K $4.68M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
522
+ 1.18%
$468.22 - $566.51 $244K - $296K
44.9K $25.4M
MSTR
Microstrategy Inc

Technology
1.21K
+ 11.47%
$237.95 - $421.61 $288K - $510K
11.8K $4.75M
ABBV
Abb Vie Inc.

Healthcare
13.7K
+ 35.22%
$170.16 - $206.27 $2.33M - $2.82M
52.5K $9.75M
IWC
Russell Micro Cap ETF

ETFs
807
+ 0.9%
$97.43 - $127.66 $78.6K - $103K
90K $11.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.4K
+ 8.81%
$17.76 - $22.1 $575K - $716K
400K $8.84M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
81
+ 0.2%
$180.84 - $240.32 $14.6K - $19.5K
40.3K $9.69M
NOC
Northrop Grumman Corp

Industrials
2.9K
+ 349.64%
$456.3 - $540.39 $1.32M - $1.57M
3.73K $1.87M
GE
General Electric CO

Industrials
1.58K
+ 9.4%
$166.81 - $257.39 $263K - $406K
18.3K $4.72M
NFLX
Netflix Inc

Communication Services
172
+ 6.36%
$855.86 - $1339.13 $147K - $230K
2.88K $3.85M
PLTR
Palantir Technologies Inc.

Technology
828
+ 3.62%
$74.01 - $144.25 $61.3K - $119K
23.7K $3.23M
IGV
Ishares Expanded Tech Software

ETFs
28
+ 0.04%
$80.15 - $109.5 $2.24K - $3.07K
62.6K $6.85M
COF
Capital One Financial Corp

Financial Services
5.53K
+ 173.93%
$150.57 - $212.76 $833K - $1.18M
8.71K $1.85M
ITOT
Ishares Core S&P Total U.S. St

ETFs
140
+ 0.15%
$108.12 - $135.04 $15.1K - $18.9K
91.7K $12.4M
TSLA
Tesla, Inc.

Consumer Cyclical
483
+ 2.86%
$221.86 - $362.89 $107K - $175K
17.4K $5.52M
ROM
Proshares Ultra Technology

ETFs
13.6K
+ 350.81%
$39.98 - $76.11 $542K - $1.03M
17.4K $1.33M
Activity Summary
Buys All Purchases 766 New Holdings 190 Increased Positions 576 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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