Chicago Partners Investment Group LLC Purchases in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
334K
+ 59.1%
$21.23 - $23.75 $7.09M - $7.93M
899K $19.3M
EPD
Enterprise Products Partners L.P.

Energy
14.3K
+ 0.72%
$31.75 - $34.14 $455K - $489K
2M $68.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
44.3K
+ 93.71%
$120.29 - $134.6 $5.33M - $5.96M
91.5K $11.2M
VIG
Vanguard Dividend Appreciation

ETFs
20.2K
+ 131.79%
N/A
35.5K $6.47M
FXL
First Tr Exchange Traded Fd Fi

ETFs
26.1K
+ 1216.69%
$131.2 - $160.72 $3.42M - $4.19M
28.2K $3.74M
PWB
Invesco Exchange Traded Fd Tr

ETFs
31.9K
+ 720.9%
$94.5 - $110.71 $3.01M - $3.53M
36.3K $3.49M
TDIV
First Trust Nasdaq Technology

ETFs
40.1K
New
$73.39 - $83.95 $2.95M - $3.37M
40.1K $2.95M
LLY
Eli Lilly & CO

Healthcare
2.31K
+ 12.25%
$725.72 - $929.72 $1.68M - $2.15M
21.2K $17.5M
VO
Vanguard Mid Cap ETF

ETFs
18.1K
+ 5.35%
$251.87 - $277.95 $4.55M - $5.02M
355K $91.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51.5K
New
$51.45 - $58.51 $2.65M - $3.01M
51.5K $2.67M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
41.9K
+ 626.57%
$58.32 - $65.09 $2.44M - $2.73M
48.6K $2.92M
DJP
Barclays Bank PLC

ETFs
77K
New
N/A
77K $2.49M
DFIC
Dimensional ETF Tr Dimensional

ETFs
54.9K
+ 12.36%
$25.54 - $28.79 $1.4M - $1.58M
499K $13.9M
IGV
Ishares Expanded Tech Software

ETFs
30.4K
+ 94.69%
$88.3 - $107.83 $2.69M - $3.28M
62.5K $5.57M
DFAI
Dimensional ETF Tr

ETFs
42.8K
+ 9.23%
$28.88 - $32.4 $1.24M - $1.39M
507K $15.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
27.1K
+ 95.32%
$82.81 - $92.93 $2.25M - $2.52M
55.6K $4.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
38.4K
+ 17.16%
$56.17 - $59.71 $2.16M - $2.29M
262K $15M
HDV
Ishares Core High Dividend ETF

ETFs
16.2K
+ 493.3%
$110.86 - $121.12 $1.8M - $1.96M
19.5K $2.36M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
14.7K
New
$131.8 - $147.86 $1.93M - $2.17M
14.7K $1.96M
ABBV
Abb Vie Inc.

Healthcare
3.95K
+ 11.33%
$169.2 - $216.66 $669K - $856K
38.8K $8.14M
FIW
First Trust Water ETF

ETFs
18.9K
+ 62.05%
$99.48 - $106.74 $1.88M - $2.02M
49.3K $4.97M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
28.9K
+ 6.16%
$51.52 - $52.37 $1.49M - $1.52M
499K $26.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.5K
+ 10.3%
$40.79 - $42.32 $1.37M - $1.42M
359K $15.1M
V
Visa Inc.

Financial Services
1.15K
+ 3.22%
$306.92 - $362.71 $352K - $416K
36.7K $12.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
59.5K
+ 14.89%
$24.5 - $24.95 $1.46M - $1.48M
459K $11.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.1K
New
N/A
17.1K $1.47M
DGRO
Ishares Core Dividend Growth E

ETFs
23.1K
+ 76.18%
$60.46 - $64.42 $1.39M - $1.49M
53.3K $3.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.5K
+ 21.54%
$64.88 - $72.1 $1.79M - $1.99M
155K $10.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17.7K
New
$68.32 - $75.06 $1.21M - $1.33M
17.7K $1.32M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
12.1K
New
$101.13 - $119.79 $1.22M - $1.45M
12.1K $1.25M
VEA
Vanguard Ftse Developed Market

ETFs
16.6K
+ 15.17%
$47.4 - $52.99 $788K - $880K
126K $6.41M
FDN
First Tr Fd Dow Jones

ETFs
5.04K
New
$221.38 - $266.86 $1.12M - $1.35M
5.04K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.7K
New
$87.68 - $94.52 $1.02M - $1.1M
11.7K $1.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.3K
+ 9.64%
$18.36 - $20.51 $593K - $663K
368K $7.27M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.22K
+ 109.32%
$106.22 - $111.09 $979K - $1.02M
17.7K $1.96M
IBM
International Business Machines Corp

Technology
1.85K
+ 9.38%
$217.4 - $264.74 $402K - $489K
21.5K $5.36M
ABT
Abbott Laboratories

Healthcare
2.44K
+ 6.84%
$111.1 - $140.22 $271K - $343K
38.1K $5.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.6K
+ 55.65%
$77.7 - $78.94 $976K - $992K
35.2K $2.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
92.8K
+ 19.0%
$23.16 - $27.04 $2.15M - $2.51M
581K $13.6M
ARES
Ares Management Corp

Financial Services
8.97K
+ 74.41%
$140.19 - $198.28 $1.26M - $1.78M
21K $3.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
72.7K
+ 11.11%
$25.58 - $29.24 $1.86M - $2.12M
727K $19M
HD
Home Depot, Inc.

Consumer Cyclical
2.92K
+ 39.58%
$347.25 - $424.87 $1.02M - $1.24M
10.3K $3.78M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
27.2K
+ 130.66%
$36.64 - $45.76 $998K - $1.25M
48.1K $1.8M
WMT
Walmart Inc.

Consumer Defensive
11.2K
+ 27.96%
$84.5 - $105.05 $950K - $1.18M
51.4K $4.52M
GRMN
Garmin LTD

Technology
3.96K
+ 357.04%
$204.55 - $241.93 $809K - $957K
5.06K $1.1M
SPMD
Spdr Portfolio

ETFs
22.4K
+ 26.59%
$50.21 - $57.73 $1.12M - $1.29M
106K $5.45M
PAYX
Paychex Inc

Industrials
4.53K
+ 49.99%
$136.06 - $154.52 $617K - $700K
13.6K $2.1M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
62.9K
+ 6.82%
$9.83 - $10.34 $618K - $650K
984K $9.82M
Activity Summary
Buys All Purchases 637 New Holdings 167 Increased Positions 470 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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