Chicago Partners Investment Group LLC Purchases in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FEM
First Trust Emerging Markets A

ETFs
91
+ 0.23%
$22.03 - $24.21 $2K - $2.2K
39.2K $862K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
151
+ 0.87%
$56.61 - $61.63 $8.55K - $9.31K
17.6K $996K
STZ
Constellation Brands, Inc.

Consumer Defensive
10
+ 0.45%
$219.66 - $257.62 $2.2K - $2.58K
2.25K $497K
DHR
Danaher Corp

Healthcare
1.58K
+ 17.28%
$226.16 - $274.52 $356K - $432K
10.7K $2.45M
SBUX
Starbucks Corp

Consumer Cyclical
245
+ 1.5%
$87.44 - $102.5 $21.4K - $25.1K
16.6K $1.51M
IDEV
Ishares Core Msci Intl Develop

ETFs
8
+ 0.06%
$64.18 - $70.42 $513 - $563
14.4K $931K
PSX
Phillips 66

Energy
168
+ 2.61%
$110.35 - $138.93 $18.5K - $23.3K
6.6K $752K
UNH
Unitedhealth Group Inc

Healthcare
292
+ 9.51%
$485.52 - $625.25 $142K - $183K
3.36K $1.7M
AVDE
American Centy ETF Tr Avantis

ETFs
5.91K
+ 7.17%
$60.9 - $66.69 $360K - $394K
88.3K $5.42M
EVH
Evolent Health, Inc.

Healthcare
4.55K
+ 49.99%
$10.71 - $27.14 $48.7K - $123K
13.6K $153K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
668
+ 1.85%
$44.04 - $49.49 $29.4K - $33.1K
36.7K $1.62M
AVDV
American Centy ETF Tr Avantis

ETFs
4.49K
+ 6.16%
$63.85 - $70.4 $286K - $316K
77.3K $5.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
219
+ 1.27%
$75.65 - $83.47 $16.6K - $18.3K
17.5K $1.33M
CI
Cigna Corp

Healthcare
379
+ 11.76%
$265.59 - $358.58 $101K - $136K
3.6K $994K
PCVX
Vaxcyte, Inc.

Healthcare
458
+ 9.21%
$80.97 - $117.93 $37.1K - $54K
5.43K $444K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.27K
+ 2.77%
$26.16 - $29.13 $59.4K - $66.1K
84K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
496
+ 2.69%
$288.47 - $316.54 $143K - $157K
18.9K $5.48M
LMT
Lockheed Martin Corp

Industrials
69
+ 4.21%
$479.66 - $614.62 $33.1K - $42.4K
1.71K $829K
PEP
Pepsico Inc

Consumer Defensive
807
+ 5.65%
$151.29 - $176.1 $122K - $142K
15.1K $2.3M
INTC
Intel Corp

Technology
1.63K
+ 3.31%
$19.07 - $26.23 $31.1K - $42.8K
50.8K $1.02M
JNJ
Johnson & Johnson

Healthcare
1.1K
+ 6.31%
$143.34 - $165.86 $158K - $182K
18.5K $2.68M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.01%
$65.79 - $72.14 $263 - $289
31.9K $2.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.2K
+ 3.25%
$41.17 - $43.34 $422K - $444K
325K $13.5M
EEM
Ishares Msci Emerging Markets

ETFs
1.92K
+ 3.23%
$41.82 - $47.36 $80.5K - $91.1K
61.5K $2.57M
INDA
Ishares Msci India Index Fund

ETFs
39
+ 0.14%
$52.64 - $58.16 $2.05K - $2.27K
28K $1.47M
AVIV
American Centy ETF Tr Avantis
5.13K
+ 5.08%
$51.24 - $55.81 $263K - $286K
106K $5.51M
MU
Micron Technology Inc

Technology
196
+ 2.14%
$84.16 - $113.41 $16.5K - $22.2K
9.37K $788K
PG
Procter & Gamble CO

Consumer Defensive
52
+ 0.16%
$161.05 - $179.7 $8.37K - $9.34K
33.5K $5.61M
AVEM
American Centy ETF Tr Avantis

ETFs
4.61K
+ 5.89%
$58.59 - $66.14 $270K - $305K
82.8K $4.87M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
876
+ 0.65%
$17.44 - $19.38 $15.3K - $17K
135K $2.39M
AVRE
American Centy ETF Tr Avantis
6.3K
+ 7.21%
$41.03 - $46.91 $258K - $295K
93.7K $3.93M
IQLT
Ishares Msci Intl Quality Fact

ETFs
257
+ 0.54%
$37.12 - $41.23 $9.54K - $10.6K
48K $1.78M
FIW
First Trust Water ETF

ETFs
210
+ 0.69%
$102.02 - $110.91 $21.4K - $23.3K
30.5K $3.11M
CVS
Cvs Health Corp

Healthcare
832
+ 6.11%
$43.78 - $67.46 $36.4K - $56.1K
14.5K $648K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.48K
+ 1.94%
$24.74 - $27.68 $61.4K - $68.7K
131K $3.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.01%
$183.23 - $199.79 $733 - $799
53.6K $9.93M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.67K
+ 3.11%
$25.15 - $27.57 $117K - $129K
155K $3.9M
MPC
Marathon Petroleum Corp

Energy
524
+ 3.54%
$131.65 - $174.84 $69K - $91.6K
15.3K $2.14M
KO
Coca Cola CO

Consumer Defensive
962
+ 2.7%
$61.74 - $71.71 $59.4K - $69K
36.6K $2.28M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.55K
+ 2.95%
$22.72 - $25.76 $126K - $143K
194K $4.5M
IEF
Ishares Barclays

ETFs
1.48K
+ 1.8%
$92.08 - $98.18 $136K - $145K
83.5K $7.72M
VOE
Vanguard Mid Cap Value Index F

ETFs
541
+ 0.66%
$160.89 - $176.18 $87K - $95.3K
82.4K $13.3M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
14
+ 0.09%
$27.45 - $55.56 $384 - $778
15.1K $426K
DFAX
Dimensional ETF Tr
41.1K
+ 5.99%
$24.76 - $27.04 $1.02M - $1.11M
728K $18.1M
FNDA
Schwab Fundamental U S Small C

ETFs
1.2K
+ 7.32%
$29.26 - $59.11 $35.2K - $71.1K
17.6K $523K
NVO
Novo Nordisk A S

Healthcare
1.28K
+ 7.33%
$85.0 - $120.04 $109K - $154K
18.8K $1.62M
XOM
Exxon Mobil Corp

Energy
1.2K
+ 1.88%
$105.51 - $125.37 $126K - $150K
64.7K $6.96M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
17.3K
+ 1.91%
$9.77 - $10.51 $169K - $182K
921K $9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
291
+ 1.02%
$22.63 - $47.53 $6.59K - $13.8K
28.8K $652K
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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