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
AVSC
American Centy ETF Tr Avantis
2.88K
+ 5.2%
$48.08 - $56.12 $139K - $162K
58.2K $2.82M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2
+ 0.05%
$200.77 - $270.08 $402 - $540
4.03K $809K
ACN
Accenture PLC

Technology
1.15K
+ 8.25%
$300.91 - $398.25 $345K - $456K
15K $4.69M
ISCV
Ishares Morningstar Small Cap

ETFs
43
+ 0.09%
$58.11 - $66.0 $2.5K - $2.84K
49.9K $2.96M
TGT
Target Corp

Consumer Defensive
219
+ 2.95%
$103.65 - $142.5 $22.7K - $31.2K
7.64K $797K
DFAU
Dimensional ETF Tr

ETFs
2.57K
+ 1.29%
$37.84 - $42.29 $97.1K - $108K
201K $7.73M
ORCL
Oracle Corp

Technology
1.02K
+ 5.21%
$139.81 - $186.47 $143K - $191K
20.7K $2.89M
BILL
Bill.Com Holdings, Inc.

Technology
7.47K
+ 39.91%
$43.59 - $97.07 $325K - $725K
26.2K $1.2M
TTD
Trade Desk, Inc.

Technology
357
+ 5.39%
$53.59 - $126.58 $19.1K - $45.2K
6.98K $381K
CRM
Salesforce, Inc.

Technology
466
+ 5.89%
$268.36 - $359.95 $125K - $168K
8.38K $2.25M
CG
Carlyle Group Inc.

Financial Services
2.57K
+ 3.38%
$40.03 - $56.96 $103K - $146K
78.5K $3.42M
PWR
Quanta Services, Inc.

Industrials
43
+ 0.62%
$236.71 - $358.03 $10.2K - $15.4K
6.94K $1.77M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
310
+ 0.74%
$121.0 - $142.28 $37.5K - $44.1K
42.3K $5.26M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
74
+ 0.38%
$161.27 - $192.3 $11.9K - $14.2K
19.4K $3.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
41.8K
+ 7.41%
$58.81 - $68.2 $2.46M - $2.85M
606K $36.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.66K
+ 6.75%
$102.49 - $119.96 $990K - $1.16M
153K $16M
VGT
Vanguard Information Technolog

ETFs
49
+ 0.7%
$542.38 - $646.34 $26.6K - $31.7K
7.05K $3.82M
APO
Apollo Global Management, Inc.

Financial Services
3.82K
+ 10.04%
$126.01 - $172.06 $481K - $657K
41.9K $5.73M
RKLB
Rocket Lab Usa, Inc.

Industrials
419
+ 0.52%
$17.12 - $31.57 $7.17K - $13.2K
80.4K $1.44M
FYX
First Tr Small Cap Core Alphad

ETFs
713
+ 1.03%
$89.26 - $104.61 $63.6K - $74.6K
70.2K $6.33M
AVGO
Broadcom Inc.

Technology
1.42K
+ 9.07%
$167.43 - $244.7 $238K - $347K
17.1K $2.86M
IWS
Ishares Russell Midcap Value E

ETFs
926
+ 0.35%
$122.59 - $135.24 $114K - $125K
269K $33.9M
FDM
First Trust Dow Jones Select M

ETFs
3.3K
+ 1.76%
$61.73 - $71.81 $204K - $237K
191K $11.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
39.3K
+ 3.88%
$59.61 - $66.71 $2.35M - $2.62M
1.05M $63.7M
IWC
Russell Micro Cap ETF

ETFs
5.82K
+ 6.99%
$110.91 - $133.46 $646K - $777K
89.2K $9.89M
KKR
Kkr & Co. Inc.

Financial Services
7.75K
+ 12.2%
$108.17 - $167.07 $838K - $1.29M
71.3K $8.24M
VB
Vanguard Small Cap ETF

ETFs
6.34K
+ 4.47%
$217.89 - $252.64 $1.38M - $1.6M
148K $32.8M
GOOGL
Alphabet Inc.

Communication Services
6.82K
+ 10.32%
$154.33 - $206.19 $1.05M - $1.41M
72.9K $11.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
37
+ 0.08%
$522.96 - $601.18 $19.3K - $22.2K
44.4K $23.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.81K
+ 11.97%
$222.15 - $428.22 $401K - $773K
16.9K $4.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.1K
+ 3.21%
$57.21 - $65.8 $1.61M - $1.85M
902K $52.6M
VUG
Vanguard Growth ETF

ETFs
9.51K
+ 6.82%
$369.1 - $427.61 $3.51M - $4.07M
149K $55.2M
MSFT
Microsoft Corp

Technology
7.15K
+ 6.8%
$375.39 - $447.2 $2.68M - $3.2M
112K $42.1M
BX
Blackstone Inc.

Financial Services
4.96K
+ 2.38%
$136.53 - $186.74 $678K - $927K
214K $29.9M
AAPL
Apple Inc.

Technology
4K
+ 1.57%
$209.68 - $247.1 $838K - $987K
259K $57.4M
NVDA
Nvidia Corp

Technology
2.6K
+ 0.51%
$106.98 - $149.43 $278K - $389K
511K $55.4M
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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