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
ARCC
Ares Capital Corp

Financial Services
30.7K
+ 6.04%
$21.28 - $23.81 $653K - $730K
538K $11.9M
MCD
Mcdonalds Corp

Consumer Cyclical
1.24K
+ 6.56%
$279.74 - $321.29 $347K - $399K
20.2K $6.29M
ITA
Ishares Tr

ETFs
5.32K
New
$144.84 - $159.5 $770K - $848K
5.32K $813K
XOM
Exxon Mobil Corp

Energy
595
+ 0.92%
$105.44 - $118.93 $62.7K - $70.8K
65.3K $7.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.5K
+ 170.64%
$25.35 - $27.46 $749K - $811K
46.8K $1.24M
SPYG
Spdr Portfolio

ETFs
10.9K
+ 77.97%
$80.05 - $92.39 $876K - $1.01M
25K $2.01M
VTV
Vanguard Value ETF

ETFs
2.03K
+ 1.71%
$167.73 - $179.21 $340K - $363K
121K $20.9M
DUK
Duke Energy Corp

Utilities
911
+ 2.03%
$105.87 - $121.97 $96.4K - $111K
45.9K $5.6M
JNJ
Johnson & Johnson

Healthcare
2.12K
+ 11.45%
$142.06 - $167.7 $301K - $356K
20.7K $3.43M
AJG
Arthur J. Gallagher & Co.

Financial Services
208
+ 1.91%
$275.89 - $345.24 $57.4K - $71.8K
11.1K $3.83M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 1.34%
$225.19 - $279.95 $249K - $309K
83.7K $20.5M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
59K
+ 148.43%
N/A
98.7K $1.22M
GLD
Spdr Gold Trust

ETFs
2.11K
+ 82.55%
$243.19 - $288.14 $512K - $607K
4.66K $1.34M
IEFA
Ishares Tr

ETFs
1.79K
+ 1.67%
$69.57 - $78.65 $125K - $141K
109K $8.27M
DFSD
Dimensional ETF Tr Short Durat

ETFs
13K
+ 9.6%
$46.74 - $47.55 $608K - $619K
149K $7.06M
ASTS
Ast Space Mobile, Inc.

Communication Services
26K
+ 42.11%
$17.72 - $33.8 $462K - $880K
87.9K $2M
DVY
Ishares Tr

ETFs
4.83K
+ 34.64%
$128.58 - $138.1 $621K - $667K
18.8K $2.52M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
14.7K
New
$46.77 - $52.97 $686K - $777K
14.7K $689K
IBB
Ishares Biotechnology ETF

ETFs
5.41K
+ 142.96%
$127.9 - $140.56 $692K - $760K
9.19K $1.18M
FSMD
Fidelity Covington Tr Small Mi

ETFs
16.5K
New
$38.04 - $43.22 $626K - $711K
16.5K $644K
MU
Micron Technology Inc

Technology
7.1K
+ 75.84%
$86.89 - $109.38 $617K - $777K
16.5K $1.43M
IEF
Ishares Barclays

ETFs
4.08K
+ 4.89%
$91.17 - $95.39 $372K - $390K
87.6K $8.35M
CVX
Chevron Corp

Energy
1.29K
+ 7.33%
$146.71 - $167.97 $189K - $217K
18.9K $3.16M
PAVE
Global X Fds Us Infrastructure

ETFs
16.1K
New
$37.31 - $43.82 $600K - $704K
16.1K $606K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.02K
New
$65.27 - $71.18 $589K - $642K
9.02K $598K
IVV
Ishares Core S&P 500 ETF

ETFs
3.76K
+ 6.61%
$554.06 - $615.85 $2.08M - $2.32M
60.7K $34.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.71K
+ 10.83%
$48.65 - $53.06 $326K - $356K
68.7K $3.57M
UNP
Union Pacific Corp

Industrials
1.48K
+ 5.45%
$225.21 - $254.42 $334K - $377K
28.7K $6.78M
VONE
Vanguard Russell 1000 ETF

ETFs
2.26K
New
$250.16 - $278.79 $566K - $631K
2.26K $574K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.02K
New
$110.9 - $132.93 $557K - $667K
5.02K $571K
AMGN
Amgen Inc

Healthcare
1.02K
+ 21.14%
$258.59 - $327.36 $264K - $334K
5.84K $1.82M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.43K
+ 3.1%
$50.82 - $52.7 $327K - $339K
214K $11.2M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
12K
New
$41.0 - $48.93 $492K - $587K
12K $519K
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.47K
+ 6.13%
$25.1 - $27.85 $238K - $264K
164K $4.42M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.94K
New
$100.34 - $100.68 $496K - $497K
4.94K $497K
TDG
Trans Digm Group Inc

Industrials
46
+ 1.28%
$1251.32 - $1394.11 $57.6K - $64.1K
3.64K $5.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.3K
+ 5.24%
$507.05 - $563.67 $6.25M - $6.95M
248K $127M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.73K
+ 19.68%
$75.47 - $84.24 $583K - $651K
47K $3.62M
PLTR
Palantir Technologies Inc.

Technology
3.45K
+ 17.75%
$64.98 - $124.62 $224K - $429K
22.9K $1.93M
PFG
Principal Financial Group Inc

Financial Services
5.41K
New
$76.34 - $89.04 $413K - $482K
5.41K $456K
T
At&T Inc.

Communication Services
4.39K
+ 7.45%
$21.56 - $28.28 $94.7K - $124K
63.3K $1.79M
OEF
Ishares S&P 100 ETF

ETFs
1.65K
+ 88.06%
N/A
3.51K $934K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
22.5K
+ 23.08%
$9.19 - $12.93 $207K - $291K
120K $1.34M
XLP
Consumer Staples Sector Spdr

ETFs
5.65K
New
N/A
5.65K $429K
ED
Consolidated Edison Inc

Utilities
3.89K
New
$88.0 - $110.59 $342K - $430K
3.89K $429K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.7K
New
$109.15 - $120.99 $404K - $448K
3.7K $416K
WM
Waste Management Inc

Industrials
605
+ 6.89%
$200.54 - $233.78 $121K - $141K
9.39K $2.17M
VZ
Verizon Communications Inc

Communication Services
4.46K
+ 12.98%
$37.81 - $46.49 $168K - $207K
38.8K $1.76M
SKYY
First Trust Cloud Computing Et

ETFs
3.76K
New
$102.23 - $131.18 $385K - $493K
3.76K $384K
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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