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
PTF
Invesco Exchange Traded Fd Tr

ETFs
6.45K
New
$56.97 - $77.14 $367K - $498K
6.45K $380K
KMB
Kimberly Clark Corp

Consumer Defensive
2.12K
+ 33.49%
$124.46 - $147.4 $263K - $312K
8.43K $1.2M
OKE
Oneok Inc

Energy
6.88K
+ 2.54%
$89.57 - $109.85 $617K - $756K
278K $27.5M
VHT
Vanguard Health Care ETF

ETFs
1.35K
New
$254.06 - $273.83 $342K - $369K
1.35K $356K
MAA
Mid America Apartment Communities Inc.

Real Estate
2.12K
New
$146.9 - $170.92 $312K - $363K
2.12K $355K
AVLV
American Centy ETF Tr Avantis
13K
+ 4.12%
$63.51 - $70.42 $823K - $912K
327K $21.3M
DVAX
Dynavax Technologies Corp

Healthcare
27.2K
New
$12.39 - $14.4 $337K - $392K
27.2K $352K
COST
Costco Wholesale Corp

Consumer Defensive
202
+ 3.72%
$890.62 - $1076.86 $180K - $218K
5.64K $5.33M
HUM
Humana Inc

Healthcare
1.3K
New
$249.11 - $303.11 $324K - $394K
1.3K $343K
KHC
Kraft Heinz CO

Consumer Defensive
11.1K
New
$28.51 - $32.22 $317K - $358K
11.1K $338K
BK
Bank Of New York Mellon Corp

Financial Services
3.95K
New
$75.42 - $88.95 $298K - $351K
3.95K $331K
HCA
Hca Healthcare, Inc.

Healthcare
942
New
$296.7 - $345.55 $279K - $326K
942 $325K
DVN
Devon Energy Corp

Energy
8.71K
New
$33.15 - $38.55 $289K - $336K
8.71K $325K
QRVO
Qorvo, Inc.

Technology
4.47K
New
$69.12 - $90.57 $309K - $404K
4.47K $323K
TRP
Tc Energy Corp

Energy
6.8K
New
$44.29 - $49.27 $301K - $335K
6.8K $321K
ORCC
Owl Rock Capital Corp

Financial Services
24K
+ 4.38%
N/A
571K $7.64M
KLAC
Kla Corp

Technology
470
New
$636.62 - $777.63 $299K - $365K
470 $319K
SBUX
Starbucks Corp

Consumer Cyclical
2.06K
+ 12.37%
$91.75 - $115.81 $189K - $238K
18.7K $1.83M
EMN
Eastman Chemical CO

Basic Materials
3.61K
New
$87.05 - $103.47 $314K - $373K
3.61K $317K
VST
Vistra Corp.

Utilities
2.69K
New
$108.49 - $191.89 $292K - $517K
2.69K $316K
APP
App Lovin Corp

Technology
1.19K
New
$238.08 - $510.13 $283K - $607K
1.19K $315K
CBSH
Commerce Bancshares Inc

Financial Services
5.01K
New
$58.85 - $68.59 $295K - $344K
5.01K $312K
JBHT
Hunt J B Transport Services Inc

Industrials
2.09K
New
$146.12 - $186.55 $305K - $389K
2.09K $308K
CSCO
Cisco Systems, Inc.

Technology
3.71K
+ 12.35%
$58.74 - $64.87 $218K - $241K
33.8K $2.09M
BSX
Boston Scientific Corp

Healthcare
3.02K
New
$89.38 - $106.18 $270K - $321K
3.02K $304K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.88K
+ 23.22%
$80.73 - $94.96 $475K - $558K
31.2K $2.59M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.21K
+ 115.81%
$65.44 - $70.64 $276K - $298K
7.85K $536K
RTX
Raytheon Technologies Corp

Industrials
1.04K
+ 10.72%
$114.1 - $135.66 $118K - $140K
10.7K $1.42M
MSTR
Microstrategy Inc

Technology
1.08K
+ 11.36%
$239.27 - $396.5 $257K - $427K
10.5K $3.04M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
50K
New
$5.37 - $5.91 $269K - $296K
50K $295K
DNP
Dnp Select Income Fund Inc

Financial Services
29.5K
New
$8.93 - $9.92 $263K - $292K
29.5K $291K
XLU
Utilities Sector Spdr

ETFs
3.38K
+ 45.05%
$74.7 - $80.27 $252K - $271K
10.9K $857K
USAC
Usa Compression Partners, LP

Energy
955
+ 1.24%
$23.75 - $29.24 $22.7K - $27.9K
78K $2.1M
VT
Vanguard Total World Stk Index

ETFs
2.62K
+ 25.51%
$115.08 - $123.97 $301K - $324K
12.9K $1.49M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
781
New
$314.47 - $431.35 $246K - $337K
781 $286K
CLX
Clorox CO

Consumer Defensive
1.94K
New
$141.76 - $162.89 $275K - $316K
1.94K $285K
QCOM
Qualcomm Inc

Technology
1.81K
+ 15.48%
$151.94 - $175.86 $275K - $319K
13.5K $2.08M
OTIS
Otis Worldwide Corp

Industrials
2.71K
New
$90.77 - $104.01 $246K - $282K
2.71K $279K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
835
New
$272.79 - $355.88 $228K - $297K
835 $276K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.78K
New
$47.25 - $67.02 $273K - $388K
5.78K $275K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.3K
New
$211.47 - $267.17 $274K - $347K
1.3K $274K
ELV
Elevance Health, Inc.

Healthcare
629
New
$365.9 - $436.25 $230K - $274K
629 $273K
GD
General Dynamics Corp

Industrials
921
+ 43.96%
$241.94 - $272.58 $223K - $251K
3.02K $822K
IXUS
Ishares Tr

ETFs
1.91K
+ 5.13%
$65.06 - $72.31 $124K - $138K
39.2K $2.74M
FMC
Fmc Corp

Basic Materials
6.39K
New
$34.54 - $56.38 $221K - $360K
6.39K $269K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.56K
New
$160.89 - $187.27 $251K - $292K
1.56K $269K
GS
Goldman Sachs Group Inc

Financial Services
598
+ 27.27%
$524.81 - $672.19 $314K - $402K
2.79K $1.52M
UYG
Proshares Ultra Financials

ETFs
2.76K
+ 44.69%
$80.83 - $98.72 $223K - $273K
8.95K $797K
EXC
Exelon Corp

Utilities
2.11K
+ 10.47%
$37.3 - $46.08 $78.8K - $97.4K
22.3K $1.03M
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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