Chicago Partners Investment Group LLC Incresed Positions in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
IBB
Ishares Biotechnology ETF

ETFs
5.41K
+ 142.96%
$127.9 - $140.56 $692K - $760K
9.19K $1.18M
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
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
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
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.47K
+ 6.13%
$25.1 - $27.85 $238K - $264K
164K $4.42M
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
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
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
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
AVLV
American Centy ETF Tr Avantis
13K
+ 4.12%
$63.51 - $70.42 $823K - $912K
327K $21.3M
COST
Costco Wholesale Corp

Consumer Defensive
202
+ 3.72%
$890.62 - $1076.86 $180K - $218K
5.64K $5.33M
ORCC
Owl Rock Capital Corp

Financial Services
24K
+ 4.38%
N/A
571K $7.64M
SBUX
Starbucks Corp

Consumer Cyclical
2.06K
+ 12.37%
$91.75 - $115.81 $189K - $238K
18.7K $1.83M
CSCO
Cisco Systems, Inc.

Technology
3.71K
+ 12.35%
$58.74 - $64.87 $218K - $241K
33.8K $2.09M
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
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
QCOM
Qualcomm Inc

Technology
1.81K
+ 15.48%
$151.94 - $175.86 $275K - $319K
13.5K $2.08M
IXUS
Ishares Tr

ETFs
1.91K
+ 5.13%
$65.06 - $72.31 $124K - $138K
39.2K $2.74M
GD
General Dynamics Corp

Industrials
921
+ 43.96%
$241.94 - $272.58 $223K - $251K
3.02K $822K
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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
31
+ 0.3%
$132.75 - $177.12 $4.12K - $5.49K
10.3K $1.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
81K
+ 5.85%
$21.75 - $24.28 $1.76M - $1.97M
1.47M $32.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.58K
+ 18.23%
$39.81 - $42.17 $302K - $319K
49.1K $1.97M
OWL
Blue Owl Capital Inc.

Financial Services
88.1K
+ 18.8%
$18.49 - $26.68 $1.63M - $2.35M
557K $11.2M
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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