Chicago Partners Investment Group LLC Incresed Positions in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
5.08K
+ 9.87%
$81.79 - $99.98 $415K - $507K
56.5K $5.53M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.46K
+ 11.47%
$70.44 - $86.87 $455K - $561K
62.8K $5.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 2.15%
$24.21 - $29.47 $262K - $318K
513K $15.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.27K
+ 11.28%
$74.88 - $91.97 $469K - $576K
61.8K $5.69M
TIP
Ishares Tr Tips Bd ETF

ETFs
8.47K
+ 48.0%
$107.93 - $110.97 $915K - $940K
26.1K $2.88M
PWR
Quanta Services, Inc.

Industrials
105
+ 1.51%
$239.47 - $381.26 $25.1K - $40K
7.05K $2.67M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19K
+ 5.31%
$41.1 - $42.37 $783K - $807K
378K $16M
SNOW
Snowflake Inc.

Technology
2.55K
+ 68.9%
$130.53 - $223.77 $333K - $572K
6.26K $1.4M
HCA
Hca Healthcare, Inc.

Healthcare
2.15K
+ 228.24%
$317.61 - $387.52 $683K - $833K
3.09K $1.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.07K
+ 2.49%
$72.96 - $90.39 $151K - $187K
85K $7.6M
ARES
Ares Management Corp

Financial Services
1.42K
+ 6.75%
$118.04 - $175.83 $168K - $250K
22.5K $3.89M
PWB
Invesco Exchange Traded Fd Tr

ETFs
190
+ 0.52%
$86.24 - $117.44 $16.4K - $22.3K
36.5K $4.29M
GS
Goldman Sachs Group Inc

Financial Services
473
+ 16.95%
$462.22 - $707.75 $219K - $335K
3.26K $2.31M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.4K
+ 1.97%
$25.93 - $32.91 $88.1K - $112K
176K $5.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.42K
+ 40.47%
$102.02 - $103.5 $757K - $768K
25.7K $2.65M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
46.5K
+ 4.72%
$9.25 - $10.26 $430K - $477K
1.03M $10.6M
RBLX
Roblox Corp

Communication Services
5.12K
+ 134.22%
$51.22 - $105.59 $262K - $541K
8.93K $939K
AXP
American Express CO

Financial Services
1.46K
+ 29.12%
$231.39 - $318.98 $338K - $465K
6.47K $2.06M
IWM
Ishares Russell 2000 ETF

ETFs
864
+ 2.69%
$174.82 - $215.79 $151K - $186K
33K $7.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8
+ 0.04%
$139.8 - $197.22 $1.12K - $1.58K
19.4K $3.83M
IREN
Iris Energy LTD

Financial Services
9.49K
+ 14.38%
$5.3 - $14.57 $50.3K - $138K
75.5K $1.1M
SPYG
Spdr Portfolio

ETFs
3.28K
+ 13.14%
$71.83 - $95.32 $236K - $313K
28.3K $2.7M
ADBE
Adobe Inc.

Technology
1.7K
+ 48.63%
$340.0 - $420.68 $578K - $715K
5.19K $2.01M
AVDE
American Centy ETF Tr Avantis

ETFs
12
+ 0.01%
$59.32 - $74.36 $712 - $892
85.5K $6.33M
VBK
Vanguard Small Cap Growth ETF

ETFs
790
+ 4.72%
$219.76 - $276.94 $174K - $219K
17.5K $4.86M
APH
Amphenol Corp

Technology
5.53K
+ 199.28%
$59.09 - $98.75 $327K - $546K
8.31K $820K
V
Visa Inc.

Financial Services
1.24K
+ 3.37%
$308.27 - $373.31 $381K - $461K
37.9K $13.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
146
+ 4.49%
$321.63 - $509.31 $47K - $74.4K
3.4K $1.73M
COST
Costco Wholesale Corp

Consumer Defensive
338
+ 6.0%
$908.13 - $1056.85 $307K - $357K
5.98K $5.91M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.01%
$281.67 - $351.0 $282 - $351
17K $5.98M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.81K
+ 2.93%
$24.32 - $29.74 $117K - $143K
169K $4.98M
JHMM
John Hancock Multifactor Mid C

ETFs
5.63K
+ 10.24%
$50.32 - $61.13 $283K - $344K
60.6K $3.71M
SPMD
Spdr Portfolio

ETFs
3.81K
+ 3.58%
$44.89 - $54.38 $171K - $207K
110K $6M
IXUS
Ishares Tr

ETFs
3.2K
+ 8.15%
$62.37 - $77.63 $200K - $248K
42.4K $3.28M
BA
Boeing CO

Industrials
630
+ 6.0%
$136.59 - $217.51 $86.1K - $137K
11.1K $2.33M
C
Citigroup Inc

Financial Services
3.19K
+ 16.83%
$58.13 - $85.12 $185K - $272K
22.1K $1.88M
BKNG
Booking Holdings Inc.

Consumer Cyclical
69
+ 60.0%
$4164.15 - $5789.24 $287K - $399K
184 $1.07M
SCHW
Schwab Charles Corp

Financial Services
2.37K
+ 9.77%
$69.06 - $91.24 $163K - $216K
26.6K $2.43M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.84K
+ 12.29%
$72.61 - $88.75 $279K - $340K
35K $3.11M
RPG
Invesco Exchange Traded Fd Tr

ETFs
27
+ 0.04%
$33.86 - $45.77 $914 - $1.24K
67.9K $3.11M
MA
Mastercard Inc

Financial Services
658
+ 6.6%
$479.92 - $590.74 $316K - $389K
10.6K $5.97M
DASH
Door Dash, Inc.

Communication Services
1.29K
+ 47.02%
$163.16 - $246.51 $210K - $318K
4.03K $992K
ARCC
Ares Capital Corp

Financial Services
26.3K
+ 4.88%
$18.91 - $22.43 $497K - $589K
564K $12.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.32K
+ 73.9%
$149.76 - $186.42 $348K - $433K
5.46K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
915
+ 7.38%
$149.23 - $184.95 $137K - $169K
13.3K $2.42M
BAC
Bank Of America Corp

Financial Services
4.29K
+ 9.54%
$34.39 - $47.46 $147K - $203K
49.2K $2.33M
VRSN
Verisign Inc

Technology
1.35K
+ 72.28%
$234.49 - $288.8 $316K - $389K
3.21K $927K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.65K
+ 5.15%
$47.09 - $48.01 $360K - $367K
156K $7.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
20
+ 0.18%
$216.28 - $284.39 $4.33K - $5.69K
10.9K $3.09M
Activity Summary
Buys All Purchases 766 New Holdings 190 Increased Positions 576 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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