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
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
8.23K
+ 1.94%
$18.53 - $20.98 $152K - $173K
432K $9.07M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.22K
+ 21.93%
$105.69 - $140.64 $235K - $312K
12.3K $1.63M
ETN
Eaton Corp PLC

Industrials
295
+ 7.91%
$246.52 - $356.99 $72.7K - $105K
4.03K $1.44M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.53K
+ 1.13%
$22.25 - $28.0 $34K - $42.7K
136K $3.81M
MNST
Monster Beverage Corp

Consumer Defensive
6K
+ 74.89%
$55.01 - $64.24 $330K - $385K
14K $877K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
879
+ 25.4%
$141.37 - $228.57 $124K - $201K
4.34K $982K
OWL
Blue Owl Capital Inc.

Financial Services
45.3K
+ 8.13%
$15.9 - $21.16 $720K - $958K
602K $11.6M
LNG
Cheniere Energy, Inc.

Energy
397
+ 1.57%
$197.25 - $244.33 $78.3K - $97K
25.7K $6.25M
INTC
Intel Corp

Technology
18.5K
+ 38.57%
$18.13 - $22.69 $335K - $420K
66.5K $1.49M
JBHT
Hunt J B Transport Services Inc

Industrials
2.84K
+ 135.98%
$124.73 - $152.78 $354K - $434K
4.93K $707K
VOE
Vanguard Mid Cap Value Index F

ETFs
387
+ 0.47%
$141.87 - $164.49 $54.9K - $63.7K
83.4K $13.7M
GLD
Spdr Gold Trust

ETFs
1.01K
+ 21.78%
$273.71 - $316.29 $278K - $321K
5.67K $1.73M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
921
+ 11.28%
$140.37 - $177.56 $129K - $164K
9.08K $1.56M
NTNX
Nutanix, Inc.

Technology
4.47K
+ 83.37%
$58.17 - $83.07 $260K - $371K
9.83K $751K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.42K
+ 8.28%
$55.54 - $69.09 $135K - $167K
31.7K $2.19M
DIS
Walt Disney CO

Communication Services
1.41K
+ 18.31%
$81.72 - $124.01 $115K - $175K
9.11K $1.13M
ASML
Asml Holding Nv

Technology
198
+ 13.53%
$595.37 - $815.24 $118K - $161K
1.66K $1.33M
EMR
Emerson Electric CO

Industrials
1K
+ 10.4%
$94.15 - $133.33 $94.2K - $133K
10.6K $1.42M
LYFT
Lyft, Inc.

Technology
19.8K
+ 155.15%
$9.97 - $17.21 $197K - $341K
32.5K $512K
CB
Chubb LTD

Financial Services
1.34K
+ 56.93%
$274.32 - $302.46 $366K - $404K
3.68K $1.07M
AMAT
Applied Materials Inc

Technology
518
+ 7.54%
$126.95 - $183.52 $65.8K - $95.1K
7.39K $1.35M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 2.52%
$24.48 - $24.9 $283K - $288K
471K $11.7M
GLW
Corning Inc

Technology
1K
+ 2.29%
$39.07 - $52.59 $39.1K - $52.6K
44.7K $2.35M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.35K
+ 25.15%
$186.58 - $225.78 $251K - $304K
6.69K $1.46M
GM
General Motors CO

Consumer Cyclical
6.36K
+ 47.29%
$42.48 - $50.46 $270K - $321K
19.8K $975K
DAL
Delta Air Lines, Inc.

Industrials
6.31K
+ 114.4%
$35.88 - $52.99 $226K - $334K
11.8K $581K
MPC
Marathon Petroleum Corp

Energy
267
+ 1.85%
$118.55 - $170.08 $31.7K - $45.4K
14.7K $2.44M
AXS
Axis Capital Holdings LTD

Financial Services
3.15K
+ 107.7%
$87.23 - $106.93 $274K - $336K
6.07K $629K
WFC
Wells Fargo & Company

Financial Services
632
+ 1.85%
$60.98 - $80.12 $38.5K - $50.6K
34.8K $2.79M
PANW
Palo Alto Networks Inc

Technology
969
+ 24.13%
$152.44 - $204.64 $148K - $198K
4.98K $1.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
65
+ 0.28%
$91.62 - $116.16 $5.96K - $7.55K
23.5K $2.73M
HWM
Howmet Aerospace Inc.

Industrials
587
+ 15.02%
$112.33 - $186.13 $65.9K - $109K
4.5K $836K
CCK
Crown Holdings Inc

Consumer Cyclical
2.81K
+ 94.33%
$78.47 - $104.45 $221K - $294K
5.79K $596K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.01%
$166.82 - $194.23 $1.33K - $1.55K
53.7K $10.4M
MS
Morgan Stanley

Financial Services
1K
+ 13.15%
$99.83 - $140.86 $100K - $141K
8.62K $1.21M
AVSC
American Centy ETF Tr Avantis
2.71K
+ 4.65%
$42.39 - $51.76 $115K - $140K
61K $3.14M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.02K
+ 180.12%
$99.97 - $129.69 $302K - $391K
4.69K $488K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.32K
+ 2.84%
$23.66 - $29.99 $54.9K - $69.6K
84K $2.52M
ZS
Zscaler, Inc.

Technology
585
+ 56.58%
$174.67 - $315.32 $102K - $184K
1.62K $508K
DELL
Dell Technologies Inc.

Technology
941
+ 15.96%
$71.63 - $125.98 $67.4K - $119K
6.84K $838K
MANH
Manhattan Associates Inc

Technology
1.36K
+ 99.93%
$143.9 - $197.47 $195K - $268K
2.71K $535K
ZM
Zoom Video Communications, Inc.

Technology
3.6K
+ 92.64%
$66.7 - $84.62 $240K - $305K
7.48K $583K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
931
+ 8.51%
$60.61 - $87.72 $56.4K - $81.7K
11.9K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
116
+ 0.25%
$71.86 - $82.66 $8.34K - $9.59K
46.7K $3.86M
EPR
Epr Properties

Real Estate
4.52K
+ 89.55%
$43.53 - $59.11 $197K - $267K
9.56K $556K
CME
Cme Group Inc.

Financial Services
58
+ 0.22%
$252.37 - $290.71 $14.6K - $16.9K
26.4K $7.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.72K
+ 53.45%
$23.55 - $27.67 $229K - $269K
27.9K $771K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
446
+ 57.11%
$328.01 - $475.68 $146K - $212K
1.23K $574K
TTD
Trade Desk, Inc.

Technology
2.31K
+ 33.08%
$45.27 - $79.4 $104K - $183K
9.29K $668K
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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