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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.73K
+ 10.27%
$58.01 - $64.46 $158K - $176K
29.3K $1.82M
CI
Cigna Corp

Healthcare
190
+ 5.28%
$274.49 - $329.0 $52.2K - $62.5K
3.79K $1.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.81K
+ 32.31%
$92.45 - $106.69 $352K - $407K
15.6K $1.45M
CL
Colgate Palmolive CO

Consumer Defensive
2.47K
+ 36.64%
$85.68 - $97.5 $212K - $241K
9.23K $864K
MNST
Monster Beverage Corp

Consumer Defensive
3.69K
+ 85.41%
$46.16 - $58.58 $170K - $216K
8.01K $468K
PEP
Pepsico Inc

Consumer Defensive
1.8K
+ 11.94%
$142.64 - $156.42 $257K - $282K
16.9K $2.53M
TJX
Tjx Companies Inc

Consumer Cyclical
1.88K
+ 75.38%
$112.81 - $126.16 $212K - $237K
4.37K $531K
ADP
Automatic Data Processing Inc

Industrials
600
+ 16.73%
$286.85 - $318.64 $172K - $191K
4.19K $1.28M
EMLP
First Tr Exchange Traded Iv

ETFs
381
+ 0.33%
$35.79 - $38.28 $13.6K - $14.6K
117K $4.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.35K
+ 20.91%
$42.38 - $43.28 $227K - $232K
31K $1.32M
UNH
Unitedhealth Group Inc

Healthcare
280
+ 8.32%
$461.52 - $548.18 $129K - $153K
3.64K $1.91M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.51K
+ 8.97%
$100.59 - $103.47 $152K - $156K
18.3K $1.9M
MEAR
Blackrock Short Maturity Munic

ETFs
4.02K
+ 73.69%
$49.97 - $50.36 $201K - $203K
9.48K $476K
TRIN
Trinity Capital Inc.

Financial Services
9.09K
+ 10.29%
$14.26 - $16.56 $130K - $150K
97.4K $1.48M
AVY
Avery Dennison Corp

Industrials
1.2K
+ 75.55%
$174.58 - $195.91 $209K - $235K
2.79K $495K
WFC
Wells Fargo & Company

Financial Services
2.07K
+ 6.44%
$66.78 - $81.42 $138K - $168K
34.1K $2.45M
JCI
Johnson Controls International PLC

Industrials
2.42K
+ 83.19%
$76.12 - $90.6 $184K - $219K
5.33K $426K
EVRG
Evergy, Inc.

Utilities
1.97K
+ 24.42%
$59.9 - $69.52 $118K - $137K
10K $692K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
6.16K
+ 1.47%
$20.08 - $21.07 $124K - $130K
424K $8.64M
ALL
Allstate Corp

Financial Services
584
+ 12.17%
$180.99 - $210.18 $106K - $123K
5.38K $1.11M
O
Realty Income Corp

Real Estate
2.23K
+ 20.91%
$51.67 - $58.49 $115K - $130K
12.9K $746K
SBAC
Sba Communications Corp

Real Estate
702
+ 50.76%
$192.76 - $224.91 $135K - $158K
2.09K $458K
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.5K
+ 2.5%
$32.57 - $35.82 $797K - $877K
1.01M $33.3M
HWM
Howmet Aerospace Inc.

Industrials
851
+ 27.84%
$110.79 - $139.39 $94.3K - $119K
3.91K $506K
DASH
Door Dash, Inc.

Communication Services
774
+ 39.39%
$168.37 - $213.38 $130K - $165K
2.74K $500K
C
Citigroup Inc

Financial Services
2.26K
+ 13.53%
$67.23 - $84.63 $152K - $191K
19K $1.35M
GPC
Genuine Parts CO

Consumer Cyclical
1.35K
+ 38.78%
$115.91 - $129.02 $156K - $174K
4.83K $575K
PSX
Phillips 66

Energy
856
+ 12.96%
$113.93 - $131.55 $97.5K - $113K
7.46K $921K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.03K
+ 42.42%
$96.85 - $111.39 $197K - $226K
6.83K $673K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.8K
+ 16.52%
$40.03 - $46.81 $432K - $506K
76.2K $3.1M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
4.02K
+ 3.08%
$24.27 - $26.2 $97.6K - $105K
135K $3.39M
XLV
Select Sector Spdr Fund Health

ETFs
878
+ 20.71%
$137.61 - $149.68 $121K - $131K
5.12K $747K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.01%
$182.82 - $196.21 $914 - $981
53.6K $10.1M
DRI
Darden Restaurants Inc

Consumer Cyclical
276
+ 5.44%
$180.02 - $208.56 $49.7K - $57.6K
5.35K $1.11M
ENB
Enbridge Inc

Energy
629
+ 0.92%
$41.54 - $45.45 $26.1K - $28.6K
69.1K $3.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.41K
+ 19.68%
$56.12 - $68.15 $79.1K - $96.1K
8.58K $581K
IVE
Ishares S&P 500 Value ETF

ETFs
842
+ 3.73%
$185.78 - $198.58 $156K - $167K
23.4K $4.47M
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.91K
+ 21.03%
$14.46 - $15.96 $143K - $158K
57.1K $863K
YUM
Yum Brands Inc

Consumer Cyclical
699
+ 41.98%
$123.25 - $162.53 $86.2K - $114K
2.36K $371K
CTAS
Cintas Corp

Industrials
569
+ 43.57%
$182.09 - $208.14 $104K - $118K
1.88K $385K
PCTY
Paylocity Holding Corp

Technology
917
+ 41.83%
$183.21 - $217.86 $168K - $200K
3.11K $582K
PG
Procter & Gamble CO

Consumer Defensive
299
+ 0.89%
$158.56 - $176.26 $47.4K - $52.7K
33.8K $5.76M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
114
+ 0.01%
$8.58 - $8.9 $978 - $1.01K
789K $6.92M
CSGP
Costar Group, Inc.

Real Estate
438
+ 3.11%
$69.29 - $80.37 $30.3K - $35.2K
14.5K $1.15M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
4.39K
+ 45.29%
$35.75 - $40.67 $157K - $178K
14.1K $510K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.61K
+ 0.83%
$22.35 - $24.52 $36K - $39.5K
195K $4.64M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
141
+ 17.47%
$402.49 - $513.76 $56.8K - $72.4K
948 $459K
CB
Chubb LTD

Financial Services
267
+ 12.85%
$257.71 - $301.99 $68.8K - $80.6K
2.35K $708K
CTVA
Corteva, Inc.

Basic Materials
833
+ 6.27%
$55.94 - $66.15 $46.6K - $55.1K
14.1K $888K
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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