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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.38K
+ 24.74%
$68.13 - $74.77 $298K - $328K
22.1K $1.61M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.56K
+ 5.09%
$50.48 - $50.71 $281K - $282K
115K $5.83M
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.1K
+ 2.69%
$16.93 - $17.81 $187K - $197K
422K $7.52M
HUM
Humana Inc

Healthcare
1.26K
+ 97.07%
$224.93 - $295.04 $284K - $372K
2.56K $625K
ZTS
Zoetis Inc.

Healthcare
1.96K
+ 67.04%
$144.41 - $170.3 $283K - $334K
4.89K $761K
BSX
Boston Scientific Corp

Healthcare
2.4K
+ 79.34%
$89.7 - $107.41 $215K - $257K
5.42K $581K
SPOT
Spotify Technology S.A.

Communication Services
271
+ 87.14%
$503.3 - $775.9 $136K - $210K
582 $446K
ILMN
Illumina, Inc.

Healthcare
2.4K
+ 85.58%
$70.3 - $95.41 $169K - $229K
5.2K $496K
NNN
National Retail Properties, Inc.

Real Estate
6.3K
+ 117.22%
$37.56 - $43.42 $237K - $273K
11.7K $503K
WM
Waste Management Inc

Industrials
1.31K
+ 13.92%
$216.47 - $242.1 $283K - $316K
10.7K $2.45M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.87K
+ 18.95%
$40.82 - $43.14 $239K - $253K
36.8K $1.59M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 30.32%
$101.93 - $128.63 $155K - $196K
6.54K $841K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
4.75K
+ 33.75%
$32.08 - $41.44 $152K - $197K
18.8K $779K
CSCO
Cisco Systems, Inc.

Technology
131
+ 0.39%
$53.19 - $69.38 $6.97K - $9.09K
33.9K $2.35M
CMI
Cummins Inc

Industrials
746
+ 47.16%
$267.12 - $336.65 $199K - $251K
2.33K $762K
TOST
Toast, Inc.

Technology
2.66K
+ 20.12%
$30.03 - $45.23 $79.8K - $120K
15.9K $702K
SNPS
Synopsys Inc

Technology
420
+ 71.55%
$380.9 - $517.66 $160K - $217K
1.01K $516K
IWP
Ishares Russell Mid Cap Growth

ETFs
16
+ 0.13%
$104.34 - $138.68 $1.67K - $2.22K
12.4K $1.72M
SYF
Synchrony Financial

Financial Services
2.19K
+ 25.61%
$43.81 - $66.74 $96K - $146K
10.8K $717K
APO
Apollo Global Management, Inc.

Financial Services
397
+ 0.95%
$108.68 - $145.07 $43.1K - $57.6K
42.3K $6M
NSC
Norfolk Southern Corp

Industrials
752
+ 20.42%
$206.34 - $257.46 $155K - $194K
4.43K $1.13M
ROP
Roper Technologies Inc

Industrials
580
+ 19.53%
$519.19 - $590.78 $301K - $343K
3.55K $2.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.03K
+ 3.74%
$114.78 - $133.31 $118K - $137K
28.5K $3.8M
ISRG
Intuitive Surgical Inc

Healthcare
252
+ 10.61%
$451.58 - $565.94 $114K - $143K
2.63K $1.43M
NOW
Service Now, Inc.

Technology
57
+ 6.9%
$721.65 - $1040.18 $41.1K - $59.3K
883 $907K
RTX
Raytheon Technologies Corp

Industrials
707
+ 6.61%
$113.75 - $148.48 $80.4K - $105K
11.4K $1.66M
FIVE
Five Below, Inc

Consumer Cyclical
753
+ 28.34%
$55.75 - $131.18 $42K - $98.8K
3.41K $447K
MRK
Merck & Co., Inc.

Healthcare
6.26K
+ 26.88%
$73.47 - $87.12 $460K - $546K
29.6K $2.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.74K
+ 4.08%
$50.36 - $50.68 $239K - $240K
121K $6.12M
GRMN
Garmin LTD

Technology
1.37K
+ 26.95%
$173.63 - $218.07 $237K - $298K
6.43K $1.34M
USB
Us Bancorp \De\

Financial Services
4.25K
+ 27.33%
$36.4 - $45.76 $155K - $195K
19.8K $896K
JCI
Johnson Controls International PLC

Industrials
983
+ 18.45%
$71.14 - $105.62 $69.9K - $104K
6.31K $666K
ETSY
Etsy Inc

Consumer Cyclical
4.46K
+ 90.4%
$40.8 - $63.88 $182K - $285K
9.38K $470K
ORCC
Owl Rock Capital Corp

Financial Services
17.7K
+ 3.11%
N/A
589K $7.88M
KO
Coca Cola CO

Consumer Defensive
3.81K
+ 10.67%
$68.37 - $73.9 $260K - $282K
39.5K $2.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.58K
+ 3.36%
$66.87 - $79.47 $105K - $125K
48.6K $3.86M
JBL
Jabil Inc

Technology
325
+ 16.34%
$116.88 - $218.1 $38K - $70.9K
2.31K $504K
UPS
United Parcel Service Inc

Industrials
2.7K
+ 58.38%
$91.92 - $110.2 $248K - $297K
7.31K $737K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
765
+ 47.4%
$171.4 - $227.1 $131K - $174K
2.38K $540K
AVY
Avery Dennison Corp

Industrials
1.34K
+ 47.99%
$159.58 - $183.97 $213K - $246K
4.12K $723K
NET
Cloudflare, Inc.

Technology
280
+ 13.55%
$97.08 - $195.83 $27.2K - $54.8K
2.35K $459K
CTVA
Corteva, Inc.

Basic Materials
858
+ 6.08%
$55.52 - $74.53 $47.6K - $63.9K
15K $1.12M
GD
General Dynamics Corp

Industrials
574
+ 19.03%
$247.68 - $291.66 $142K - $167K
3.59K $1.05M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.02%
$160.63 - $257.78 $161 - $258
4.03K $1.03M
WDAY
Workday, Inc.

Technology
895
+ 57.82%
$210.47 - $274.71 $188K - $246K
2.44K $586K
LMT
Lockheed Martin Corp

Industrials
410
+ 19.85%
$430.82 - $486.45 $177K - $199K
2.48K $1.15M
MAS
Masco Corp

Industrials
3.73K
+ 107.63%
$58.73 - $71.06 $219K - $265K
7.19K $462K
QTEC
First Trust Nasdaq 100 Technol

ETFs
75
+ 1.43%
$149.56 - $212.83 $11.2K - $16K
5.32K $1.13M
KMX
Carmax Inc

Consumer Cyclical
3.9K
+ 100.7%
$62.27 - $82.77 $243K - $323K
7.78K $522K
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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