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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.7K
+ 4.85%
$53.6 - $58.97 $359K - $395K
145K $7.94M
HON
Honeywell International Inc

Industrials
793
+ 26.56%
$202.75 - $226.52 $161K - $180K
3.78K $800K
AIG
American International Group, Inc.

Financial Services
819
+ 21.57%
$70.5 - $86.94 $57.7K - $71.2K
4.62K $401K
AVRE
American Centy ETF Tr Avantis
450
+ 0.48%
$40.62 - $44.31 $18.3K - $19.9K
94.1K $4.05M
COF
Capital One Financial Corp

Financial Services
656
+ 25.99%
$163.87 - $209.82 $107K - $138K
3.18K $570K
SO
Southern CO

Utilities
308
+ 3.27%
$80.96 - $92.96 $24.9K - $28.6K
9.72K $893K
CPRT
Copart Inc

Consumer Cyclical
2.14K
+ 32.64%
$52.3 - $59.83 $112K - $128K
8.71K $493K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.67K
+ 31.24%
$33.84 - $37.77 $90.2K - $101K
11.2K $407K
SPGI
S&P Global Inc.

Financial Services
196
+ 13.66%
$478.26 - $543.77 $93.7K - $107K
1.63K $828K
TPL
Texas Pacific Land Corp

Energy
10
+ 2.22%
$1180.08 - $1431.01 $11.8K - $14.3K
461 $610K
MKC
Mccormick & CO Inc

Consumer Defensive
1.12K
+ 40.58%
$71.24 - $84.73 $79.9K - $95.1K
3.89K $319K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.01K
+ 11.14%
$25.81 - $28.52 $77.8K - $86K
30.1K $828K
TFC
Truist Financial Corp

Financial Services
2.9K
+ 55.1%
$39.48 - $48.15 $115K - $140K
8.17K $336K
DFIV
Dimensional ETF Tr

ETFs
90
+ 0.34%
$35.33 - $40.77 $3.18K - $3.67K
26.6K $1.05M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.72K
+ 15.8%
$25.41 - $30.14 $43.6K - $51.7K
12.6K $379K
ICE
Intercontinental Exchange, Inc.

Financial Services
277
+ 11.67%
$142.8 - $176.36 $39.6K - $48.9K
2.65K $457K
AEP
American Electric Power CO Inc

Utilities
520
+ 19.66%
$90.32 - $109.27 $47K - $56.8K
3.17K $345K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
39
+ 0.22%
$75.32 - $84.77 $2.94K - $3.31K
17.5K $1.43M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
234
+ 0.4%
$48.43 - $49.9 $11.3K - $11.7K
59.4K $2.96M
RL
Ralph Lauren Corp

Consumer Cyclical
493
+ 48.76%
$215.68 - $286.74 $106K - $141K
1.5K $331K
PGR
Progressive Corp

Financial Services
115
+ 7.82%
$235.61 - $291.22 $27.1K - $33.5K
1.59K $448K
CRWD
Crowd Strike Holdings, Inc.

Technology
182
+ 5.93%
$308.86 - $455.36 $56.2K - $82.9K
3.25K $1.15M
LMT
Lockheed Martin Corp

Industrials
358
+ 20.97%
$423.19 - $506.29 $152K - $181K
2.07K $922K
VMC
Vulcan Materials CO

Basic Materials
505
+ 48.79%
$220.9 - $277.54 $112K - $140K
1.54K $359K
CMI
Cummins Inc

Industrials
427
+ 36.97%
$312.92 - $386.07 $134K - $165K
1.58K $495K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3.17K
+ 16.32%
$20.96 - $23.51 $66.3K - $74.4K
22.6K $504K
DE
Deere & CO

Industrials
21
+ 1.18%
$408.57 - $509.27 $8.58K - $10.7K
1.8K $846K
NTNX
Nutanix, Inc.

Technology
661
+ 14.07%
$61.28 - $77.44 $40.5K - $51.2K
5.36K $374K
OC
Owens Corning

Industrials
851
+ 69.3%
$137.83 - $191.19 $117K - $163K
2.08K $296K
VLUE
Ishares Msci Usa Value Factor

ETFs
738
+ 10.66%
$104.89 - $113.56 $77.4K - $83.8K
7.66K $817K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
530
+ 16.51%
$98.98 - $113.18 $52.5K - $60K
3.74K $423K
FTSL
First Trust Senior Ln Fund

ETFs
3.82K
+ 2.51%
$45.65 - $46.48 $174K - $177K
156K $7.11M
MOH
Molina Healthcare, Inc.

Healthcare
97
+ 7.11%
$266.57 - $333.27 $25.9K - $32.3K
1.46K $481K
ASML
Asml Holding Nv

Technology
186
+ 14.57%
$662.63 - $776.99 $123K - $145K
1.46K $969K
ZION
Zions Bancorporation, National Association

Financial Services
2.14K
+ 40.65%
$47.0 - $59.03 $100K - $126K
7.39K $368K
AON
Aon PLC

Financial Services
113
+ 12.38%
$348.44 - $409.32 $39.4K - $46.3K
1.03K $409K
PPL
Ppl Corp

Utilities
1.2K
+ 11.36%
$31.68 - $36.11 $37.9K - $43.2K
11.7K $422K
CTSH
Cognizant Technology Solutions Corp

Technology
1.06K
+ 18.22%
$75.32 - $90.7 $79.9K - $96.2K
6.88K $526K
UNM
Unum Group

Financial Services
395
+ 7.34%
$71.8 - $83.34 $28.4K - $32.9K
5.78K $470K
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 26.37%
$4295.4 - $5141.88 $103K - $123K
115 $529K
SRLN
Ssga Active Trust

ETFs
1.92K
+ 26.71%
$41.02 - $41.99 $78.9K - $80.7K
9.12K $375K
ECL
Ecolab Inc.

Basic Materials
160
+ 9.25%
$229.72 - $269.82 $36.8K - $43.2K
1.89K $479K
VRSK
Verisk Analytics, Inc.

Industrials
129
+ 8.06%
$268.63 - $301.33 $34.7K - $38.9K
1.73K $514K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.15K
+ 13.9%
$72.7 - $84.32 $83.3K - $96.6K
9.39K $701K
MET
Metlife Inc

Financial Services
960
+ 34.47%
$77.7 - $87.0 $74.6K - $83.5K
3.75K $300K
TER
Teradyne, Inc

Technology
1.82K
+ 99.51%
$82.6 - $140.0 $151K - $255K
3.66K $302K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.96K
+ 1.54%
$7.89 - $8.07 $39.2K - $40.1K
327K $2.6M
SR
Spire Inc

Utilities
463
+ 13.59%
$65.62 - $78.25 $30.4K - $36.2K
3.87K $302K
AMAT
Applied Materials Inc

Technology
1.18K
+ 20.68%
$145.06 - $195.51 $171K - $230K
6.87K $997K
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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