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
XLI
Industrial Sector Spdr

ETFs
545
+ 26.87%
$128.78 - $141.67 $70.2K - $77.2K
2.57K $337K
IYE
Ishares Tr

ETFs
956
+ 16.38%
$45.23 - $49.95 $43.2K - $47.8K
6.79K $334K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
512
+ 1.39%
$42.5 - $46.71 $21.8K - $23.9K
37.2K $1.69M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.6K
+ 11.05%
$77.91 - $92.26 $437K - $517K
56.3K $4.47M
TRV
Travelers Companies, Inc.

Financial Services
82
+ 4.25%
$232.43 - $265.13 $19.1K - $21.7K
2.01K $532K
AVUS
American Centy ETF Tr Avantis

ETFs
10.8K
+ 5.28%
$90.7 - $101.57 $981K - $1.1M
216K $19.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.34K
+ 3.78%
$49.78 - $53.19 $66.5K - $71.1K
36.7K $1.87M
AROC
Archrock, Inc.

Energy
521
+ 1.38%
$22.72 - $30.34 $11.8K - $15.8K
38.2K $1M
DELL
Dell Technologies Inc.

Technology
1.79K
+ 43.63%
$90.34 - $124.66 $162K - $223K
5.9K $537K
WTM
White Mountains Insurance Group LTD

Financial Services
37
+ 8.15%
$1818.58 - $1983.07 $67.3K - $73.4K
491 $945K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.2K
+ 9.4%
$468.34 - $539.52 $1.5M - $1.73M
37.2K $17.4M
AMZA
Etfis Ser Tr I

ETFs
257
+ 2.54%
$43.54 - $48.7 $11.2K - $12.5K
10.4K $493K
GM
General Motors CO

Consumer Cyclical
2.71K
+ 25.18%
$45.22 - $54.92 $122K - $149K
13.5K $632K
VBR
Vanguard Small Cap Value ETF

ETFs
2.21K
+ 7.46%
$183.02 - $207.75 $404K - $459K
31.8K $5.92M
TXN
Texas Instruments Inc

Technology
307
+ 13.04%
N/A
2.66K $517K
BR
Broadridge Financial Solutions, Inc.

Technology
165
+ 14.47%
$221.46 - $244.83 $36.5K - $40.4K
1.31K $316K
JLL
Jones Lang Lasalle Inc

Real Estate
258
+ 25.39%
$238.0 - $284.76 $61.4K - $73.5K
1.27K $315K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 16.95%
$39.4 - $42.61 $55.8K - $60.3K
9.76K $394K
DFS
Discover Financial Services

Financial Services
662
+ 2.99%
$152.99 - $203.25 $101K - $135K
22.8K $3.89M
WTW
Willis Towers Watson PLC

Financial Services
70
+ 5.88%
$306.61 - $340.78 $21.5K - $23.9K
1.26K $425K
ZTS
Zoetis Inc.

Healthcare
292
+ 11.09%
$156.48 - $175.67 $45.7K - $51.3K
2.93K $481K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
204
+ 1.16%
$55.47 - $61.45 $11.3K - $12.5K
17.8K $1.05M
HIG
Hartford Financial Services Group, Inc.

Financial Services
161
+ 7.28%
$106.31 - $123.73 $17.1K - $19.9K
2.37K $293K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
3.88K
+ 2.48%
$7.6 - $7.96 $29.5K - $30.9K
160K $1.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.04K
+ 22.95%
$62.43 - $84.12 $127K - $172K
10.9K $712K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
614
+ 23.74%
$78.12 - $83.7 $48K - $51.4K
3.2K $258K
TMO
Thermo Fisher Scientific Inc.

Healthcare
134
+ 15.86%
$497.6 - $606.74 $66.7K - $81.3K
979 $487K
HYG
Ishares Tr

ETFs
575
+ 4.95%
$78.51 - $80.11 $45.1K - $46.1K
12.2K $961K
CEG
Constellation Energy Corp

Utilities
881
+ 15.55%
$201.63 - $347.44 $178K - $306K
6.55K $1.32M
NVS
Novartis Ag

Healthcare
107
+ 4.48%
$97.14 - $115.57 $10.4K - $12.4K
2.5K $278K
URI
United Rentals, Inc.

Industrials
114
+ 33.04%
$594.17 - $789.56 $67.7K - $90K
459 $287K
VOT
Vanguard Mid Cap Growth Index

ETFs
549
+ 5.33%
$237.72 - $276.98 $131K - $152K
10.8K $2.65M
TD
Toronto Dominion Bank

Financial Services
58
+ 1.05%
$53.12 - $61.15 $3.08K - $3.55K
5.56K $333K
NI
Nisource Inc.

Utilities
299
+ 3.48%
$35.57 - $41.23 $10.6K - $12.3K
8.9K $356K
DFIS
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.05%
$23.92 - $26.89 $359 - $403
30.8K $795K
FE
Firstenergy Corp

Utilities
863
+ 10.4%
$37.95 - $43.5 $32.8K - $37.5K
9.16K $370K
CWEN
Clearway Energy, Inc.

Utilities
60
+ 0.71%
$24.63 - $30.42 $1.48K - $1.83K
8.5K $257K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.22K
+ 5.18%
$16.76 - $17.69 $87.4K - $92.3K
106K $1.78M
USB
Us Bancorp \De\

Financial Services
2.61K
+ 20.13%
$40.92 - $50.9 $107K - $133K
15.6K $656K
DCI
Donaldson CO Inc

Industrials
578
+ 13.13%
$66.51 - $72.28 $38.4K - $41.8K
4.98K $333K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.49K
+ 12.57%
$77.33 - $90.16 $347K - $405K
40.2K $3.15M
EFC
Ellington Financial Inc.

Real Estate
181
+ 0.62%
$12.08 - $14.35 $2.19K - $2.6K
29.3K $388K
HYLS
First Tr Tactical High Yield L

ETFs
1.11K
+ 2.9%
$40.95 - $41.77 $45.4K - $46.3K
39.4K $1.62M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.41K
+ 4.13%
$30.73 - $32.26 $74K - $77.7K
60.6K $1.86M
VTC
Vanguard Scottsdale Fds Total

ETFs
151
+ 0.79%
$74.74 - $77.39 $11.3K - $11.7K
19.3K $1.48M
MLPA
Global X Mlp ETF

ETFs
119
+ 1.76%
$49.83 - $54.53 $5.93K - $6.49K
6.89K $366K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.22K
+ 10.72%
$35.54 - $37.44 $43.4K - $45.7K
12.6K $451K
TMCI
Treace Medical Concepts, Inc.

Healthcare
1.34K
+ 6.92%
$7.3 - $10.54 $9.81K - $14.2K
20.8K $174K
FNDF
Schwab Fundamental Intl Large

ETFs
298
+ 4.68%
$32.9 - $37.45 $9.8K - $11.2K
6.66K $240K
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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