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
TWLO
Twilio Inc

Communication Services
410
+ 16.54%
$81.34 - $124.36 $33.3K - $51K
2.89K $359K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
1.01K
+ 1.24%
$17.58 - $21.07 $17.7K - $21.2K
82.2K $1.71M
CLSK
Cleanspark, Inc.

Technology
4.62K
+ 32.77%
$6.74 - $11.03 $31.2K - $51K
18.7K $206K
IDEV
Ishares Core Msci Intl Develop

ETFs
105
+ 0.73%
$61.79 - $76.67 $6.49K - $8.05K
14.5K $1.1M
DFIV
Dimensional ETF Tr

ETFs
440
+ 1.65%
$34.67 - $43.21 $15.3K - $19K
27.1K $1.16M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
160
+ 1.06%
$55.5 - $69.0 $8.88K - $11K
15.3K $1.06M
OTIS
Otis Worldwide Corp

Industrials
1.21K
+ 44.54%
$90.88 - $104.3 $110K - $126K
3.92K $387K
VIG
Vanguard Dividend Appreciation

ETFs
587
+ 1.65%
N/A
36.1K $6.58M
AMP
Ameriprise Financial Inc

Financial Services
153
+ 30.0%
$422.19 - $533.73 $64.6K - $81.7K
663 $353K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.45K
+ 15.27%
$22.68 - $23.28 $101K - $104K
33.6K $780K
EW
Edwards Lifesciences Corp

Healthcare
854
+ 12.89%
$67.07 - $78.22 $57.3K - $66.8K
7.48K $584K
GL
Globe Life Inc.

Financial Services
964
+ 46.59%
$113.29 - $133.09 $109K - $128K
3.03K $376K
DE
Deere & CO

Industrials
64
+ 3.55%
$412.99 - $531.48 $26.4K - $34K
1.87K $949K
PAVE
Global X Fds Us Infrastructure

ETFs
158
+ 0.98%
$33.78 - $43.68 $5.34K - $6.9K
16.2K $707K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
994
+ 8.74%
$100.04 - $100.54 $99.4K - $99.9K
12.4K $1.24M
PSA
Public Storage

Real Estate
353
+ 44.74%
$266.31 - $309.77 $94K - $109K
1.14K $335K
TRMB
Trimble Inc.

Technology
734
+ 17.84%
$55.12 - $75.98 $40.5K - $55.8K
4.85K $368K
PKW
Invesco Exchange Traded Fd Tr

ETFs
450
+ 12.16%
$98.58 - $123.6 $44.4K - $55.6K
4.15K $512K
FTNT
Fortinet, Inc.

Technology
597
+ 17.2%
$84.71 - $108.69 $50.6K - $64.9K
4.07K $429K
NLOK
Norton Life Lock Inc.

Technology
4.35K
+ 51.98%
N/A
12.7K $273K
SKYY
First Trust Cloud Computing Et

ETFs
163
+ 4.33%
$89.46 - $121.64 $14.6K - $19.8K
3.93K $477K
G
Genpact LTD

Technology
2.83K
+ 57.6%
$40.65 - $50.56 $115K - $143K
7.74K $340K
ED
Consolidated Edison Inc

Utilities
1.32K
+ 33.85%
$98.05 - $113.3 $129K - $149K
5.2K $521K
DVN
Devon Energy Corp

Energy
4.4K
+ 50.45%
$26.8 - $37.92 $118K - $167K
13.1K $417K
HYLS
First Tr Tactical High Yield L

ETFs
1.46K
+ 3.7%
$39.8 - $41.84 $57.9K - $60.9K
40.8K $1.71M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.57K
+ 25.22%
$67.02 - $83.8 $105K - $132K
7.8K $592K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.14K
+ 22.82%
$55.13 - $75.25 $118K - $161K
11.5K $790K
HE
Hawaiian Electric Industries Inc

Utilities
8.73K
+ 60.54%
$9.36 - $10.96 $81.7K - $95.7K
23.2K $246K
MDT
Medtronic PLC

Healthcare
1.22K
+ 17.56%
$80.68 - $88.86 $98.8K - $109K
8.19K $714K
ASND
Ascendis Pharma A/S

Healthcare
161
+ 4.51%
$137.41 - $179.1 $22.1K - $28.8K
3.73K $644K
ACN
Accenture PLC

Technology
954
+ 6.34%
$279.23 - $323.21 $266K - $308K
16K $4.78M
NKE
Nike, Inc.

Consumer Cyclical
643
+ 11.78%
$53.27 - $72.04 $34.3K - $46.3K
6.1K $433K
VRSK
Verisk Analytics, Inc.

Industrials
199
+ 11.51%
$277.03 - $321.33 $55.1K - $63.9K
1.93K $600K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
3
+ 0.0%
$18.54 - $19.95 $55.6 - $59.8
97.6K $1.91M
QRVO
Qorvo, Inc.

Technology
342
+ 7.66%
$50.81 - $84.91 $17.4K - $29K
4.81K $408K
ICE
Intercontinental Exchange, Inc.

Financial Services
300
+ 11.32%
$151.62 - $183.47 $45.5K - $55K
2.95K $541K
PH
Parker Hannifin Corp

Industrials
44
+ 7.73%
$517.23 - $700.54 $22.8K - $30.8K
613 $428K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.21K
+ 42.07%
$54.33 - $63.56 $120K - $140K
7.46K $417K
URI
United Rentals, Inc.

Industrials
32
+ 6.97%
$551.94 - $753.4 $17.7K - $24.1K
491 $369K
RMD
Resmed Inc

Healthcare
167
+ 15.28%
$204.54 - $258.0 $34.2K - $43.1K
1.26K $325K
TXN
Texas Instruments Inc

Technology
409
+ 15.37%
N/A
3.07K $597K
UHS
Universal Health Services Inc

Healthcare
486
+ 41.68%
$157.05 - $197.94 $76.3K - $96.2K
1.65K $299K
MMM
3 M CO

Industrials
317
+ 5.32%
$126.09 - $154.15 $40K - $48.9K
6.27K $954K
DOCU
Docusign, Inc.

Technology
1.15K
+ 38.71%
$70.35 - $93.84 $81.2K - $108K
4.14K $322K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.55K
+ 2.96%
$10.59 - $11.48 $37.6K - $40.8K
124K $1.42M
AME
Ametek Inc

Industrials
328
+ 14.97%
$151.41 - $182.75 $49.7K - $59.9K
2.52K $455K
ENB
Enbridge Inc

Energy
150
+ 0.22%
$41.09 - $47.16 $6.16K - $7.07K
69.2K $3.14M
TRV
Travelers Companies, Inc.

Financial Services
263
+ 13.07%
$233.83 - $276.34 $61.5K - $72.7K
2.28K $608K
NEE
Nextera Energy Inc

Utilities
1.53K
+ 7.37%
$64.11 - $75.0 $98.3K - $115K
22.3K $1.55M
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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