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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
280
+ 33.9%
$283.06 - $421.16 $79.3K - $118K
1.11K $313K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
173
+ 1.15%
$61.91 - $66.79 $10.7K - $11.6K
15.2K $946K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
1
+ 0.0%
$7.01 - $7.34 $7.01 - $7.34
108K $754K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
586
+ 2.01%
$17.66 - $18.84 $10.3K - $11K
29.7K $525K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
283
+ 5.95%
$96.93 - $109.51 $27.4K - $31K
5.04K $493K
VOE
Vanguard Mid Cap Value Index F

ETFs
600
+ 0.73%
$156.61 - $168.02 $94K - $101K
83K $13.3M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
95
+ 9.0%
$203.38 - $274.79 $19.3K - $26.1K
1.15K $236K
NYF
Ishares New York Muni Bond ETF

ETFs
69
+ 0.35%
$52.33 - $53.92 $3.61K - $3.72K
19.9K $1.05M
EFSC
Enterprise Financial Services Corp

Financial Services
37
+ 0.86%
$53.74 - $61.95 $1.99K - $2.29K
4.36K $234K
AME
Ametek Inc

Industrials
27
+ 1.25%
$170.39 - $190.43 $4.6K - $5.14K
2.19K $377K
PX
P10, Inc.

Financial Services
1.09K
+ 3.59%
$11.04 - $13.77 $12K - $15K
31.5K $369K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
69
+ 4.47%
$192.82 - $222.1 $13.3K - $15.3K
1.61K $311K
TRMB
Trimble Inc.

Technology
73
+ 1.81%
$65.52 - $77.49 $4.78K - $5.66K
4.12K $270K
CSQ
Calamos Strategic Total Return Fund

Financial Services
153
+ 1.28%
$15.97 - $18.5 $2.44K - $2.83K
12.1K $196K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 2.05%
$333.37 - $384.99 $4.33K - $5K
647 $216K
UAL
United Airlines Holdings, Inc.

Industrials
1.25K
+ 34.19%
$69.05 - $110.52 $86.2K - $138K
4.9K $338K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
20.1K
+ 97.61%
$3.33 - $7.79 $66.8K - $156K
40.6K $135K
SVAL
Ishares Tr Us Small Cap Value

ETFs
3
+ 0.04%
$29.28 - $33.43 $87.8 - $100
6.99K $209K
FITB
Fifth Third Bancorp

Financial Services
48
+ 0.76%
$37.48 - $44.96 $1.8K - $2.16K
6.33K $248K
IAT
Ishares Tr

ETFs
29
+ 0.56%
$44.84 - $53.56 $1.3K - $1.55K
5.18K $241K
CARR
Carrier Global Corp

Industrials
168
+ 2.85%
$62.07 - $70.55 $10.4K - $11.9K
6.06K $383K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
14
+ 0.09%
$26.53 - $29.63 $371 - $415
15.1K $405K
FV
First Trust Dorsey Wright Focu

ETFs
6
+ 0.12%
$53.91 - $63.03 $323 - $378
4.95K $271K
CSX
Csx Corp

Industrials
466
+ 3.79%
$29.11 - $33.67 $13.6K - $15.7K
12.8K $375K
IYC
Ishares U.S. Consumer Discreti

ETFs
5
+ 0.17%
$85.71 - $101.2 $429 - $506
3K $264K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
15
+ 0.25%
$38.78 - $44.63 $582 - $669
5.95K $231K
DFAT
Dimensional ETF Tr U S Target

ETFs
708
+ 4.88%
$50.44 - $58.1 $35.7K - $41.1K
15.2K $783K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2
+ 0.1%
$147.38 - $176.39 $295 - $353
2.07K $313K
FDX
Fedex Corp

Industrials
129
+ 8.24%
$230.33 - $281.53 $29.7K - $36.3K
1.7K $413K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.16K
+ 8.03%
$5.76 - $8.6 $6.65K - $9.93K
15.5K $89K
INTU
Intuit Inc

Technology
181
+ 1.88%
$555.63 - $630.23 $101K - $114K
9.79K $6.01M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
2.08K
+ 11.74%
$8.92 - $11.7 $18.5K - $24.3K
19.8K $178K
TROW
Price T Rowe Group Inc

Financial Services
161
+ 7.49%
$91.57 - $116.93 $14.7K - $18.8K
2.31K $212K
DAL
Delta Air Lines, Inc.

Industrials
1.02K
+ 22.72%
$43.6 - $69.06 $44.5K - $70.5K
5.51K $240K
PHO
Invesco Exchange Traded Fd Tr

ETFs
154
+ 0.48%
$63.77 - $68.75 $9.82K - $10.6K
32K $2.07M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
194
+ 0.63%
$7.39 - $9.09 $1.43K - $1.76K
31.2K $231K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
13
+ 0.18%
$48.37 - $55.84 $629 - $726
7.31K $357K
IRM
Iron Mountain Inc

Real Estate
319
+ 9.39%
$82.79 - $111.31 $26.4K - $35.5K
3.72K $319K
IWN
Ishares Russell2000 Val ETF

ETFs
43
+ 1.29%
$149.27 - $169.4 $6.42K - $7.28K
3.39K $511K
FNDA
Schwab Fundamental U S Small C

ETFs
84
+ 0.48%
$26.87 - $30.99 $2.26K - $2.6K
17.7K $485K
AXP
American Express CO

Financial Services
340
+ 7.28%
$255.39 - $325.87 $86.8K - $111K
5.01K $1.35M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
181
+ 0.7%
$58.38 - $64.16 $10.6K - $11.6K
26.2K $1.55M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
521
+ 0.45%
$1.39 - $2.05 $724 - $1.07K
117K $162K
ALK
Alaska Air Group, Inc.

Industrials
455
+ 11.82%
$49.22 - $76.6 $22.4K - $34.9K
4.3K $211K
CHY
Calamos Convertible & High Income Fund

Financial Services
585
+ 2.68%
$10.1 - $12.0 $5.91K - $7.02K
22.4K $226K
QUAL
Ishares Msci Usa Quality Facto

ETFs
306
+ 2.39%
$168.16 - $186.21 $51.5K - $57K
13.1K $2.24M
CAT
Caterpillar Inc

Industrials
108
+ 4.52%
$326.75 - $407.63 $35.3K - $44K
2.5K $823K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
219
+ 0.56%
$48.02 - $53.02 $10.5K - $11.6K
39.6K $1.96M
VV
Vanguard Large Cap ETF

ETFs
83
+ 1.56%
$253.32 - $282.66 $21K - $23.5K
5.41K $1.39M
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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