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
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.05%
$116.97 - $150.97 $234 - $302
3.81K $574K
CTSH
Cognizant Technology Solutions Corp

Technology
815
+ 11.84%
$66.47 - $81.81 $54.2K - $66.7K
7.7K $600K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.05%
$73.7 - $90.98 $369 - $455
9.44K $859K
ZION
Zions Bancorporation, National Association

Financial Services
1.1K
+ 14.89%
$41.39 - $51.94 $45.5K - $57.1K
8.49K $440K
FEM
First Trust Emerging Markets A

ETFs
247
+ 0.65%
$19.94 - $24.69 $4.93K - $6.1K
38.2K $939K
VRT
Vertiv Holdings CO

Industrials
806
+ 19.27%
N/A
4.99K $432K
RDVY
First Trust Rising Dividend Ac

ETFs
147
+ 1.02%
$51.6 - $62.74 $7.59K - $9.22K
14.6K $917K
ELV
Elevance Health, Inc.

Healthcare
249
+ 39.59%
$372.27 - $452.69 $92.7K - $113K
878 $341K
VTWG
Vanguard Russell 2000 Growth E

ETFs
5
+ 0.17%
$163.6 - $208.47 $818 - $1.04K
2.99K $623K
EQIX
Equinix Inc

Real Estate
90
+ 33.96%
$740.07 - $914.43 $66.6K - $82.3K
355 $282K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12
+ 0.35%
$104.23 - $134.39 $1.25K - $1.61K
3.46K $464K
DLR
Digital Realty Trust, Inc.

Real Estate
91
+ 5.74%
$136.11 - $177.69 $12.4K - $16.2K
1.68K $292K
YUM
Yum Brands Inc

Consumer Cyclical
566
+ 23.94%
$138.36 - $161.45 $78.3K - $91.4K
2.93K $434K
MET
Metlife Inc

Financial Services
780
+ 20.83%
$68.42 - $82.49 $53.4K - $64.3K
4.53K $363K
VONE
Vanguard Russell 1000 ETF

ETFs
5
+ 0.22%
$225.48 - $280.86 $1.13K - $1.4K
2.27K $637K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
180
+ 0.35%
$36.25 - $42.28 $6.53K - $7.61K
51.6K $2.18M
ES
Eversource Energy

Utilities
901
+ 27.77%
$54.25 - $65.89 $48.9K - $59.4K
4.15K $263K
FISV
Fiserv Inc

Technology
474
+ 30.96%
N/A
2.01K $251K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.14%
$86.93 - $109.64 $609 - $767
5.04K $553K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
+ 7.73%
$299.15 - $396.54 $15K - $19.8K
697 $276K
UYG
Proshares Ultra Financials

ETFs
12
+ 0.13%
$68.55 - $95.55 $823 - $1.15K
8.96K $855K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.14K
+ 12.74%
$47.89 - $48.65 $54.4K - $55.2K
10K $488K
IYF
Ishares Tr

ETFs
22
+ 0.32%
$99.23 - $120.99 $2.18K - $2.66K
6.89K $833K
T
At&T Inc.

Communication Services
566
+ 0.89%
$26.33 - $28.94 $14.9K - $16.4K
63.9K $1.85M
F
Ford Motor CO

Consumer Cyclical
4.02K
+ 22.92%
$8.69 - $10.85 $34.9K - $43.6K
21.5K $233K
EMN
Eastman Chemical CO

Basic Materials
1.4K
+ 38.88%
$72.7 - $88.29 $102K - $124K
5.01K $373K
OKTA
Okta, Inc.

Technology
679
+ 29.66%
$91.24 - $127.3 $62K - $86.4K
2.97K $296K
EFG
Msci Eafe Growth ETF

ETFs
9
+ 0.2%
$89.8 - $112.0 $808 - $1.01K
4.58K $513K
ALLE
Allegion PLC

Industrials
195
+ 9.5%
$118.52 - $145.64 $23.1K - $28.4K
2.25K $323K
MLM
Martin Marietta Materials Inc

Basic Materials
43
+ 10.14%
$452.51 - $568.19 $19.5K - $24.4K
467 $256K
URTH
Ishares Msci World ETF

ETFs
23
+ 0.76%
$136.3 - $169.38 $3.13K - $3.9K
3.03K $513K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
774
+ 0.73%
$15.52 - $17.13 $12K - $13.3K
107K $1.83M
TROW
Price T Rowe Group Inc

Financial Services
427
+ 18.48%
$80.27 - $98.06 $34.3K - $41.9K
2.74K $264K
D
Dominion Energy, Inc

Utilities
858
+ 21.19%
$49.66 - $58.0 $42.6K - $49.8K
4.91K $277K
FNDX
Schwab Fundamental U S Large C

ETFs
68
+ 0.13%
$20.84 - $24.54 $1.42K - $1.67K
52.5K $1.29M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
18
+ 0.15%
$103.88 - $123.68 $1.87K - $2.23K
12.1K $1.49M
VLO
Valero Energy Corp

Energy
291
+ 7.31%
$104.69 - $141.77 $30.5K - $41.3K
4.27K $574K
DBX
Dropbox, Inc.

Technology
1.06K
+ 11.71%
$25.42 - $29.7 $27K - $31.6K
10.1K $290K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
3.01K
+ 15.7%
$13.7 - $14.3 $41.2K - $43K
22.2K $317K
PPG
Ppg Industries Inc

Basic Materials
326
+ 16.16%
$91.66 - $115.04 $29.9K - $37.5K
2.34K $266K
CHTR
Charter Communications, Inc.

Communication Services
42
+ 5.82%
$321.68 - $427.25 $13.5K - $17.9K
764 $312K
SUB
Ishares Short Term National Mu

ETFs
332
+ 2.35%
$104.77 - $106.34 $34.8K - $35.3K
14.5K $1.54M
CHW
Calamos Global Dynamic Income Fund

Financial Services
285
+ 0.49%
$5.59 - $7.13 $1.59K - $2.03K
58.6K $418K
HTGC
Hercules Capital, Inc.

Financial Services
3.24K
+ 20.88%
$16.24 - $19.1 $52.7K - $61.9K
18.8K $343K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
453
+ 0.76%
$49.57 - $50.27 $22.5K - $22.8K
59.8K $3.01M
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.47K
+ 2.29%
$20.99 - $23.93 $93.8K - $107K
200K $4.68M
DTE
Dte Energy CO

Utilities
495
+ 12.85%
$127.39 - $139.49 $63.1K - $69K
4.35K $575K
BR
Broadridge Financial Solutions, Inc.

Technology
176
+ 13.49%
$217.22 - $246.25 $38.2K - $43.3K
1.48K $359K
EXPD
Expeditors International Of Washington Inc

Industrials
477
+ 24.6%
$102.84 - $122.24 $49.1K - $58.3K
2.42K $276K
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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