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
TMP
Tompkins Financial Corp

Financial Services
60
+ 0.54%
$62.44 - $72.73 $3.75K - $4.36K
11.2K $703K
UPS
United Parcel Service Inc

Industrials
144
+ 3.22%
$109.66 - $136.26 $15.8K - $19.6K
4.62K $507K
AVUV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 10.4%
$84.95 - $100.62 $1.72M - $2.04M
215K $18.7M
QTEC
First Trust Nasdaq 100 Technol

ETFs
74
+ 1.43%
$173.56 - $210.67 $12.8K - $15.6K
5.25K $910K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
167
+ 0.73%
$67.03 - $74.61 $11.2K - $12.5K
23K $1.56M
TDW
Tidewater Inc

Energy
53
+ 0.94%
$39.93 - $57.69 $2.12K - $3.06K
5.67K $239K
LPRO
Open Lending Corp

Financial Services
33.7K
+ 67.19%
$2.76 - $6.61 $93K - $223K
83.9K $231K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
249
+ 1.73%
$113.22 - $126.36 $28.2K - $31.5K
14.7K $1.68M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.4K
+ 5.78%
$5.91 - $6.78 $61.3K - $70.4K
190K $1.12M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2
+ 0.07%
$185.73 - $221.19 $371 - $442
2.98K $556K
STZ
Constellation Brands, Inc.

Consumer Defensive
43
+ 1.91%
$161.05 - $222.93 $6.93K - $9.59K
2.29K $420K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
153
+ 4.63%
$165.25 - $224.62 $25.3K - $34.4K
3.46K $574K
ADM
Archer Daniels Midland CO

Consumer Defensive
201
+ 0.52%
$45.22 - $52.17 $9.09K - $10.5K
38.5K $1.85M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
958
+ 2.71%
$37.84 - $44.02 $36.3K - $42.2K
36.3K $1.4M
SSO
Proshares Ultra S&P 500

ETFs
19
+ 0.19%
$80.57 - $100.21 $1.53K - $1.9K
9.84K $814K
TT
Trane Technologies PLC

Industrials
7
+ 0.23%
$332.0 - $400.86 $2.32K - $2.81K
3.05K $1.03M
ETN
Eaton Corp PLC

Industrials
373
+ 11.11%
$271.83 - $371.23 $101K - $138K
3.73K $1.01M
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.39K
+ 1.8%
$7.17 - $9.1 $9.94K - $12.6K
78.5K $563K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
110
+ 1.8%
$80.4 - $106.5 $8.84K - $11.7K
6.23K $501K
IWB
Ishares Tr Russell 1000 ETF

ETFs
280
+ 2.19%
$302.31 - $337.54 $84.6K - $94.5K
13.1K $4.01M
ADBE
Adobe Inc.

Technology
223
+ 6.82%
$377.84 - $464.11 $84.3K - $103K
3.49K $1.34M
APPN
Appian Corp

Technology
368
+ 1.18%
$28.81 - $37.23 $10.6K - $13.7K
31.5K $907K
EMR
Emerson Electric CO

Industrials
123
+ 1.29%
$108.64 - $131.17 $13.4K - $16.1K
9.62K $1.06M
FPX
First Trust Us Equity Opportun

ETFs
147
+ 0.76%
$106.21 - $143.53 $15.6K - $21.1K
19.4K $2.17M
NOW
Service Now, Inc.

Technology
77
+ 10.28%
$783.83 - $1170.39 $60.4K - $90.1K
826 $657K
IREN
Iris Energy LTD

Financial Services
10.7K
+ 19.39%
$6.07 - $13.18 $65.1K - $141K
66K $402K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
139
+ 0.88%
$47.79 - $59.89 $6.64K - $8.32K
15.9K $800K
IWV
Ishares Russell 3000 ETF

ETFs
377
+ 2.26%
$313.1 - $349.83 $118K - $132K
17K $5.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.07K
+ 4.22%
$92.71 - $107.38 $98.7K - $114K
26.3K $2.44M
XLK
Technology Sector Spdr

ETFs
1.21K
+ 7.41%
$206.38 - $242.18 $250K - $293K
17.5K $3.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
624
+ 6.28%
$360.07 - $417.26 $225K - $260K
10.6K $3.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
53
+ 0.23%
$101.98 - $115.66 $5.4K - $6.13K
23.4K $2.4M
AVSC
American Centy ETF Tr Avantis
2.88K
+ 5.2%
$48.08 - $56.12 $139K - $162K
58.2K $2.82M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2
+ 0.05%
$200.77 - $270.08 $402 - $540
4.03K $809K
ACN
Accenture PLC

Technology
1.15K
+ 8.25%
$300.91 - $398.25 $345K - $456K
15K $4.69M
ISCV
Ishares Morningstar Small Cap

ETFs
43
+ 0.09%
$58.11 - $66.0 $2.5K - $2.84K
49.9K $2.96M
TGT
Target Corp

Consumer Defensive
219
+ 2.95%
$103.65 - $142.5 $22.7K - $31.2K
7.64K $797K
DFAU
Dimensional ETF Tr

ETFs
2.57K
+ 1.29%
$37.84 - $42.29 $97.1K - $108K
201K $7.73M
ORCL
Oracle Corp

Technology
1.02K
+ 5.21%
$139.81 - $186.47 $143K - $191K
20.7K $2.89M
BILL
Bill.Com Holdings, Inc.

Technology
7.47K
+ 39.91%
$43.59 - $97.07 $325K - $725K
26.2K $1.2M
CRM
Salesforce, Inc.

Technology
466
+ 5.89%
$268.36 - $359.95 $125K - $168K
8.38K $2.25M
TTD
Trade Desk, Inc.

Technology
357
+ 5.39%
$53.59 - $126.58 $19.1K - $45.2K
6.98K $381K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 5.55%
$24.91 - $29.02 $387K - $451K
296K $7.4M
CG
Carlyle Group Inc.

Financial Services
2.57K
+ 3.38%
$40.03 - $56.96 $103K - $146K
78.5K $3.42M
PWR
Quanta Services, Inc.

Industrials
43
+ 0.62%
$236.71 - $358.03 $10.2K - $15.4K
6.94K $1.77M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
310
+ 0.74%
$121.0 - $142.28 $37.5K - $44.1K
42.3K $5.26M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
74
+ 0.38%
$161.27 - $192.3 $11.9K - $14.2K
19.4K $3.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
41.8K
+ 7.41%
$58.81 - $68.2 $2.46M - $2.85M
606K $36.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.66K
+ 6.75%
$102.49 - $119.96 $990K - $1.16M
153K $16M
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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