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
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3
+ 0.15%
$134.25 - $172.52 $403 - $518
2.07K $356K
RGTI
Rigetti Computing, Inc.

Technology
34
+ 0.33%
$7.5 - $14.29 $255 - $486
10.4K $123K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.63K
+ 18.35%
$8.28 - $9.42 $30K - $34.2K
23.4K $220K
WEN
Wendy'S CO

Consumer Cyclical
7.22K
+ 56.24%
$11.11 - $14.72 $80.3K - $106K
20.1K $229K
DFAT
Dimensional ETF Tr U S Target

ETFs
56
+ 0.37%
$44.8 - $53.97 $2.51K - $3.02K
15.3K $824K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
176
+ 18.57%
$421.16 - $509.5 $74.1K - $89.7K
1.12K $500K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
765
+ 12.2%
$42.62 - $45.37 $32.6K - $34.7K
7.03K $319K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
300
+ 1.33%
$19.16 - $23.81 $5.75K - $7.14K
22.9K $544K
DGX
Quest Diagnostics Inc

Healthcare
288
+ 25.13%
N/A
1.43K $196K
UEC
Uranium Energy Corp

Energy
339
+ 1.96%
$4.0 - $7.05 $1.36K - $2.39K
17.6K $119K
CNX
Cnx Resources Corp

Energy
2
+ 0.01%
$28.13 - $34.85 $56.3 - $69.7
16.3K $549K
EFX
Equifax Inc

Industrials
88
+ 10.58%
$205.5 - $280.54 $18.1K - $24.7K
920 $238K
IYC
Ishares U.S. Consumer Discreti

ETFs
4
+ 0.13%
$79.19 - $99.64 $317 - $399
3K $299K
WSM
Williams Sonoma Inc

Consumer Cyclical
157
+ 10.57%
$137.62 - $174.44 $21.6K - $27.4K
1.64K $268K
PSX
Phillips 66

Energy
544
+ 7.29%
$92.87 - $125.73 $50.5K - $68.4K
8K $954K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8
+ 0.13%
$34.38 - $44.36 $275 - $355
5.96K $264K
FMC
Fmc Corp

Basic Materials
854
+ 13.36%
$33.98 - $44.06 $29K - $37.6K
7.25K $302K
WEC
Wec Energy Group, Inc.

Utilities
398
+ 20.0%
$102.24 - $109.76 $40.7K - $43.7K
2.39K $248K
FITB
Fifth Third Bancorp

Financial Services
474
+ 7.49%
$33.32 - $41.51 $15.8K - $19.7K
6.8K $279K
PAXS
Pimco Access Income Fund

Financial Services
3.61K
+ 14.49%
$14.15 - $16.12 $51.1K - $58.2K
28.5K $431K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
420
+ 4.87%
$36.02 - $41.92 $15.1K - $17.6K
9.05K $379K
FE
Firstenergy Corp

Utilities
760
+ 8.29%
$38.31 - $43.17 $29.1K - $32.8K
9.92K $399K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
109
+ 0.31%
$77.94 - $79.5 $8.5K - $8.67K
35.3K $2.8M
NVS
Novartis Ag

Healthcare
42
+ 1.68%
$101.96 - $121.01 $4.28K - $5.08K
2.54K $307K
PCTY
Paylocity Holding Corp

Technology
259
+ 8.33%
$172.54 - $201.04 $44.7K - $52.1K
3.37K $610K
PFE
Pfizer Inc

Healthcare
4.46K
+ 6.1%
$21.59 - $24.84 $96.3K - $111K
77.6K $1.88M
SRE
Sempra Energy

Utilities
15
+ 0.25%
$63.78 - $78.91 $957 - $1.18K
6.08K $460K
DJP
Barclays Bank PLC

ETFs
828
+ 1.08%
N/A
77.8K $2.51M
CSQ
Calamos Strategic Total Return Fund

Financial Services
110
+ 0.91%
$13.86 - $18.24 $1.52K - $2.01K
12.2K $223K
VTRS
Viatris Inc

Healthcare
2.63K
+ 24.22%
$7.26 - $9.12 $19.1K - $24K
13.5K $120K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.27K
+ 5.26%
$13.37 - $15.25 $30.4K - $34.7K
45.5K $678K
HYG
Ishares Tr

ETFs
62
+ 0.51%
$75.75 - $80.65 $4.7K - $5K
12.2K $987K
CHY
Calamos Convertible & High Income Fund

Financial Services
453
+ 2.02%
$9.18 - $10.99 $4.16K - $4.98K
22.9K $251K
IYG
Ishares Tr

ETFs
2
+ 0.06%
$68.9 - $85.6 $138 - $171
3.51K $300K
ATO
Atmos Energy Corp

Utilities
170
+ 2.97%
$145.06 - $162.66 $24.7K - $27.7K
5.9K $909K
VFH
Vanguard Financial ETF

ETFs
7
+ 0.23%
$104.87 - $127.3 $734 - $891
3.02K $383K
UNM
Unum Group

Financial Services
330
+ 5.71%
$70.48 - $82.91 $23.3K - $27.4K
6.11K $493K
FV
First Trust Dorsey Wright Focu

ETFs
8
+ 0.16%
$48.43 - $59.26 $387 - $474
4.96K $294K
VTC
Vanguard Scottsdale Fds Total

ETFs
163
+ 0.84%
$74.71 - $77.33 $12.2K - $12.6K
19.5K $1.51M
FNDA
Schwab Fundamental U S Small C

ETFs
17
+ 0.1%
$23.85 - $28.69 $405 - $488
17.7K $508K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
1.77K
+ 13.91%
$2.02 - $4.27 $3.58K - $7.56K
14.5K $55K
VGSH
Vanguard

ETFs
32
+ 0.02%
$58.32 - $58.95 $1.87K - $1.89K
205K $12M
JNJ
Johnson & Johnson

Healthcare
1.9K
+ 9.19%
$146.36 - $159.82 $278K - $303K
22.6K $3.45M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
192
+ 1.64%
$85.42 - $94.39 $16.4K - $18.1K
11.9K $1.11M
GPC
Genuine Parts CO

Consumer Cyclical
74
+ 1.53%
$105.54 - $129.09 $7.81K - $9.55K
4.9K $594K
WELL
Welltower Inc.

Real Estate
120
+ 8.57%
$136.49 - $155.22 $16.4K - $18.6K
1.52K $233K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.03%
$35.77 - $42.27 $107 - $127
9.77K $412K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
310
+ 1.08%
$48.5 - $49.35 $15K - $15.3K
29.1K $1.43M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
122
+ 0.52%
$121.58 - $136.74 $14.8K - $16.7K
23.4K $3.17M
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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