Chicago Partners Investment Group LLC New Holdings in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDIV
First Trust Nasdaq Technology

ETFs
40.1K
New
$73.39 - $83.95 $2.95M - $3.37M
40.1K $2.95M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51.5K
New
$51.45 - $58.51 $2.65M - $3.01M
51.5K $2.67M
DJP
Barclays Bank PLC

ETFs
77K
New
N/A
77K $2.49M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
14.7K
New
$131.8 - $147.86 $1.93M - $2.17M
14.7K $1.96M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.1K
New
N/A
17.1K $1.47M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17.7K
New
$68.32 - $75.06 $1.21M - $1.33M
17.7K $1.32M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
12.1K
New
$101.13 - $119.79 $1.22M - $1.45M
12.1K $1.25M
FDN
First Tr Fd Dow Jones

ETFs
5.04K
New
$221.38 - $266.86 $1.12M - $1.35M
5.04K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.7K
New
$87.68 - $94.52 $1.02M - $1.1M
11.7K $1.09M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
14.7K
New
$46.77 - $52.97 $686K - $777K
14.7K $689K
FSMD
Fidelity Covington Tr Small Mi

ETFs
16.5K
New
$38.04 - $43.22 $626K - $711K
16.5K $644K
PAVE
Global X Fds Us Infrastructure

ETFs
16.1K
New
$37.31 - $43.82 $600K - $704K
16.1K $606K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.02K
New
$65.27 - $71.18 $589K - $642K
9.02K $598K
VONE
Vanguard Russell 1000 ETF

ETFs
2.26K
New
$250.16 - $278.79 $566K - $631K
2.26K $574K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.02K
New
$110.9 - $132.93 $557K - $667K
5.02K $571K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
12K
New
$41.0 - $48.93 $492K - $587K
12K $519K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.94K
New
$100.34 - $100.68 $496K - $497K
4.94K $497K
PFG
Principal Financial Group Inc

Financial Services
5.41K
New
$76.34 - $89.04 $413K - $482K
5.41K $456K
XLP
Consumer Staples Sector Spdr

ETFs
5.65K
New
N/A
5.65K $429K
ED
Consolidated Edison Inc

Utilities
3.89K
New
$88.0 - $110.59 $342K - $430K
3.89K $429K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.7K
New
$109.15 - $120.99 $404K - $448K
3.7K $416K
SKYY
First Trust Cloud Computing Et

ETFs
3.76K
New
$102.23 - $131.18 $385K - $493K
3.76K $384K
PTF
Invesco Exchange Traded Fd Tr

ETFs
6.45K
New
$56.97 - $77.14 $367K - $498K
6.45K $380K
VHT
Vanguard Health Care ETF

ETFs
1.35K
New
$254.06 - $273.83 $342K - $369K
1.35K $356K
MAA
Mid America Apartment Communities Inc.

Real Estate
2.12K
New
$146.9 - $170.92 $312K - $363K
2.12K $355K
DVAX
Dynavax Technologies Corp

Healthcare
27.2K
New
$12.39 - $14.4 $337K - $392K
27.2K $352K
HUM
Humana Inc

Healthcare
1.3K
New
$249.11 - $303.11 $324K - $394K
1.3K $343K
KHC
Kraft Heinz CO

Consumer Defensive
11.1K
New
$28.51 - $32.22 $317K - $358K
11.1K $338K
TSN
Tyson Foods, Inc.

Consumer Defensive
5.25K
New
$54.27 - $63.81 $285K - $335K
5.25K $334K
BK
Bank Of New York Mellon Corp

Financial Services
3.95K
New
$75.42 - $88.95 $298K - $351K
3.95K $331K
DVN
Devon Energy Corp

Energy
8.71K
New
$33.15 - $38.55 $289K - $336K
8.71K $325K
HCA
Hca Healthcare, Inc.

Healthcare
942
New
$296.7 - $345.55 $279K - $326K
942 $325K
QRVO
Qorvo, Inc.

Technology
4.47K
New
$69.12 - $90.57 $309K - $404K
4.47K $323K
TRP
Tc Energy Corp

Energy
6.8K
New
$44.29 - $49.27 $301K - $335K
6.8K $321K
KLAC
Kla Corp

Technology
470
New
$636.62 - $777.63 $299K - $365K
470 $319K
EMN
Eastman Chemical CO

Basic Materials
3.61K
New
$87.05 - $103.47 $314K - $373K
3.61K $317K
VST
Vistra Corp.

Utilities
2.69K
New
$108.49 - $191.89 $292K - $517K
2.69K $316K
APP
App Lovin Corp

Technology
1.19K
New
$238.08 - $510.13 $283K - $607K
1.19K $315K
CBSH
Commerce Bancshares Inc

Financial Services
5.01K
New
$58.85 - $68.59 $295K - $344K
5.01K $312K
JBHT
Hunt J B Transport Services Inc

Industrials
2.09K
New
$146.12 - $186.55 $305K - $389K
2.09K $308K
BSX
Boston Scientific Corp

Healthcare
3.02K
New
$89.38 - $106.18 $270K - $321K
3.02K $304K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
50K
New
$5.37 - $5.91 $269K - $296K
50K $295K
DNP
Dnp Select Income Fund Inc

Financial Services
29.5K
New
$8.93 - $9.92 $263K - $292K
29.5K $291K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
781
New
$314.47 - $431.35 $246K - $337K
781 $286K
CLX
Clorox CO

Consumer Defensive
1.94K
New
$141.76 - $162.89 $275K - $316K
1.94K $285K
OTIS
Otis Worldwide Corp

Industrials
2.71K
New
$90.77 - $104.01 $246K - $282K
2.71K $279K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
835
New
$272.79 - $355.88 $228K - $297K
835 $276K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.78K
New
$47.25 - $67.02 $273K - $388K
5.78K $275K
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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