Chicago Partners Investment Group LLC Reduced Holdings in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 0.01%
$483.48 - $539.8 $10.2K - $11.3K
160K $77.8M
OKE
Oneok Inc

Energy
-4.49K
- 1.62%
$78.71 - $100.37 $353K - $450K
273K $22.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-48.4K
- 25.75%
$72.02 - $73.82 $3.49M - $3.57M
140K $10.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-32.9K
- 28.32%
$96.84 - $99.46 $3.19M - $3.27M
83.3K $8.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-88K
- 17.77%
$24.32 - $27.87 $2.14M - $2.45M
407K $10.8M
ET
Energy Transfer LP

Energy
-2.75K
- 0.08%
$15.65 - $18.93 $43.1K - $52.1K
3.28M $59.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-27.2K
- 12.73%
$51.1 - $53.29 $1.39M - $1.45M
187K $9.94M
AMT
American Tower Corp

Real Estate
-6.08K
- 16.71%
$203.96 - $228.19 $1.24M - $1.39M
30.3K $6.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.94K
- 7.68%
$79.79 - $91.42 $474K - $543K
71.4K $6.35M
BILL
Bill.Com Holdings, Inc.

Technology
-12.6K
- 48.31%
$37.81 - $48.03 $478K - $607K
13.5K $625K
KMI
Kinder Morgan, Inc.

Energy
-36.9K
- 5.42%
$25.21 - $29.4 $929K - $1.08M
643K $18.9M
USAC
Usa Compression Partners, LP

Energy
-10.7K
- 13.77%
$22.12 - $27.69 $237K - $297K
67.2K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
-321
- 0.95%
$157.66 - $172.39 $50.6K - $55.3K
33.5K $5.33M
CCI
Crown Castle International Corp

Real Estate
-3.68K
- 13.56%
$94.83 - $107.06 $349K - $394K
23.5K $2.41M
PAA
Plains All American Pipeline LP

Energy
-2.56K
- 1.19%
$16.03 - $20.28 $41.1K - $52K
212K $3.89M
XLE
Energy Sector Spdr

ETFs
-2.82K
- 19.28%
$76.44 - $94.13 $216K - $266K
11.8K $1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2K
- 2.91%
$45.07 - $52.57 $90.2K - $105K
66.7K $3.26M
GLBE
Global E Online Ltd.

Consumer Cyclical
-6.28K
- 35.18%
$29.18 - $42.39 $183K - $266K
11.6K $387K
BMY
Bristol Myers Squibb CO

Healthcare
-42
- 0.25%
$44.12 - $59.6 $1.85K - $2.5K
16.6K $769K
KMB
Kimberly Clark Corp

Consumer Defensive
-756
- 8.96%
$126.84 - $145.22 $95.9K - $110K
7.68K $989K
UNP
Union Pacific Corp

Industrials
-134
- 0.47%
$208.27 - $238.46 $27.9K - $32K
28.6K $6.57M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-4.1K
- 34.17%
$37.76 - $42.79 $155K - $175K
7.9K $316K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-25.5K
- 13.43%
$5.25 - $5.92 $134K - $151K
165K $929K
EMLP
First Tr Exchange Traded Iv

ETFs
-5.24K
- 4.46%
$33.62 - $37.89 $176K - $198K
112K $4.2M
AMGN
Amgen Inc

Healthcare
-2
- 0.03%
$262.28 - $309.85 $525 - $620
5.84K $1.63M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.29K
- 40.16%
$35.3 - $37.51 $187K - $198K
7.88K $295K
FTSL
First Trust Senior Ln Fund

ETFs
-4.84K
- 3.11%
$44.58 - $46.07 $216K - $223K
151K $6.92M
IBB
Ishares Biotechnology ETF

ETFs
-1.32K
- 14.34%
$112.02 - $129.0 $148K - $170K
7.87K $996K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.87K
- 7.12%
$67.03 - $80.35 $192K - $230K
37.4K $2.98M
VZ
Verizon Communications Inc

Communication Services
-2.09K
- 5.38%
$41.67 - $45.62 $86.9K - $95.1K
36.7K $1.59M
FRI
First Tr S&P Reit Index Fd

ETFs
-4.74K
- 5.23%
$24.01 - $27.75 $114K - $131K
85.8K $2.32M
MUB
Ishares National Muni Bond ETF

ETFs
-1.19K
- 3.03%
$102.31 - $105.8 $121K - $125K
38K $3.97M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-7.78K
- 15.84%
$37.66 - $43.85 $293K - $341K
41.4K $1.81M
SBUX
Starbucks Corp

Consumer Cyclical
-323
- 1.73%
$79.69 - $99.41 $25.7K - $32.1K
18.4K $1.68M
VHT
Vanguard Health Care ETF

ETFs
-504
- 37.42%
$236.71 - $261.92 $119K - $132K
843 $209K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-4.4K
- 26.07%
$35.8 - $41.07 $158K - $181K
12.5K $512K
COP
Conocophillips

Energy
-372
- 5.6%
$82.66 - $106.1 $30.7K - $39.5K
6.27K $562K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-98
- 10.01%
$390.26 - $489.06 $38.2K - $47.9K
881 $357K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.58K
- 20.55%
$93.5 - $113.21 $147K - $178K
6.09K $689K
TPL
Texas Pacific Land Corp

Energy
-1
- 0.22%
$1036.28 - $1430.55 $1.04K - $1.43K
460 $485K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-31K
- 35.44%
$3.75 - $4.3 $116K - $133K
56.4K $242K
TMUS
T Mobile Us, Inc.

Communication Services
-214
- 8.67%
$220.99 - $268.54 $47.3K - $57.5K
2.25K $537K
CPRT
Copart Inc

Consumer Cyclical
-1.13K
- 12.97%
$47.72 - $63.84 $53.9K - $72.1K
7.58K $372K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.8K
- 7.08%
$43.28 - $50.37 $121K - $141K
36.8K $1.84M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.02K
- 2.08%
$47.46 - $55.3 $143K - $167K
142K $7.83M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.48K
- 8.01%
$18.94 - $21.67 $84.8K - $97.1K
51.5K $1.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.49K
- 21.89%
$113.67 - $150.4 $283K - $374K
8.88K $1.33M
TRIN
Trinity Capital Inc.

Financial Services
-100
- 0.1%
$13.53 - $15.52 $1.35K - $1.55K
97.3K $1.37M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-4.59K
- 0.58%
$8.43 - $8.77 $38.7K - $40.2K
784K $6.82M
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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