Chicago Partners Investment Group LLC Reduced Holdings in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-189K
- 57.44%
$99.85 - $100.19 $18.8M - $18.9M
140K $14M
VTI
Vanguard Total Stock Market Et

ETFs
-37.5K
- 30.65%
$271.18 - $303.12 $10.2M - $11.4M
84.9K $23.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-900
- 0.71%
$190.26 - $242.06 $171K - $218K
127K $24.1M
ET
Energy Transfer LP

Energy
-7.25K
- 0.22%
$17.26 - $21.08 $125K - $153K
3.28M $61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.99K
- 2.35%
$551.42 - $612.93 $1.1M - $1.22M
82.8K $46.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-129K
- 20.72%
$27.01 - $28.54 $3.49M - $3.69M
495K $13.8M
GOOG
Alphabet Inc.

Communication Services
-1.9K
- 2.25%
$156.06 - $207.71 $296K - $394K
82.3K $12.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-28.3K
- 2.98%
$32.42 - $36.13 $919K - $1.02M
924K $30.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-22.8K
- 66.7%
$100.32 - $100.76 $2.28M - $2.29M
11.4K $1.14M
AMD
Advanced Micro Devices Inc

Technology
-6.17K
- 7.35%
$96.63 - $129.55 $596K - $799K
77.7K $7.98M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.1K
- 0.81%
$27.56 - $32.1 $113K - $132K
502K $14.1M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-11.6K
- 2.14%
$27.52 - $33.6 $320K - $390K
531K $15.8M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
-103K
- 91.03%
$12.82 - $13.57 $1.32M - $1.4M
10.1K $136K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.32K
- 4.67%
$96.3 - $112.23 $320K - $373K
67.8K $6.6M
CCI
Crown Castle International Corp

Real Estate
-14.8K
- 35.28%
$84.33 - $106.39 $1.25M - $1.57M
27.1K $2.83M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.11K
- 6.21%
$247.97 - $296.33 $275K - $329K
16.7K $4.22M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.42K
- 27.99%
$126.86 - $146.45 $560K - $647K
11.4K $1.44M
IWM
Ishares Russell 2000 ETF

ETFs
-245
- 0.76%
$198.1 - $229.79 $48.5K - $56.3K
32.1K $6.4M
KMI
Kinder Morgan, Inc.

Energy
-53.3K
- 7.27%
$26.1 - $31.22 $1.39M - $1.66M
680K $19.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-4.29K
- 29.74%
$119.38 - $161.42 $512K - $692K
10.1K $1.21M
HUBS
Hubspot Inc

Technology
-756
- 37.89%
$571.29 - $819.71 $432K - $620K
1.24K $707K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.1K
- 4.96%
$196.12 - $229.48 $412K - $482K
40.3K $8.14M
MRK
Merck & Co., Inc.

Healthcare
-3.91K
- 14.36%
$83.01 - $101.02 $324K - $395K
23.3K $2.09M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-12.8K
- 9.9%
$50.39 - $50.66 $643K - $646K
116K $5.88M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.02K
- 9.4%
$85.55 - $94.34 $686K - $756K
77.3K $7M
MCO
Moodys Corp

Financial Services
-1.11K
- 14.92%
$437.8 - $527.48 $486K - $585K
6.32K $2.95M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-37.2K
- 27.58%
$17.61 - $18.7 $655K - $695K
97.6K $1.82M
TOST
Toast, Inc.

Technology
-13.9K
- 51.38%
$32.61 - $41.98 $455K - $586K
13.2K $437K
AVEM
American Centy ETF Tr Avantis

ETFs
-11.1K
- 13.34%
$57.11 - $62.4 $631K - $690K
71.8K $4.32M
AVDV
American Centy ETF Tr Avantis

ETFs
-13.1K
- 16.89%
$63.74 - $71.96 $832K - $939K
64.2K $4.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.69K
- 3.13%
$54.25 - $57.64 $417K - $443K
238K $13.1M
QDPL
Pacer Fds Tr Metaurus Us Large
-10.1K
- 13.51%
$36.5 - $40.04 $370K - $406K
64.9K $2.37M
AFRM
Affirm Holdings, Inc.

Technology
-4.12K
- 20.88%
$43.7 - $80.98 $180K - $334K
15.6K $705K
GLBE
Global E Online Ltd.

Consumer Cyclical
-2.82K
- 13.64%
$35.65 - $62.84 $100K - $177K
17.8K $635K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-14.6K
- 17.19%
$28.22 - $30.06 $412K - $439K
70.4K $2.01M
SUB
Ishares Short Term National Mu

ETFs
-4.1K
- 22.48%
$105.3 - $106.24 $432K - $436K
14.1K $1.49M
SHOP
Shopify Inc.

Technology
-2.26K
- 11.48%
$90.59 - $129.31 $205K - $292K
17.4K $1.66M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-52
- 0.09%
$105.28 - $121.93 $5.47K - $6.34K
60.2K $6.56M
SOXX
Ishares Semiconductor ETF

ETFs
-1.26K
- 20.25%
$188.17 - $235.81 $236K - $296K
4.95K $930K
FRI
First Tr S&P Reit Index Fd

ETFs
-14.8K
- 14.03%
$26.34 - $28.74 $389K - $425K
90.6K $2.49M
NVO
Novo Nordisk A S

Healthcare
-631
- 3.36%
$69.3 - $90.95 $43.7K - $57.4K
18.2K $1.26M
VGSH
Vanguard

ETFs
-7.83K
- 3.68%
$58.07 - $58.69 $455K - $459K
205K $12M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-15.4K
- 26.17%
$16.57 - $18.85 $255K - $291K
43.5K $723K
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.59K
- 22.14%
$79.17 - $82.04 $364K - $377K
16.2K $1.32M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-9.22K
- 17.35%
$25.79 - $33.75 $238K - $311K
43.9K $1.18M
PFE
Pfizer Inc

Healthcare
-8.22K
- 10.11%
$25.01 - $27.13 $206K - $223K
73.1K $1.85M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-30.2K
- 34.59%
$10.47 - $10.92 $316K - $330K
57.1K $611K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-14.1K
- 24.56%
$14.93 - $16.85 $210K - $237K
43.2K $652K
FTNT
Fortinet, Inc.

Technology
-3.05K
- 46.78%
$92.49 - $114.57 $282K - $349K
3.47K $334K
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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