Chicago Partners Investment Group LLC Reduced Holdings in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-28.1K
- 67.36%
$295.44 - $355.81 $8.31M - $10M
13.6K $4.82M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-54.2K
- 32.14%
$50.32 - $50.75 $2.73M - $2.75M
115K $5.81M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.5K
- 46.62%
$162.64 - $179.3 $1.88M - $2.07M
13.2K $2.37M
GOOG
Alphabet Inc.

Communication Services
-1.68K
- 2.84%
$149.54 - $192.66 $251K - $323K
57.3K $9.58M
MUB
Ishares National Muni Bond ETF

ETFs
-10.9K
- 24.41%
$106.13 - $108.7 $1.15M - $1.18M
33.6K $3.65M
SUB
Ishares Short Term National Mu

ETFs
-10K
- 38.56%
$104.3 - $106.3 $1.05M - $1.07M
16K $1.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-20.7K
- 37.55%
$49.93 - $51.15 $1.03M - $1.06M
34.4K $1.76M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.2K
- 39.15%
$76.94 - $79.54 $1.01M - $1.05M
20.5K $1.63M
SCHW
Schwab Charles Corp

Financial Services
-5.31K
- 16.17%
$61.74 - $76.08 $328K - $404K
27.5K $1.78M
TMUS
T Mobile Us, Inc.

Communication Services
-4.03K
- 53.65%
$175.14 - $206.36 $706K - $832K
3.48K $718K
BA
Boeing CO

Industrials
-1.18K
- 8.94%
$152.04 - $190.6 $179K - $224K
12K $1.82M
DFIV
Dimensional ETF Tr

ETFs
-17.4K
- 39.77%
$34.66 - $38.38 $604K - $669K
26.4K $1M
LLY
Eli Lilly & CO

Healthcare
-216
- 1.15%
$772.14 - $960.02 $167K - $207K
18.5K $16.4M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-15.7K
- 18.23%
$24.07 - $28.73 $378K - $451K
70.5K $1.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-11.9K
- 45.0%
$36.06 - $37.66 $428K - $447K
14.5K $546K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.93K
- 23.08%
$59.61 - $60.15 $413K - $417K
23.1K $1.38M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.92K
- 3.37%
$8.26 - $12.16 $32.4K - $47.6K
112K $1.01M
ARCH
Arch Resources, Inc.

Energy
-1.1K
- 6.62%
$120.29 - $168.65 $133K - $186K
15.5K $2.15M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-11.9K
- 19.94%
$37.37 - $41.82 $444K - $497K
47.7K $1.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
-98
- 3.29%
$217.89 - $392.15 $21.4K - $38.4K
2.88K $808K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.9K
- 18.41%
$38.51 - $41.69 $419K - $453K
48.2K $2.01M
MA
Mastercard Inc

Financial Services
-1.91K
- 15.69%
$429.6 - $500.99 $822K - $958K
10.3K $5.08M
MCO
Moodys Corp

Financial Services
-1.51K
- 17.38%
$421.49 - $494.67 $638K - $749K
7.2K $3.42M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-399
- 18.08%
$1015.62 - $1159.62 $405K - $463K
1.81K $2.08M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6.7K
- 25.36%
$39.31 - $41.32 $263K - $277K
19.7K $814K
BP
Bp PLC

Energy
-5.09K
- 29.26%
$30.78 - $37.05 $157K - $189K
12.3K $386K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-11K
- 33.37%
$24.06 - $26.97 $264K - $296K
21.9K $588K
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.49K
- 24.16%
$51.0 - $57.07 $280K - $313K
17.2K $958K
CVX
Chevron Corp

Energy
-324
- 1.84%
$137.88 - $161.97 $44.7K - $52.5K
17.3K $2.54M
EQT
Eqt Corp

Energy
-5.08K
- 8.39%
$30.21 - $37.21 $153K - $189K
55.5K $2.03M
GLBE
Global E Online Ltd.

Consumer Cyclical
-6.76K
- 20.18%
$31.53 - $38.44 $213K - $260K
26.7K $1.03M
UBER
Uber Technologies, Inc

Technology
-2.84K
- 23.06%
$58.48 - $77.47 $166K - $220K
9.49K $712K
SQ
Block, Inc.

Technology
-2.76K
- 47.68%
$57.21 - $72.07 $158K - $199K
3.03K $203K
INTU
Intuit Inc

Technology
-43
- 1.11%
$602.97 - $670.49 $25.9K - $28.8K
3.83K $2.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.18K
- 37.75%
$54.98 - $59.51 $175K - $189K
5.24K $311K
CI
Cigna Corp

Healthcare
-594
- 15.57%
$319.12 - $367.1 $190K - $218K
3.22K $1.12M
C
Citigroup Inc

Financial Services
-1.97K
- 11.77%
$56.11 - $67.61 $111K - $133K
14.8K $925K
TOST
Toast, Inc.

Technology
-8.13K
- 21.8%
$22.71 - $28.31 $185K - $230K
29.2K $825K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.3K
- 7.06%
$53.41 - $57.9 $550K - $596K
136K $7.85M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-4.1K
- 11.02%
$36.7 - $39.46 $150K - $162K
33.1K $1.31M
KMX
Carmax Inc

Consumer Cyclical
-1.71K
- 26.6%
$71.21 - $85.78 $121K - $146K
4.71K $364K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-893
- 2.49%
$100.09 - $100.69 $89.4K - $89.9K
35K $3.52M
SNOW
Snowflake Inc.

Technology
-44
- 1.06%
$108.56 - $143.02 $4.78K - $6.29K
4.12K $473K
XDSQ
Innovator Etfs Tr Us Equity Ac
-3.13K
- 24.12%
$31.47 - $35.08 $98.6K - $110K
9.85K $345K
BROS
Dutch Bros Inc.

Consumer Cyclical
-118
- 1.35%
$29.1 - $42.81 $3.43K - $5.05K
8.61K $275K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.26K
- 17.6%
$25.21 - $28.46 $107K - $121K
19.9K $560K
XOM
Exxon Mobil Corp

Energy
-1.86K
- 2.84%
$109.72 - $119.0 $204K - $221K
63.5K $7.44M
PSX
Phillips 66

Energy
-110
- 1.68%
$125.0 - $147.17 $13.8K - $16.2K
6.44K $845K
ICLR
Icon PLC

Healthcare
-130
- 8.55%
$280.48 - $346.2 $36.5K - $45K
1.39K $399K
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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