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
BA
Boeing CO

Industrials
-1.21K
- 10.32%
$148.15 - $186.25 $179K - $225K
10.5K $1.79M
NFLX
Netflix Inc

Communication Services
-434
- 13.83%
$828.4 - $1058.6 $360K - $459K
2.7K $2.52M
EQT
Eqt Corp

Energy
-12.7K
- 23.12%
$46.16 - $54.25 $585K - $688K
42.1K $2.25M
DHR
Danaher Corp

Healthcare
-48
- 0.45%
$201.62 - $250.59 $9.68K - $12K
10.6K $2.18M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-6.44K
- 36.75%
$37.87 - $39.86 $244K - $256K
11.1K $422K
EFG
Msci Eafe Growth ETF

ETFs
-2.8K
- 37.97%
$96.1 - $106.37 $269K - $298K
4.57K $457K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.22K
- 1.76%
$37.33 - $45.03 $45.5K - $54.8K
67.9K $2.6M
ITW
Illinois Tool Works Inc

Industrials
-948
- 36.38%
$244.9 - $274.48 $232K - $260K
1.66K $411K
QJUN
First Tr ETF
-7.96K
- 41.17%
$26.45 - $29.15 $211K - $232K
11.4K $300K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.41K
- 10.48%
$117.4 - $131.02 $166K - $185K
12.1K $1.44M
WEBL
Direxion Shs ETF Tr Daily Dow

ETFs
-1.6K
- 6.37%
$18.88 - $34.49 $30.2K - $55.1K
23.5K $443K
CNC
Centene Corp

Healthcare
-3.65K
- 40.48%
$55.93 - $65.89 $204K - $241K
5.37K $325K
PCOR
Procore Technologies, Inc.

Technology
-1.18K
- 7.53%
$65.21 - $88.33 $77.1K - $104K
14.5K $958K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1K
- 13.47%
$65.15 - $91.81 $65.3K - $92K
6.43K $419K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-3.26K
- 11.34%
$76.77 - $82.22 $251K - $268K
25.5K $2.02M
UBER
Uber Technologies, Inc

Technology
-4.85K
- 41.78%
$63.17 - $81.49 $306K - $395K
6.76K $492K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-5.28K
- 23.8%
$38.02 - $39.4 $201K - $208K
16.9K $650K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.58K
- 30.39%
$190.84 - $226.29 $301K - $357K
3.61K $817K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-5.23K
- 26.06%
$38.99 - $40.37 $204K - $211K
14.8K $597K
HITI
High Tide Inc.

Healthcare
-8.37K
- 5.79%
$1.89 - $3.41 $15.8K - $28.5K
136K $257K
FEX
First Tr Large Cap Core Alphde

ETFs
-804
- 1.41%
$99.27 - $109.89 $79.8K - $88.4K
56.1K $5.75M
CMCSA
Comcast Corp

Communication Services
-4.54K
- 19.14%
$33.19 - $38.23 $151K - $174K
19.2K $708K
DIS
Walt Disney CO

Communication Services
-602
- 7.25%
$96.87 - $114.0 $58.3K - $68.6K
7.7K $759K
PANW
Palo Alto Networks Inc

Technology
-647
- 13.88%
$167.82 - $208.28 $109K - $135K
4.02K $685K
ASND
Ascendis Pharma A/S

Healthcare
-1.65K
- 31.66%
$119.49 - $168.84 $198K - $279K
3.57K $556K
META
Meta Platforms, Inc.

Communication Services
-8
- 0.07%
$576.36 - $736.67 $4.61K - $5.89K
11.4K $6.58M
KMX
Carmax Inc

Consumer Cyclical
-1.74K
- 30.98%
$69.25 - $89.19 $120K - $155K
3.88K $301K
EXAS
Exact Sciences Corp

Healthcare
-571
- 5.59%
$43.04 - $58.51 $24.6K - $33.4K
9.64K $417K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-3.27K
- 18.99%
$41.28 - $44.23 $135K - $145K
13.9K $582K
BDX
Becton Dickinson & CO

Healthcare
-683
- 30.36%
$222.79 - $249.08 $152K - $170K
1.57K $358K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-40.6K
- 9.11%
$3.92 - $4.13 $159K - $168K
405K $1.61M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.98K
- 16.05%
$41.09 - $43.24 $122K - $129K
15.6K $645K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.09K
- 3.14%
$49.25 - $50.66 $103K - $106K
64.4K $3.19M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-615
- 21.33%
$175.5 - $209.86 $108K - $129K
2.27K $411K
OXY
Occidental Petroleum Corp

Energy
-2.68K
- 26.01%
$45.45 - $52.7 $122K - $141K
7.62K $376K
MUB
Ishares National Muni Bond ETF

ETFs
-837
- 2.09%
$104.71 - $107.69 $87.6K - $90.1K
39.2K $4.13M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-6.78K
- 23.17%
$20.37 - $21.34 $138K - $145K
22.5K $475K
DISV
Dimensional ETF Tr Dimensional

ETFs
-21.1K
- 10.9%
$26.09 - $30.21 $550K - $636K
172K $5.01M
GWRE
Guidewire Software, Inc.

Technology
-837
- 42.77%
$166.74 - $218.22 $140K - $183K
1.12K $209K
MSCI
Msci Inc.

Financial Services
-168
- 25.57%
$541.46 - $628.34 $91K - $106K
489 $276K
SRE
Sempra Energy

Utilities
-205
- 3.27%
$67.85 - $87.67 $13.9K - $18K
6.07K $433K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.69K
- 9.44%
$80.21 - $86.14 $136K - $146K
16.2K $1.34M
RBLX
Roblox Corp

Communication Services
-2.04K
- 34.83%
$53.77 - $75.47 $110K - $154K
3.81K $222K
MSI
Motorola Solutions, Inc.

Technology
-81
- 2.52%
$411.73 - $482.1 $33.4K - $39.1K
3.14K $1.37M
MS
Morgan Stanley

Financial Services
-357
- 4.47%
$111.68 - $141.08 $39.9K - $50.4K
7.62K $889K
IOO
Ishares Tr Global 100 ETF

ETFs
-566
- 4.35%
$96.2 - $105.12 $54.4K - $59.5K
12.4K $1.2M
BAC
Bank Of America Corp

Financial Services
-232
- 0.51%
$39.61 - $47.74 $9.19K - $11.1K
44.9K $1.87M
COIN
Coinbase Global, Inc.

Technology
-123
- 10.64%
$172.23 - $301.3 $21.2K - $37.1K
1.03K $177K
INDA
Ishares Msci India Index Fund

ETFs
-1.5K
- 5.38%
$47.8 - $53.4 $71.9K - $80.3K
26.4K $1.36M
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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