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
NKE
Nike, Inc.

Consumer Cyclical
-560
- 9.31%
$63.29 - $81.72 $35.4K - $45.8K
5.46K $346K
WEC
Wec Energy Group, Inc.

Utilities
-1.46K
- 42.27%
$92.12 - $108.98 $134K - $159K
1.99K $216K
FIS
Fidelity National Information Services, Inc.

Technology
-740
- 9.12%
$68.12 - $83.42 $50.4K - $61.7K
7.38K $550K
WEN
Wendy'S CO

Consumer Cyclical
-5.12K
- 28.5%
$14.17 - $16.17 $72.5K - $82.8K
12.8K $187K
ECC
Eagle Point Credit CO Inc.

Financial Services
-6.62K
- 10.22%
$7.7 - $9.14 $51K - $60.5K
58.2K $471K
MCK
Mckesson Corp

Healthcare
-343
- 27.18%
$566.21 - $672.99 $194K - $231K
919 $618K
ROST
Ross Stores, Inc.

Consumer Cyclical
-387
- 18.84%
$123.3 - $154.95 $47.7K - $60K
1.67K $213K
SNPS
Synopsys Inc

Technology
-128
- 17.9%
$428.58 - $551.54 $54.9K - $70.6K
587 $251K
ITT
Itt Inc.

Industrials
-389
- 11.72%
$128.71 - $153.88 $50.1K - $59.9K
2.93K $378K
AVIV
American Centy ETF Tr Avantis
-10.6K
- 10.0%
$51.51 - $58.54 $546K - $621K
95.5K $5.41M
DOW
Dow Inc.

Basic Materials
-1K
- 9.0%
$34.36 - $41.92 $34.5K - $42.1K
10.2K $354K
CNX
Cnx Resources Corp

Energy
-102
- 0.62%
$27.38 - $37.32 $2.79K - $3.81K
16.3K $513K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.76K
- 11.38%
$50.03 - $50.27 $87.8K - $88.2K
13.7K $685K
NFRA
Flexshares Stoxx Global Broad

ETFs
-2.83K
- 12.52%
$53.37 - $57.8 $151K - $164K
19.8K $1.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-24
- 0.2%
$120.24 - $134.3 $2.89K - $3.22K
11.8K $1.43M
RMD
Resmed Inc

Healthcare
-345
- 23.99%
$219.7 - $257.65 $75.8K - $88.9K
1.09K $244K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-301
- 0.64%
$75.99 - $81.58 $22.9K - $24.6K
46.6K $3.57M
NEE
Nextera Energy Inc

Utilities
-913
- 4.21%
$66.96 - $76.16 $61.1K - $69.5K
20.8K $1.47M
EW
Edwards Lifesciences Corp

Healthcare
-967
- 12.74%
$67.95 - $76.19 $65.7K - $73.7K
6.63K $480K
D
Dominion Energy, Inc

Utilities
-1.64K
- 28.83%
$52.85 - $57.43 $86.7K - $94.2K
4.05K $227K
ZS
Zscaler, Inc.

Technology
-540
- 34.31%
$181.66 - $216.87 $98.1K - $117K
1.03K $205K
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 0.83%
$476.63 - $610.45 $9.53K - $12.2K
2.38K $1.18M
LUMN
Lumen Technologies, Inc.

Communication Services
-4.54K
- 11.55%
$3.92 - $5.92 $17.8K - $26.9K
34.8K $136K
IYW
Ishares Dj Us Tech ETF

ETFs
-128
- 4.7%
$140.44 - $166.79 $18K - $21.3K
2.6K $364K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-801
- 7.84%
$37.9 - $43.9 $30.4K - $35.2K
9.42K $360K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-6.54K
- 26.47%
$8.41 - $9.05 $55K - $59.2K
18.2K $153K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.13K
- 4.9%
$76.94 - $78.28 $87K - $88.5K
22K $1.72M
TPR
Tapestry, Inc.

Consumer Cyclical
-1.32K
- 22.65%
$65.63 - $89.21 $86.4K - $117K
4.49K $316K
WWD
Woodward, Inc.

Industrials
-496
- 28.39%
$171.38 - $195.22 $85K - $96.8K
1.25K $228K
DLR
Digital Realty Trust, Inc.

Real Estate
-35
- 2.16%
$142.1 - $183.56 $4.97K - $6.42K
1.59K $227K
BHP
Bhp Group LTD

Basic Materials
-1.19K
- 14.13%
$48.18 - $52.11 $57.3K - $62K
7.22K $350K
FYT
First Trust Small Cap

ETFs
-142
- 1.49%
$48.74 - $56.7 $6.92K - $8.05K
9.39K $466K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.49K
- 4.91%
$48.31 - $49.23 $71.8K - $73.2K
28.8K $1.42M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.25K
- 8.61%
$34.28 - $36.43 $43K - $45.6K
13.3K $460K
IQV
Iqvia Holdings Inc.

Healthcare
-130
- 8.23%
$176.3 - $209.96 $22.9K - $27.3K
1.45K $255K
LOW
Lowes Companies Inc

Consumer Cyclical
-62
- 2.09%
$222.66 - $268.42 $13.8K - $16.6K
2.9K $676K
RPM
Rpm International Inc

Basic Materials
-118
- 2.14%
$114.03 - $128.31 $13.5K - $15.1K
5.41K $625K
KJUL
Innovator U.S. Small Cap Power

Technology
-950
- 5.36%
$27.83 - $30.18 $26.4K - $28.7K
16.8K $469K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-415
- 2.63%
$31.63 - $35.22 $13.1K - $14.6K
15.3K $490K
EQIX
Equinix Inc

Real Estate
-18
- 6.36%
$803.0 - $959.97 $14.5K - $17.3K
265 $216K
DEO
Diageo PLC

Consumer Defensive
-52
- 2.67%
$104.79 - $126.12 $5.45K - $6.56K
1.9K $198K
PULS
Pgim ETF Tr

ETFs
-991
- 18.98%
$49.56 - $49.78 $49.1K - $49.3K
4.23K $210K
UEC
Uranium Energy Corp

Energy
-2.26K
- 11.59%
$4.77 - $8.2 $10.8K - $18.5K
17.3K $82K
LYFT
Lyft, Inc.

Technology
-2.37K
- 15.65%
$11.27 - $15.12 $26.7K - $35.8K
12.8K $151K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-389
- 7.36%
$46.12 - $52.9 $17.9K - $20.6K
4.89K $227K
MPC
Marathon Petroleum Corp

Energy
-941
- 6.13%
$134.72 - $159.03 $127K - $150K
14.4K $2.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.42K
- 1.28%
$50.44 - $50.7 $71.7K - $72.1K
109K $5.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.12K
- 7.86%
$36.63 - $37.45 $41.1K - $42.1K
13.2K $484K
NET
Cloudflare, Inc.

Technology
-462
- 18.27%
$110.71 - $176.5 $51.1K - $81.5K
2.07K $232K
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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