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
WES
Western Midstream Partners, LP

Energy
-2.49K
- 10.14%
$37.87 - $42.89 $94.1K - $107K
22K $902K
EFX
Equifax Inc

Industrials
-114
- 12.05%
$235.63 - $278.34 $26.9K - $31.7K
832 $202K
TWLO
Twilio Inc

Communication Services
-111
- 4.29%
$94.9 - $148.35 $10.5K - $16.5K
2.48K $242K
ZM
Zoom Video Communications, Inc.

Technology
-61
- 1.55%
$72.23 - $88.64 $4.41K - $5.41K
3.89K $286K
VRSN
Verisign Inc

Technology
-598
- 24.28%
$205.1 - $254.74 $123K - $152K
1.87K $473K
ATO
Atmos Energy Corp

Utilities
-879
- 13.3%
$136.51 - $154.58 $120K - $136K
5.73K $885K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.63K
- 8.3%
$56.51 - $62.98 $91.8K - $102K
18K $1.09M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-329
- 0.99%
$39.08 - $41.36 $12.9K - $13.6K
32.8K $1.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-90
- 0.4%
$78.0 - $84.37 $7.02K - $7.59K
22.6K $1.8M
HBAN
Huntington Bancshares Inc

Financial Services
-562
- 3.38%
$14.28 - $17.39 $8.03K - $9.77K
16.1K $241K
FTC
First Tr Lge Cap Growth

ETFs
-26
- 0.68%
$127.87 - $148.89 $3.32K - $3.87K
3.8K $499K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-90
- 0.86%
$39.02 - $42.89 $3.51K - $3.86K
10.4K $409K
ELYM
Eliem Therapeutics, Inc.

Healthcare
-6.74K
- 31.05%
N/A
15K $61K
XEL
Xcel Energy Inc

Utilities
-848
- 8.39%
$63.37 - $72.1 $53.7K - $61.1K
9.25K $655K
MLM
Martin Marietta Materials Inc

Basic Materials
-20
- 4.5%
$460.39 - $552.64 $9.21K - $11.1K
424 $202K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-579
- 0.98%
$6.39 - $7.05 $3.7K - $4.08K
58.4K $372K
BMY
Bristol Myers Squibb CO

Healthcare
-1.74K
- 9.43%
$53.9 - $63.11 $93.5K - $109K
16.7K $1.02M
DFAE
Dimensional ETF Tr

ETFs
-1.75K
- 4.6%
$24.64 - $26.86 $43.1K - $47K
36.2K $937K
BY
Byline Bancorp, Inc.

Financial Services
-97
- 1.22%
$25.9 - $30.22 $2.51K - $2.93K
7.84K $205K
VRT
Vertiv Holdings CO

Industrials
-255
- 5.75%
N/A
4.18K $362K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-186
- 5.03%
$48.56 - $61.02 $9.03K - $11.3K
3.51K $185K
BFLY
Butterfly Network, Inc.

Healthcare
-3.48K
- 22.98%
$2.28 - $4.82 $7.93K - $16.8K
11.7K $26K
AOK
Ishares Tr Core Conservative A

ETFs
-568
- 7.24%
$36.86 - $38.15 $20.9K - $21.7K
7.28K $273K
HTGC
Hercules Capital, Inc.

Financial Services
-281
- 1.78%
$18.01 - $22.0 $5.06K - $6.18K
15.5K $298K
GPS
Gap Inc

Consumer Cyclical
-863
- 9.01%
N/A
8.72K $175K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-168
- 4.65%
$110.75 - $119.78 $18.6K - $20.1K
3.45K $398K
IDXX
Idexx Laboratories Inc

Healthcare
-44
- 6.64%
$406.29 - $469.04 $17.9K - $20.6K
619 $259K
XDSQ
Innovator Etfs Tr Us Equity Ac
-2
- 0.02%
$34.21 - $38.09 $68.4 - $76.2
9.13K $317K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-1.01K
- 1.22%
$19.35 - $20.45 $19.4K - $20.6K
81.1K $1.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-243
- 0.96%
$59.78 - $60.03 $14.5K - $14.6K
25K $1.5M
AFL
Aflac Inc

Financial Services
-292
- 11.67%
$100.99 - $111.19 $29.5K - $32.5K
2.21K $245K
ADSK
Autodesk, Inc.

Technology
-45
- 4.43%
N/A
971 $238K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-467
- 5.13%
$38.89 - $41.6 $18.2K - $19.4K
8.63K $349K
SLRC
Slr Investment Corp.

Financial Services
-1.59K
- 5.15%
$16.18 - $17.82 $25.7K - $28.3K
29.3K $493K
SCYX
Scynexis Inc

Healthcare
-2.55K
- 14.2%
$0.9 - $1.41 $2.29K - $3.59K
15.4K $14K
AXS
Axis Capital Holdings LTD

Financial Services
-432
- 12.88%
$85.54 - $100.24 $37K - $43.3K
2.92K $292K
SHW
Sherwin Williams CO

Basic Materials
-62
- 3.31%
$330.16 - $365.55 $20.5K - $22.7K
1.81K $632K
Innovator Etfs Trust
-1.55K
- 18.73%
N/A
6.73K $0
PSEP
Innovator U.S. Equity Power Bu
-3.42K
- 18.13%
N/A
15.4K $0
PNM
Pnm Resources Inc

Utilities
-10
- 0.18%
N/A
5.68K $236K
Siriusxm Holdings Inc
-3.29K
- 19.96%
N/A
13.2K $0
STXK
Ea Ser Tr Strive 2000 ETF
-325
- 1.37%
N/A
23.4K $0
Ea Series Trust
-18.9K
- 5.28%
N/A
339K $0
Ftai Aviation LTD
-726
- 24.22%
N/A
2.27K $0
STRV
Ea Ser Tr Strive 500 ETF
-1.43K
- 6.71%
N/A
19.8K $0
Dimensional ETF Trust
-2.24K
- 2.15%
N/A
102K $0
BAUG
Innovator U.S. Equity Buffer E
-2.45K
- 24.09%
N/A
7.71K $0
Matthews Asia Fds
-344
- 1.37%
N/A
24.8K $0
Canadian Pacific Kansas City
-15
- 0.19%
N/A
7.69K $0
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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