Chicago Partners Investment Group LLC Portfolio Holdings

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025

Chicago Partners Investment Group LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 1095 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $143M, Vanguard Mid Cap ETF with a value of $101M, Nvidia Corp with a value of $85.8M, Berkshire Hathaway Inc Class B with a value of $77.8M, and Dimensional ETF Tr U S Equity with a value of $72.5M.

Examining the 13F form we can see an increase of $321M in the current position value, from $2.84B to 3.16B.

Below you can find more details about Chicago Partners Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.16 Billion
ETFs: $1.82 Billion
Financial Services: $322 Million
Technology: $306 Million
Energy: $256 Million
Healthcare: $77.2 Million
Consumer Cyclical: $76.6 Million
Industrials: $70.1 Million
Communication Services: $55.5 Million
Other: $117 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.18B
$401,000 0.01% of portfolio
12,575
Q1 2025 Added 15.8%
$0
$205,000 0.01% of portfolio
1,794
Q2 2025 New
$0
$276,000 0.01% of portfolio
697
Q2 2025 Added 7.73%
$0
$464,000 0.01% of portfolio
3,460
Q2 2025 Added 0.35%
$0
$209,000 0.01% of portfolio
3,018
Q2 2025 Added 0.1%
$0
$428,000 0.01% of portfolio
7,161
Q2 2025 Reduced 9.01%
$0
$356,000 0.01% of portfolio
2,069
Q2 2025 Added 0.15%
$0
$217,000 0.01% of portfolio
1,830
Q2 2025 Reduced 1.29%
$0
$259,000 0.01% of portfolio
927
Q2 2025 New
$0
$209,000 0.01% of portfolio
843
Q2 2025 Reduced 37.42%
$0
$383,000 0.01% of portfolio
3,015
Q2 2025 Added 0.23%
$0
$223,000 0.01% of portfolio
3,756
Q2 2025 Reduced 16.76%
$0
$455,000 0.01% of portfolio
14,331
Q2 2025 Reduced 6.63%
$0
$231,000 0.01% of portfolio
4,875
Q2 2025 New
$0
$373,000 0.01% of portfolio
7,330
Q2 2025 Added 0.26%
$0
$228,000 0.01% of portfolio
4,905
Q2 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 1,095
  • Current Value $3.16 Billion
  • Prior Value $2.84 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 576 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 263 stocks
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