Chicago Partners Investment Group LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.81 Billion distributed in 795 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 $127M, Schwab Strategic Tr Us Large C with a value of $90.3M, Vanguard Mid Cap ETF with a value of $87.3M, Berkshire Hathaway Inc Class B with a value of $76.7M, and Dimensional ETF Tr U S Equity with a value of $62.1M.
Examining the 13F form we can see an increase of $382M in the current position value, from $2.43B to 2.81B.
Below you can find more details about Chicago Partners Investment Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.81 Billion
ETFs: $1.74 Billion
Financial Services: $257 Million
Energy: $235 Million
Technology: $234 Million
Healthcare: $58.6 Million
Consumer Cyclical: $50.8 Million
Industrials: $45.3 Million
Utilities: $42 Million
Other: $95.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
