Chicago Partners Investment Group LLC Portfolio Holdings
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 795
- Current Value $2.81 Billion
- Prior Value $2.43 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 67 stocks
- Additional Purchases 458 stocks
- Sold out of 0 stocks
- Reduced holdings in 211 stocks