Chicago Partners Investment Group LLC Portfolio Holdings
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
Chicago Partners Investment Group LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.81 Billion distributed in 845 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, Vanguard Mid Cap ETF with a value of $89.1M, Berkshire Hathaway Inc Class B with a value of $73M, Nvidia Corp with a value of $68.3M, and Dimensional ETF Tr U S Equity with a value of $64.7M.
Examining the 13F form we can see an decrease of $320K in the current position value, from $2.81B 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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 845
- Current Value $2.81 Billion
- Prior Value $2.81 Billion
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 85 stocks
- Additional Purchases 478 stocks
- Sold out of 0 stocks
- Reduced holdings in 224 stocks