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.
Portfolio value
$2.81 Billion
ETFs: $1.63 Billion
Financial Services: $291 Million
Energy: $266 Million
Technology: $257 Million
Consumer Cyclical: $63.2 Million
Healthcare: $58.7 Million
Industrials: $47.4 Million
Communication Services: $46.2 Million
Other: $93.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
