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 Market Cap. of Under $50 Millions
