Chicago Wealth Management, Inc. Portfolio Holdings

Chicago Wealth Management, Inc.

  • $181 Million
  • Q1 2025

Chicago Wealth Management, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $181 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $11.6M, Industrial Sector Spdr with a value of $11.6M, Ishares Tr Us Broker Dealers & with a value of $11.1M, Invesco S&P 500 Equal Weight E with a value of $10.6M, and Invesco Exchange Traded Fd Tr with a value of $10.4M.

Examining the 13F form we can see an decrease of $875K in the current position value, from $182M to 181M.

Chicago Wealth Management, Inc. is based out at Chicago, IL

Below you can find more details about Chicago Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $167 Million
Technology: $4.56 Million
Financial Services: $3.53 Million
Consumer Cyclical: $3.14 Million
Industrials: $1.06 Million
Communication Services: $898,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.6 Million 6.42% of portfolio
75,890
Q1 2025 Added 1.69%
$0
$11.6 Million 6.4% of portfolio
88,456
Q1 2025 Added 1.09%
$0
$11.1 Million 6.13% of portfolio
79,150
Q1 2025 Added 2.55%
$0
$10.6 Million 5.87% of portfolio
61,306
Q1 2025 Added 2.13%
$0
$10.4 Million 5.74% of portfolio
156,615
Q1 2025 Added 1.76%
$0
$10.3 Million 5.68% of portfolio
180,960
Q1 2025 Added 1.27%
$0
$10.2 Million 5.64% of portfolio
92,421
Q1 2025 New
$0
$9.91 Million 5.47% of portfolio
198,939
Q1 2025 Added 4.28%
$15.5B
$9.58 Million 5.29% of portfolio
309,100
Q1 2025 Added 1,922.38%
$0
$9.48 Million 5.24% of portfolio
106,492
Q1 2025 Added 0.72%
$0
$8.63 Million 4.77% of portfolio
142,637
Q1 2025 Added 1.83%
$0
$8.52 Million 4.71% of portfolio
225,800
Q1 2025 Added 1.43%
$0
$8.26 Million 4.57% of portfolio
22,889
Q1 2025 Added 2.41%
$0
$7.87 Million 4.35% of portfolio
81,605
Q1 2025 Added 4.27%
$0
$7.54 Million 4.17% of portfolio
16,081
Q1 2025 Added 3.04%
$0
$4.19 Million 2.31% of portfolio
30,410
Q1 2025 Reduced 1.19%
$0
$3.51 Million 1.94% of portfolio
76,350
Q1 2025 New
$3.39T
$3.08 Million 1.7% of portfolio
13,878
Q1 2025 Reduced 0.63%
$0
$2.48 Million 1.37% of portfolio
4,436
Q1 2025 Added 46.31%
$0
$2.04 Million 1.12% of portfolio
9,865
Q1 2025 Added 25.17%
$54.7B
$1.7 Million 0.94% of portfolio
8,227
Q4 2020 New
$88.3B
$1.62 Million 0.89% of portfolio
6,792
Q4 2020 New
$3.7B
$1.06 Million 0.59% of portfolio
14,000
Q1 2024 Reduced 17.65%
$0
$1.05 Million 0.58% of portfolio
1,868
Q1 2025 Reduced 2.05%
$971B
$898,000 0.5% of portfolio
5,750
Q1 2025 Reduced 38.5%
$3.35T
$825,000 0.46% of portfolio
2,199
Q1 2025 Reduced 1.12%
$1.01T
$811,000 0.45% of portfolio
3,130
Q1 2025 Added 0.06%
$215B
$728,000 0.4% of portfolio
6,243
Q1 2021 New
$2.13T
$714,000 0.39% of portfolio
3,754
Q1 2025 Reduced 15.62%
$307B
$655,000 0.36% of portfolio
6,052
Q1 2025 Reduced 7.18%
$0
$643,000 0.36% of portfolio
4,408
Q1 2025 Reduced 1.32%
$0
$597,000 0.33% of portfolio
3,174
Q1 2025 Reduced 2.34%
$0
$587,000 0.32% of portfolio
5,000
Q1 2025 Reduced 0.71%
$55.3B
$516,000 0.29% of portfolio
3,023
Q2 2024 Reduced 3.2%
$0
$528,000 0.29% of portfolio
1,923
Q4 2024 Reduced 0.21%
$0
$493,000 0.27% of portfolio
2,621
Q2 2023 Reduced 50.23%
$0
$466,000 0.26% of portfolio
6,171
Q1 2025 Added 5.22%
$0
$415,000 0.23% of portfolio
8,659
Q1 2025 Reduced 3.22%
$0
$378,000 0.21% of portfolio
2,884
Q4 2022 Reduced 3.67%
$0
$349,000 0.19% of portfolio
6,375
Q1 2025 Reduced 96.55%
$552B
$344,000 0.19% of portfolio
629
Q4 2024 Reduced 0.47%
$0
$321,000 0.18% of portfolio
7,035
Q1 2025 New
$0
$251,000 0.14% of portfolio
3,046
Q1 2025 Reduced 4.42%
$0
$252,000 0.14% of portfolio
4,949
Q1 2023 New
$7B
$243,000 0.13% of portfolio
2,161
Q4 2023 New
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.54%
$0
$0 0.0% of portfolio
279,281
Q1 2025 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $181 Million
  • Prior Value $182 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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