Chicago Wealth Management, Inc. Portfolio Holdings

Chicago Wealth Management, Inc.

  • $182 Million
  • Q4 2024

Chicago Wealth Management, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Industrial Sector Spdr with a value of $11.5M, Ishares Tr Us Broker Dealers & with a value of $11.1M, Ishares Tr with a value of $10.8M, Spdr S&P Regional Banking ETF with a value of $10.8M, and Ishares Expanded Tech Software with a value of $10.6M.

Examining the 13F form we can see an increase of $4.97M in the current position value, from $177M to 182M.

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 $182 Million
ETFs: $165 Million
Technology: $5.31 Million
Consumer Cyclical: $4.33 Million
Financial Services: $3.49 Million
Communication Services: $1.78 Million
Industrials: $1.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Million 6.34% of portfolio
87,499
Q4 2024 Added 2.83%
$0
$11.1 Million 6.12% of portfolio
77,183
Q4 2024 Added 5.98%
$0
$10.8 Million 5.96% of portfolio
74,631
Q4 2024 Added 1.03%
$0
$10.8 Million 5.93% of portfolio
178,690
Q4 2024 Added 10.71%
$0
$10.6 Million 5.82% of portfolio
105,728
Q4 2024 New
$0
$10.5 Million 5.78% of portfolio
60,025
Q4 2024 Added 2.53%
$0
$10.4 Million 5.73% of portfolio
184,572
Q4 2024 Added 0.93%
$0
$10.3 Million 5.67% of portfolio
153,900
Q4 2024 Added 2.09%
$0
$10 Million 5.52% of portfolio
96,013
Q4 2024 Added 1.87%
$0
$9.22 Million 5.07% of portfolio
190,776
Q4 2024 Added 7.35%
$0
$9 Million 4.95% of portfolio
222,627
Q4 2024 Added 5.34%
$0
$8.98 Million 4.93% of portfolio
22,351
Q4 2024 Added 6.21%
$0
$7.98 Million 4.39% of portfolio
15,607
Q4 2024 Added 4.8%
$0
$7.92 Million 4.35% of portfolio
140,080
Q4 2024 Added 4.13%
$0
$7.58 Million 4.17% of portfolio
78,262
Q4 2024 New
$0
$3.89 Million 2.14% of portfolio
30,775
Q4 2024 Reduced 2.58%
$3.57T
$3.5 Million 1.92% of portfolio
13,966
Q4 2024 Added 0.24%
$77.3B
$1.89 Million 1.04% of portfolio
6,792
Q4 2020 New
$0
$1.83 Million 1.01% of portfolio
7,881
Q4 2024 Added 49.72%
$951B
$1.78 Million 0.98% of portfolio
9,349
Q4 2024 Reduced 5.06%
$0
$1.78 Million 0.98% of portfolio
3,032
Q4 2024 Added 95.11%
$56B
$1.59 Million 0.87% of portfolio
8,227
Q4 2020 New
$0
$1.28 Million 0.71% of portfolio
14,494
Q4 2024 Added 64.16%
$818B
$1.26 Million 0.69% of portfolio
3,128
Q4 2024 Added 2.46%
$3.85B
$1.15 Million 0.63% of portfolio
14,000
Q1 2024 Reduced 17.65%
$0
$1.12 Million 0.62% of portfolio
1,907
Q2 2024 Added 0.1%
$1.94T
$976,000 0.54% of portfolio
4,449
Q4 2024 Reduced 17.09%
$2.8T
$937,000 0.52% of portfolio
2,224
Q4 2024 Reduced 1.07%
$270B
$875,000 0.48% of portfolio
6,520
Q4 2024 Reduced 25.06%
$198B
$784,000 0.43% of portfolio
6,243
Q1 2021 New
$0
$700,000 0.38% of portfolio
3,250
Q4 2024 Reduced 78.02%
$0
$638,000 0.35% of portfolio
5,036
Q4 2024 Reduced 0.08%
$0
$614,000 0.34% of portfolio
4,467
Q4 2024 Added 3.64%
$0
$557,000 0.31% of portfolio
1,923
Q4 2024 Reduced 0.21%
$46.6B
$523,000 0.29% of portfolio
3,023
Q2 2024 Reduced 3.2%
$0
$485,000 0.27% of portfolio
2,621
Q2 2023 Reduced 50.23%
$0
$440,000 0.24% of portfolio
8,947
Q4 2024 Reduced 1.53%
$0
$412,000 0.23% of portfolio
5,865
Q4 2024 Reduced 21.99%
$0
$397,000 0.22% of portfolio
2,884
Q4 2022 Reduced 3.67%
$16.2B
$402,000 0.22% of portfolio
15,284
Q4 2024 Reduced 89.19%
$523B
$331,000 0.18% of portfolio
629
Q4 2024 Reduced 0.47%
$0
$274,000 0.15% of portfolio
3,200
Q3 2024 Added 1.62%
$6.81B
$269,000 0.15% of portfolio
2,161
Q4 2023 New
$0
$253,000 0.14% of portfolio
4,949
Q1 2023 New
$0
$261,000 0.14% of portfolio
3,187
Q4 2024 Reduced 10.95%
$375B
$200,000 0.11% of portfolio
515
Q3 2024 New
Srivaru Holding Limited
-
$0 0.0% of portfolio
-
Q4 2024 New
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.11%
$0
$0 0.0% of portfolio
276,041
Q4 2024 Added 2.29%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $182 Million
  • Prior Value $177 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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