Chicago Wealth Management, Inc. Portfolio Holdings

Chicago Wealth Management, Inc.

  • $177 Million
  • Q3 2024

Chicago Wealth Management, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Homebu with a value of $11.7M, Industrial Sector Spdr with a value of $11.5M, Ishares Tr with a value of $11.1M, Ishares Msci India Index Fund with a value of $10.6M, and Pacer Fds Tr Us Cash Cows 100 with a value of $10.6M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $164M to 177M.

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 $177 Million
ETFs: $162 Million
Technology: $5.27 Million
Consumer Cyclical: $3.69 Million
Financial Services: $3.18 Million
Communication Services: $1.65 Million
Industrials: $942,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$3.24 Million 1.83% of portfolio
13,933
Q3 2024 Reduced 0.02%
$1.06T
$1.65 Million 0.93% of portfolio
9,847
Q3 2024 Reduced 0.09%
$354B
$1.06 Million 0.6% of portfolio
8,700
Q2 2024 Added 866.67%
$2.06T
$999,000 0.56% of portfolio
5,366
Q1 2024 Added 1.02%
$3.09T
$967,000 0.55% of portfolio
2,248
Q3 2024 Reduced 1.06%
$1.01T
$798,000 0.45% of portfolio
3,053
Q3 2024 Reduced 0.72%
$227B
$650,000 0.37% of portfolio
6,243
Q1 2021 New
$498B
$312,000 0.18% of portfolio
632
Q4 2023 Reduced 1.86%
$418B
$208,000 0.12% of portfolio
515
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $177 Million
  • Prior Value $164 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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