Fort Sheridan Advisors LLC Incresed Positions in Q1 2025

Fort Sheridan Advisors LLC

  • $646 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
3.33K
+ 0.34%
$31.75 - $34.14 $106K - $114K
983K $33.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.08%
$442.66 - $534.52 $6.2K - $7.48K
17.4K $9.27M
T
At&T Inc.

Communication Services
866
+ 0.52%
$21.56 - $28.28 $18.7K - $24.5K
166K $4.7M
VZ
Verizon Communications Inc

Communication Services
275
+ 0.29%
$37.81 - $46.49 $10.4K - $12.8K
96.3K $4.37M
ABT
Abbott Laboratories

Healthcare
917
+ 5.9%
$111.1 - $140.22 $102K - $129K
16.5K $2.18M
AMGN
Amgen Inc

Healthcare
169
+ 2.49%
$258.59 - $327.36 $43.7K - $55.3K
6.95K $2.16M
PFE
Pfizer Inc

Healthcare
18.2K
+ 25.09%
$25.01 - $27.13 $456K - $495K
91K $2.31M
VEA
Vanguard Ftse Developed Market

ETFs
1.13K
+ 1.16%
$47.4 - $52.99 $53.5K - $59.8K
98.6K $5.01M
EQT
Eqt Corp

Energy
4K
+ 26.73%
$46.16 - $54.25 $185K - $217K
19K $1.01M
AR
Antero Resources Corp

Energy
4.13K
+ 15.9%
$33.64 - $41.42 $139K - $171K
30.1K $1.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.17%
$402.49 - $513.76 $1.61K - $2.06K
2.43K $1.18M
GS
Goldman Sachs Group Inc

Financial Services
375
+ 65.1%
$524.81 - $672.19 $197K - $252K
951 $519K
GE
General Electric CO

Industrials
62
+ 1.3%
$168.59 - $212.13 $10.5K - $13.2K
4.82K $963K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.4K
+ 42.7%
$48.65 - $53.06 $117K - $127K
8.02K $416K
CRWD
Crowd Strike Holdings, Inc.

Technology
95
+ 0.92%
$308.86 - $455.36 $29.3K - $43.3K
10.5K $3.69M
UBER
Uber Technologies, Inc

Technology
1.08K
+ 24.24%
$63.17 - $81.49 $68.2K - $88K
5.54K $403K
VIG
Vanguard Dividend Appreciation

ETFs
691
+ 2.9%
N/A
24.5K $4.46M
CWEN
Clearway Energy, Inc.

Utilities
2
+ 0.01%
$24.63 - $30.42 $49.3 - $60.8
27.9K $844K
APO
Apollo Global Management, Inc.

Financial Services
1.93K
+ 37.5%
$126.01 - $172.06 $244K - $333K
7.09K $970K
NVS
Novartis Ag

Healthcare
4
+ 0.05%
$97.14 - $115.57 $389 - $462
8.03K $894K
ETN
Eaton Corp PLC

Industrials
709
+ 52.09%
$271.83 - $371.23 $193K - $263K
2.07K $562K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.45K
+ 22.03%
$72.7 - $84.32 $105K - $122K
8.04K $600K
NFLX
Netflix Inc

Communication Services
60
+ 8.09%
$828.4 - $1058.6 $49.7K - $63.5K
802 $747K
VTV
Vanguard Value ETF

ETFs
373
+ 6.51%
$167.73 - $179.21 $62.6K - $66.8K
6.1K $1.05M
KO
Coca Cola CO

Consumer Defensive
500
+ 10.01%
$60.81 - $72.32 $30.4K - $36.2K
5.49K $393K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
498
+ 5.78%
$126.11 - $135.06 $62.8K - $67.3K
9.11K $1.18M
IQLT
Ishares Msci Intl Quality Fact

ETFs
34
+ 0.13%
$36.91 - $41.03 $1.25K - $1.4K
26.6K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
109
+ 18.47%
$461.52 - $548.18 $50.3K - $59.8K
699 $366K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
64
+ 0.63%
$46.83 - $56.05 $3K - $3.59K
10.2K $544K
QUAL
Ishares Msci Usa Quality Facto

ETFs
833
+ 7.36%
$168.16 - $186.21 $140K - $155K
12.2K $2.08M
NRZ
New Residential Investment Corp.

Real Estate
8.17K
+ 2.47%
N/A
339K $2.46M
CRM
Salesforce, Inc.

Technology
601
+ 36.89%
$268.36 - $359.95 $161K - $216K
2.23K $598K
SNOW
Snowflake Inc.

Technology
375
+ 27.04%
$146.16 - $192.78 $54.8K - $72.3K
1.76K $257K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.06K
+ 6.76%
$27.01 - $28.54 $28.7K - $30.3K
16.7K $468K
COP
Conocophillips

Energy
5
+ 0.08%
$88.6 - $105.85 $443 - $529
6.56K $688K
HDV
Ishares Core High Dividend ETF

ETFs
16
+ 0.4%
$110.86 - $121.12 $1.77K - $1.94K
4.04K $489K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 2.54%
$1739.0 - $2260.0 $5.22K - $6.78K
121 $236K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 6.59%
$279.74 - $321.29 $12.9K - $14.8K
744 $232K
TLT
Ishares Barclays 20+ Year Trea

ETFs
117
+ 2.25%
$85.29 - $92.57 $9.98K - $10.8K
5.32K $484K
IWD
Ishares Russell 1000 Val ETF

ETFs
85
+ 1.98%
$182.82 - $196.21 $15.5K - $16.7K
4.38K $823K
MGV
Vanguard Mega Cap Value

ETFs
140
+ 7.89%
$123.61 - $133.01 $17.3K - $18.6K
1.92K $246K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.28K
+ 13.77%
$92.71 - $107.38 $119K - $138K
10.6K $982K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.3K
+ 25.34%
$39.97 - $48.7 $52K - $63.3K
6.43K $257K
FDX
Fedex Corp

Industrials
300
+ 21.11%
$230.33 - $281.53 $69.1K - $84.5K
1.72K $419K
FHN
First Horizon Corp

Financial Services
2.5K
+ 5.3%
$17.7 - $22.43 $44.3K - $56.1K
49.7K $964K
PICK
Ishares Inc Msci Global Select

ETFs
64
+ 0.67%
$34.93 - $38.35 $2.24K - $2.45K
9.64K $345K
DGRO
Ishares Core Dividend Growth E

ETFs
69
+ 0.61%
$60.46 - $64.42 $4.17K - $4.44K
11.4K $706K
Ge Vernova Inc
270
+ 10.53%
N/A
2.84K $0
Coherent Corp
83
+ 0.73%
N/A
11.5K $0
Activity Summary
Buys All Purchases 97 New Holdings 13 Increased Positions 84 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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