Fort Sheridan Advisors LLC Incresed Positions in Q4 2024

Fort Sheridan Advisors LLC

  • $672 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
171
+ 12.73%
$241.48 - $274.89 $41.3K - $47K
1.51K $384K
IWD
Ishares Russell 1000 Val ETF

ETFs
399
+ 10.25%
$183.23 - $199.79 $73.1K - $79.7K
4.29K $794K
ITRI
Itron, Inc.

Technology
270
+ 2.56%
$101.26 - $124.45 $27.3K - $33.6K
10.8K $1.17M
MGK
Vanguard Mega Cap Growth ETF

ETFs
55
+ 4.01%
$316.94 - $357.88 $17.4K - $19.7K
1.43K $489K
DHR
Danaher Corp

Healthcare
359
+ 43.41%
$226.16 - $274.52 $81.2K - $98.6K
1.19K $272K
VIG
Vanguard Dividend Appreciation

ETFs
220
+ 0.93%
N/A
23.8K $4.34M
SBUX
Starbucks Corp

Consumer Cyclical
585
+ 24.89%
$87.44 - $102.5 $51.2K - $60K
2.94K $267K
ETN
Eaton Corp PLC

Industrials
112
+ 8.97%
$326.96 - $377.52 $36.6K - $42.3K
1.36K $451K
BMY
Bristol Myers Squibb CO

Healthcare
8
+ 0.12%
$51.92 - $59.94 $415 - $480
6.88K $388K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.44K
+ 4.78%
$20.98 - $21.19 $30.1K - $30.5K
31.5K $663K
PEP
Pepsico Inc

Consumer Defensive
967
+ 14.63%
$151.29 - $176.1 $146K - $170K
7.58K $1.15M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
386
+ 18.94%
$396.64 - $516.74 $153K - $199K
2.42K $976K
VRT
Vertiv Holdings CO

Industrials
315
+ 8.94%
N/A
3.84K $332K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.9K
+ 228.94%
$26.93 - $84.95 $294K - $927K
15.7K $428K
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 39.03%
$118.88 - $172.8 $231K - $336K
6.93K $837K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
426
+ 7.75%
$56.06 - $61.35 $23.9K - $26.1K
5.93K $334K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
126
+ 1.48%
$126.68 - $134.74 $16K - $17K
8.61K $1.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
181
+ 7.64%
$96.64 - $101.23 $17.5K - $18.3K
2.55K $247K
SLB
Schlumberger Limited

Energy
650
+ 12.91%
$36.83 - $45.59 $23.9K - $29.6K
5.68K $217K
Vitesse Energy Inc
1.39K
+ 6.52%
N/A
22.7K $0
Coherent Corp
121
+ 1.07%
N/A
11.4K $0
Ge Healthcare Technologies I
81
+ 1.48%
N/A
5.56K $0
DGRO
Ishares Core Dividend Growth E

ETFs
223
+ 2.0%
$60.73 - $64.94 $13.5K - $14.5K
11.4K $697K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
23K
+ 71.48%
$0.5 - $0.95 $11.5K - $21.9K
55.2K $27K
DBL
Double Line Opportunistic Credit Fund

Financial Services
322
+ 1.31%
$15.17 - $15.89 $4.88K - $5.12K
25K $387K
UBER
Uber Technologies, Inc

Technology
824
+ 22.69%
$59.93 - $86.34 $49.4K - $71.1K
4.46K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.29%
$288.47 - $316.54 $577 - $633
698 $202K
HDV
Ishares Core High Dividend ETF

ETFs
22
+ 0.55%
$110.82 - $121.28 $2.44K - $2.67K
4.03K $451K
VTV
Vanguard Value ETF

ETFs
28
+ 0.49%
$168.32 - $181.87 $4.71K - $5.09K
5.73K $970K
IXC
Ishares Tr Global Energy ETF

ETFs
166
+ 1.12%
$36.95 - $43.06 $6.13K - $7.15K
15K $571K
HD
Home Depot, Inc.

Consumer Cyclical
204
+ 2.93%
$385.02 - $431.37 $78.5K - $88K
7.17K $2.79M
PAA
Plains All American Pipeline LP

Energy
10
+ 0.01%
$16.27 - $18.67 $163 - $187
126K $2.14M
KO
Coca Cola CO

Consumer Defensive
161
+ 3.33%
$61.74 - $71.71 $9.94K - $11.5K
4.99K $310K
PSX
Phillips 66

Energy
107
+ 3.72%
$110.35 - $138.93 $11.8K - $14.9K
2.98K $339K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.85%
$1666.0 - $2117.3 $1.67K - $2.12K
118 $200K
COP
Conocophillips

Energy
4
+ 0.06%
$95.12 - $114.72 $380 - $459
6.55K $649K
ORCL
Oracle Corp

Technology
150
+ 0.66%
$165.41 - $192.43 $24.8K - $28.9K
23K $3.84M
PICK
Ishares Inc Msci Global Select

ETFs
377
+ 4.1%
$34.86 - $43.59 $13.1K - $16.4K
9.58K $335K
DD
Du Pont De Nemours, Inc.

Basic Materials
156
+ 2.43%
$75.95 - $88.05 $11.8K - $13.7K
6.59K $502K
GE
General Electric CO

Industrials
32
+ 0.68%
$159.95 - $194.23 $5.12K - $6.22K
4.75K $792K
AMGN
Amgen Inc

Healthcare
916
+ 15.63%
$258.78 - $328.31 $237K - $301K
6.78K $1.77M
CWEN
Clearway Energy, Inc.

Utilities
1
+ 0.0%
$25.71 - $30.74 $25.7 - $30.7
27.9K $724K
PFE
Pfizer Inc

Healthcare
370
+ 0.51%
$24.8 - $30.19 $9.18K - $11.2K
72.7K $1.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
668
+ 1.21%
$44.04 - $49.49 $29.4K - $33.1K
55.8K $2.46M
XOM
Exxon Mobil Corp

Energy
866
+ 2.99%
$105.51 - $125.37 $91.4K - $109K
29.8K $3.21M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.46K
+ 8.6%
$72.97 - $96.75 $106K - $141K
18.4K $1.37M
ASML
Asml Holding Nv

Technology
5
+ 0.26%
$658.43 - $872.27 $3.29K - $4.36K
1.93K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 2.58%
$501.29 - $612.85 $48.1K - $58.8K
3.82K $1.99M
QCOM
Qualcomm Inc

Technology
100
+ 0.44%
$150.4 - $178.04 $15K - $17.8K
22.6K $3.48M
Activity Summary
Buys All Purchases 126 New Holdings 19 Increased Positions 107 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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