Wintrust Investments LLC Portfolio Holdings
Wintrust Investments LLC
- $1.13 Billion
- Q1 2024
Wintrust Investments LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 478 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $55.5M, Berkshire Hathaway Inc Class B with a value of $43.7M, Ishares Treasury Floating Rate with a value of $42.5M, Ishares Russell 2000 ETF with a value of $41.1M, and Ishares Core S&P 500 ETF with a value of $40.8M.
Examining the 13F form we can see an increase of $101M in the current position value, from $1.03B to 1.13B.
Wintrust Investments LLC is based out at Chicago, IL
Below you can find more details about Wintrust Investments LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 478
- Current Value $1.13 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 47 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 195 stocks