Wintrust Investments LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Million distributed in 530 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 $6.19M, Apple Inc. with a value of $5.11M, Ishares Russell 2000 ETF with a value of $4.74M, Berkshire Hathaway Inc Class B with a value of $4.73M, and Ishares Core S&P 500 ETF with a value of $4.65M.
Examining the 13F form we can see an decrease of $993M in the current position value, from $1.12B to 123M.
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.
Portfolio value
$123 Million
ETFs: $54.3 Million
Financial Services: $15.1 Million
Technology: $14.9 Million
Healthcare: $10.3 Million
Industrials: $6.76 Million
Consumer Cyclical: $5.64 Million
Communication Services: $5.07 Million
Energy: $3.74 Million
Other: $6.35 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Call Palantir Technologi
-
$0
0.0% of portfolio
-
Q3 2024New
Call Caterpillar Inc
-
$0
0.0% of portfolio
-
Q3 2024New
Put Cummins Inc
-
$0
0.0% of portfolio
-
Q3 2024New
Gsk PLC Adr Sponsored Adr New
-
$0
0.0% of portfolio
-
Q3 2024Reduced 91.0%
Call Paypal Holdings Inc
-
$0
0.0% of portfolio
-
Q3 2024Reduced 90.0%
Call Spy Option
-
$0
0.0% of portfolio
-
Q3 2024Reduced 89.52%
First Tr Viii ETF Ft Vest Us Equity Moderate Buffer Septmber
