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Chicago Partners Investment

Latest statistics and disclosures from Chicago Partners Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VO, BRK.B, IJH, EPD, and represent 14.89% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: IJH (+$42M), DFUS (+$12M), SFLR (+$6.7M), AMD (+$6.4M), VOO (+$5.5M), VO, DFAS, DFVX, BND, ET.
Started 63 new stock positions in ALL, Ge Vernova, HTGC, EQIX, MS, DFVX, VTRS, JANX, VFMO, DVN.
Reduced shares in these 10 stocks: DFAC (-$12M), VEU, MA, BIL, DFEM, NVDA, FVD, VXUS, IXUS, KMI.
Sold out of its positions in ACRS, BABA, ALGN, SWAN, BBDC, BNED, BTT, ESPR, TDIV, FIXD.
Chicago Partners Investment Group was a net buyer of stock by $148M.
Chicago Partners Investment Group has $2.4B in assets under management (AUM), dropping by 8.76%.
Central Index Key (CIK): 0001563525

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 732 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Chicago Partners Investment Group has 732 total positions. Only the first 250 positions are shown.

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Download the Chicago Partners Investment Group March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$105M	+5%	225k	464.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.2	$74M	+7%	310k	238.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$68M		167k	408.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$52M	+407%	901k	57.85	View chart
Enterprise Products Partners (EPD)	2.2	$51M	+4%	1.8M	28.91	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$49M	+2%	149k	331.14	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	2.0	$47M	+5%	2.9M	15.90	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.9	$45M	+37%	819k	55.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$43M		84k	505.65	View chart
Apple (AAPL)	1.7	$39M		234k	166.90	View chart
Microsoft Corporation (MSFT)	1.6	$37M	+3%	91k	407.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.5	$36M		304k	119.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$36M	-25%	1.2M	30.73	View chart
NVIDIA Corporation (NVDA)	1.3	$31M	-4%	38k	824.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$29M		57k	508.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$28M	+13%	463k	59.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$27M	+7%	124k	216.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$25M		48k	529.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$25M	+6%	409k	59.97	View chart
Oneok (OKE)	1.0	$23M		283k	80.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$22M	+3%	177k	124.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$21M	+6%	706k	30.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$20M	+9%	394k	50.84	View chart
Amazon (AMZN)	0.8	$20M	+5%	110k	179.54	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.8	$19M	+4%	467k	41.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$19M		119k	158.13	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$17M	-2%	676k	25.01	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.7	$16M		581k	27.86	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$16M	+5%	255k	62.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$16M	+11%	62k	250.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$16M	+3%	180k	86.31	View chart
JPMorgan Chase & Co. (JPM)	0.7	$15M		80k	192.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$15M	+7%	168k	90.41	View chart
Kinder Morgan (KMI)	0.6	$15M	-4%	784k	18.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$14M		45k	316.83	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$14M		492k	28.86	View chart
Eli Lilly & Co. (LLY)	0.6	$14M	-2%	19k	745.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$14M	+3%	133k	105.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$14M	+6%	180k	77.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$14M	+9%	462k	29.53	View chart
Williams Companies (WMB)	0.6	$14M	+2%	349k	38.78	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$13M	+6%	232k	56.02	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.6	$13M	+105%	446k	29.09	View chart
Ea Series Trust Strive Emerging (STXE)	0.6	$13M	+2%	462k	28.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$13M	+23%	29k	425.07	View chart
American Tower Reit (AMT)	0.5	$12M	+3%	70k	174.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$12M	+8%	80k	150.18	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$12M		294k	40.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$11M		321k	35.25	View chart
Advanced Micro Devices (AMD)	0.5	$11M	+129%	74k	152.27	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.5	$11M	+4%	177k	60.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$11M	+3%	403k	26.23	View chart
Visa Com Cl A (V)	0.4	$10M	-4%	38k	274.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$9.9M	+6%	63k	158.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$9.8M	+35%	138k	70.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$9.6M	+4%	101k	95.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$9.3M		54k	173.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$9.0M	+24%	56k	159.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$9.0M	-2%	111k	80.43	View chart
Ares Capital Corporation (ARCC)	0.4	$8.9M	+10%	431k	20.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$8.9M	+9%	191k	46.68	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$8.8M	+4%	78k	112.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$8.7M	+10%	149k	58.84	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.4	$8.7M		449k	19.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$8.4M	+6%	151k	55.64	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.4	$8.2M	+4%	340k	24.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$8.1M		112k	72.32	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$8.1M	+14%	278k	29.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$8.1M	-2%	45k	179.07	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$8.0M	+4%	844k	9.50	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$7.8M	-2%	154k	50.46	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$7.6M	+11%	485k	15.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$7.6M	+8%	184k	41.03	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.4M		61k	121.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$7.4M		75k	98.13	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$7.2M		57k	125.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$7.1M		123k	57.73	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$7.0M		139k	50.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$6.7M	+8%	73k	91.87	View chart
Union Pacific Corporation (UNP)	0.3	$6.5M		28k	236.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.3M	+9%	81k	77.85	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$6.3M	+6%	137k	46.04	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$6.3M		58k	107.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.2M	+2%	32k	198.57	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$6.2M	+18%	123k	50.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$6.0M		54k	111.11	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$6.0M	+5%	353k	17.07	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.0M	-22%	13k	462.82	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$5.9M	+2%	66k	89.61	View chart
Cme (CME)	0.3	$5.9M		27k	216.77	View chart
Nuveen Muni Value Fund (NUV)	0.2	$5.9M	+9%	689k	8.53	View chart
Targa Res Corp (TRGP)	0.2	$5.8M		50k	116.01	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$5.6M	+8%	94k	59.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.5M	+4%	30k	182.95	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$5.5M		57k	95.39	View chart
Crown Castle Intl (CCI)	0.2	$5.4M		57k	95.47	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$5.3M	+3%	199k	26.94	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$5.3M	-4%	100k	53.40	View chart
Meta Platforms Cl A (META)	0.2	$5.3M	-4%	11k	496.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.2M	+17%	58k	89.37	View chart
McDonald's Corporation (MCD)	0.2	$5.2M	+3%	19k	276.87	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$5.2M		105k	49.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$5.1M	+15%	135k	38.00	View chart
Blue Owl Capital Com Cl A (OWL)	0.2	$5.1M	+16%	271k	18.70	View chart
Abbvie (ABBV)	0.2	$5.0M	+12%	30k	169.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$5.0M	+12%	99k	50.38	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$4.9M		17k	289.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$4.8M	+7%	76k	62.46	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$4.7M	-18%	116k	40.99	View chart
Procter & Gamble Company (PG)	0.2	$4.7M		29k	161.50	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$4.7M	+21%	100k	46.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.7M	+14%	95k	48.87	View chart
Entergy Corporation (ETR)	0.2	$4.7M		44k	107.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$4.6M		71k	64.89	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.5M		46k	98.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$4.5M		78k	57.54	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.5M	-5%	42k	106.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.4M		24k	180.98	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$4.4M		63k	69.45	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$4.3M	+24%	43k	100.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.2M	+7%	17k	244.63	View chart
Cheniere Energy Com New (LNG)	0.2	$4.0M	+2%	25k	158.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.9M		25k	157.67	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$3.8M		209k	18.05	View chart
Moody's Corporation (MCO)	0.2	$3.7M	+11%	9.7k	382.16	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$3.7M	-9%	52k	70.73	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.6M	+20%	43k	83.12	View chart
Abbott Laboratories (ABT)	0.2	$3.6M	+7%	33k	107.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.6M		7.2k	494.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.5M	+3%	35k	100.48	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$3.5M	+8%	135k	26.17	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.5M	+2%	118k	29.49	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$3.4M	+3%	86k	39.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.3M	+11%	10k	324.02	View chart
Mach Natural Resources Com Unit Ltd Par (MNR)	0.1	$3.1M	+121%	154k	20.28	View chart
Wisdomtree Tr Emerging Mkt Exc (XC)	0.1	$3.1M	+5%	105k	29.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.1M	+2%	16k	197.12	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.1M	+13%	61k	50.78	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$3.1M	+3%	31k	100.07	View chart
Costco Wholesale Corporation (COST)	0.1	$3.1M	+13%	4.2k	722.66	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.1M		53k	58.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.0M		15k	199.65	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$3.0M	+11%	160k	18.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$3.0M	+17%	144k	20.89	View chart
Kkr & Co (KKR)	0.1	$3.0M		31k	97.97	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.9M		20k	146.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.9M	-4%	28k	104.61	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$2.9M		117k	24.44	View chart
Discover Financial Services (DFS)	0.1	$2.8M		22k	129.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.8M		16k	176.59	View chart
Quanta Services (PWR)	0.1	$2.8M		11k	251.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.8M		10k	277.98	View chart
Merck & Co (MRK)	0.1	$2.8M	-6%	22k	126.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.8M	+6%	58k	47.27	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$2.7M	+163%	113k	24.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.7M	+11%	55k	49.96	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$2.7M	+5%	102k	26.72	View chart
Chevron Corporation (CVX)	0.1	$2.7M	-2%	17k	162.85	View chart
Arch Resources Cl A (ARCH)	0.1	$2.7M	+7%	17k	156.74	View chart
Innovator Etfs Trust Ibd 50 Etf (FFTY)	0.1	$2.7M	-15%	104k	25.90	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.1	$2.6M		35k	75.37	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.6M	+399%	33k	80.86	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.1	$2.6M	NEW	43k	60.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.5M	+5%	33k	77.77	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.5M	+3%	32k	79.34	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M	+6%	17k	149.56	View chart
Intuit (INTU)	0.1	$2.5M		4.0k	630.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.5M		53k	47.87	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$2.5M	+12%	63k	39.59	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.5M		11k	237.87	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.5M	-22%	38k	66.45	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$2.5M		104k	24.03	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.5M	+2%	33k	75.23	View chart
International Business Machines (IBM)	0.1	$2.5M	+80%	14k	182.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.5M		32k	76.67	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.4M		60k	40.47	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.4M	+12%	1.9k	1242.48	View chart
Enbridge (ENB)	0.1	$2.4M		68k	35.42	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.4M		69k	34.51	View chart
Danaher Corporation (DHR)	0.1	$2.4M	-6%	9.4k	253.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.4M		60k	39.53	View chart
O'reilly Automotive (ORLY)	0.1	$2.3M	+4%	2.2k	1092.29	View chart
Boeing Company (BA)	0.1	$2.3M	-7%	14k	169.18	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.3M	+23%	67k	34.65	View chart
General Electric Com New (GE)	0.1	$2.3M	+9%	14k	162.63	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.3M	-7%	38k	61.79	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$2.3M	+3%	32k	72.32	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.3M		24k	96.38	View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC)	0.1	$2.3M	-4%	73k	31.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.3M	+19%	56k	41.27	View chart
Hubspot (HUBS)	0.1	$2.3M	+9%	3.5k	651.78	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.3M		59k	38.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.3M		28k	80.37	View chart
Pepsi (PEP)	0.1	$2.2M	+14%	13k	171.22	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.2M	-2%	17k	128.64	View chart
Wal-Mart Stores (WMT)	0.1	$2.2M	+241%	38k	59.09	View chart
Home Depot (HD)	0.1	$2.2M	+2%	6.4k	339.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.1M	-2%	25k	83.42	View chart
Oracle Corporation (ORCL)	0.1	$2.1M	+17%	18k	115.09	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$2.1M	+11%	301k	6.98	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$2.1M	+32%	42k	49.77	View chart
Equitrans Midstream Corp (ETRN)	0.1	$2.1M	-10%	162k	12.89	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$2.1M		32k	64.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.0M	+15%	9.1k	224.26	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$2.0M	+18%	61k	32.98	View chart
Walgreen Boots Alliance (WBA)	0.1	$2.0M	+87%	111k	18.05	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$2.0M	-5%	107k	18.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M		12k	162.46	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$2.0M	+6%	20k	99.38	View chart
Pfizer (PFE)	0.1	$2.0M		75k	26.32	View chart
salesforce (CRM)	0.1	$2.0M		7.1k	276.67	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$1.9M	+4%	519k	3.74	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$1.9M		61k	31.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.9M	-2%	41k	46.78	View chart
Roper Industries (ROP)	0.1	$1.9M	+10%	3.5k	539.56	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.9M	+17%	22k	84.04	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.9M		17k	112.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.8M		23k	79.23	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.8M	+7%	30k	59.76	View chart
Coca-Cola Company (KO)	0.1	$1.8M	+2%	29k	60.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.8M		57k	31.35	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M	-4%	25k	70.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M		41k	41.58	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.7M	+12%	65k	25.93	View chart
Starbucks Corporation (SBUX)	0.1	$1.7M	+11%	19k	87.87	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.7M	+6%	34k	48.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.7M	-14%	22k	76.04	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.6M	+10%	96k	17.18	View chart
Intel Corporation (INTC)	0.1	$1.6M		48k	34.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		14k	120.22	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.6M	+58%	30k	54.65	View chart
Waste Management (WM)	0.1	$1.6M		7.8k	208.79	View chart
Netflix (NFLX)	0.1	$1.6M	+3%	2.8k	577.80	View chart
Global E Online SHS (GLBE)	0.1	$1.6M	-10%	47k	33.93	View chart
Tesla Motors (TSLA)	0.1	$1.6M	+15%	11k	144.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.6M	-32%	27k	59.05	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.6M		15k	104.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.6M		28k	56.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.6M	-2%	43k	36.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.6M	+2%	16k	99.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.6M		41k	37.77	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.6M		14k	112.47	View chart
Broadcom (AVGO)	0.1	$1.5M	+4%	1.2k	1249.38	View chart
Metropcs Communications (TMUS)	0.1	$1.5M		9.5k	163.24	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M		25k	60.94	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.1	$1.5M	+9%	62k	24.94	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.5M	+2%	48k	32.16	View chart
Enlink Midstream Com Unit Rep Ltd (ENLC)	0.1	$1.5M		110k	13.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$1.5M	+9%	36k	40.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.4M	-7%	76k	18.96	View chart

Past Filings by Chicago Partners Investment Group

SEC 13F filings are viewable for Chicago Partners Investment Group going back to 2015

Chicago Partners Investment Group 2024 Q1 filed April 25, 2024
Chicago Partners Investment Group 2023 Q4 filed Feb. 23, 2024
Chicago Partners Investment Group 2023 Q3 filed Oct. 26, 2023
Chicago Partners Investment Group 2023 Q2 filed Aug. 8, 2023
Chicago Partners Investment Group 2023 Q1 filed April 26, 2023
Chicago Partners Investment Group 2022 Q4 filed Feb. 9, 2023
Chicago Partners Investment Group 2022 Q3 filed Nov. 9, 2022
Chicago Partners Investment Group 2022 Q2 filed Aug. 4, 2022
Chicago Partners Investment Group 2022 Q1 filed May 20, 2022
Chicago Partners Investment Group 2021 Q4 filed Feb. 15, 2022
Chicago Partners Investment Group 2021 Q3 filed Nov. 12, 2021
Chicago Partners Investment Group 2021 Q2 filed Aug. 2, 2021
Chicago Partners Investment Group 2021 Q2 restated filed Aug. 2, 2021
Chicago Partners Investment Group 2021 Q1 filed April 28, 2021
Chicago Partners Investment Group 2020 Q4 filed Jan. 27, 2021
Chicago Partners Investment Group 2020 Q3 filed Nov. 6, 2020

View all past filings

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