Chicago Wealth Management

Chicago Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 14.0 $12M 205k 60.28
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 12.0 $11M 166k 64.10
Ishares Tr Rus 1000 Grw Etf (IWF) 7.3 $6.5M 30k 216.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 6.9 $6.1M 36k 172.87
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 6.8 $6.0M 154k 39.16
Ishares Tr Russell 2000 Etf (IWM) 6.6 $5.9M 39k 149.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 6.0 $5.3M 50k 105.47
Ishares Tr Intl Sel Div Etf (IDV) 5.7 $5.0M 202k 24.93
Ishares Tr Rus 2000 Val Etf (IWN) 5.6 $5.0M 50k 99.33
Ishares Tr Short Treas Bd (SHV) 5.0 $4.4M 40k 110.69
Ishares Tr Rus Mdcp Val Etf (IWS) 4.9 $4.4M 54k 80.83
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $4.4M 37k 118.13
Select Sector Spdr Tr Energy (XLE) 4.9 $4.3M 145k 29.95
Apple (AAPL) 1.7 $1.5M 13k 115.85
Invesco Exchng Traded Fd T S&p500 Quality (SPHQ) 1.4 $1.2M 32k 38.66
Vanguard Bd Index Short Trm Bond (BSV) 1.0 $910k 11k 83.06
Invesco Exchng Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $849k 7.9k 108.10
Cbiz (CBZ) 1.0 $842k 37k 22.87
Tesla Motors (TSLA) 0.7 $644k 1.5k 429.33
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.5 $435k 8.1k 53.68
Walgreen Boots Alliance (WBA) 0.4 $388k 11k 35.92
Cme (CME) 0.4 $337k 2.0k 167.33
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $287k 9.7k 29.61
Ishares Tr Esg Msci Eafe (ESGD) 0.3 $286k 4.5k 63.57
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $244k 2.0k 121.70
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $226k 2.8k 81.00