Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, NVDA, DFUS, BRK.B, and represent 14.23% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: META (+$13M), BN (+$6.7M), VO (+$5.7M), SNTH (+$5.2M), VTI, VOO, AAPL, DEXC, SPMO, DUSB.
Started 159 new stock positions in Morgan Stanley Etf Trust, CGNX, PTC, CMS, W, SF, NBIX, AVT, EXE, MLI.
Reduced shares in these 10 stocks: SFLR (-$6.1M), SCHD, SPY, , DFAC, Walgreen Boots Alliance, ROM, COWZ, IWV, APPN.
Sold out of its positions in ILOW, ACTU, ALK, AMED, APPN, ATOM, AVTR, GLV, CNXC, STZ.
Chicago Partners Investment Group was a net buyer of stock by $184M.
Chicago Partners Investment Group has $3.8B in assets under management (AUM), dropping by 10.17%.
Central Index Key (CIK): 0001563525

Tip: Access up to 7 years of quarterly data

Positions held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 1218 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Chicago Partners Investment Group has 1218 total positions. Only the first 250 positions are shown.

Sign up to view all of the Chicago Partners Investment Group Sept. 30, 2025 positions
Download the Chicago Partners Investment Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$164M	+2%	260k	631.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$111M	+5%	380k	293.38	View chart
NVIDIA Corporation (NVDA)	2.9	$111M		553k	201.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$81M		1.1M	74.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$76M		158k	481.44	View chart
Apple (AAPL)	2.0	$76M	+6%	282k	269.00	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$74M		148k	502.07	View chart
Microsoft Corporation (MSFT)	1.7	$66M	+3%	121k	542.07	View chart
Enterprise Products Partners (EPD)	1.7	$64M		2.0M	31.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$60M		906k	65.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.5	$57M		3.3M	16.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$52M	-7%	76k	687.06	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$51M	-10%	1.4M	36.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$45M	+4%	652k	69.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$44M	+8%	1.6M	27.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$42M		61k	690.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$42M	+6%	161k	257.68	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$41M	+2%	1.1M	38.46	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$37M		265k	139.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$36M	+15%	105k	337.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$35M	-4%	881k	39.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$33M		219k	151.69	View chart
Amazon (AMZN)	0.8	$31M	+2%	134k	229.25	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$27M		45k	599.47	View chart
JPMorgan Chase & Co. (JPM)	0.7	$27M	+2%	87k	305.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$26M		493k	53.18	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.7	$26M	+15%	516k	50.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$26M	+10%	859k	29.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$25M	+2%	952k	26.46	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$25M	+4%	340k	73.04	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.6	$25M		487k	50.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$24M		216k	111.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$24M		38k	632.92	View chart
Meta Platforms Cl A (META)	0.6	$23M	+134%	30k	751.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$23M		121k	187.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$22M	+3%	223k	99.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$21M		663k	32.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$21M	+6%	564k	37.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$21M		78k	267.47	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$20M	+48%	430k	47.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$20M	+11%	694k	28.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$20M	-3%	73k	268.43	View chart
Advanced Micro Devices (AMD)	0.5	$20M		76k	258.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$20M	+3%	195k	100.20	View chart
Oneok (OKE)	0.5	$19M	-2%	268k	69.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$18M	+4%	553k	33.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$18M	+8%	321k	57.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$18M		151k	120.45	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.5	$18M	-3%	511k	34.65	View chart
Williams Companies (WMB)	0.5	$18M		306k	57.59	View chart
Eli Lilly & Co. (LLY)	0.5	$17M		21k	820.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$17M	+5%	542k	31.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$17M		233k	72.36	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$17M		383k	43.19	View chart
Kinder Morgan (KMI)	0.4	$16M		631k	26.08	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.4	$15M	+11%	191k	80.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$15M	+2%	86k	173.44	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$15M	+4%	94k	157.52	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.4	$14M		191k	75.27	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$14M	+3%	411k	33.03	View chart
Visa Com Cl A (V)	0.3	$13M		38k	346.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$13M	-7%	85k	150.05	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$13M	+4%	493k	25.35	View chart
Ea Series Trust Strive Emerging (STXE)	0.3	$12M	+2%	344k	35.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$12M		205k	58.94	View chart
Abbvie (ABBV)	0.3	$12M		52k	227.54	View chart
Ares Capital Corporation (ARCC)	0.3	$12M		572k	20.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$12M	+8%	344k	33.50	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$11M	+8%	203k	54.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$11M		54k	206.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$11M	+13%	453k	24.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$11M	+2%	143k	75.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$11M	+2%	41k	257.95	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$11M		1.0M	10.08	View chart
Blue Owl Capital Com Cl A (OWL)	0.3	$10M	+3%	622k	16.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$9.5M		202k	47.01	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$9.4M	+10%	119k	79.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$9.4M	+64%	76k	123.44	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.2	$9.4M		433k	21.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$9.3M		104k	89.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$9.0M	+3%	92k	97.58	View chart
Broadcom (AVGO)	0.2	$8.8M	+19%	24k	372.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.8M	+7%	35k	248.96	View chart
Kkr & Co (KKR)	0.2	$8.5M	+3%	71k	120.61	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.5M	+9%	462k	18.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.4M	+3%	88k	95.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.4M		83k	101.27	View chart
Entergy Corporation (ETR)	0.2	$8.4M		88k	95.02	View chart
Tesla Motors (TSLA)	0.2	$8.4M	+4%	18k	460.55	View chart
Abbott Laboratories (ABT)	0.2	$8.3M		66k	126.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$8.3M	+4%	38k	219.55	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$8.1M	+7%	104k	77.77	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$8.0M	+2%	72k	111.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$7.8M	+3%	162k	48.33	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$7.6M	-2%	575k	13.24	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$7.6M		60k	126.06	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$7.5M		67k	112.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.5M		65k	115.03	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$7.3M	+4%	213k	34.22	View chart
Costco Wholesale Corporation (COST)	0.2	$7.2M	+31%	7.8k	924.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.2M		117k	61.66	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$7.2M		62k	116.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$7.1M	-13%	123k	57.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$7.0M	+2%	88k	80.27	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$7.0M	+10%	122k	57.53	View chart
Cme (CME)	0.2	$7.0M		26k	266.33	View chart
Oracle Corporation (ORCL)	0.2	$7.0M	+16%	25k	280.83	View chart
Intuit (INTU)	0.2	$7.0M		10k	678.91	View chart
Wal-Mart Stores (WMT)	0.2	$6.9M	+19%	67k	103.17	View chart
Targa Res Corp (TRGP)	0.2	$6.9M		45k	152.54	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$6.8M		150k	45.79	View chart
International Business Machines (IBM)	0.2	$6.7M		21k	312.57	View chart
McDonald's Corporation (MCD)	0.2	$6.6M	+5%	22k	306.40	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$6.5M	+2%	89k	73.74	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$6.5M		55k	117.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.5M		31k	208.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.5M	-41%	240k	27.00	View chart
Nuveen Muni Value Fund (NUV)	0.2	$6.5M	-8%	716k	9.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$6.4M		178k	36.03	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.2	$6.4M	+9%	69k	92.45	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.2	$6.3M	+217%	105k	59.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.3M	+4%	65k	96.65	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.2	$6.2M		111k	55.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$6.2M		122k	50.77	View chart
Union Pacific Corporation (UNP)	0.2	$6.2M		28k	217.59	View chart
Ge Aerospace Com New (GE)	0.2	$6.1M	+7%	20k	309.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.0M		42k	143.25	View chart
Duke Energy Corp Com New (DUK)	0.2	$6.0M		48k	125.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.9M		7.4k	796.13	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$5.9M	-2%	61k	96.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$5.9M	-9%	65k	90.87	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$5.8M	-11%	84k	68.53	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.8M	-4%	10k	565.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.6M	+9%	95k	59.10	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$5.6M		49k	113.64	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$5.6M	-16%	14k	389.90	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$5.6M		21k	267.50	View chart
Cheniere Energy Com New (LNG)	0.1	$5.5M		26k	216.00	View chart
Apollo Global Mgmt (APO)	0.1	$5.5M	+4%	44k	124.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.5M		18k	306.61	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$5.4M	-7%	106k	50.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$5.3M		172k	31.03	View chart
Procter & Gamble Company (PG)	0.1	$5.3M	+4%	35k	151.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.3M		17k	301.95	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.1	$5.2M	NEW	164k	31.78	View chart
Rocket Lab Corp (RKLB)	0.1	$5.2M		81k	63.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.1M	-10%	57k	89.98	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.0M	+22%	20k	253.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.9M		13k	376.55	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.9M	+9%	26k	189.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.9M		66k	74.59	View chart
Ge Vernova (GEV)	0.1	$4.9M		8.6k	570.97	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.9M		3.7k	1335.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.9M	+5%	21k	236.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.8M		9.9k	489.52	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$4.8M	+33%	96k	49.99	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$4.8M		202k	23.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.8M	-13%	61k	78.00	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$4.7M		27k	175.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.7M		22k	210.67	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$4.6M	-2%	36k	130.63	View chart
American Tower Reit (AMT)	0.1	$4.6M	-17%	25k	182.72	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$4.5M	+12%	54k	83.39	View chart
Home Depot (HD)	0.1	$4.5M	+6%	12k	385.74	View chart
Carlyle Group (CG)	0.1	$4.4M	-2%	77k	57.71	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$4.4M		137k	32.01	View chart
Johnson & Johnson (JNJ)	0.1	$4.4M	+3%	23k	186.93	View chart
Micron Technology (MU)	0.1	$4.4M	+8%	20k	221.91	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$4.3M	+53%	533k	8.15	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$4.3M	+5%	62k	69.58	View chart
Iren Ordinary Shares (IREN)	0.1	$4.3M	-9%	68k	62.42	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$4.3M	-2%	46k	93.18	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.2M		95k	44.69	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$4.2M		112k	37.83	View chart
Strategy Cl A New (MSTR)	0.1	$4.1M	+23%	15k	284.65	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.1M	-3%	90k	45.76	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.1M		38k	107.55	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$4.0M	+2%	62k	64.93	View chart
Corning Incorporated (GLW)	0.1	$4.0M	+2%	46k	86.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.9M	-2%	28k	141.87	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$3.9M	+10%	67k	58.31	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$3.9M	-2%	38k	102.50	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$3.8M	+10%	25k	150.93	View chart
Chevron Corporation (CVX)	0.1	$3.7M	+13%	24k	154.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.7M		53k	68.84	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$3.6M	+6%	37k	95.46	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$3.6M		211k	16.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.5M	+8%	12k	295.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.5M	-3%	41k	84.88	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$3.4M	+6%	20k	168.76	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$3.4M		62k	55.13	View chart
Netflix (NFLX)	0.1	$3.4M	+7%	3.1k	1102.58	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$3.4M	-4%	73k	46.96	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$3.4M		38k	90.19	View chart
Pepsi (PEP)	0.1	$3.4M	+11%	23k	150.12	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.4M		50k	67.34	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$3.4M	+3%	24k	138.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.3M		26k	125.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.3M		60k	55.69	View chart
UnitedHealth (UNH)	0.1	$3.3M	+95%	9.0k	367.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.3M	+10%	66k	50.12	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.1	$3.3M		93k	35.52	View chart
Enbridge (ENB)	0.1	$3.3M		70k	47.09	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$3.3M	+5%	30k	108.71	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$3.2M		73k	43.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.2M	-3%	63k	50.56	View chart
Quanta Services (PWR)	0.1	$3.2M	+2%	7.2k	439.55	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.2M	-3%	66k	48.04	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.1M		67k	46.95	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$3.1M	+2%	177k	17.67	View chart
Intel Corporation (INTC)	0.1	$3.1M	+12%	75k	41.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.1M	+9%	39k	80.13	View chart
Wells Fargo & Company (WFC)	0.1	$3.1M		35k	86.90	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.0M	+2%	27k	112.03	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$3.0M	-2%	23k	130.55	View chart
Mach Natural Resources Com Unit Ltd Par (MNR)	0.1	$3.0M	-8%	243k	12.30	View chart
Airbnb Com Cl A (ABNB)	0.1	$3.0M	+87%	23k	128.01	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.9M		48k	61.87	View chart
Moody's Corporation (MCO)	0.1	$2.9M		5.9k	490.74	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$2.9M	+2%	86k	33.51	View chart
Coca-Cola Company (KO)	0.1	$2.9M	+3%	41k	70.16	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.8M	+14%	30k	93.85	View chart
Cisco Systems (CSCO)	0.1	$2.8M	+15%	39k	72.62	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.8M		15k	192.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.8M	+4%	20k	141.34	View chart
Arista Networks Com Shs (ANET)	0.1	$2.8M	+6%	18k	156.77	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$2.8M		101k	27.36	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$2.8M		77k	35.95	View chart
Merck & Co (MRK)	0.1	$2.8M	+7%	32k	87.03	View chart
Goldman Sachs (GS)	0.1	$2.7M	+5%	3.5k	792.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.7M	+2%	26k	103.39	View chart
Bank of America Corporation (BAC)	0.1	$2.7M	+4%	51k	52.87	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.7M	+10%	17k	155.62	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.6M	-6%	61k	43.10	View chart
Boeing Company (BA)	0.1	$2.6M	+4%	12k	223.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.6M	+24%	7.0k	364.38	View chart
Qualcomm (QCOM)	0.1	$2.6M		14k	181.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.5M	+6%	13k	190.46	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.5M	-7%	14k	178.96	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$2.5M	-8%	56k	45.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.5M	-2%	13k	199.13	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$2.5M	+22%	44k	56.44	View chart
American Express Company (AXP)	0.1	$2.5M	+5%	6.8k	361.01	View chart
Citigroup Com New (C)	0.1	$2.4M	+8%	24k	101.39	View chart
Danaher Corporation (DHR)	0.1	$2.4M	+2%	11k	216.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.4M		32k	75.51	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.4M		39k	61.37	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$2.3M	-2%	84k	28.00	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$2.3M		32k	72.97	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.3M	+23%	6.4k	359.91	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 2025 Q3 filed Oct. 30, 2025
Chicago Partners Investment Group 2025 Q2 filed July 29, 2025
Chicago Partners Investment Group 2025 Q1 filed May 9, 2025
Chicago Partners Investment Group 2024 Q4 filed Jan. 24, 2025
Chicago Partners Investment Group 2024 Q3 filed Oct. 29, 2024
Chicago Partners Investment Group 2024 Q2 filed July 31, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z