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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, NVDA, DFUS, and represent 15.16% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$21M), NVDA (+$18M), GBIL (+$15M), SCHM (+$12M), SFLR (+$11M), SCHB (+$8.2M), DUSB (+$8.0M), DUHP (+$7.2M), SCHA (+$6.2M), SCHG (+$5.2M).
Started 67 new stock positions in TER, RXRX, LULU, FOUR, WEN, VRT, RCL, EQIX, RBA, HPP.
Reduced shares in these 10 stocks: ACN (-$10M), ICSH, VUSB, QUAL, AMT, IVV, MUB, CBH, SUB, VTEB.
Sold out of its positions in ARKK, BXC, CDW, SOXL, FAS, HCA, HUM, LEGN, PRU, FNDF. SIRI, PHYS, SLCA, CBH, SB.
Chicago Partners Investment Group was a net buyer of stock by $154M.
Chicago Partners Investment Group has $2.8B in assets under management (AUM), dropping by 8.48%.
Central Index Key (CIK): 0001563525

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 795 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Chicago Partners Investment Group has 795 total positions. Only the first 250 positions are shown.

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Download the Chicago Partners Investment Group September 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	$128M		240k	531.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$88M	+3%	331k	265.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$77M		167k	460.61	View chart
NVIDIA Corporation (NVDA)	2.5	$71M	+32%	506k	139.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.2	$63M	+2%	998k	62.60	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$58M		150k	388.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$58M		924k	62.36	View chart
Enterprise Products Partners (EPD)	2.0	$56M	+5%	1.9M	28.97	View chart
Apple (AAPL)	2.0	$56M		241k	230.76	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.9	$53M	+5%	3.2M	16.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$50M	+2%	86k	577.99	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.4	$40M	+36%	1.3M	32.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.4	$40M		300k	131.81	View chart
Microsoft Corporation (MSFT)	1.4	$39M		92k	424.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$35M	+6%	538k	64.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$33M		954k	34.52	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$33M	+28%	947k	34.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$32M	-4%	56k	580.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$32M	+7%	136k	236.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$30M	+208%	1.3M	22.81	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$30M		179k	166.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.0	$28M		50k	570.00	View chart
Oneok (OKE)	0.9	$27M		275k	96.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$23M	+2%	435k	52.06	View chart
Amazon (AMZN)	0.8	$22M		120k	184.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$21M	+2%	121k	175.46	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.8	$21M		480k	43.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$21M	+3%	72k	285.05	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$19M	+308%	193k	100.11	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.7	$19M		549k	35.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$19M	+7%	290k	66.32	View chart
JPMorgan Chase & Co. (JPM)	0.7	$19M		83k	223.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$19M	+5%	194k	95.67	View chart
Kinder Morgan (KMI)	0.7	$19M	+2%	746k	24.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$18M	+2%	687k	26.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$18M	+7%	187k	95.07	View chart
Williams Companies (WMB)	0.6	$18M		335k	52.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$17M	+217%	616k	27.69	View chart
Eli Lilly & Co. (LLY)	0.6	$17M		19k	903.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$17M	+2%	34k	488.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$16M		139k	114.66	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.6	$16M	+105%	309k	50.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$15M	-3%	492k	30.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$15M		490k	30.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$15M		244k	60.01	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$14M	-3%	258k	54.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$14M		82k	168.13	View chart
Ea Series Trust Strive Emerging (STXE)	0.5	$14M		456k	29.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$13M	+3%	315k	42.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$12M	-2%	308k	39.94	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$12M	+53%	208k	58.50	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.4	$12M	+2%	186k	64.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$12M	+225%	528k	22.33	View chart
American Tower Reit (AMT)	0.4	$12M	-13%	52k	226.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$12M		437k	26.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$12M	+112%	457k	25.59	View chart
Advanced Micro Devices (AMD)	0.4	$12M		76k	152.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$11M	+16%	361k	31.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$11M	+2%	149k	73.19	View chart
Visa Com Cl A (V)	0.4	$11M		37k	283.76	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$11M	+38%	200k	52.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$10M		64k	162.78	View chart
Ares Capital Corporation (ARCC)	0.4	$10M	+4%	482k	21.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$10M		54k	190.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$10M		103k	98.60	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$10M		81k	124.82	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$9.5M	+7%	382k	24.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$9.4M	-2%	57k	164.48	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.3	$9.3M		441k	21.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$9.3M	-7%	97k	96.44	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$9.3M	+5%	904k	10.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$9.0M	-2%	43k	207.58	View chart
Blue Owl Capital Com Cl A (OWL)	0.3	$8.8M	+16%	380k	23.05	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$8.3M	+19%	122k	67.98	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$8.1M	+3%	539k	15.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$8.1M		109k	74.23	View chart
Targa Res Corp (TRGP)	0.3	$8.0M		48k	165.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$7.8M	+4%	82k	94.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$7.8M	-7%	136k	57.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$7.7M		57k	136.11	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.6M	-2%	64k	120.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$7.6M	-2%	71k	105.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$7.1M		32k	219.24	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$7.0M	+6%	152k	45.90	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$7.0M	+2%	60k	116.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.9M	+322%	261k	26.28	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$6.8M	+2%	70k	98.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$6.8M	+3%	378k	17.97	View chart
Union Pacific Corporation (UNP)	0.2	$6.8M		28k	241.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.7M		84k	79.70	View chart
Nuveen Muni Value Fund (NUV)	0.2	$6.7M	+4%	746k	8.93	View chart
Meta Platforms Cl A (META)	0.2	$6.3M		11k	563.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$6.2M	+113%	315k	19.68	View chart
Entergy Corporation (ETR)	0.2	$6.1M		45k	136.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.1M	-2%	48k	126.49	View chart
Cme (CME)	0.2	$6.1M		27k	227.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$6.0M	+3%	128k	47.27	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$6.0M		57k	104.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.0M		30k	199.89	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$5.8M	-32%	115k	50.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$5.8M		210k	27.64	View chart
Abbvie (ABBV)	0.2	$5.8M		31k	187.88	View chart
Procter & Gamble Company (PG)	0.2	$5.7M	+12%	33k	169.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$5.6M	+8%	112k	50.49	View chart
Duke Energy Corp Com New (DUK)	0.2	$5.6M		46k	120.57	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.6M		17k	329.05	View chart
McDonald's Corporation (MCD)	0.2	$5.5M		18k	298.57	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$5.4M	+3%	101k	53.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$5.3M	+3%	82k	64.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$5.3M	+5%	105k	50.57	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.3M	-15%	10k	513.72	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$5.2M	+5%	79k	65.61	View chart
TransDigm Group Incorporated (TDG)	0.2	$5.2M	+78%	3.8k	1357.67	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$5.1M		63k	81.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$5.1M	-67%	14k	370.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$5.0M		78k	63.54	View chart
Crown Castle Intl (CCI)	0.2	$4.9M	-12%	44k	110.68	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$4.9M	+2%	73k	67.34	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$4.8M		188k	25.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.7M		18k	267.49	View chart
Cheniere Energy Com New (LNG)	0.2	$4.6M		25k	182.86	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$4.6M		101k	45.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.5M		23k	198.35	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$4.3M	+2%	49k	87.37	View chart
Costco Wholesale Corporation (COST)	0.1	$4.2M	-4%	4.7k	899.14	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$4.2M	+8%	76k	54.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.1M		6.9k	597.09	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$4.1M		119k	34.35	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.0M		87k	46.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.0M		13k	316.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$4.0M		150k	26.39	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$3.9M	-3%	51k	77.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.8M		10k	378.65	View chart
Abbott Laboratories (ABT)	0.1	$3.8M		32k	117.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.7M		16k	228.43	View chart
Mach Natural Resources Com Unit Ltd Par (MNR)	0.1	$3.7M	+11%	225k	16.30	View chart
International Business Machines (IBM)	0.1	$3.6M	+13%	16k	232.75	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.1	$3.6M	+37%	48k	75.45	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$3.6M	+2%	213k	17.06	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.6M	-24%	34k	106.64	View chart
Tesla Motors (TSLA)	0.1	$3.5M	-9%	17k	213.65	View chart
Wisdomtree Tr Emerging Mkt Exc (XC)	0.1	$3.5M		109k	32.57	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.5M	-2%	35k	100.58	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.4M		19k	177.55	View chart
Kkr & Co (KKR)	0.1	$3.4M	-15%	25k	138.55	View chart
Moody's Corporation (MCO)	0.1	$3.4M	-17%	7.2k	468.89	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$3.4M		128k	26.32	View chart
Oracle Corporation (ORCL)	0.1	$3.3M	+8%	19k	173.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.3M	-2%	24k	141.32	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$3.2M		30k	107.32	View chart
Discover Financial Services (DFS)	0.1	$3.2M		22k	145.16	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.1M	-5%	50k	63.08	View chart
Quanta Services (PWR)	0.1	$3.1M	-7%	10k	306.62	View chart
Wal-Mart Stores (WMT)	0.1	$3.1M	+2%	38k	83.27	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$3.1M	+2%	11k	288.92	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$3.1M	-3%	106k	29.57	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$3.1M	+2%	172k	18.17	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$3.1M	+9%	36k	85.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$3.0M	-43%	61k	49.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.0M	-2%	15k	198.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$3.0M	-3%	105k	28.28	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$3.0M	+8%	37k	80.05	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$2.9M		102k	28.85	View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC)	0.1	$2.9M		67k	43.53	View chart
Johnson & Johnson (JNJ)	0.1	$2.9M	+4%	17k	165.86	View chart
Enbridge (ENB)	0.1	$2.9M		70k	41.22	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.9M		32k	90.79	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.9M	+6%	75k	38.30	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$2.8M		56k	50.65	View chart
Home Depot (HD)	0.1	$2.8M		7.1k	399.64	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.8M	+4%	63k	44.61	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$2.8M	+12%	52k	53.42	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.7M		69k	39.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$2.7M	+2%	73k	37.40	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.7M	+3%	58k	46.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.7M		60k	45.23	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$2.7M	+17%	97k	27.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.7M		38k	69.96	View chart
Chevron Corporation (CVX)	0.1	$2.6M		17k	150.48	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.6M		24k	109.35	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M		14k	181.69	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$2.6M	+4%	317k	8.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M		29k	88.45	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$2.5M	+24%	134k	18.65	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.5M		26k	97.46	View chart
Merck & Co (MRK)	0.1	$2.5M		23k	106.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.5M		10k	246.84	View chart
Broadcom (AVGO)	0.1	$2.5M	+13%	14k	173.51	View chart
Pepsi (PEP)	0.1	$2.5M	+7%	14k	172.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.5M		50k	48.79	View chart
Coca-Cola Company (KO)	0.1	$2.4M		36k	68.01	View chart
Pfizer (PFE)	0.1	$2.4M	+2%	83k	28.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.4M	-46%	13k	179.85	View chart
Danaher Corporation (DHR)	0.1	$2.3M	-3%	9.1k	255.99	View chart
Intuit (INTU)	0.1	$2.3M		3.8k	602.07	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.3M		15k	153.76	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$2.3M	+2%	82k	27.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.2M	+138%	79k	28.28	View chart
Netflix (NFLX)	0.1	$2.2M		3.0k	749.35	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$2.2M	+39%	34k	64.41	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$2.2M		32k	69.41	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.2M	+4%	24k	90.87	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$2.2M	+8%	552k	3.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M		12k	178.91	View chart
Arch Resources Cl A (ARCH)	0.1	$2.2M	-6%	16k	140.29	View chart
O'reilly Automotive (ORLY)	0.1	$2.2M	-18%	1.8k	1199.25	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$2.2M	-2%	19k	112.32	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$2.2M	+8%	36k	60.17	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$2.2M		64k	33.62	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.1M		38k	56.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$2.1M	-4%	16k	132.69	View chart
Wells Fargo & Company (WFC)	0.1	$2.1M	+14%	32k	64.56	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.0M	-3%	40k	51.22	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.0M		18k	115.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.0M	-18%	48k	41.93	View chart
EQT Corporation (EQT)	0.1	$2.0M	-8%	56k	36.19	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.0M	-16%	28k	71.71	View chart
Qualcomm (QCOM)	0.1	$2.0M	+8%	12k	166.60	View chart
salesforce (CRM)	0.1	$2.0M	-4%	6.9k	284.41	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.9M	-8%	23k	83.39	View chart
Innovator Etfs Trust Ibd 50 Etf (FFTY)	0.1	$1.9M	-18%	71k	27.05	View chart
Nextera Energy (NEE)	0.1	$1.9M	+7%	22k	84.96	View chart
Shopify Cl A (SHOP)	0.1	$1.9M	+42%	24k	79.66	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.9M		22k	84.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.9M	-19%	48k	39.53	View chart
Boeing Company (BA)	0.1	$1.9M	-8%	12k	157.06	View chart
Corning Incorporated (GLW)	0.1	$1.9M		40k	46.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.9M		14k	135.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.9M		30k	63.07	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.8M		35k	53.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.8M		56k	32.96	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M	-2%	23k	79.59	View chart
Waste Management (WM)	0.1	$1.8M	+11%	8.6k	211.80	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$1.8M	+6%	44k	41.45	View chart
Nuveen Preferred And equity (JPI)	0.1	$1.8M	+7%	85k	21.17	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.8M	+2%	99k	18.12	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.8M	+908%	8.4k	213.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.8M	+7%	23k	77.77	View chart
UnitedHealth (UNH)	0.1	$1.7M	+3%	3.1k	564.57	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.7M		14k	119.87	View chart
Roper Industries (ROP)	0.1	$1.7M	-2%	3.2k	543.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	-37%	34k	50.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	-11%	36k	47.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.7M	-38%	16k	105.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.7M		42k	40.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.7M		13k	124.25	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.1	$1.7M	+20%	76k	21.95	View chart
Bank of America Corporation (BAC)	0.1	$1.7M		39k	42.34	View chart
Ge Vernova (GEV)	0.1	$1.7M	+75%	5.9k	279.88	View chart
Enlink Midstream Com Unit Rep Ltd (ENLC)	0.1	$1.6M		110k	14.77	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 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
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

View all past filings

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