Chicago Partners Investment

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

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

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 683 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Chicago Partners Investment Group has 683 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $76M +5% 185k 413.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $56M +3% 159k 351.19
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Vanguard Index Fds Mid Cap Etf (VO) 2.9 $56M +4% 248k 224.57
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Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $46M +6% 170k 268.65
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Apple (AAPL) 2.2 $43M 224k 192.58
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Enterprise Products Partners (EPD) 2.2 $42M -3% 1.6M 26.57
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $37M 83k 450.13
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Vanguard Index Fds Growth Etf (VUG) 1.9 $36M +17% 127k 285.35
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.8 $35M +6% 1.3M 27.81
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.8 $35M 308k 113.05
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Energy Transfer Com Ut Ltd Ptn (ET) 1.7 $33M 2.5M 13.14
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.5 $29M 587k 49.03
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Microsoft Corporation (MSFT) 1.4 $28M +6% 85k 327.50
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $25M +11% 55k 452.49
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $22M +3% 45k 491.22
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $21M +11% 364k 56.89
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Brookfield Infrast Partners Lp Int Unit (BIP) 1.0 $20M -4% 591k 33.46
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $20M +14% 96k 205.07
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Vanguard Index Fds Value Etf (VTV) 0.9 $18M +109% 125k 145.79
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Blackstone Group Inc Com Cl A (BX) 0.9 $18M +2% 173k 102.89
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.9 $18M -5% 274k 65.06
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NVIDIA Corporation (NVDA) 0.9 $17M -12% 39k 442.69
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $17M +7% 319k 53.30
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $15M 647k 23.60
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MPLX Com Unit Rep Ltd (MPLX) 0.8 $15M 426k 35.34
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Kinder Morgan (KMI) 0.8 $15M -5% 860k 17.36
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Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $14M +28% 517k 27.04
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $14M +8% 278k 50.06
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JPMorgan Chase & Co. (JPM) 0.7 $14M 89k 155.40
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American Tower Reit (AMT) 0.7 $14M -3% 71k 190.62
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Amazon (AMZN) 0.7 $13M 99k 128.21
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $13M +7% 230k 55.21
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $13M +9% 150k 83.11
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $12M 118k 103.77
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $12M +6% 156k 77.25
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Williams Companies (WMB) 0.6 $12M -4% 343k 33.68
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Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $11M +11% 133k 84.63
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $11M +10% 47k 224.50
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $10M +8% 143k 72.77
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $10M +24% 369k 27.34
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Visa Com Cl A (V) 0.5 $9.8M 41k 237.56
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $9.8M +2% 310k 31.59
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Eli Lilly & Co. (LLY) 0.5 $9.7M +9% 21k 454.49
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $9.7M +3167% 144k 67.50
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $9.4M +127% 97k 96.54
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $9.3M +5% 66k 142.23
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Dimensional Etf Trust Short Duration F (DFSD) 0.5 $9.3M -41% 200k 46.53
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.5 $9.2M +17% 276k 33.41
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First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.5 $9.2M +6% 154k 59.65
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $9.2M +14% 336k 27.34
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Cohen & Steers Ltd Dur Pfd I (LDP) 0.5 $9.1M -2% 498k 18.29
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $8.6M +8% 209k 41.33
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $8.6M -11% 171k 50.14
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $8.5M +2% 53k 161.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $7.9M +7% 21k 374.39
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Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $7.9M -5% 55k 144.34
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Eaton Vance Limited Duration Income Fund (EVV) 0.4 $7.9M 843k 9.38
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Oneok (OKE) 0.4 $7.5M 115k 65.52
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Ishares Tr Micro-cap Etf (IWC) 0.4 $7.4M -7% 65k 113.16
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $7.0M 122k 57.56
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $7.0M +3% 71k 99.39
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $7.0M +13% 54k 128.38
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $6.9M 58k 119.32
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Ares Capital Corporation (ARCC) 0.4 $6.9M -2% 355k 19.38
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $6.7M -14% 133k 50.49
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $6.6M 272k 24.39
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $6.3M +8% 140k 45.34
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Union Pacific Corporation (UNP) 0.3 $6.3M +23% 27k 230.20
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $6.3M 256k 24.52
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Exxon Mobil Corporation (XOM) 0.3 $6.2M +15% 59k 105.29
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $6.2M +33% 252k 24.45
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.2M 32k 195.11
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Crown Castle Intl (CCI) 0.3 $6.1M -3% 57k 107.00
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Alphabet Cap Stk Cl C (GOOG) 0.3 $6.0M 47k 128.64
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $6.0M 114k 52.66
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Nuveen Muni Value Fund (NUV) 0.3 $5.9M 678k 8.68
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Cme (CME) 0.3 $5.7M 28k 199.67
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.6M -3% 78k 72.16
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $5.5M -13% 228k 23.97
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First Tr Value Line Divid In SHS (FVD) 0.3 $5.5M +10% 135k 40.61
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Mastercard Incorporated Cl A (MA) 0.3 $5.4M -5% 14k 390.01
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $5.3M +6% 117k 45.43
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.3 $5.3M +10% 53k 99.11
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $5.3M -2% 20k 259.10
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $5.2M +57% 200k 26.12
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $5.2M -10% 128k 40.43
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $5.1M 51k 99.66
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Owl Rock Capital Corporation (ORCC) 0.3 $5.1M -2% 362k 13.97
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American Centy Etf Tr International Lr (AVIV) 0.3 $5.1M +6% 103k 49.29
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $5.0M 50k 99.55
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $4.9M +4% 56k 87.26
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $4.8M +4% 87k 55.09
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Ishares Tr National Mun Etf (MUB) 0.2 $4.8M +16% 45k 105.84
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.8M +6% 15k 317.78
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McDonald's Corporation (MCD) 0.2 $4.7M +27% 16k 289.62
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $4.7M +13% 289k 16.20
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $4.5M +3% 52k 86.39
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $4.4M 63k 70.67
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Procter & Gamble Company (PG) 0.2 $4.4M +10% 28k 156.59
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Flexshares Tr Flexshares Ultra (RAVI) 0.2 $4.4M 59k 74.80
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Entergy Corporation (ETR) 0.2 $4.4M 43k 101.40
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $4.4M +41% 25k 172.49
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $4.3M -10% 43k 99.68
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Duke Energy Corp Com New (DUK) 0.2 $4.3M 47k 92.53
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Abbvie (ABBV) 0.2 $4.2M +23% 28k 149.38
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $4.1M +63% 25k 164.40
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Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.2 $4.1M -5% 160k 25.28
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $4.0M +6% 68k 59.20
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Targa Res Corp (TRGP) 0.2 $3.9M 48k 81.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.8M +15% 54k 71.55
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $3.8M +57% 78k 49.07
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Invesco Exchange Traded Fd T S&p Spin Off (CSD) 0.2 $3.8M 65k 58.75
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $3.8M +2% 65k 57.82
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $3.7M -7% 74k 50.02
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $3.7M +12% 70k 52.95
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $3.6M +146% 79k 46.19
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.2 $3.6M -6% 82k 43.34
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Cheniere Energy Com New (LNG) 0.2 $3.5M -17% 22k 159.14
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Ishares Core Msci Emkt (IEMG) 0.2 $3.5M +46% 69k 50.38
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.5M +6% 46k 75.80
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Archer Daniels Midland Company (ADM) 0.2 $3.5M 41k 84.79
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Boeing Company (BA) 0.2 $3.4M 15k 231.38
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $3.4M -8% 33k 103.71
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Moody's Corporation (MCO) 0.2 $3.4M -2% 9.9k 343.68
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Meta Platforms Cl A (META) 0.2 $3.4M -7% 11k 314.30
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Abbott Laboratories (ABT) 0.2 $3.4M +27% 31k 108.62
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Advanced Micro Devices (AMD) 0.2 $3.3M +2% 30k 109.35
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $3.3M +103% 7.5k 442.95
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American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $3.2M 76k 41.44
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.1M +8% 14k 233.22
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $3.1M +28% 24k 130.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.1M +92% 19k 164.94
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $3.0M 53k 56.93
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $3.0M +7% 108k 27.60
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.0M +7% 22k 137.79
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.0M +21% 83k 35.62
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $3.0M 204k 14.47
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First Trust S&P REIT Index Fund (FRI) 0.2 $2.9M +3% 117k 25.12
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.8M +10% 44k 63.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.8M +31% 10k 278.33
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First Tr Exchange Traded Wtr Etf (FIW) 0.1 $2.8M 31k 90.55
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Pfizer (PFE) 0.1 $2.8M +13% 78k 35.35
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Johnson & Johnson (JNJ) 0.1 $2.7M +10% 16k 169.91
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Select Sector Spdr Tr Technology (XLK) 0.1 $2.7M +4% 16k 174.23
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Ea Series Trust Strive Emerging (STXE) 0.1 $2.7M +7% 101k 26.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.6M -17% 62k 41.55
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Adobe Systems Incorporated (ADBE) 0.1 $2.6M -2% 4.9k 530.33
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $2.6M NEW 55k 46.54
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $2.5M 122k 20.70
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Enbridge (ENB) 0.1 $2.5M 69k 36.20
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.5M +4% 10k 247.94
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First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $2.5M 110k 22.26
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $2.4M +24% 99k 24.51
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Danaher Corporation (DHR) 0.1 $2.4M -5% 9.4k 257.88
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Chevron Corporation (CVX) 0.1 $2.4M -4% 15k 159.73
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $2.4M +2% 59k 41.13
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.4M +25% 32k 75.53
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.1 $2.4M 97k 24.54
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.4M +7% 50k 47.20
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Discover Financial Services (DFS) 0.1 $2.4M +2% 23k 103.15
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.3M 47k 49.81
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Arthur J. Gallagher & Co. (AJG) 0.1 $2.3M 11k 221.55
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Tesla Motors (TSLA) 0.1 $2.3M -34% 8.9k 254.11
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Ishares Tr Expanded Tech (IGV) 0.1 $2.3M +5% 6.4k 352.95
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $2.2M -17% 47k 47.58
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Quanta Services (PWR) 0.1 $2.2M 11k 202.31
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.2M +6% 39k 56.45
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $2.2M +165% 44k 49.93
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.2M +9% 30k 74.54
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $2.2M +6% 30k 73.36
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Costco Wholesale Corporation (COST) 0.1 $2.2M 3.9k 552.41
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $2.2M +401% 69k 31.28
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Global E Online SHS (GLBE) 0.1 $2.1M -3% 51k 41.98
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $2.1M NEW 29k 74.67
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $2.1M 49k 43.76
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $2.1M NEW 49k 43.63
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.1M 59k 35.33
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $2.1M +68% 137k 15.19
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.1M -6% 58k 35.74
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.1M -4% 27k 75.39
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.0M +8% 27k 74.71
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.0M +106% 24k 85.63
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $2.0M +3% 82k 24.76
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Shopify Cl A (SHOP) 0.1 $2.0M -28% 32k 62.43
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Marathon Petroleum Corp (MPC) 0.1 $2.0M -4% 15k 135.87
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.0M -18% 37k 54.72
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Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $2.0M -11% 518k 3.85
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.0M 13k 152.78
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Pepsi (PEP) 0.1 $2.0M +11% 11k 188.30
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Merck & Co (MRK) 0.1 $2.0M +19% 19k 105.70
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O'reilly Automotive (ORLY) 0.1 $2.0M -17% 2.1k 918.46
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Arch Resources Cl A (ARCH) 0.1 $2.0M -37% 15k 127.26
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.9M +22% 62k 30.74
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Virtus Allianzgi Convertible (CBH) 0.1 $1.9M 216k 8.77
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $1.9M -6% 21k 91.84
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.9M -7% 18k 102.97
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Hubspot (HUBS) 0.1 $1.9M -25% 3.4k 553.23
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.9M +19% 74k 25.19
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $1.9M +7% 26k 70.93
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Kkr & Co (KKR) 0.1 $1.9M +19% 31k 58.91
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $1.8M 32k 57.81
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Equitrans Midstream Corp (ETRN) 0.1 $1.8M -3% 188k 9.77
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.8M 28k 64.76
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Walgreen Boots Alliance (WBA) 0.1 $1.8M +3% 59k 30.67
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.8M 92k 19.75
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.8M 31k 59.46
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Intuit (INTU) 0.1 $1.8M -6% 3.6k 498.10
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Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL) 0.1 $1.8M -2% 61k 29.02
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.8M +10% 22k 80.62
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Metropcs Communications (TMUS) 0.1 $1.7M -22% 13k 135.78
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Appian Corp Cl A (APPN) 0.1 $1.7M +6% 36k 48.44
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Novo-nordisk A S Adr (NVO) 0.1 $1.7M 11k 158.34
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Starbucks Corporation (SBUX) 0.1 $1.7M +3% 17k 102.13
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Oracle Corporation (ORCL) 0.1 $1.7M +28% 15k 115.71
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Coca-Cola Company (KO) 0.1 $1.7M -4% 27k 61.96
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Home Depot (HD) 0.1 $1.7M -5% 5.1k 328.53
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Charles Schwab Corporation (SCHW) 0.1 $1.6M 25k 65.34
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Bank of America Corporation (BAC) 0.1 $1.6M -22% 52k 31.19
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Roper Industries (ROP) 0.1 $1.6M -11% 3.3k 491.20
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $1.6M -12% 40k 40.46
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.6M -5% 48k 33.39
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $1.6M +38% 66k 24.41
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.6M +8% 16k 98.89
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Intel Corporation (INTC) 0.1 $1.6M +65% 46k 34.39
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $1.6M +16% 62k 24.93
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Wal-Mart Stores (WMT) 0.1 $1.5M 9.7k 159.22
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $1.5M NEW 52k 29.44
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $1.5M +75% 70k 21.80
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.5M -9% 32k 47.16
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $1.5M -14% 47k 32.28
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.5M 14k 110.39
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General Electric Com New (GE) 0.1 $1.5M +28% 14k 111.97
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 13k 116.74
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.5M +12% 15k 97.09
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salesforce (CRM) 0.1 $1.5M -11% 6.6k 220.51
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.5M +256% 28k 52.50
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.4M +13% 15k 95.40
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $1.4M 21k 69.78
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.4M 27k 52.73
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.4M 31k 46.69
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $1.4M +16% 41k 34.56
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Usa Compression Partners Comunit Ltdpar (USAC) 0.1 $1.4M 69k 19.94
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $1.4M 19k 71.59
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.4M +6% 31k 44.06
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.3M +19% 47k 28.73
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Ishares Tr Global 100 Etf (IOO) 0.1 $1.3M -16% 18k 76.30
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Nuveen Preferred And equity (JPI) 0.1 $1.3M -2% 76k 17.56
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.3M -3% 6.4k 208.36
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Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $1.3M +25% 76k 17.32
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Angel Oak Finl Strategies In Com Ben Int (FINS) 0.1 $1.3M -12% 112k 11.75
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Past Filings by Chicago Partners Investment Group

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

View all past filings