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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, BRK.B, VO, IJH, AAPL, and represent 14.39% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: VTV (+$9.5M), IEFA (+$9.4M), VUG (+$5.5M), AGG (+$5.3M), VOO, DUHP, IJH, IVV, ISTB, VB.
Started 62 new stock positions in PLTR, FIXD, ZM, FREL, POOL, AVY, EES, TIP, UBER, BAX.
Reduced shares in these 10 stocks: DFSD (-$6.6M), VV (-$5.1M), NVDA, EPD, TSLA, ARCH, COWZ, ICSH, MMP, BIP.
Sold out of its positions in ABOS, QMOM, AEP, Bellus Health, BKI, MUI, BGB, BXSL, BWG, Canadian Pacific Railway.
Chicago Partners Investment Group was a net buyer of stock by $99M.
Chicago Partners Investment Group has $1.9B in assets under management (AUM), dropping by 12.22%.
Central Index Key (CIK): 0001563525

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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.

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Download the Chicago Partners Investment Group June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$76M	+5%	185k	413.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$56M	+3%	159k	351.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$56M	+4%	248k	224.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$46M	+6%	170k	268.65	View chart
Apple (AAPL)	2.2	$43M		224k	192.58	View chart
Enterprise Products Partners (EPD)	2.2	$42M	-3%	1.6M	26.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$37M		83k	450.13	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$36M	+17%	127k	285.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$35M	+6%	1.3M	27.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.8	$35M		308k	113.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.7	$33M		2.5M	13.14	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.5	$29M		587k	49.03	View chart
Microsoft Corporation (MSFT)	1.4	$28M	+6%	85k	327.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$25M	+11%	55k	452.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$22M	+3%	45k	491.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$21M	+11%	364k	56.89	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	1.0	$20M	-4%	591k	33.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$20M	+14%	96k	205.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$18M	+109%	125k	145.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$18M	+2%	173k	102.89	View chart
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP)	0.9	$18M	-5%	274k	65.06	View chart
NVIDIA Corporation (NVDA)	0.9	$17M	-12%	39k	442.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$17M	+7%	319k	53.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$15M		647k	23.60	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.8	$15M		426k	35.34	View chart
Kinder Morgan (KMI)	0.8	$15M	-5%	860k	17.36	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$14M	+28%	517k	27.04	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$14M	+8%	278k	50.06	View chart
JPMorgan Chase & Co. (JPM)	0.7	$14M		89k	155.40	View chart
American Tower Reit (AMT)	0.7	$14M	-3%	71k	190.62	View chart
Amazon (AMZN)	0.7	$13M		99k	128.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$13M	+7%	230k	55.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$13M	+9%	150k	83.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$12M		118k	103.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$12M	+6%	156k	77.25	View chart
Williams Companies (WMB)	0.6	$12M	-4%	343k	33.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$11M	+11%	133k	84.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$11M	+10%	47k	224.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$10M	+8%	143k	72.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$10M	+24%	369k	27.34	View chart
Visa Com Cl A (V)	0.5	$9.8M		41k	237.56	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$9.8M	+2%	310k	31.59	View chart
Eli Lilly & Co. (LLY)	0.5	$9.7M	+9%	21k	454.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$9.7M	+3167%	144k	67.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$9.4M	+127%	97k	96.54	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$9.3M	+5%	66k	142.23	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$9.3M	-41%	200k	46.53	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$9.2M	+17%	276k	33.41	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.5	$9.2M	+6%	154k	59.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$9.2M	+14%	336k	27.34	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.5	$9.1M	-2%	498k	18.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$8.6M	+8%	209k	41.33	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$8.6M	-11%	171k	50.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$8.5M	+2%	53k	161.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$7.9M	+7%	21k	374.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$7.9M	-5%	55k	144.34	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.4	$7.9M		843k	9.38	View chart
Oneok (OKE)	0.4	$7.5M		115k	65.52	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$7.4M	-7%	65k	113.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$7.0M		122k	57.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$7.0M	+3%	71k	99.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$7.0M	+13%	54k	128.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$6.9M		58k	119.32	View chart
Ares Capital Corporation (ARCC)	0.4	$6.9M	-2%	355k	19.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$6.7M	-14%	133k	50.49	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$6.6M		272k	24.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$6.3M	+8%	140k	45.34	View chart
Union Pacific Corporation (UNP)	0.3	$6.3M	+23%	27k	230.20	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$6.3M		256k	24.52	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.2M	+15%	59k	105.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$6.2M	+33%	252k	24.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.2M		32k	195.11	View chart
Crown Castle Intl (CCI)	0.3	$6.1M	-3%	57k	107.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$6.0M		47k	128.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$6.0M		114k	52.66	View chart
Nuveen Muni Value Fund (NUV)	0.3	$5.9M		678k	8.68	View chart
Cme (CME)	0.3	$5.7M		28k	199.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.6M	-3%	78k	72.16	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$5.5M	-13%	228k	23.97	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$5.5M	+10%	135k	40.61	View chart
Mastercard Incorporated Cl A (MA)	0.3	$5.4M	-5%	14k	390.01	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$5.3M	+6%	117k	45.43	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$5.3M	+10%	53k	99.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$5.3M	-2%	20k	259.10	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$5.2M	+57%	200k	26.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$5.2M	-10%	128k	40.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$5.1M		51k	99.66	View chart
Owl Rock Capital Corporation (ORCC)	0.3	$5.1M	-2%	362k	13.97	View chart
American Centy Etf Tr International Lr (AVIV)	0.3	$5.1M	+6%	103k	49.29	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.0M		50k	99.55	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$4.9M	+4%	56k	87.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$4.8M	+4%	87k	55.09	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.8M	+16%	45k	105.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.8M	+6%	15k	317.78	View chart
McDonald's Corporation (MCD)	0.2	$4.7M	+27%	16k	289.62	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$4.7M	+13%	289k	16.20	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$4.5M	+3%	52k	86.39	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$4.4M		63k	70.67	View chart
Procter & Gamble Company (PG)	0.2	$4.4M	+10%	28k	156.59	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.2	$4.4M		59k	74.80	View chart
Entergy Corporation (ETR)	0.2	$4.4M		43k	101.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.4M	+41%	25k	172.49	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$4.3M	-10%	43k	99.68	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.3M		47k	92.53	View chart
Abbvie (ABBV)	0.2	$4.2M	+23%	28k	149.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.1M	+63%	25k	164.40	View chart
Innovator Etfs Tr Ibd 50 Etf (FFTY)	0.2	$4.1M	-5%	160k	25.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$4.0M	+6%	68k	59.20	View chart
Targa Res Corp (TRGP)	0.2	$3.9M		48k	81.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.8M	+15%	54k	71.55	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$3.8M	+57%	78k	49.07	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$3.8M		65k	58.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$3.8M	+2%	65k	57.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$3.7M	-7%	74k	50.02	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$3.7M	+12%	70k	52.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.6M	+146%	79k	46.19	View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC)	0.2	$3.6M	-6%	82k	43.34	View chart
Cheniere Energy Com New (LNG)	0.2	$3.5M	-17%	22k	159.14	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.5M	+46%	69k	50.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.5M	+6%	46k	75.80	View chart
Archer Daniels Midland Company (ADM)	0.2	$3.5M		41k	84.79	View chart
Boeing Company (BA)	0.2	$3.4M		15k	231.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$3.4M	-8%	33k	103.71	View chart
Moody's Corporation (MCO)	0.2	$3.4M	-2%	9.9k	343.68	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	-7%	11k	314.30	View chart
Abbott Laboratories (ABT)	0.2	$3.4M	+27%	31k	108.62	View chart
Advanced Micro Devices (AMD)	0.2	$3.3M	+2%	30k	109.35	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$3.3M	+103%	7.5k	442.95	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$3.2M		76k	41.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.1M	+8%	14k	233.22	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$3.1M	+28%	24k	130.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.1M	+92%	19k	164.94	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$3.0M		53k	56.93	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$3.0M	+7%	108k	27.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.0M	+7%	22k	137.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.0M	+21%	83k	35.62	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$3.0M		204k	14.47	View chart
First Trust S&P REIT Index Fund (FRI)	0.2	$2.9M	+3%	117k	25.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.8M	+10%	44k	63.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.8M	+31%	10k	278.33	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.1	$2.8M		31k	90.55	View chart
Pfizer (PFE)	0.1	$2.8M	+13%	78k	35.35	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+10%	16k	169.91	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.7M	+4%	16k	174.23	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$2.7M	+7%	101k	26.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.6M	-17%	62k	41.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.6M	-2%	4.9k	530.33	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.6M	NEW	55k	46.54	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.1	$2.5M		122k	20.70	View chart
Enbridge (ENB)	0.1	$2.5M		69k	36.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.5M	+4%	10k	247.94	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$2.5M		110k	22.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$2.4M	+24%	99k	24.51	View chart
Danaher Corporation (DHR)	0.1	$2.4M	-5%	9.4k	257.88	View chart
Chevron Corporation (CVX)	0.1	$2.4M	-4%	15k	159.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.4M	+2%	59k	41.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.4M	+25%	32k	75.53	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$2.4M		97k	24.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.4M	+7%	50k	47.20	View chart
Discover Financial Services (DFS)	0.1	$2.4M	+2%	23k	103.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M		47k	49.81	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.3M		11k	221.55	View chart
Tesla Motors (TSLA)	0.1	$2.3M	-34%	8.9k	254.11	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.3M	+5%	6.4k	352.95	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.2M	-17%	47k	47.58	View chart
Quanta Services (PWR)	0.1	$2.2M		11k	202.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.2M	+6%	39k	56.45	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$2.2M	+165%	44k	49.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.2M	+9%	30k	74.54	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$2.2M	+6%	30k	73.36	View chart
Costco Wholesale Corporation (COST)	0.1	$2.2M		3.9k	552.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.2M	+401%	69k	31.28	View chart
Global E Online SHS (GLBE)	0.1	$2.1M	-3%	51k	41.98	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.1M	NEW	29k	74.67	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.1M		49k	43.76	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.1M	NEW	49k	43.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.1M		59k	35.33	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$2.1M	+68%	137k	15.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.1M	-6%	58k	35.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.1M	-4%	27k	75.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M	+8%	27k	74.71	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.0M	+106%	24k	85.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$2.0M	+3%	82k	24.76	View chart
Shopify Cl A (SHOP)	0.1	$2.0M	-28%	32k	62.43	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.0M	-4%	15k	135.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.0M	-18%	37k	54.72	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$2.0M	-11%	518k	3.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M		13k	152.78	View chart
Pepsi (PEP)	0.1	$2.0M	+11%	11k	188.30	View chart
Merck & Co (MRK)	0.1	$2.0M	+19%	19k	105.70	View chart
O'reilly Automotive (ORLY)	0.1	$2.0M	-17%	2.1k	918.46	View chart
Arch Resources Cl A (ARCH)	0.1	$2.0M	-37%	15k	127.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.9M	+22%	62k	30.74	View chart
Virtus Allianzgi Convertible (CBH)	0.1	$1.9M		216k	8.77	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.1	$1.9M	-6%	21k	91.84	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M	-7%	18k	102.97	View chart
Hubspot (HUBS)	0.1	$1.9M	-25%	3.4k	553.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.9M	+19%	74k	25.19	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.9M	+7%	26k	70.93	View chart
Kkr & Co (KKR)	0.1	$1.9M	+19%	31k	58.91	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$1.8M		32k	57.81	View chart
Equitrans Midstream Corp (ETRN)	0.1	$1.8M	-3%	188k	9.77	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M		28k	64.76	View chart
Walgreen Boots Alliance (WBA)	0.1	$1.8M	+3%	59k	30.67	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.8M		92k	19.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.8M		31k	59.46	View chart
Intuit (INTU)	0.1	$1.8M	-6%	3.6k	498.10	View chart
Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL)	0.1	$1.8M	-2%	61k	29.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.8M	+10%	22k	80.62	View chart
Metropcs Communications (TMUS)	0.1	$1.7M	-22%	13k	135.78	View chart
Appian Corp Cl A (APPN)	0.1	$1.7M	+6%	36k	48.44	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.7M		11k	158.34	View chart
Starbucks Corporation (SBUX)	0.1	$1.7M	+3%	17k	102.13	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+28%	15k	115.71	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-4%	27k	61.96	View chart
Home Depot (HD)	0.1	$1.7M	-5%	5.1k	328.53	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M		25k	65.34	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	-22%	52k	31.19	View chart
Roper Industries (ROP)	0.1	$1.6M	-11%	3.3k	491.20	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.6M	-12%	40k	40.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.6M	-5%	48k	33.39	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$1.6M	+38%	66k	24.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.6M	+8%	16k	98.89	View chart
Intel Corporation (INTC)	0.1	$1.6M	+65%	46k	34.39	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.6M	+16%	62k	24.93	View chart
Wal-Mart Stores (WMT)	0.1	$1.5M		9.7k	159.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$1.5M	NEW	52k	29.44	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.5M	+75%	70k	21.80	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.5M	-9%	32k	47.16	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$1.5M	-14%	47k	32.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.5M		14k	110.39	View chart
General Electric Com New (GE)	0.1	$1.5M	+28%	14k	111.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M		13k	116.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.5M	+12%	15k	97.09	View chart
salesforce (CRM)	0.1	$1.5M	-11%	6.6k	220.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.5M	+256%	28k	52.50	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.4M	+13%	15k	95.40	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$1.4M		21k	69.78	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.4M		27k	52.73	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.4M		31k	46.69	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.1	$1.4M	+16%	41k	34.56	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.1	$1.4M		69k	19.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.4M		19k	71.59	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.4M	+6%	31k	44.06	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$1.3M	+19%	47k	28.73	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.3M	-16%	18k	76.30	View chart
Nuveen Preferred And equity (JPI)	0.1	$1.3M	-2%	76k	17.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M	-3%	6.4k	208.36	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.3M	+25%	76k	17.32	View chart
Angel Oak Finl Strategies In Com Ben Int (FINS)	0.1	$1.3M	-12%	112k	11.75	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 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
Chicago Partners Investment Group 2020 Q2 filed July 31, 2020
Chicago Partners Investment Group 2020 Q1 filed April 22, 2020
Chicago Partners Investment Group 2019 Q4 filed Jan. 24, 2020

View all past filings

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