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 701 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Chicago Partners Investment Group has 701 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) 4.4 $95M +7% 214k 445.99
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Vanguard Index Fds Mid Cap Etf (VO) 3.1 $66M +9% 290k 228.88
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $63M +2% 167k 376.59
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Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $49M 178k 273.54
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Vanguard Index Fds Growth Etf (VUG) 2.2 $47M +8% 145k 322.66
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Enterprise Products Partners (EPD) 2.1 $46M +4% 1.7M 27.12
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.1 $46M +2% 1.6M 29.37
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Apple (AAPL) 2.1 $45M 229k 194.50
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $40M 83k 485.39
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Energy Transfer Com Ut Ltd Ptn (ET) 1.8 $39M +6% 2.8M 14.07
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Microsoft Corporation (MSFT) 1.6 $36M 88k 402.56
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.6 $35M 305k 113.86
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.5 $31M +2% 596k 52.72
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $27M 56k 487.61
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NVIDIA Corporation (NVDA) 1.1 $24M 39k 613.63
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $24M +11% 115k 208.29
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $24M +6% 409k 58.11
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $24M 47k 500.81
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $22M +9% 384k 57.53
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Blackstone Group Inc Com Cl A (BX) 1.0 $21M 171k 120.63
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Oneok (OKE) 0.9 $20M 285k 68.86
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Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $19M +8% 664k 29.18
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $18M +15% 360k 51.19
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.8 $18M 589k 30.65
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Vanguard Index Fds Value Etf (VTV) 0.8 $18M 117k 149.71
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $17M -3% 45k 368.90
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MPLX Com Unit Rep Ltd (MPLX) 0.8 $17M +2% 445k 37.37
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $17M +6% 694k 23.89
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Amazon (AMZN) 0.8 $16M +4% 104k 156.87
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $14M +5% 174k 82.11
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $14M +14% 494k 28.34
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $14M +2% 241k 57.80
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Kinder Morgan (KMI) 0.6 $14M -5% 821k 16.89
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $14M 156k 87.63
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $14M +12% 56k 240.98
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $14M +7% 128k 105.07
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JPMorgan Chase & Co. (JPM) 0.6 $13M -5% 79k 170.50
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American Tower Reit (AMT) 0.6 $13M -4% 67k 196.76
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $13M +11% 169k 74.23
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Eli Lilly & Co. (LLY) 0.6 $12M -7% 19k 633.71
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Ea Series Trust Strive Emerging (STXE) 0.6 $12M +15% 449k 27.21
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $12M +9% 424k 28.23
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Ishares Msci Emrg Chn (EMXC) 0.5 $12M +15% 218k 54.04
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.5 $12M -13% 290k 40.22
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Williams Companies (WMB) 0.5 $12M 342k 34.03
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Visa Com Cl A (V) 0.5 $11M -4% 40k 271.65
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $11M 315k 33.71
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $10M +2% 74k 141.77
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $10M +10% 24k 425.83
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First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.5 $10M +5% 170k 59.14
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.5 $9.8M +17% 391k 25.07
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $9.6M -10% 115k 84.10
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $9.4M -9% 97k 97.74
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $8.8M +3% 59k 148.70
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $8.7M 53k 164.03
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Cohen & Steers Ltd Dur Pfd I (LDP) 0.4 $8.4M -3% 445k 18.81
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Ishares Tr Micro-cap Etf (IWC) 0.4 $8.4M 75k 112.01
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $8.0M -7% 159k 50.54
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $8.0M +12% 175k 45.78
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $8.0M +18% 326k 24.54
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Ares Capital Corporation (ARCC) 0.4 $7.9M +5% 389k 20.33
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Eaton Vance Limited Duration Income Fund (EVV) 0.4 $7.8M -5% 807k 9.61
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Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $7.7M -10% 46k 166.79
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $7.7M -14% 111k 69.45
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $7.6M +13% 134k 56.56
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $7.4M +39% 102k 72.47
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $7.3M -3% 74k 98.89
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Mastercard Incorporated Cl A (MA) 0.3 $7.3M +19% 17k 438.70
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $7.2M +3% 142k 51.06
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $7.2M 123k 58.31
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $7.1M 169k 41.91
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $7.0M -2% 57k 122.73
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.3 $7.0M -3% 138k 50.48
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Alphabet Cap Stk Cl C (GOOG) 0.3 $6.8M 45k 150.35
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Union Pacific Corporation (UNP) 0.3 $6.7M 28k 242.33
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Owl Rock Capital Corporation (OBDC) 0.3 $6.5M +15% 435k 15.06
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $6.5M +13% 243k 26.96
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $6.4M +111% 67k 94.72
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Exxon Mobil Corporation (XOM) 0.3 $6.1M +5% 61k 99.60
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Innovator Etfs Tr Quity Managd Flr (SFLR) 0.3 $6.0M +123% 217k 27.81
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.0M -2% 31k 194.36
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Crown Castle Intl (CCI) 0.3 $6.0M -2% 57k 105.56
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $5.9M +8% 129k 45.80
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.3 $5.9M +2% 58k 101.89
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $5.8M -3% 55k 106.83
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Advanced Micro Devices (AMD) 0.3 $5.8M 32k 178.29
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $5.7M +3% 65k 88.10
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First Tr Value Line Divid In SHS (FVD) 0.3 $5.7M 142k 40.00
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $5.7M +8% 335k 16.98
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Cme (CME) 0.3 $5.6M -3% 27k 204.27
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.5M 74k 74.51
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Nuveen Muni Value Fund (NUV) 0.3 $5.5M 629k 8.67
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McDonald's Corporation (MCD) 0.3 $5.4M -4% 18k 300.44
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $5.3M +57% 104k 51.31
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American Centy Etf Tr International Lr (AVIV) 0.2 $5.3M +2% 105k 50.40
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $5.1M +12% 104k 49.56
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $5.1M +3% 57k 90.06
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $5.1M +10% 29k 175.89
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $5.0M +14% 87k 57.09
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $4.8M +9% 191k 25.23
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Ishares Tr National Mun Etf (MUB) 0.2 $4.7M -5% 44k 107.51
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $4.6M -8% 17k 277.94
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $4.5M +26% 88k 50.40
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Meta Platforms Cl A (META) 0.2 $4.3M 11k 390.69
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Abbvie (ABBV) 0.2 $4.3M -5% 27k 164.22
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Procter & Gamble Company (PG) 0.2 $4.3M 29k 152.12
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Duke Energy Corp Com New (DUK) 0.2 $4.3M 46k 94.54
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $4.3M +4% 71k 61.21
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $4.3M +15% 118k 36.40
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $4.3M +3% 49k 86.43
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Targa Res Corp (TRGP) 0.2 $4.2M 50k 83.98
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Entergy Corporation (ETR) 0.2 $4.2M 44k 97.20
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $4.2M +7% 77k 54.64
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $4.2M +4% 71k 59.42
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $4.2M 24k 172.95
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $4.1M -4% 58k 71.27
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Cheniere Energy Com New (LNG) 0.2 $4.1M +9% 25k 165.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $3.9M 84k 47.11
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Invesco Exchange Traded Fd T S&p Spin Off (CSD) 0.2 $3.9M -2% 63k 62.13
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $3.9M +38% 83k 46.94
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.8M 16k 235.94
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.7M 25k 151.27
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $3.6M +5% 7.2k 507.46
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Blue Owl Capital Com Cl A (OWL) 0.2 $3.6M +19% 232k 15.56
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $3.4M -13% 34k 100.06
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American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $3.4M +3% 83k 41.21
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Abbott Laboratories (ABT) 0.2 $3.4M 31k 110.77
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $3.4M +2% 34k 100.25
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Moody's Corporation (MCO) 0.2 $3.4M -13% 8.7k 389.92
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $3.2M 206k 15.74
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Boeing Company (BA) 0.1 $3.2M 15k 214.13
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $3.1M +28% 124k 25.28
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.1M 15k 203.25
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $3.1M 115k 26.83
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Ishares Tr Core Msci Total (IXUS) 0.1 $3.1M +4% 48k 63.71
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Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.1 $3.1M -15% 124k 24.85
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $3.1M +5% 20k 150.73
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.0M -6% 29k 104.81
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $3.0M 53k 57.26
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First Trust S&P REIT Index Fund (FRI) 0.1 $2.9M 117k 25.19
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Arch Resources Cl A (ARCH) 0.1 $2.9M 16k 181.56
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $2.9M +22% 119k 24.22
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Wisdomtree Tr Emerging Mkt Exc (XC) 0.1 $2.9M +9% 100k 28.79
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.8M 9.0k 315.21
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Merck & Co (MRK) 0.1 $2.8M -4% 23k 118.88
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Ishares Tr Expanded Tech (IGV) 0.1 $2.8M 6.5k 422.85
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First Tr Exchange Traded Wtr Etf (FIW) 0.1 $2.7M -2% 30k 91.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.7M -11% 16k 172.36
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $2.7M +16% 36k 75.48
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.7M +5% 49k 55.13
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $2.7M +14% 123k 21.68
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.7M 10k 267.04
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Flexshares Tr Flexshares Ultra (RAVI) 0.1 $2.6M 35k 75.34
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.1 $2.6M -2% 76k 34.71
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $2.6M +35% 54k 48.08
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Kkr & Co (KKR) 0.1 $2.6M +12% 31k 83.34
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $2.6M 104k 24.77
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Costco Wholesale Corporation (COST) 0.1 $2.6M 3.7k 686.50
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.1 $2.5M 97k 26.21
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Johnson & Johnson (JNJ) 0.1 $2.5M 16k 158.96
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Intuit (INTU) 0.1 $2.5M -2% 4.0k 636.18
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Arthur J. Gallagher & Co. (AJG) 0.1 $2.5M 11k 239.07
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Chevron Corporation (CVX) 0.1 $2.5M +12% 17k 144.92
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.5M +2% 52k 47.48
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.5M -2% 32k 77.25
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.5M +7% 31k 79.96
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.5M 49k 50.36
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Enbridge (ENB) 0.1 $2.4M 68k 35.50
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $2.4M 55k 43.61
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $2.4M +2% 144k 16.51
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.4M +4% 31k 76.40
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Marathon Petroleum Corp (MPC) 0.1 $2.4M 15k 155.10
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.3M -2% 60k 38.81
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $2.3M -7% 113k 20.49
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Intel Corporation (INTC) 0.1 $2.3M -2% 47k 49.09
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $2.3M 69k 33.11
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Danaher Corporation (DHR) 0.1 $2.3M +9% 10k 228.60
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.3M 40k 56.85
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.2M -5% 61k 36.98
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $2.2M -12% 57k 39.56
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.2M 24k 93.33
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Discover Financial Services (DFS) 0.1 $2.2M -4% 22k 101.22
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $2.2M +8% 31k 71.64
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.2M 59k 36.98
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Home Depot (HD) 0.1 $2.2M +2% 6.3k 347.24
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Archer Daniels Midland Company (ADM) 0.1 $2.1M 41k 52.63
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Pfizer (PFE) 0.1 $2.1M 76k 28.33
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Quanta Services (PWR) 0.1 $2.1M 11k 193.27
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $2.1M -2% 26k 81.10
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.1M 28k 76.55
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O'reilly Automotive (ORLY) 0.1 $2.1M -8% 2.1k 1018.45
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Shopify Cl A (SHOP) 0.1 $2.1M 25k 80.73
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Charles Schwab Corporation (SCHW) 0.1 $2.0M 32k 63.48
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salesforce (CRM) 0.1 $2.0M 7.2k 276.90
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Tesla Motors (TSLA) 0.1 $2.0M -2% 9.5k 207.83
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M -6% 26k 76.83
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Global E Online SHS (GLBE) 0.1 $2.0M +11% 53k 37.09
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Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $2.0M +5% 499k 3.92
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Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $1.9M NEW 270k 7.10
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.9M -12% 42k 45.05
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $1.9M +11% 47k 40.93
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Equitrans Midstream Corp (ETRN) 0.1 $1.9M -4% 181k 10.53
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M 12k 155.91
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Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL) 0.1 $1.9M 61k 30.94
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Pepsi (PEP) 0.1 $1.9M 11k 165.61
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Hubspot (HUBS) 0.1 $1.9M 3.2k 585.70
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Novo-nordisk A S Adr (NVO) 0.1 $1.9M -13% 18k 105.21
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $1.9M 32k 58.81
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.1 $1.8M +10% 55k 33.73
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TransDigm Group Incorporated (TDG) 0.1 $1.8M +16% 1.7k 1059.99
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.8M 17k 108.39
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Oracle Corporation (ORCL) 0.1 $1.8M -2% 16k 114.31
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.8M -8% 23k 78.69
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.8M -5% 27k 66.94
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Wal-Mart Stores (WMT) 0.1 $1.8M -3% 11k 160.50
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.8M -17% 56k 31.68
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $1.7M -6% 19k 93.50
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Roper Industries (ROP) 0.1 $1.7M -3% 3.2k 547.74
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.7M +20% 7.9k 217.76
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General Electric Com New (GE) 0.1 $1.7M 13k 129.93
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.7M -44% 19k 91.69
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Coca-Cola Company (KO) 0.1 $1.7M +5% 29k 58.91
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.7M -6% 28k 59.86
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.7M -15% 42k 40.05
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.7M -29% 71k 23.36
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.7M -13% 34k 48.17
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $1.6M 52k 31.52
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.6M -11% 82k 19.75
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Adobe Systems Incorporated (ADBE) 0.1 $1.6M -39% 2.6k 606.54
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Starbucks Corporation (SBUX) 0.1 $1.6M 17k 92.04
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $1.6M +104% 32k 49.20
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.6M +7% 14k 114.85
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.6M +26% 19k 82.02
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Metropcs Communications (TMUS) 0.1 $1.6M -27% 9.6k 162.00
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.6M 15k 101.62
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.5M 14k 111.35
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.5M +2% 28k 54.20
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.5M +2% 15k 98.55
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Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $1.5M 87k 17.34
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $1.5M +4% 22k 69.52
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.5M +2% 32k 46.39
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $1.5M 41k 36.64
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Broadcom (AVGO) 0.1 $1.5M -7% 1.2k 1253.85
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.5M -8% 44k 33.68
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Netflix (NFLX) 0.1 $1.5M -7% 2.7k 544.92
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Nuveen Preferred And equity (JPI) 0.1 $1.5M +7% 79k 18.62
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Affirm Hldgs Com Cl A (AFRM) 0.1 $1.5M +31% 36k 40.49
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Waste Management (WM) 0.1 $1.5M -2% 7.9k 183.79
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Usa Compression Partners Comunit Ltdpar (USAC) 0.1 $1.5M -10% 56k 26.01
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Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $1.4M NEW 47k 31.17
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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