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Chicago Wealth Management

Latest statistics and disclosures from Chicago Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLI, IAI, ITA, KRE, IGV, and represent 28.50% of Chicago Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IGV (+$11M), XLC (+$7.6M), XLY, KRE, SPY, XLF, IAI, XLK, IWF, SPHB.
Started 4 new stock positions in XLY, IGV, XLC, SVMH.
Reduced shares in these 10 stocks: , GDX (-$7.8M), SLV, SOXX, NVDA, VNQ, AMZN, IEFA, IAK, GOOG.
Sold out of its positions in INDA, GDX, VNQ.
Chicago Wealth Management was a net buyer of stock by $4.0M.
Chicago Wealth Management has $193M in assets under management (AUM), dropping by 2.73%.
Central Index Key (CIK): 0001592178

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Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr Indl (XLI)	6.0	$12M	+2%	88k	131.76	View chart
Ishares Tr Us Br Del Se Etf (IAI)	5.8	$11M	+5%	77k	144.10	View chart
Ishares Tr Us Aer Def Etf (ITA)	5.6	$11M		75k	145.35	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	5.6	$11M	+10%	179k	60.35	View chart
Ishares Tr Expanded Tech (IGV)	5.5	$11M	NEW	106k	100.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.5	$11M	+2%	60k	175.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.4	$10M		185k	56.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	5.4	$10M	+2%	276k	37.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.4	$10M	+2%	154k	67.03	View chart
Spdr Ser Tr S&p Homebuild (XHB)	5.2	$10M		96k	104.50	View chart
Select Sector Spdr Tr Financial (XLF)	4.8	$9.2M	+7%	191k	48.33	View chart
Global X Fds Us Infr Dev Etf (PAVE)	4.7	$9.0M	+5%	223k	40.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.7	$9.0M	+6%	22k	401.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$8.0M	+4%	16k	511.22	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	4.1	$7.9M	+4%	140k	56.52	View chart
Select Sector Spdr Tr Communication (XLC)	3.9	$7.6M	NEW	78k	96.81	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.0	$3.9M	-2%	31k	126.47	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.9	$3.7M	NEW	16k	224.35	View chart
Apple (AAPL)	1.8	$3.5M		14k	250.43	View chart
Marriott Intl Cl A (MAR)	1.0	$1.9M		6.8k	278.94	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$1.8M	+49%	7.9k	232.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.8M	-5%	9.3k	190.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.8M	+95%	3.0k	586.06	View chart
Allstate Corporation (ALL)	0.8	$1.6M		8.2k	192.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.7	$1.3M	+64%	15k	88.65	View chart
Tesla Motors (TSLA)	0.7	$1.3M	+2%	3.1k	403.84	View chart
Cbiz (CBZ)	0.6	$1.1M		14k	81.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M		1.9k	588.68	View chart
Amazon (AMZN)	0.5	$976k	-17%	4.4k	219.39	View chart
Microsoft Corporation (MSFT)	0.5	$938k		2.2k	421.57	View chart
NVIDIA Corporation (NVDA)	0.5	$876k	-25%	6.5k	134.29	View chart
Morgan Stanley Com New (MS)	0.4	$785k		6.2k	125.72	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$700k	-78%	3.3k	215.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$638k		5.0k	126.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$615k	+3%	4.5k	137.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$557k		1.9k	289.81	View chart
Discover Financial Services (DFS)	0.3	$524k		3.0k	173.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$485k		2.6k	185.13	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.2	$441k		8.9k	49.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$412k	-21%	5.9k	70.28	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$402k	-89%	15k	26.33	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$399k		2.9k	138.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$331k		629.00	526.57	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$275k		3.2k	85.84	View chart
Trust For Professional Man Performance Tr S (STBF)	0.1	$273k		11k	25.10	View chart
Wintrust Financial Corporation (WTFC)	0.1	$270k		2.2k	124.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$261k	-10%	3.2k	81.98	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$253k		4.9k	51.14	View chart
Home Depot (HD)	0.1	$200k		515.00	388.99	View chart
Srivaru Holding Ord Shs (SVMH)	0.0	$497.790400	NEW	12k	0.04	View chart

Past Filings by Chicago Wealth Management

SEC 13F filings are viewable for Chicago Wealth Management going back to 2019

Chicago Wealth Management 2024 Q4 filed Feb. 10, 2025
Chicago Wealth Management 2024 Q3 filed Nov. 12, 2024
Chicago Wealth Management 2024 Q2 filed Aug. 15, 2024
Chicago Wealth Management 2024 Q1 filed May 15, 2024
Chicago Wealth Management 2023 Q4 filed Feb. 14, 2024
Chicago Wealth Management 2023 Q3 filed Nov. 14, 2023
Chicago Wealth Management 2023 Q2 filed Aug. 15, 2023
Chicago Wealth Management 2023 Q1 filed May 12, 2023
Chicago Wealth Management 2022 Q4 filed Feb. 15, 2023
Chicago Wealth Management 2022 Q3 filed Nov. 14, 2022
Chicago Wealth Management 2022 Q2 filed Aug. 15, 2022
Chicago Wealth Management 2022 Q1 filed May 13, 2022
Chicago Wealth Management 2021 Q4 filed Feb. 14, 2022
Chicago Wealth Management 2021 Q3 filed Nov. 10, 2021
Chicago Wealth Management 2021 Q2 filed Aug. 16, 2021
Chicago Wealth Management 2021 Q1 filed April 23, 2021

View all past filings

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