Fort Sheridan Advisors
Latest statistics and disclosures from Fort Sheridan Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, EPD, OKE, CME, and represent 32.27% of Fort Sheridan Advisors's stock portfolio.
- Added to shares of these 10 stocks: LRCX, PANW, NVDA, RITM, AR, AMZN, VOO, SCHG, BX, GOOGL.
- Started 19 new stock positions in EOG, Tesla Motors Inc cmn, AR, ESGV, COWG, CIEN, AMLP, SNOW, Brookfield Renewable Corp Cl A Ex Sub Vtg, BLK. FI, ULTA, UPS, TLT, EQT, WSM, FBCG, LRCX, MGV.
- Reduced shares in these 10 stocks: Lam Research Corporation, BA, EPD, NEP, BEPC, AAPL, Atlantica Yield, DOW, , .
- Sold out of its positions in BAX, BlackRock, BEPC, DOW, ENVX, Fuelcell Energy, GD, GIS, HII, EFA. IYW, Lam Research Corporation, REGN, XLV, STAA, SWK, UCTT, VBK, VXF, VOD, Atlantica Yield, CNH.
- Fort Sheridan Advisors was a net buyer of stock by $12M.
- Fort Sheridan Advisors has $685M in assets under management (AUM), dropping by 3.98%.
- Central Index Key (CIK): 0001606666
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Portfolio Holdings for Fort Sheridan Advisors
Fort Sheridan Advisors holds 246 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.7 | $73M | 292k | 250.42 |
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| Microsoft Corporation (MSFT) | 9.8 | $67M | 159k | 421.50 |
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| Enterprise Products Partners (EPD) | 4.5 | $31M | -3% | 979k | 31.36 |
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| Oneok (OKE) | 3.7 | $25M | 252k | 100.40 |
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| Cme (CME) | 3.7 | $25M | 108k | 232.23 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $23M | 97k | 239.71 |
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| Amazon (AMZN) | 3.2 | $22M | +4% | 100k | 219.39 |
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| Blackstone Group Inc Com Cl A (BX) | 2.9 | $20M | +3% | 117k | 172.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $20M | 105k | 190.44 |
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| NVIDIA Corporation (NVDA) | 2.9 | $20M | +9% | 147k | 134.29 |
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| Abbvie (ABBV) | 1.7 | $12M | +2% | 67k | 177.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $11M | +8% | 21k | 538.82 |
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| Merck & Co (MRK) | 1.4 | $9.8M | 98k | 99.48 |
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| Procter & Gamble Company (PG) | 1.3 | $9.0M | 54k | 167.65 |
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| Meta Platforms Cl A (META) | 1.3 | $8.8M | +5% | 15k | 585.52 |
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| Visa Com Cl A (V) | 1.2 | $8.3M | 26k | 316.04 |
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| Intercontinental Exchange (ICE) | 1.2 | $8.3M | 56k | 149.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.9M | +7% | 17k | 453.28 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $7.7M | 15k | 526.56 |
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| Johnson & Johnson (JNJ) | 1.1 | $7.5M | 52k | 144.62 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $7.3M | 372k | 19.59 |
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| Chevron Corporation (CVX) | 1.0 | $7.1M | +2% | 49k | 144.84 |
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| Boeing Company (BA) | 0.9 | $6.3M | -24% | 36k | 177.00 |
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| American Express Company (AXP) | 0.9 | $6.2M | 21k | 296.79 |
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| Applied Materials (AMAT) | 0.7 | $5.0M | 31k | 162.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $4.7M | 24k | 195.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $4.7M | 97k | 47.82 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $4.4M | NEW | 61k | 72.23 |
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| Allstate Corporation (ALL) | 0.6 | $4.3M | 22k | 192.79 |
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| Deere & Company (DE) | 0.6 | $4.3M | 10k | 423.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.1M | +21% | 22k | 189.30 |
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| Verizon Communications (VZ) | 0.6 | $3.8M | -2% | 96k | 39.99 |
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| Oracle Corporation (ORCL) | 0.6 | $3.8M | 23k | 166.64 |
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| Palo Alto Networks (PANW) | 0.6 | $3.8M | +100% | 21k | 181.96 |
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| Shell Spon Ads (SHEL) | 0.6 | $3.8M | 60k | 62.65 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.8M | 4.9k | 771.95 |
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| At&t (T) | 0.5 | $3.8M | 165k | 22.77 |
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| CBOE Holdings (CBOE) | 0.5 | $3.7M | 19k | 195.40 |
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| Rithm Capital Corp Com New (RITM) | 0.5 | $3.6M | +44% | 331k | 10.83 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $3.5M | +3% | 10k | 342.16 |
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| Qualcomm (QCOM) | 0.5 | $3.5M | 23k | 153.62 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.2M | +2% | 30k | 107.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.0M | +8% | 5.9k | 511.21 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.8M | +6% | 5.9k | 485.95 |
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| Home Depot (HD) | 0.4 | $2.8M | +2% | 7.2k | 388.96 |
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| Kenvue (KVUE) | 0.4 | $2.6M | -2% | 123k | 21.35 |
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| Honeywell International (HON) | 0.4 | $2.6M | -3% | 12k | 225.89 |
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| Costco Wholesale Corporation (COST) | 0.4 | $2.5M | 2.7k | 916.14 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.5M | 56k | 44.04 |
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| Cisco Systems (CSCO) | 0.4 | $2.4M | -2% | 41k | 59.20 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.4M | +7% | 21k | 115.72 |
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| Enbridge (ENB) | 0.4 | $2.4M | 57k | 42.43 |
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| Hannon Armstrong (HASI) | 0.3 | $2.3M | -3% | 87k | 26.83 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $2.3M | 22k | 102.09 |
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| Kinder Morgan (KMI) | 0.3 | $2.3M | -9% | 83k | 27.40 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $2.1M | 126k | 17.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.0M | 3.00 | 680920.00 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $2.0M | 64k | 31.79 |
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| Vistra Energy (VST) | 0.3 | $2.0M | 15k | 137.87 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.0M | +3% | 11k | 178.08 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.0M | +2% | 3.8k | 520.24 |
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| Pfizer (PFE) | 0.3 | $1.9M | 73k | 26.53 |
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| Dillards Cl A (DDS) | 0.3 | $1.9M | +29% | 4.4k | 431.73 |
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| Bank of America Corporation (BAC) | 0.3 | $1.9M | +6% | 43k | 43.95 |
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| Doubleline Income Solutions (DSL) | 0.3 | $1.9M | 151k | 12.57 |
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| International Business Machines (IBM) | 0.3 | $1.9M | -8% | 8.5k | 219.83 |
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| Intel Corporation (INTC) | 0.3 | $1.9M | -13% | 92k | 20.05 |
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| Amgen (AMGN) | 0.3 | $1.8M | +15% | 6.8k | 260.62 |
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| Abbott Laboratories (ABT) | 0.3 | $1.8M | +10% | 16k | 113.11 |
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| Broadcom (AVGO) | 0.3 | $1.8M | +12% | 7.6k | 231.84 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.7M | -7% | 6.0k | 289.81 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.3 | $1.7M | 75k | 22.79 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.7M | -3% | 24k | 70.24 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.7M | 1.5k | 1105.96 |
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| Tesla Motors (TSLA) | 0.2 | $1.6M | +11% | 4.0k | 403.84 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.6M | 18k | 89.32 |
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| Walt Disney Company (DIS) | 0.2 | $1.5M | -6% | 14k | 111.35 |
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| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $1.5M | -26% | 86k | 17.80 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.5M | 3.7k | 410.46 |
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| Nutanix Cl A (NTNX) | 0.2 | $1.4M | 23k | 61.18 |
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| Caterpillar (CAT) | 0.2 | $1.4M | -4% | 3.9k | 362.76 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.4M | +8% | 18k | 74.27 |
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| General Motors Company (GM) | 0.2 | $1.3M | -2% | 25k | 53.27 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.3M | 1.9k | 693.20 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | +31% | 2.2k | 586.08 |
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| Quanta Services (PWR) | 0.2 | $1.3M | +2% | 4.1k | 316.05 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.3k | 228.04 |
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| Itron (ITRI) | 0.2 | $1.2M | +2% | 11k | 108.58 |
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| First Solar (FSLR) | 0.2 | $1.2M | -2% | 6.6k | 176.24 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $1.2M | +28% | 11k | 105.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | 2.0k | 588.68 |
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| Pepsi (PEP) | 0.2 | $1.2M | +14% | 7.6k | 152.06 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.1M | +25% | 26k | 43.38 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.1M | 3.4k | 334.25 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.1M | -6% | 12k | 90.35 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.1M | 8.6k | 127.58 |
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| Coherent Corp (COHR) | 0.2 | $1.1M | 11k | 94.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.1M | +7% | 4.0k | 264.15 |
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| Digital Realty Trust (DLR) | 0.2 | $1.1M | 6.0k | 177.32 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $1.1M | +8% | 5.0k | 212.66 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.0M | +340% | 37k | 27.87 |
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| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $1.0M | 24k | 42.51 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.0M | 62k | 16.27 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $986k | 27k | 37.12 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $976k | +18% | 2.4k | 402.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $970k | 5.7k | 169.30 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $962k | +21% | 9.3k | 103.30 |
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| First Horizon National Corporation (FHN) | 0.1 | $950k | +34% | 47k | 20.14 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $932k | 25k | 37.53 |
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| Citigroup Com New (C) | 0.1 | $916k | 13k | 70.39 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $913k | +31% | 8.6k | 106.03 |
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| Antero Res (AR) | 0.1 | $911k | NEW | 26k | 35.05 |
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| Citizens Financial (CFG) | 0.1 | $855k | +155% | 20k | 43.76 |
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| Apollo Global Mgmt (APO) | 0.1 | $851k | +10% | 5.2k | 165.16 |
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| Ge Vernova (GEV) | 0.1 | $844k | 2.6k | 328.93 |
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $839k | 58k | 14.60 |
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| Advanced Micro Devices (AMD) | 0.1 | $837k | +39% | 6.9k | 120.79 |
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| PNC Financial Services (PNC) | 0.1 | $811k | 4.2k | 192.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $794k | +10% | 4.3k | 185.13 |
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| Marvell Technology (MRVL) | 0.1 | $793k | +21% | 7.2k | 110.45 |
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| Ge Aerospace Com New (GE) | 0.1 | $793k | 4.8k | 166.79 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $781k | 8.0k | 97.31 |
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| Ford Motor Company (F) | 0.1 | $756k | -7% | 76k | 9.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $756k | 3.4k | 220.95 |
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| Kla Corp Com New (KLAC) | 0.1 | $727k | 1.2k | 630.22 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $725k | 1.5k | 469.29 |
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| Clearway Energy CL C (CWEN) | 0.1 | $725k | 28k | 26.00 |
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| Gilead Sciences (GILD) | 0.1 | $711k | 7.7k | 92.37 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $698k | 11k | 61.34 |
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| EQT Corporation (EQT) | 0.1 | $690k | NEW | 15k | 46.11 |
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| Cigna Corp (CI) | 0.1 | $670k | -3% | 2.4k | 276.14 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $664k | +4% | 32k | 21.07 |
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| Netflix (NFLX) | 0.1 | $661k | +15% | 742.00 | 891.32 |
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| ConocoPhillips (COP) | 0.1 | $650k | 6.6k | 99.17 |
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| Morgan Stanley Com New (MS) | 0.1 | $647k | +37% | 5.1k | 125.72 |
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| Key (KEY) | 0.1 | $634k | 37k | 17.14 |
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| L3harris Technologies (LHX) | 0.1 | $618k | 2.9k | 210.28 |
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| Blackrock (BLK) | 0.1 | $617k | NEW | 602.00 | 1025.11 |
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| Kkr & Co (KKR) | 0.1 | $596k | +16% | 4.0k | 147.90 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $589k | -5% | 17k | 33.91 |
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| Ventas (VTR) | 0.1 | $583k | 9.9k | 58.89 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $571k | 15k | 38.18 |
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| Vitesse Energy Common Stock (VTS) | 0.1 | $568k | +6% | 23k | 25.00 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $553k | -7% | 1.2k | 444.68 |
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| Carlyle Group (CG) | 0.1 | $545k | 11k | 50.49 |
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| salesforce (CRM) | 0.1 | $545k | +6% | 1.6k | 334.33 |
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| Pure Storage Cl A (PSTG) | 0.1 | $540k | 8.8k | 61.43 |
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| Dorchester Minerals Com Unit (DMLP) | 0.1 | $537k | 16k | 33.33 |
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| Ameriprise Financial (AMP) | 0.1 | $532k | 1.0k | 532.43 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $528k | 7.0k | 75.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $508k | 8.2k | 62.31 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $507k | -6% | 3.8k | 132.21 |
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| Dupont De Nemours (DD) | 0.1 | $502k | +2% | 6.6k | 76.25 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $502k | 13k | 38.08 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $501k | -12% | 21k | 24.19 |
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| Target Corporation (TGT) | 0.1 | $499k | 3.7k | 135.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $494k | +6% | 1.2k | 401.63 |
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| Liberty Energy Com Cl A (LBRT) | 0.1 | $491k | -32% | 25k | 19.89 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $490k | +4% | 1.4k | 343.49 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $487k | -12% | 1.9k | 253.69 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $486k | -3% | 2.6k | 187.51 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $480k | 10k | 47.20 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $473k | -18% | 17k | 27.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $464k | 2.4k | 197.51 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $457k | -3% | 5.1k | 89.33 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $454k | NEW | 5.2k | 87.33 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $453k | 2.3k | 194.65 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $452k | 4.0k | 112.27 |
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| Eaton Corp SHS (ETN) | 0.1 | $452k | +8% | 1.4k | 331.87 |
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| Intuit (INTU) | 0.1 | $444k | 707.00 | 628.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $436k | +8% | 3.8k | 113.61 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $434k | 5.6k | 78.18 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $430k | 5.0k | 85.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $429k | +228% | 16k | 27.32 |
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| Meiragtx Holdings (MGTX) | 0.1 | $426k | +6% | 70k | 6.09 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $421k | 13k | 31.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $421k | -4% | 1.8k | 240.31 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $406k | -3% | 6.1k | 67.10 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $405k | 5.1k | 79.99 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $400k | 1.7k | 235.31 |
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| FedEx Corporation (FDX) | 0.1 | $400k | 1.4k | 281.33 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $393k | -29% | 4.4k | 89.08 |
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| Bristol Myers Squibb (BMY) | 0.1 | $389k | 6.9k | 56.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $388k | +51% | 1.6k | 242.13 |
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| Doubleline Opportunistic Cr (DBL) | 0.1 | $387k | 25k | 15.50 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $384k | +12% | 1.5k | 253.75 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg | 0.1 | $381k | NEW | 14k | 27.66 |
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| CVS Caremark Corporation (CVS) | 0.1 | $379k | -2% | 8.4k | 44.89 |
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| Shopify Cl A (SHOP) | 0.0 | $341k | -2% | 3.2k | 106.33 |
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| Phillips 66 (PSX) | 0.0 | $340k | +3% | 3.0k | 113.93 |
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| Ishares Msci Gbl Etf New (PICK) | 0.0 | $335k | +4% | 9.6k | 34.99 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $335k | +7% | 5.9k | 56.48 |
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| Goldman Sachs (GS) | 0.0 | $330k | 576.00 | 572.93 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $311k | NEW | 715.00 | 434.93 |
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| Coca-Cola Company (KO) | 0.0 | $311k | +3% | 5.0k | 62.26 |
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| EOG Resources (EOG) | 0.0 | $310k | NEW | 2.5k | 122.60 |
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| Best Buy (BBY) | 0.0 | $309k | -22% | 3.6k | 85.80 |
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| 3M Company (MMM) | 0.0 | $308k | 2.4k | 129.09 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $306k | NEW | 2.9k | 104.89 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $303k | 2.8k | 108.61 |
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| Royal Gold (RGLD) | 0.0 | $302k | 2.3k | 131.85 |
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| Simon Property (SPG) | 0.0 | $300k | 1.7k | 172.21 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $299k | 5.7k | 52.64 |
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| UnitedHealth (UNH) | 0.0 | $299k | 590.00 | 505.86 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $297k | -7% | 6.0k | 49.76 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $294k | 5.2k | 56.26 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $289k | -45% | 3.8k | 75.63 |
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| Booking Holdings (BKNG) | 0.0 | $288k | 58.00 | 4968.41 |
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| Williams Companies (WMB) | 0.0 | $281k | 5.2k | 54.12 |
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| Servicenow (NOW) | 0.0 | $276k | -2% | 260.00 | 1060.12 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $274k | 1.3k | 215.49 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $273k | -2% | 4.7k | 58.27 |
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| Danaher Corporation (DHR) | 0.0 | $272k | +43% | 1.2k | 229.55 |
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| Connectone Banc (CNOB) | 0.0 | $271k | 12k | 22.91 |
|
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $271k | NEW | 5.6k | 48.16 |
|
| Uber Technologies (UBER) | 0.0 | $269k | +22% | 4.5k | 60.32 |
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| Starbucks Corporation (SBUX) | 0.0 | $268k | +24% | 2.9k | 91.25 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $262k | -18% | 18k | 14.55 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $259k | -19% | 2.6k | 99.92 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $257k | -6% | 24k | 10.57 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $256k | +12% | 900.00 | 283.85 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.0 | $254k | NEW | 7.9k | 32.04 |
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| Ciena Corp Com New (CIEN) | 0.0 | $254k | NEW | 3.0k | 84.81 |
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| Tesla Put | 0.0 | $254k | NEW | 75.00 | 3381.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $247k | +7% | 2.6k | 96.90 |
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| Unilever Spon Adr New (UL) | 0.0 | $247k | 4.4k | 56.70 |
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| CSX Corporation (CSX) | 0.0 | $239k | 7.4k | 32.27 |
|
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $237k | NEW | 5.1k | 46.26 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $235k | 9.8k | 24.04 |
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| Williams-Sonoma (WSM) | 0.0 | $222k | NEW | 1.2k | 185.18 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $222k | NEW | 1.8k | 124.91 |
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| Lear Corp Com New (LEA) | 0.0 | $218k | -31% | 2.3k | 94.69 |
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| Schlumberger Com Stk (SLB) | 0.0 | $218k | +12% | 5.7k | 38.34 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $215k | -2% | 804.00 | 266.86 |
|
| Snowflake Cl A (SNOW) | 0.0 | $214k | NEW | 1.4k | 154.41 |
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| Globalstar (GSAT) | 0.0 | $213k | +10% | 103k | 2.07 |
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| United Parcel Service CL B (UPS) | 0.0 | $206k | NEW | 1.6k | 126.10 |
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| McDonald's Corporation (MCD) | 0.0 | $202k | 698.00 | 289.71 |
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| MercadoLibre (MELI) | 0.0 | $201k | 118.00 | 1700.44 |
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| Fiserv (FI) | 0.0 | $200k | NEW | 975.00 | 205.42 |
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| Matterport Com Cl A (MTTR) | 0.0 | $165k | 35k | 4.74 |
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| Uranium Energy (UEC) | 0.0 | $124k | 19k | 6.69 |
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| Western Asset Municipal Hgh Incm Fnd (MHF) | 0.0 | $86k | 13k | 6.80 |
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| Lucid Group (LCID) | 0.0 | $48k | 16k | 3.02 |
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| Lineage Cell Therapeutics In (LCTX) | 0.0 | $28k | +71% | 55k | 0.50 |
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| Sangamo Biosciences (SGMO) | 0.0 | $24k | 23k | 1.02 |
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Past Filings by Fort Sheridan Advisors
SEC 13F filings are viewable for Fort Sheridan Advisors going back to 2019
- Fort Sheridan Advisors 2024 Q4 filed Feb. 5, 2025
- Fort Sheridan Advisors 2024 Q3 filed Nov. 14, 2024
- Fort Sheridan Advisors 2024 Q2 filed Aug. 13, 2024
- Fort Sheridan Advisors 2024 Q1 filed May 15, 2024
- Fort Sheridan Advisors 2023 Q3 filed Nov. 8, 2023
- Fort Sheridan Advisors 2023 Q2 filed Aug. 1, 2023
- Fort Sheridan Advisors 2023 Q1 filed May 12, 2023
- Fort Sheridan Advisors 2022 Q4 filed Feb. 15, 2023
- Fort Sheridan Advisors 2022 Q3 filed Nov. 9, 2022
- Fort Sheridan Advisors 2022 Q2 filed Aug. 8, 2022
- Fort Sheridan Advisors 2022 Q1 filed May 9, 2022
- Fort Sheridan Advisors 2021 Q4 filed Feb. 10, 2022
- Fort Sheridan Advisors 2021 Q3 filed Nov. 12, 2021
- Fort Sheridan Advisors 2021 Q2 filed Aug. 17, 2021
- Fort Sheridan Advisors 2021 Q1 filed May 17, 2021
- Fort Sheridan Advisors 2020 Q4 filed Feb. 16, 2021