Chicago Wealth Management

Chicago Wealth Management as of March 31, 2021

Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 39 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 12.5 $16M 218k 72.05
Ishares Core Msci Emkt (IEMG) 11.8 $15M 230k 64.36
Ishares Tr Russell 2000 Etf (IWM) 6.7 $8.5M 40k 211.95
Ishares Tr Rus 2000 Val Etf (IWN) 6.7 $8.4M 53k 159.48
Ishares Tr Rus 1000 Grw Etf (IWF) 5.9 $7.4M 30k 243.04
Ishares Tr Intl Sel Div Etf (IDV) 5.5 $7.0M 221k 31.48
Select Sector Spdr Tr Sbi Int-finl (XLF) 5.5 $6.9M 204k 34.05
Ishares Tr Rus Mdcp Val Etf (IWS) 5.5 $6.9M 63k 109.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.2 $6.6M 56k 116.74
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $6.2M 41k 151.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $5.9M 113k 52.05
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 4.5 $5.7M 83k 68.31
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.7 $3.4M 33k 102.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $3.2M 20k 165.59
Ishares Tr Select Divid Etf (DVY) 2.5 $3.2M 28k 114.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.7 $2.1M 16k 134.87
Apple (AAPL) 1.4 $1.8M 15k 122.17
Invesco Exchng Traded Fd T S&p500 Quality (SPHQ) 1.1 $1.4M 32k 44.20
Invesco Exchng Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $1.1M 7.8k 141.70
Marriott Intl Cl A (MAR) 0.8 $1.0M 6.8k 148.12
Allstate Corporation (ALL) 0.8 $945k 8.2k 114.87
Cbiz (CBZ) 0.7 $882k 27k 32.67
Tesla Motors (TSLA) 0.6 $802k 1.2k 668.33
Ishares Tr Short Treas Bd (SHV) 0.6 $772k 7.0k 110.55
Walgreen Boots Alliance (WBA) 0.5 $593k 11k 54.89
Amazon (AMZN) 0.4 $492k 159.00 3094.34
Morgan Stanley Com New (MS) 0.4 $485k 6.2k 77.69
Cme (CME) 0.4 $453k 2.2k 204.42
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $415k 9.7k 42.99
Microsoft Corporation (MSFT) 0.3 $370k 1.6k 235.97
Ishares Tr Esg Msci Eafe (ESGD) 0.3 $341k 4.5k 75.79
Ishares Esg Awr Msci Em (ESGE) 0.3 $327k 7.6k 43.25
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $326k 1.5k 221.17
Discover Financial Services (DFS) 0.2 $297k 3.1k 95.10
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $292k 3.0k 97.53
Mastercard Incorporated Cl A (MA) 0.2 $267k 749.00 356.48
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $261k 7.9k 32.98
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $230k 6.7k 34.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $220k 3.0k 73.80