Chicago Wealth Management

Chicago Wealth Management as of March 31, 2023

Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 43 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Energy (XLE) 8.4 $11M 127k 82.83
Alps Etf Tr Alerian Mlp (AMLP) 7.8 $9.9M 255k 38.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 7.5 $9.4M 73k 129.46
Ishares Tr Core Msci Eafe (IEFA) 7.2 $9.1M 136k 66.85
Select Sector Spdr Tr Sbi Int-inds (XLI) 6.8 $8.6M 85k 101.18
Invesco Exchange Traded Fd T S&p 500 Eql Wgt (RSP) 6.4 $8.1M 56k 144.62
Select Sector Spdr Tr Financial (XLF) 6.2 $7.7M 241k 32.15
Ishares Tr Us Aer Def Etf (ITA) 6.1 $7.7M 67k 115.08
Spdr Ser Tr S&p Ins Etf (KIE) 4.2 $5.2M 133k 39.36
Ishares Tr Ishares Semicdtr (SOXX) 4.0 $5.0M 11k 444.67
Spdr Ser Tr S&p Metals Mng (XME) 3.8 $4.7M 89k 53.16
Select Sector Spdr Tr Sbi Materials (XLB) 3.7 $4.7M 58k 80.66
Ishares Core Msci Emkt (IEMG) 3.7 $4.6M 94k 48.79
Ishares Tr Rus Mdcp Val Etf (IWS) 3.4 $4.3M 41k 106.20
Vaneck Etf Trust Gold Miners Etf (GDX) 3.2 $4.1M 126k 32.35
Ishares Tr Rus 2000 Val Etf (IWN) 3.2 $4.1M 30k 137.02
Ishares Tr U.s. Insrnce Etf (IAK) 2.2 $2.8M 32k 85.62
Apple (AAPL) 1.9 $2.3M 14k 164.89
Marriott Intl Cl A (MAR) 0.9 $1.1M 6.8k 166.04
Cbiz (CBZ) 0.9 $1.1M 22k 49.49
Amazon (AMZN) 0.9 $1.1M 11k 103.29
Microsoft Corporation (MSFT) 0.8 $1.0M 3.6k 288.33
Allstate Corporation (ALL) 0.7 $912k 8.2k 110.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $802k 5.3k 152.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $767k 16k 46.95
Ishares Tr Core S&p 500 Etf (IVV) 0.6 $745k 1.8k 411.08
Tesla Motors (TSLA) 0.5 $622k 3.0k 207.46
Morgan Stanley Com New (MS) 0.4 $548k 6.2k 87.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $459k 5.0k 91.05
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $404k 1.9k 210.92
Cme (CME) 0.3 $328k 1.7k 191.55
Discover Financial Services (DFS) 0.2 $309k 3.1k 98.84
Walgreen Boots Alliance (WBA) 0.2 $295k 8.5k 34.58
Ishares Tr Select Divid Etf (DVY) 0.2 $280k 2.4k 117.18
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $268k 2.9k 93.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $265k 3.2k 82.16
Mastercard Incorporated Cl A (MA) 0.2 $261k 719.00 363.41
Lamb Weston Hldgs (LW) 0.2 $259k 2.5k 104.52
Ishares Tr Short Treas Bd (SHV) 0.2 $253k 2.3k 110.50
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.2 $251k 7.2k 34.63
Alphabet Cap Stk Cl C (GOOG) 0.2 $218k 2.1k 104.02
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $202k 4.9k 40.72
Home Depot (HD) 0.2 $201k 680.00 295.12