Chicago Partners Investment Group LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$3.0B

Holdings

933

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (933 positions)

StockValue
DJPBARCLAYS BANK PLC
$2.6M
CVXCHEVRON CORP NEW
$2.6M
JPCNUVEEN PFD & INCOME OPPORTUN
$2.6M
PLTRPALANTIR TECHNOLOGIES INC
$2.5M
VONGVANGUARD SCOTTSDALE FDS
$2.5M
WFCWELLS FARGO CO NEW
$2.5M
FRIFIRST TR S&P REIT INDEX FD
$2.5M
DSIISHARES TR
$2.4M
AQLTISHARES TR
$2.4M
FPXFIRST TR EXCHANGE-TRADED FD
$2.4M
ORLYOREILLY AUTOMOTIVE INC
$2.4M
BIPCBROOKFIELD INFRASTRUCTURE CO
$2.4M
QDPLPACER FDS TR
$2.3M
CRMSALESFORCE INC
$2.3M
EQTEQT CORP
$2.3M
PWRQUANTA SVCS INC
$2.2M
HDVISHARES TR
$2.2M
QUALISHARES TR
$2.2M
DFEVDIMENSIONAL ETF TRUST
$2.2M
PEPPEPSICO INC
$2.2M
ASTSAST SPACEMOBILE INC
$2.2M
WMWASTE MGMT INC DEL
$2.2M
4I1PHILIP MORRIS INTL INC
$2.2M
RSPINVESCO EXCHANGE TRADED FD T
$2.1M
PHOINVESCO EXCHANGE TRADED FD T
$2.1M
SPYGSPDR SER TR
$2.1M
XBJLINNOVATOR ETFS TRUST
$2.1M
MPCMARATHON PETE CORP
$2.1M
DHRDANAHER CORPORATION
$2.1M
PAYXPAYCHEX INC
$2.0M
DFUVDIMENSIONAL ETF TRUST
$2.0M
SCHWSCHWAB CHARLES CORP
$2.0M
CSCOCISCO SYS INC
$2.0M
PSFFPACER FDS TR
$2.0M
IQLTISHARES TR
$2.0M
PJULINNOVATOR ETFS TRUST
$2.0M
DLNWISDOMTREE TR
$2.0M
GLWCORNING INC
$2.0M
VFQYVANGUARD WELLINGTON FD
$2.0M
QCOMQUALCOMM INC
$2.0M
BABOEING CO
$1.9M
IVOLKRANESHARES TRUST
$1.9M
TIPISHARES TR
$1.9M
VIGIVANGUARD WHITEHALL FDS
$1.9M
DONWISDOMTREE TR
$1.9M
VXUSVANGUARD STAR FDS
$1.9M
STIPISHARES TR
$1.9M
ADMARCHER DANIELS MIDLAND CO
$1.8M
MRKMERCK & CO INC
$1.8M
BACBANK AMERICA CORP
$1.8M
PFFISHARES TR
$1.8M
SPYVSPDR SER TR
$1.8M
LINLINDE PLC
$1.8M
USACUSA COMPRESSION PARTNERS LP
$1.8M
RKLBROCKET LAB USA INC
$1.8M
TAT&T INC
$1.8M
CALFPACER FDS TR
$1.8M
DGRWWISDOMTREE TR
$1.8M
CEGCONSTELLATION ENERGY CORP
$1.8M
PFXFVANECK ETF TRUST
$1.8M
SFMSPROUTS FMRS MKT INC
$1.7M
BSVVANGUARD BD INDEX FDS
$1.7M
VWOVANGUARD INTL EQUITY INDEX F
$1.7M
ROPROPER TECHNOLOGIES INC
$1.7M
SUSAISHARES TR
$1.7M
BACVERIZON COMMUNICATIONS INC
$1.7M
PFEPFIZER INC
$1.7M
SHOPSHOPIFY INC
$1.6M
XJPIXNUVEEN PFD SECS & INC OPPTY
$1.6M
HYLSFIRST TR EXCHANGE-TRADED FD
$1.6M
AMGNAMGEN INC
$1.6M
SPTMSPDR SER TR
$1.6M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.6M
HIOWESTERN ASSET HIGH INCOME OP
$1.5M
SBUXSTARBUCKS CORP
$1.5M
GSGOLDMAN SACHS GROUP INC
$1.5M
IWPISHARES TR
$1.5M
EPSWISDOMTREE TR
$1.5M
VTVANGUARD INTL EQUITY INDEX F
$1.5M
IVWISHARES TR
$1.5M
IUSGISHARES TR
$1.5M
ESGDISHARES TR
$1.5M
FTSMFIRST TR EXCHANGE-TRADED FD
$1.5M
SUBISHARES TR
$1.5M
MOATVANECK ETF TRUST
$1.5M
VTCVANGUARD SCOTTSDALE FDS
$1.5M
IEMGISHARES INC
$1.5M
GQ9SPDR GOLD TR
$1.4M
ESGUISHARES TR
$1.4M
UNHUNITEDHEALTH GROUP INC
$1.4M
LMBSFIRST TR EXCHANGE-TRADED FD
$1.4M
INDAISHARES TR
$1.4M
IJJISHARES TR
$1.4M
NEENEXTERA ENERGY INC
$1.4M
VVVANGUARD INDEX FDS
$1.4M
SYKSTRYKER CORPORATION
$1.4M
ESMLISHARES TR
$1.4M
AXPAMERICAN EXPRESS CO
$1.4M
CRWDCROWDSTRIKE HLDGS INC
$1.4M
RTXRTX CORPORATION
$1.4M
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