Chicago Partners Investment Group LLC Purchases in Q4 2025

Chicago Partners Investment Group LLC

  • $3.63 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
12K
+ 4.26%
$245.27 - $275.25 $2.94M - $3.3M
294K $78.6M
NOW
Service Now, Inc.

Technology
8.01K
+ 504.73%
$835.79 - $946.29 $6.69M - $7.58M
9.6K $8.02M
AMD
Advanced Micro Devices Inc

Technology
287
+ 0.38%
$164.01 - $264.33 $47.1K - $75.9K
76.4K $18.4M
LLY
Eli Lilly & CO

Healthcare
162
+ 0.76%
$799.57 - $1025.28 $130K - $166K
21.4K $21.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.65K
+ 2.56%
$600.51 - $631.95 $4M - $4.2M
266K $165M
XLK
Technology Sector Spdr

ETFs
18K
+ 103.39%
$278.39 - $304.13 $5.01M - $5.48M
35.4K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
8.77K
+ 6.53%
$213.04 - $254.0 $1.87M - $2.23M
143K $33.5M
GOOG
Alphabet Inc.

Communication Services
2.82K
+ 3.84%
$237.49 - $291.74 $669K - $822K
76.2K $21.7M
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
+ 10.66%
$321.8 - $337.95 $3.6M - $3.78M
116K $38.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.46K
+ 7.34%
$656.2 - $690.71 $2.93M - $3.08M
65.3K $44.1M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 1.42%
$236.57 - $291.31 $262K - $322K
78.8K $21.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.1K
+ 22.39%
$74.09 - $75.1 $2.38M - $2.41M
175K $13M
FTHI
First Trust Exchange Traded Fd

ETFs
99.9K
+ 111.01%
$23.34 - $23.94 $2.33M - $2.39M
190K $4.48M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
93.1K
+ 10.85%
$28.9 - $30.17 $2.69M - $2.81M
952K $27.8M
EPD
Enterprise Products Partners L.P.

Energy
8.4K
+ 0.41%
$30.19 - $32.26 $253K - $271K
2.05M $66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.9K
+ 13.06%
$56.0 - $57.6 $2.35M - $2.41M
363K $20.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
20.3K
+ 26.62%
$117.68 - $124.18 $2.39M - $2.52M
96.4K $11.4M
VB
Vanguard Small Cap ETF

ETFs
11.3K
+ 7.03%
$248.1 - $260.08 $2.81M - $2.94M
172K $43M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
39.3K
+ 19.33%
$53.68 - $54.54 $2.11M - $2.14M
242K $13M
MU
Micron Technology Inc

Technology
1.13K
+ 5.75%
$181.6 - $253.3 $205K - $286K
20.8K $5.13M
GLD
Spdr Gold Trust

ETFs
4.15K
+ 58.9%
$354.79 - $403.15 $1.47M - $1.67M
11.2K $4.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
70.8K
+ 10.22%
$27.17 - $28.65 $1.92M - $2.03M
764K $21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.32K
+ 6.16%
$589.5 - $635.77 $1.37M - $1.48M
40K $24.2M
DFAI
Dimensional ETF Tr

ETFs
28.7K
+ 5.09%
$35.82 - $37.52 $1.03M - $1.08M
592K $22M
NXE
Nex Gen Energy Ltd.

Energy
178K
New
$8.09 - $9.78 $1.44M - $1.74M
178K $1.46M
DFIC
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 5.33%
$32.24 - $33.72 $950K - $994K
582K $19.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25.9K
+ 5.25%
$52.76 - $53.18 $1.37M - $1.38M
519K $27.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.61K
+ 1.55%
$67.07 - $73.01 $242K - $264K
237K $17M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
9.06K
+ 65.8%
$132.67 - $138.39 $1.2M - $1.25M
22.8K $3.06M
AVGO
Broadcom Inc.

Technology
2.59K
+ 10.91%
$324.63 - $385.98 $840K - $999K
26.3K $9.01M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
27.7K
+ 7.23%
$42.71 - $43.27 $1.18M - $1.2M
410K $17.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.7K
+ 14.15%
$99.87 - $101.27 $1.17M - $1.19M
94.8K $9.48M
VUG
Vanguard Growth ETF

ETFs
1.16K
+ 0.79%
$470.44 - $504.26 $546K - $585K
149K $71.9M
MCD
Mcdonalds Corp

Consumer Cyclical
3.62K
+ 16.73%
$293.81 - $310.11 $1.06M - $1.12M
25.2K $7.7M
XLU
Utilities Sector Spdr

ETFs
12.3K
+ 123.21%
$87.89 - $92.9 $1.08M - $1.15M
22.3K $1.98M
SSO
Proshares Ultra S&P 500

ETFs
9.32K
+ 100.38%
$107.49 - $118.65 $1M - $1.11M
18.6K $2.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27.4K
+ 343.21%
$37.19 - $37.8 $1.02M - $1.04M
35.4K $1.32M
BMY
Bristol Myers Squibb CO

Healthcare
20.1K
+ 84.78%
$42.6 - $49.08 $858K - $988K
43.9K $2.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.8K
+ 6.13%
$23.02 - $24.23 $640K - $674K
481K $11.5M
IEF
Ishares Barclays

ETFs
9.84K
+ 10.67%
$96.12 - $97.72 $946K - $962K
102K $9.85M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 116.39%
$72.21 - $75.0 $919K - $955K
23.7K $1.74M
TPL
Texas Pacific Land Corp

Energy
869
+ 197.05%
$889.25 - $1022.65 $773K - $889K
1.31K $1.34M
XLE
Energy Sector Spdr

ETFs
9.62K
+ 84.36%
$85.22 - $92.02 $820K - $885K
21K $1.93M
CNC
Centene Corp

Healthcare
24.4K
+ 114.14%
$33.15 - $38.7 $809K - $945K
45.8K $1.67M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.11K
+ 4.77%
$76.84 - $80.86 $700K - $737K
200K $15.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.6K
+ 32.91%
$54.27 - $56.85 $791K - $829K
58.9K $3.31M
EIX
Edison International

Utilities
13.4K
+ 128.73%
$52.12 - $59.08 $697K - $790K
23.8K $1.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.14K
+ 16.33%
$358.39 - $376.54 $768K - $807K
15.3K $5.62M
IBM
International Business Machines Corp

Technology
1.66K
+ 7.81%
$275.97 - $314.98 $459K - $523K
22.9K $6.82M
Activity Summary
Buys All Purchases 837 New Holdings 126 Increased Positions 711 Sells All Sells 385 Reductions 385 Sold out 0 Options Calls 4 Puts 1
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