Chicago Partners Investment Group LLC Incresed Positions in Q3 2025

Chicago Partners Investment Group LLC

  • $3.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.65K
+ 1.78%
$153.3 - $186.58 $1.48M - $1.8M
553K $103M
AAPL
Apple Inc.

Technology
16.4K
+ 6.15%
$202.38 - $256.87 $3.31M - $4.2M
282K $71.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.46K
+ 2.96%
$567.77 - $614.76 $4.24M - $4.59M
260K $159M
META
Meta Platforms, Inc.

Communication Services
17.4K
+ 134.84%
$695.21 - $791.73 $12.1M - $13.7M
30.2K $22.2M
VO
Vanguard Mid Cap ETF

ETFs
19.3K
+ 5.35%
$279.83 - $293.74 $5.4M - $5.67M
380K $112M
VTI
Vanguard Total Stock Market Et

ETFs
14.3K
+ 15.72%
$303.93 - $329.86 $4.33M - $4.7M
105K $34.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.97K
+ 0.74%
$67.01 - $72.84 $534K - $580K
1.09M $78.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
124K
+ 8.21%
$24.46 - $26.5 $3.03M - $3.28M
1.63M $43M
GOOGL
Alphabet Inc.

Communication Services
676
+ 0.88%
$174.36 - $254.72 $118K - $172K
77.7K $18.9M
VB
Vanguard Small Cap ETF

ETFs
9.8K
+ 6.48%
$237.58 - $259.17 $2.33M - $2.54M
161K $40.9M
BX
Blackstone Inc.

Financial Services
1.83K
+ 0.84%
$152.77 - $188.68 $280K - $345K
219K $37.4M
MSFT
Microsoft Corp

Technology
4.62K
+ 3.95%
$491.09 - $535.64 $2.27M - $2.47M
121K $62.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
29.8K
+ 64.4%
$110.74 - $122.12 $3.3M - $3.64M
76.1K $9.22M
SCHA
Schwab Strategic Tr Us Small C

ETFs
69.8K
+ 11.2%
$25.29 - $28.33 $1.77M - $1.98M
693K $19.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
78.2K
+ 10.02%
$28.15 - $30.13 $2.2M - $2.36M
859K $25.5M
IVV
Ishares Core S&P 500 ETF

ETFs
877
+ 1.46%
$620.67 - $670.08 $544K - $588K
60.8K $40.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.14K
+ 0.79%
$62.09 - $66.51 $443K - $475K
906K $59.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.2K
+ 2.04%
$35.76 - $37.93 $758K - $804K
1.06M $40M
JPM
Jpmorgan Chase & CO

Financial Services
1.94K
+ 2.29%
$282.78 - $316.06 $550K - $614K
86.7K $27.3M
AVUV
American Centy ETF Tr Avantis

ETFs
8.04K
+ 3.75%
$90.37 - $102.12 $727K - $821K
223K $22.2M
TSLA
Tesla, Inc.

Consumer Cyclical
813
+ 4.68%
$293.94 - $444.72 $239K - $362K
18.2K $8.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.3K
+ 11.25%
$72.65 - $78.68 $1.4M - $1.52M
191K $15M
IWC
Russell Micro Cap ETF

ETFs
3.64K
+ 4.04%
$127.86 - $151.39 $465K - $550K
93.6K $14M
AVLV
American Centy ETF Tr Avantis
15.9K
+ 4.92%
$68.33 - $72.69 $1.09M - $1.16M
340K $24.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.1K
+ 2.49%
$23.82 - $25.84 $550K - $597K
952K $24.5M
AVGO
Broadcom Inc.

Technology
3.82K
+ 19.2%
$264.74 - $369.57 $1.01M - $1.41M
23.7K $7.82M
ORCL
Oracle Corp

Technology
3.49K
+ 16.31%
$218.96 - $328.33 $764K - $1.15M
24.9K $7M
DFAI
Dimensional ETF Tr

ETFs
33.8K
+ 6.38%
$34.05 - $36.55 $1.15M - $1.24M
564K $20.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
29.1K
+ 5.68%
$29.2 - $32.74 $850K - $953K
542K $17.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 0.07%
$546.99 - $602.2 $15.3K - $16.9K
37.7K $22.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
53.4K
+ 13.34%
$21.69 - $23.34 $1.16M - $1.25M
453K $10.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.5K
+ 8.36%
$28.92 - $32.19 $768K - $855K
344K $11M
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.7K
+ 4.48%
$30.76 - $33.01 $730K - $783K
553K $18.1M
UNH
Unitedhealth Group Inc

Healthcare
4.4K
+ 95.48%
$237.77 - $353.61 $1.05M - $1.56M
9K $3.11M
EPD
Enterprise Products Partners L.P.

Energy
35.6K
+ 1.78%
$30.74 - $32.14 $1.09M - $1.14M
2.04M $63.7M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
185K
+ 53.15%
$7.98 - $8.29 $1.47M - $1.53M
533K $4.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.4K
+ 8.62%
$55.61 - $57.37 $1.41M - $1.46M
321K $18.3M
PLTR
Palantir Technologies Inc.

Technology
2.32K
+ 9.8%
$130.68 - $186.97 $303K - $434K
26K $4.75M
IWM
Ishares Russell 2000 ETF

ETFs
2.34K
+ 7.11%
$214.92 - $244.84 $504K - $574K
35.3K $8.54M
GLW
Corning Inc

Technology
1.29K
+ 2.88%
$51.6 - $82.03 $66.5K - $106K
46K $3.77M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 19.14%
$94.4 - $104.27 $1.02M - $1.13M
67.3K $6.94M
COST
Costco Wholesale Corp

Consumer Defensive
1.87K
+ 31.25%
$915.95 - $994.57 $1.71M - $1.86M
7.84K $7.26M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.49K
+ 2.99%
$164.63 - $174.58 $410K - $435K
85.9K $15M
GE
General Electric CO

Industrials
1.42K
+ 7.77%
$244.75 - $305.63 $349K - $435K
19.8K $5.94M
VTV
Vanguard Value ETF

ETFs
67
+ 0.06%
$175.51 - $186.57 $11.8K - $12.5K
121K $22.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.8K
+ 87.54%
$118.3 - $142.16 $1.28M - $1.54M
23.2K $2.81M
MU
Micron Technology Inc

Technology
1.51K
+ 8.33%
$104.88 - $168.89 $159K - $255K
19.7K $3.29M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16.6K
+ 8.91%
$52.55 - $54.37 $874K - $904K
203K $11M
FYX
First Tr Small Cap Core Alphad

ETFs
1.98K
+ 2.85%
$96.35 - $111.0 $191K - $220K
71.6K $7.8M
Activity Summary
Buys All Purchases 861 New Holdings 159 Increased Positions 702 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 0 Puts 0
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