Chicago Partners Investment Group LLC Incresed Positions in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
50.1K
+ 69.3%
$280.04 - $302.45 $14M - $15.2M
122K $35.5M
GBIL
Goldman Sachs Access Treasury

ETFs
135K
+ 70.04%
$99.85 - $100.22 $13.5M - $13.5M
328K $32.8M
ET
Energy Transfer LP

Energy
66.9K
+ 2.08%
$16.05 - $19.86 $1.07M - $1.33M
3.29M $64.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
219K
+ 4176.26%
$57.53 - $60.83 $12.6M - $13.3M
224K $12.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
545K
+ 691.11%
$26.93 - $84.95 $14.7M - $46.3M
624K $17.1M
BX
Blackstone Inc.

Financial Services
29.9K
+ 16.72%
$148.45 - $199.05 $4.44M - $5.95M
209K $36M
AAPL
Apple Inc.

Technology
13.5K
+ 5.62%
$221.69 - $259.02 $3M - $3.51M
255K $63.7M
NVDA
Nvidia Corp

Technology
2.83K
+ 0.56%
$117.0 - $148.88 $331K - $421K
508K $68.3M
GOOG
Alphabet Inc.

Communication Services
26.9K
+ 46.94%
$163.08 - $198.16 $4.39M - $5.33M
84.2K $16M
KKR
Kkr & Co. Inc.

Financial Services
38.8K
+ 156.71%
$129.87 - $162.87 $5.04M - $6.32M
63.5K $9.4M
APO
Apollo Global Management, Inc.

Financial Services
34.7K
+ 1045.21%
$131.36 - $178.61 $4.56M - $6.2M
38K $6.28M
AMZN
Amazon Com Inc

Consumer Cyclical
7.47K
+ 6.22%
$180.88 - $232.93 $1.35M - $1.74M
128K $28M
MSFT
Microsoft Corp

Technology
13.1K
+ 14.22%
$406.35 - $454.46 $5.32M - $5.94M
105K $44.3M
INTU
Intuit Inc

Technology
5.78K
+ 151.03%
$602.01 - $706.25 $3.48M - $4.08M
9.61K $6.04M
OWL
Blue Owl Capital Inc.

Financial Services
88K
+ 23.12%
$19.51 - $24.81 $1.72M - $2.18M
468K $10.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.1K
+ 1.62%
$61.52 - $66.5 $992K - $1.07M
1.01M $64.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
43K
+ 28.91%
$71.75 - $75.11 $3.08M - $3.23M
192K $13.8M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 3.56%
$161.86 - $196.66 $367K - $446K
66.1K $12.5M
MPLX
Mplx LP

Energy
5.81K
+ 1.21%
$43.77 - $51.66 $254K - $300K
486K $23.3M
AVLV
American Centy ETF Tr Avantis
24.4K
+ 8.43%
$65.51 - $71.22 $1.6M - $1.74M
314K $21M
DFAS
Dimensional ETF Tr U S Small C

ETFs
26.5K
+ 4.93%
$63.58 - $71.15 $1.69M - $1.89M
565K $36.7M
VB
Vanguard Small Cap ETF

ETFs
5.6K
+ 4.12%
$233.76 - $261.58 $1.31M - $1.47M
142K $34.1M
VO
Vanguard Mid Cap ETF

ETFs
6.14K
+ 1.86%
$261.5 - $284.63 $1.61M - $1.75M
337K $89.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.1K
+ 93.41%
$49.79 - $51.14 $1.6M - $1.64M
66.5K $3.33M
AVUS
American Centy ETF Tr Avantis

ETFs
11.2K
+ 5.8%
$94.36 - $102.06 $1.06M - $1.15M
205K $19.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
35.2K
+ 8.09%
$51.54 - $52.55 $1.81M - $1.85M
470K $24.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.23K
+ 2.21%
$570.51 - $610.59 $702K - $752K
56.9K $33.5M
MSTR
Microstrategy Inc

Technology
1.11K
+ 13.23%
$162.69 - $473.83 $180K - $524K
9.47K $2.74M
RKLB
Rocket Lab Usa, Inc.

Industrials
334
+ 0.42%
$9.23 - $28.44 $3.08K - $9.5K
79.9K $2.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.4K
+ 23.31%
$50.37 - $50.6 $1.23M - $1.23M
129K $6.49M
AVGO
Broadcom Inc.

Technology
1.4K
+ 9.8%
$159.67 - $250.0 $223K - $349K
15.6K $3.63M
ARES
Ares Management Corp

Financial Services
5.67K
+ 88.66%
$153.38 - $183.7 $869K - $1.04M
12.1K $2.13M
SOXX
Ishares Semiconductor ETF

ETFs
5.25K
+ 548.07%
$211.27 - $239.8 $1.11M - $1.26M
6.2K $1.34M
ARCC
Ares Capital Corp

Financial Services
25.3K
+ 5.26%
$20.74 - $22.27 $526K - $564K
507K $11.1M
LNG
Cheniere Energy, Inc.

Energy
226
+ 0.89%
$181.07 - $225.92 $40.9K - $51.1K
25.6K $5.51M
IWC
Russell Micro Cap ETF

ETFs
2.76K
+ 3.43%
$120.3 - $138.84 $333K - $384K
83.4K $10.9M
PLTR
Palantir Technologies Inc.

Technology
4.15K
+ 27.15%
$36.46 - $82.38 $151K - $342K
19.4K $1.47M
ETR
Entergy Corp

Utilities
44.5K
+ 100.0%
$73.19 - $156.4 $3.26M - $6.96M
89.1K $6.75M
FDM
First Trust Dow Jones Select M

ETFs
2.02K
+ 1.09%
$62.59 - $73.1 $126K - $147K
188K $12.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.9K
+ 3.57%
$33.62 - $35.69 $1.14M - $1.21M
981K $33.1M
IBM
International Business Machines Corp

Technology
4.02K
+ 25.63%
$204.9 - $238.04 $823K - $957K
19.7K $4.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.4K
+ 12.99%
$96.64 - $101.23 $1.29M - $1.35M
116K $11.3M
COST
Costco Wholesale Corp

Consumer Defensive
768
+ 16.46%
$873.59 - $994.69 $671K - $764K
5.44K $4.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 0.22%
$481.22 - $538.17 $36.1K - $40.4K
34K $17.4M
BILL
Bill.Com Holdings, Inc.

Technology
4.25K
+ 29.38%
$51.23 - $97.41 $218K - $414K
18.7K $1.58M
AVUV
American Centy ETF Tr Avantis

ETFs
7.16K
+ 3.82%
$94.37 - $106.41 $676K - $762K
194K $18.8M
CRM
Salesforce, Inc.

Technology
1.03K
+ 15.02%
$270.87 - $367.87 $280K - $380K
7.92K $2.65M
DFS
Discover Financial Services

Financial Services
30
+ 0.14%
$136.3 - $182.67 $4.09K - $5.48K
22.2K $3.84M
NFLX
Netflix Inc

Communication Services
160
+ 5.37%
$687.65 - $936.56 $110K - $150K
3.14K $2.8M
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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