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
AROC
Archrock, Inc.

Energy
203
+ 0.54%
$19.92 - $26.66 $4.04K - $5.41K
37.6K $936K
DE
Deere & CO

Industrials
401
+ 29.04%
$389.45 - $466.0 $156K - $187K
1.78K $755K
BROS
Dutch Bros Inc.

Consumer Cyclical
52
+ 0.6%
$30.72 - $55.82 $1.6K - $2.9K
8.66K $453K
BMY
Bristol Myers Squibb CO

Healthcare
1.68K
+ 10.08%
$51.92 - $59.94 $87.4K - $101K
18.4K $1.04M
DTE
Dte Energy CO

Utilities
1.61K
+ 59.42%
$117.04 - $129.77 $188K - $209K
4.31K $520K
GLW
Corning Inc

Technology
1.64K
+ 4.1%
$44.11 - $49.76 $72.5K - $81.8K
41.7K $1.98M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2
+ 0.02%
$110.69 - $154.48 $221 - $309
10.3K $1.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
269
+ 2.68%
$241.48 - $274.89 $65K - $73.9K
10.3K $2.61M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
817
+ 39.55%
$180.39 - $205.43 $147K - $168K
2.88K $546K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.59K
+ 2.57%
$113.92 - $127.38 $409K - $457K
143K $16.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
198
+ 1.57%
$311.11 - $335.64 $61.6K - $66.5K
12.8K $4.12M
UAL
United Airlines Holdings, Inc.

Industrials
243
+ 7.13%
$55.62 - $102.44 $13.5K - $24.9K
3.65K $354K
XLK
Technology Sector Spdr

ETFs
214
+ 1.33%
$220.26 - $241.44 $47.1K - $51.7K
16.3K $3.79M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.68K
+ 24.78%
$106.33 - $110.69 $178K - $185K
8.43K $898K
XEL
Xcel Energy Inc

Utilities
1.93K
+ 23.57%
$62.16 - $72.92 $120K - $141K
10.1K $682K
TTD
Trade Desk, Inc.

Technology
874
+ 15.21%
$108.7 - $139.51 $95K - $122K
6.62K $778K
MSCI
Msci Inc.

Financial Services
232
+ 54.59%
$569.09 - $635.99 $132K - $148K
657 $394K
AXP
American Express CO

Financial Services
92
+ 2.01%
$267.35 - $305.57 $24.6K - $28.1K
4.67K $1.39M
NOW
Service Now, Inc.

Technology
23
+ 3.17%
$867.18 - $1148.42 $19.9K - $26.4K
749 $794K
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 24.66%
$4100.99 - $5300.34 $73.8K - $95.4K
91 $452K
GE
General Electric CO

Industrials
2.7K
+ 19.07%
$159.95 - $194.23 $432K - $524K
16.9K $2.81M
RPG
Invesco Exchange Traded Fd Tr

ETFs
54
+ 0.08%
$38.88 - $44.07 $2.1K - $2.38K
69.1K $2.85M
ABBV
Abb Vie Inc.

Healthcare
4.2K
+ 13.68%
$164.99 - $203.87 $693K - $856K
34.9K $6.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
695
+ 60.12%
$209.89 - $233.24 $146K - $162K
1.85K $393K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.1K
+ 10.23%
$77.86 - $79.27 $163K - $166K
22.6K $1.76M
PANW
Palo Alto Networks Inc

Technology
2.57K
+ 122.42%
$181.96 - $405.9 $467K - $1.04M
4.66K $848K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.19K
+ 9.48%
$59.74 - $60.03 $131K - $131K
25.3K $1.51M
APPN
Appian Corp

Technology
4.81K
+ 18.29%
$30.53 - $41.56 $147K - $200K
31.1K $1.03M
BLK
Black Rock Inc.

Financial Services
71
+ 10.01%
$934.02 - $1065.26 $66.3K - $75.6K
780 $799K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
64
+ 0.41%
$129.96 - $144.97 $8.32K - $9.28K
15.8K $2.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
267
+ 8.78%
$172.07 - $207.36 $45.9K - $55.4K
3.31K $653K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.63K
+ 32.47%
$26.63 - $30.23 $177K - $200K
27.1K $720K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.17K
+ 32.45%
$104.52 - $115.08 $123K - $135K
4.79K $505K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.32K
+ 8.53%
$100.24 - $101.35 $133K - $134K
16.8K $1.69M
MDT
Medtronic PLC

Healthcare
2.14K
+ 43.92%
$79.61 - $92.24 $170K - $197K
7.01K $559K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.22K
+ 14.38%
$42.33 - $43.3 $136K - $139K
25.6K $1.09M
AON
Aon PLC

Financial Services
310
+ 51.41%
$344.14 - $393.31 $107K - $122K
913 $327K
BDX
Becton Dickinson & CO

Healthcare
622
+ 38.21%
$220.02 - $243.75 $137K - $152K
2.25K $510K
SYF
Synchrony Financial

Financial Services
270
+ 4.2%
$49.01 - $68.55 $13.2K - $18.5K
6.7K $435K
TMP
Tompkins Financial Corp

Financial Services
90
+ 0.82%
$56.09 - $78.15 $5.05K - $7.03K
11.1K $753K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.06%
$155.96 - $188.66 $468 - $566
5.07K $946K
WEN
Wendy'S CO

Consumer Cyclical
7.83K
+ 77.29%
$16.26 - $20.42 $127K - $160K
18K $292K
FYX
First Tr Small Cap Core Alphad

ETFs
70
+ 0.1%
$96.51 - $110.53 $6.76K - $7.74K
69.5K $7.03M
COF
Capital One Financial Corp

Financial Services
275
+ 12.23%
$145.19 - $192.01 $39.9K - $52.8K
2.52K $450K
ORCC
Owl Rock Capital Corp

Financial Services
8.45K
+ 1.57%
N/A
547K $7.32M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
72
+ 9.55%
$260.53 - $404.79 $18.8K - $29.1K
826 $315K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.75K
+ 3.58%
$86.65 - $94.9 $152K - $166K
50.7K $4.41M
PAGP
Plains Gp Holdings LP

Energy
7.11K
+ 4.14%
$17.2 - $20.02 $122K - $142K
179K $3.28M
T
At&T Inc.

Communication Services
2.79K
+ 4.97%
$21.22 - $23.88 $59.2K - $66.7K
58.9K $1.34M
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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