Fort Sheridan Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $672 Million distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $73.1M, Microsoft Corp with a value of $66.9M, Enterprise Products Partners L.P. with a value of $30.7M, Oneok Inc with a value of $25.3M, and Cme Group Inc. with a value of $25.1M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $652M to 672M.

Fort Sheridan Advisors LLC is based out at Highland Park, IL

Below you can find more details about Fort Sheridan Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $672 Million
Technology: $200 Million
Financial Services: $133 Million
Energy: $92.2 Million
ETFs: $64.1 Million
Healthcare: $47.2 Million
Communication Services: $44.1 Million
Consumer Cyclical: $32.8 Million
Industrials: $26.4 Million
Other: $32.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $672 Million
  • Prior Value $652 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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