Wintrust Investments LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Million distributed in 427 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $6.31M, Apple Inc. with a value of $5.27M, Ishares Core S&P 500 ETF with a value of $5.15M, Ishares Russell 2000 ETF with a value of $4.93M, and Berkshire Hathaway Inc Class B with a value of $4.39M.
Examining the 13F form we can see an decrease of $13.8M in the current position value, from $123M to 109M.
Wintrust Investments LLC is based out at Chicago, IL
Below you can find more details about Wintrust Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$109 Million
ETFs: $52 Million
Financial Services: $14.2 Million
Technology: $13.8 Million
Healthcare: $7.92 Million
Communication Services: $5 Million
Industrials: $4.88 Million
Consumer Cyclical: $4.87 Million
Energy: $2.27 Million
Other: $3.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
