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CIK: 0001563525
Total reported value
$5.0B
$5.0B
845 檔
8.5%
According to the latest 13F quarterly dataset, Chicago Partners Investment Group LLC managed an equity portfolio of $5.0B at the end of Q4 2024, spanning 845 distinct U.S. exchange-listed positions.
During Q4 2024, Chicago Partners Investment Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | -0.18% | -1.89% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.99% | -0.03% | +1.86% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | -0.15% | -3.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.17% | +0.56% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.17% | -0.06% | +1.62% | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 2.16% | -0.06% | +2.08% | |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 2.14% | -0.13% | +2.65% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.33% | +5.62% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.92% | -0.12% | -7.13% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.82% | -0.09% | -5.45% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.02% | -1.51% | |
| 12 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.64% | -0.20% | +19.66% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.20% | +14.22% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.23% | -0.07% | +4.93% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.21% | -0.09% | +16.72% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.02% | +69.30% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.16% | -0.06% | -10.67% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.14% | -0.03% | +4.12% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.04% | +2.21% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.11% | -0.04% | +3.57% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | -0.07% | -0.22% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.09% | +0.01% | +70.04% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.08% | -0.03% | +4.13% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.08% | +6.22% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.93% | -0.02% | -1.37% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.85% | -0.05% | -10.54% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.81% | -0.05% | +8.09% | |
| 28 | MPLX | Mplx LP | Stock-Energy | 0.78% | -0.05% | +1.21% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.71% | — | +8.43% | |
| 30 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.69% | -0.04% | -1.80% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.02% | -1.32% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.02% | -0.95% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.67% | -0.02% | +5.80% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | +0.01% | +3.82% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.03% | -2.08% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.61% | — | +6.26% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.60% | -0.06% | +5.99% | |
| 38 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.59% | +0.01% | -1.10% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | — | +0.22% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.01% | +691.11% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.02% | +2.57% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.07% | +46.94% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | -0.01% | +3.01% | |
| 44 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.51% | -0.07% | -1.65% | |
| 45 | BN | Brookfield CORP | Stock-Financials | 0.50% | -0.10% | -0.49% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.02% | +1.99% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | -0.04% | +0.94% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.07% | +28.91% | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.03% | -5.29% | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.44% | -0.02% | +3.25% |
According to official SEC Form 13F filings, Chicago Partners Investment Group LLC reported a total U.S. public equity portfolio value of $5.0B across 845 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, BRK-B) accounted for 8.5% of total reported equity market value during Q4 2024.
During Q4 2024, Chicago Partners Investment Group LLC's top holdings by market value included VOO (4.2%)、VO (3.0%)、BRK-B (2.4%). The largest single position, VOO, represented 4.2% of total portfolio value.
In Q4 2024, Chicago Partners Investment Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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