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CIK: 0001563525
Total reported value
$5.0B
$5.0B
933 檔
8.6%
As reported in its official Q1 2025 Form 13F filing, Chicago Partners Investment Group LLC's tracked investment portfolio stood at $5.0B with 933 total positions.
In Q1 2025, Chicago Partners Investment Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 933 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.25% | -0.18% | +5.24% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.08% | -0.03% | +5.35% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.15% | -0.52% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.13% | -0.06% | +3.88% | |
| 5 | EPD | Enterprise Products Partners | Stock-Energy | 2.02% | -0.13% | +0.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.17% | +0.51% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.90% | -0.12% | +6.82% | |
| 8 | ET | Energy Transfer LP | Stock-Energy | 1.84% | -0.06% | -0.22% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | -0.09% | +3.21% | |
| 10 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.72% | -0.20% | +9.34% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.33% | +1.57% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.20% | +6.80% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.02% | -2.35% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.19% | -0.07% | +7.41% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.04% | +6.61% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.11% | -0.06% | +0.35% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.10% | -0.04% | +2.50% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | -0.03% | +4.47% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.08% | -0.03% | +5.85% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | -0.07% | -2.98% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 0.97% | -0.09% | +2.38% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.87% | -0.05% | +6.16% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.08% | -0.71% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.79% | -0.05% | +0.08% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.02% | -30.65% | |
| 26 | MPLX | Mplx LP | Stock-Energy | 0.77% | -0.05% | -3.03% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.74% | -0.02% | +2.54% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.02% | +1.34% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.69% | — | +4.12% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.02% | +1.71% | |
| 31 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.67% | -0.07% | +31.19% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.66% | -0.02% | +5.28% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.04% | +59.10% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.64% | -0.06% | -3.18% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | — | +11.11% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.62% | -0.04% | -7.27% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.03% | -4.70% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.60% | +0.01% | +10.40% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | — | +9.40% | |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.56% | +0.01% | -2.14% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.03% | +9.23% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -0.02% | +12.25% | |
| 43 | BN | Brookfield CORP | Stock-Financials | 0.54% | -0.10% | +13.49% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | -0.02% | +6.75% | |
| 45 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.50% | -0.02% | +10.30% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.05% | +17.16% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.48% | -0.01% | +12.36% | |
| 48 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.46% | +0.01% | -57.45% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | -0.04% | -3.13% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.07% | -1.88% |
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 933 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, BRK-B) accounted for 8.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $127.8M
During Q1 2025, Chicago Partners Investment Group LLC's top holdings by market value included VOO (4.3%)、VO (3.1%)、BRK-B (2.8%). The largest single position, VOO, represented 4.3% of total portfolio value.
In Q1 2025, Chicago Partners Investment Group LLC made 50 total portfolio adjustments, initiating 50 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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