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CIK: 0001592178
Total reported value
$281.9M
$281.9M
50 檔
19.5%
In Q4 2024, Chicago Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $281.9M, distributed across 50 disclosed stock positions.
During Q4 2024, Chicago Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | ETF-Other | 5.99% | +0.15% | +2.83% | |
| 2 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 5.78% | -0.01% | +5.98% | |
| 3 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 5.63% | -6.31% | +1.03% | |
| 4 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 5.60% | — | +10.71% | |
| 5 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 5.50% | +2.47% | NEW | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.46% | -0.02% | +2.53% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.42% | -0.03% | +0.93% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.37% | +1.75% | +2.29% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 5.36% | +0.07% | NEW | |
| 10 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 5.21% | — | +1.87% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 4.79% | -0.01% | +7.35% | |
| 12 | PAVE | Global X US Infrastructure | ETF-Other | 4.67% | +0.24% | +5.34% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.66% | — | +6.21% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.14% | +0.62% | +4.80% | |
| 15 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 4.11% | — | +4.13% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.94% | -0.06% | — | |
| 17 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.02% | — | -2.58% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.90% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.03% | +0.24% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.98% | — | — | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.06% | +49.72% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.05% | -5.06% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.24% | +95.11% | |
| 24 | ALL | Allstate CORP | Stock-Financials | 0.82% | +0.01% | — | |
| 25 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.67% | +2.58% | NEW | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | — | +2.46% | |
| 27 | CBZ | Cbiz Inc | Stock-Other | 0.60% | +0.01% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.02% | -17.09% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.02% | -1.07% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | — | -25.06% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.05% | — | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +1.97% | -78.02% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | — | -0.08% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.32% | -0.09% | +3.64% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | — | -0.21% | |
| 37 | DFSEUR | Discover Financial Services | Stock-Other | 0.27% | — | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | +0.01% | — | |
| 39 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.23% | — | -1.53% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.01% | -21.99% | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.21% | -3.58% | EXIT | |
| 42 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | -0.02% | -0.47% | |
| 44 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.14% | — | — | |
| 45 | STBF | Perf Trust Short Term Bd ETF | ETF-Other | 0.14% | -0.03% | +0.11% | |
| 46 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.14% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.14% | — | -10.95% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 50 | ✓ | Srivaru Holding Limited | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Chicago Wealth Management, Inc. reported a total U.S. public equity portfolio value of $281.9M across 50 disclosed positions in Q4 2024.
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 XLI, IAI, ITA) accounted for 19.5% of total reported equity market value during Q4 2024.
During Q4 2024, Chicago Wealth Management, Inc.'s top holdings by market value included XLI (6.0%)、IAI (5.8%)、ITA (5.6%). The largest single position, XLI, represented 6.0% of total portfolio value.
In Q4 2024, Chicago Wealth Management, Inc. 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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