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CIK: 0000049096
Total reported value
$113.6M
$113.6M
478 檔
196.7%
In Q1 2024, Wintrust Investments LLC's U.S. equity holdings reached a combined market value of $113.6M, distributed across 478 disclosed stock positions.
During Q1 2024, Wintrust Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 478 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.89% | — | +391.58% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.85% | — | -8.76% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.75% | — | +0.51% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.62% | — | +3.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.60% | — | -0.05% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.72% | — | +10.56% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | — | -2.20% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.51% | — | -10.38% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.45% | — | -6.64% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.26% | — | +6.40% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.90% | — | -26.46% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.42% | — | +4.39% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.20% | — | +1.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | — | -6.75% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 1.13% | — | +10.02% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.07% | — | +23.23% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | — | -3.33% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | — | -5.93% | |
| 19 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.93% | — | — | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 0.89% | — | +32.49% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.86% | — | -7.30% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | +0.56% | |
| 23 | RSG | Republic Services Inc | Stock-Industrials | 0.84% | — | — | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.76% | — | -0.39% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | +2.44% | |
| 26 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 0.74% | — | +1300.00% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | — | +0.04% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | — | -8.49% | |
| 29 | CLB | Core Laboratories Inc | Stock-Other | 0.63% | — | +52.74% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | -0.10% | |
| 31 | 37M | Mrc Global Inc | Stock-Other | 0.58% | — | -14.12% | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.58% | — | -35.58% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.57% | — | -11.95% | |
| 34 | NEM | Newmont CORP | Stock-Materials | 0.56% | — | +103.45% | |
| 35 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.56% | — | +45.70% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | — | -0.56% | |
| 38 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.54% | — | +5.66% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | — | +14.87% | |
| 40 | AVGO | Broadcom Inc. | Stock-Tech | 0.53% | — | -6.88% | |
| 41 | KFY | Korn Ferry | Stock-Industrials | 0.49% | — | -24.55% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.48% | — | -20.96% | |
| 43 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | — | +2.28% | |
| 44 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 0.45% | — | -6.09% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | — | +5.82% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.44% | — | +23.71% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | — | +1.57% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.42% | — | +1.84% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | — | +1.99% | |
| 50 | IFRA | Ishares US Infrastructure | ETF-Other | 0.38% | — | +4.25% |
According to official SEC Form 13F filings, Wintrust Investments LLC reported a total U.S. public equity portfolio value of $113.6M across 478 disclosed positions in Q1 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 IJH, BRK-B, TFLO) accounted for 196.7% of total reported equity market value during Q1 2024.
During Q1 2024, Wintrust Investments LLC's top holdings by market value included IJH (4.9%)、BRK-B (3.9%)、TFLO (3.8%). The largest single position, IJH, represented 4.9% of total portfolio value.
In Q1 2024, Wintrust Investments 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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