Chicago Partners Investment Group LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$3.0T
Holdings
933
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (933 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $127.8M |
VOVANGUARD INDEX FDS | $92.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $83.0M |
DFUSDIMENSIONAL ETF TRUST | $64.0M |
EPDENTERPRISE PRODS PARTNERS L | $60.7M |
NVDANVIDIA CORPORATION | $59.8M |
VUGVANGUARD INDEX FDS | $57.3M |
ETENERGY TRANSFER L P | $55.4M |
IJHISHARES TR | $52.5M |
SFLRINNOVATOR ETFS TRUST | $51.9M |
AAPLAPPLE INC | $50.7M |
MSFTMICROSOFT CORP | $48.6M |
SPYSPDR S&P 500 ETF TR | $46.5M |
DFASDIMENSIONAL ETF TRUST | $35.9M |
IVVISHARES TR | $34.2M |
IWSISHARES TR | $33.5M |
DUHPDIMENSIONAL ETF TRUST | $33.1M |
VBVANGUARD INDEX FDS | $32.6M |
SCHXSCHWAB STRATEGIC TR | $32.5M |
DFACDIMENSIONAL ETF TRUST | $30.3M |
BXBLACKSTONE INC | $29.1M |
IGSBISHARES TR | $26.1M |
AMZNAMAZON COM INC | $23.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $23.6M |
VTIVANGUARD INDEX FDS | $23.4M |
MPLXMPLX LP | $23.2M |
OKEONEOK INC NEW | $22.3M |
JPMJPMORGAN CHASE & CO. | $20.9M |
AVLVAMERICAN CENTY ETF TR | $20.7M |
VTVVANGUARD INDEX FDS | $20.3M |
DUSBDIMENSIONAL ETF TRUST | $20.2M |
AVUSAMERICAN CENTY ETF TR | $19.8M |
SCHBSCHWAB STRATEGIC TR | $19.4M |
DFAXDIMENSIONAL ETF TRUST | $19.3M |
SCHMSCHWAB STRATEGIC TR | $19.0M |
KMIKINDER MORGAN INC DEL | $18.8M |
WMBWILLIAMS COS INC | $18.4M |
AVUVAMERICAN CENTY ETF TR | $18.1M |
NDQINVESCO QQQ TR | $18.0M |
BIPBROOKFIELD INFRAST PARTNERS | $16.8M |
DFAIDIMENSIONAL ETF TRUST | $16.6M |
LLYELI LILLY & CO | $16.5M |
BNBROOKFIELD CORP | $16.3M |
IJRISHARES TR | $15.5M |
DFCFDIMENSIONAL ETF TRUST | $15.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $14.6M |
DFICDIMENSIONAL ETF TRUST | $14.6M |
GBILGOLDMAN SACHS ETF TR | $14.0M |
EMXCISHARES INC | $13.8M |
BNDVANGUARD BD INDEX FDS | $13.7M |
DFSVDIMENSIONAL ETF TRUST | $13.6M |
SCHASCHWAB STRATEGIC TR | $13.5M |
VOEVANGUARD INDEX FDS | $13.1M |
VVISA INC | $12.8M |
SCHDSCHWAB STRATEGIC TR | $12.7M |
GOOGALPHABET INC | $12.6M |
VGSHVANGUARD SCOTTSDALE FDS | $12.0M |
FDMFIRST TR DOW JONES SELECT MI | $11.8M |
DFLVDIMENSIONAL ETF TRUST | $11.5M |
AGGISHARES TR | $11.4M |
UCONFIRST TR EXCHNG TRADED FD VI | $11.3M |
ITOTISHARES TR | $11.2M |
ARCCARES CAPITAL CORP | $11.2M |
IGIBISHARES TR | $11.2M |
GOOGLALPHABET INC | $11.0M |
SPYMSPDR SER TR | $10.3M |
OWLBLUE OWL CAPITAL INC | $10.1M |
IWCISHARES TR | $9.9M |
IWDISHARES TR | $9.9M |
XEVVXEATON VANCE LIMITED DURATION | $9.8M |
STXEEA SERIES TRUST | $9.7M |
AQLTISHARES TR | $8.7M |
MTUMISHARES TR | $8.7M |
LDPCOHEN & STEERS LTD DURATION | $8.5M |
IEFISHARES TR | $8.3M |
KKRKKR & CO INC | $8.3M |
AMTAMERICAN TOWER CORP NEW | $8.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $7.8M |
AMDADVANCED MICRO DEVICES INC | $7.8M |
DFAUDIMENSIONAL ETF TRUST | $7.7M |
SCHFSCHWAB STRATEGIC TR | $7.7M |
SCHGSCHWAB STRATEGIC TR | $7.6M |
COWZPACER FDS TR | $7.6M |
CMECME GROUP INC | $7.5M |
ETRENTERGY CORP NEW | $7.4M |
ABBVABBVIE INC | $7.3M |
TRGPTARGA RES CORP | $7.2M |
XFEBFIRST TR EXCH TRADED FD III | $7.1M |
EFAISHARES TR | $7.1M |
FTSLFIRST TR EXCHANGE-TRADED FD | $7.1M |
DFSDDIMENSIONAL ETF TRUST | $7.1M |
VNQVANGUARD INDEX FDS | $6.9M |
NUVNUVEEN MUN VALUE FD INC | $6.9M |
XOMEXXON MOBIL CORP | $6.8M |
VIGVANGUARD SPECIALIZED FUNDS | $6.8M |
METAMETA PLATFORMS INC | $6.8M |
VEAVANGUARD TAX-MANAGED FDS | $6.8M |
FNXFIRST TR MID CAP CORE ALPHAD | $6.5M |
MCDMCDONALDS CORP | $6.4M |
IWMISHARES TR | $6.3M |
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