Chicago Partners Investment Group LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
933
Total Value
3007869385
Accession Number
0001563525-25-000002
Form Type
13F-HR
CIK
0001563525
Manager Name
Chicago Partners Investment Group LLC
Data Enrichment
69% identified
640 identified293 unidentified

Holdings

933 positions
Manager:
SEC
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Page 1 of 47
922908363
VOO|922908363
Shares:
247806(+5.2%)
Value:
$127.8B(+0.1%)
922908629
VO|922908629
Shares:
355235(+5.3%)
Value:
$92.5B(+3.0%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
160117(-0.5%)
Value:
$83.0B(+14.1%)
25434V401
25434V401
Shares:
1053480(+3.9%)
Value:
$64.0B(-1.7%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
2002619(+0.7%)
Value:
$60.7B(-5.9%)
NVIDIA CORP
NVDA|67066G104
Shares:
510979(+0.5%)
Value:
$59.8B(-16.0%)
922908736
VUG|922908736
Shares:
148917(+6.8%)
Value:
$57.3B(-0.7%)
Energy Transfer LP
ET|29273V100
Shares:
3279899(-0.2%)
Value:
$55.4B(-14.6%)
464287507
IJH|464287507
Shares:
902019(+3.2%)
Value:
$52.5B(-4.3%)
45783Y673
45783Y673
Shares:
1640244(+9.3%)
Value:
$51.9B(+5.2%)
Apple Inc.
AAPL|037833100
Shares:
258532(+1.6%)
Value:
$50.7B(-17.9%)
MICROSOFT CORP
MSFT|594918104
Shares:
112248(+6.8%)
Value:
$48.6B(+9.0%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
82828(-2.3%)
Value:
$46.5B(-7.0%)
25434V500
25434V500
Shares:
606403(+7.4%)
Value:
$35.9B(-2.8%)
464287200
IVV|464287200
Shares:
60688(+6.6%)
Value:
$34.2B(+1.5%)
464287473
IWS|464287473
Shares:
269033(+0.3%)
Value:
$33.5B(-3.7%)
25434V831
25434V831
Shares:
1005284(+2.5%)
Value:
$33.1B(-0.6%)
922908751
VB|922908751
Shares:
148052(+4.5%)
Value:
$32.6B(-5.0%)
808524201
SCHX|808524201
Shares:
1466650(+5.8%)
Value:
$32.5B(+0.5%)
25434V708
DFAC|25434V708
Shares:
923974(-3.0%)
Value:
$30.3B(-8.7%)