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 11 of 47
BARCLAYS BANK PLC
DJP|06738C778
Shares:
76957
Value:
$2.6B
CHEVRON CORP
CVX|166764100
Shares:
18884(+7.3%)
Value:
$2.6B(-3.0%)
Nuveen Preferred & Income Opportunities Fund
JPC|67073B106
Shares:
326501(+1.5%)
Value:
$2.6B(-0.7%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
22865(+17.7%)
Value:
$2.5B(+90.7%)
92206C680
VONG|92206C680
Shares:
26322(+4.2%)
Value:
$2.5B(-4.0%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
34129(+6.4%)
Value:
$2.5B(+8.8%)
33734G108
33734G108
Shares:
90552(-14.0%)
Value:
$2.5B(-13.7%)
464288570
464288570
Shares:
23413(+0.2%)
Value:
$2.4B(-5.9%)
464287168
DVY|464287168
Shares:
18770(+34.6%)
Value:
$2.4B(+32.8%)
336920103
336920103
Shares:
19444(+0.8%)
Value:
$2.4B(+2.0%)
O REILLY AUTOMOTIVE INC
ORLY|67103H107
Shares:
1727(-3.4%)
Value:
$2.4B(+10.4%)
Brookfield Infrastructure Corp
BIPC|11276H106
Shares:
61456
Value:
$2.4B
69374H436
69374H436
Shares:
64917(-13.5%)
Value:
$2.3B(-19.0%)
Salesforce, Inc.
CRM|79466L302
Shares:
8382(+5.9%)
Value:
$2.3B(-9.9%)
EQT Corp
EQT|26884L109
Shares:
42142(-23.1%)
Value:
$2.3B(-15.3%)
QUANTA SERVICES, INC.
PWR|74762E102
Shares:
6944(+0.6%)
Value:
$2.2B(+4.3%)
46429B663
46429B663
Shares:
19496(+493.3%)
Value:
$2.2B(+509.7%)
46432F339
QUAL|46432F339
Shares:
13127(+2.4%)
Value:
$2.2B(-2.2%)
25434V740
25434V740
Shares:
81658(-2.8%)
Value:
$2.2B(+1.8%)
PEPSICO INC
PEP|713448108
Shares:
16895(+11.9%)
Value:
$2.2B(+0.8%)