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 14 of 47
Sprouts Farmers Market, Inc.
SFM|85208M102
Shares:
10290(+0.3%)
Value:
$1.7B(+20.0%)
921937827
BSV|921937827
Shares:
21952(-4.9%)
Value:
$1.7B(-3.6%)
922042858
VWO|922042858
Shares:
37239(+1.4%)
Value:
$1.7B(+7.0%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
2970(-2.6%)
Value:
$1.7B(+9.5%)
464288802
464288802
Shares:
14661(+1.7%)
Value:
$1.7B(-3.5%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
38782(+13.0%)
Value:
$1.7B(+27.3%)
PFIZER INC
PFE|717081103
Shares:
73108(-10.1%)
Value:
$1.7B(-23.7%)
SHOPIFY INC.
SHOP|82509L107
Shares:
17412(-11.5%)
Value:
$1.6B(-22.3%)
Nuveen Preferred Securities & Income Opportunities Fund
JPI|67075A106
Shares:
81143(-1.2%)
Value:
$1.6B(+1.2%)
33738D408
33738D408
Shares:
39389(+2.9%)
Value:
$1.6B(+2.2%)
AMGEN INC
AMGN|031162100
Shares:
5839(+21.1%)
Value:
$1.6B(+26.5%)
78464A805
78464A805
Shares:
22973(+0.7%)
Value:
$1.6B(-4.4%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
2
Value:
$1.6B
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.
HIO|95766K109
Shares:
404646(-9.1%)
Value:
$1.5B(-12.3%)
STARBUCKS CORP
SBUX|855244109
Shares:
18673(+12.4%)
Value:
$1.5B(+0.4%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
2791(+27.3%)
Value:
$1.5B(+21.1%)
464287481
IWP|464287481
Shares:
12371(+16.8%)
Value:
$1.5B(+12.9%)
97717W588
97717W588
Shares:
26182(+0.7%)
Value:
$1.5B(-4.2%)
922042742
VT|922042742
Shares:
12869(+25.5%)
Value:
$1.5B(+25.7%)
464287309
IVW|464287309
Shares:
15611(+32.3%)
Value:
$1.5B(+24.5%)