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 15 of 47
464287671
IUSG|464287671
Shares:
11364(-28.0%)
Value:
$1.5B(-32.3%)
46435G516
ESGD|46435G516
Shares:
17525(+0.2%)
Value:
$1.5B(+12.2%)
33739Q408
33739Q408
Shares:
25045(-1.0%)
Value:
$1.5B(-0.9%)
464288158
464288158
Shares:
14138(-22.5%)
Value:
$1.5B(-22.5%)
92189F643
92189F643
Shares:
17076
Value:
$1.5B
92206C573
92206C573
Shares:
19333(+0.8%)
Value:
$1.5B(+1.7%)
46434G103
IEMG|46434G103
Shares:
26293(+0.7%)
Value:
$1.5B(+6.8%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
4655(+82.5%)
Value:
$1.4B(+130.7%)
46435G425
ESGU|46435G425
Shares:
11760(-0.2%)
Value:
$1.4B(-5.7%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
3644(+8.3%)
Value:
$1.4B(-19.2%)
33739Q200
33739Q200
Shares:
28804(-4.9%)
Value:
$1.4B(-3.8%)
46429B598
46429B598
Shares:
26448(-5.4%)
Value:
$1.4B(-3.8%)
464287705
IJJ|464287705
Shares:
12052(-10.5%)
Value:
$1.4B(-16.9%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
20789(-4.2%)
Value:
$1.4B(-8.7%)
922908637
VV|922908637
Shares:
5409(+1.6%)
Value:
$1.4B(-3.5%)
STRYKER CORP
SYK|863667101
Shares:
3632(-0.4%)
Value:
$1.4B(+5.0%)
46435U663
46435U663
Shares:
36341(+2.7%)
Value:
$1.4B(-7.2%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
5011(+7.3%)
Value:
$1.4B(-2.1%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
3252(+5.9%)
Value:
$1.4B(+24.8%)
RTX Corp
RTX|75513E101
Shares:
10690(+10.7%)
Value:
$1.4B(+21.8%)