$674 Million is the total value of Chicago Partners Investment Group LLC's 317 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 25.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $32,004,000 | +0.2% | 162,806 | +1.9% | 4.75% | -0.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $27,790,000 | +4.7% | 1,025,839 | +2.4% | 4.12% | +4.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $21,889,000 | +7.8% | 124,428 | +9.3% | 3.25% | +7.5% |
| ET | Buy | ENERGY TRANSFER LP | $20,489,000 | +6.4% | 1,356,910 | +4.5% | 3.04% | +6.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $18,719,000 | +11.2% | 299,835 | +8.6% | 2.78% | +10.8% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $18,346,000 | +3.3% | 491,449 | +3.3% | 2.72% | +3.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $15,835,000 | +9.6% | 912,177 | +3.9% | 2.35% | +9.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $15,030,000 | +0.2% | 107,232 | +1.4% | 2.23% | -0.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $14,886,000 | +9.9% | 57,502 | +12.1% | 2.21% | +9.6% |
| MPLX | Buy | MPLX LP | $11,074,000 | +12.1% | 329,587 | +9.8% | 1.64% | +11.7% |
| EVV | Buy | EATON VANCE LTD DUR INCOME F | $11,048,000 | +10.3% | 902,618 | +10.2% | 1.64% | +9.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $9,168,000 | +83.9% | 223,988 | +70.7% | 1.36% | +83.3% |
| WMB | Buy | WILLIAMS COS INC DEL | $8,821,000 | +12.5% | 350,738 | +7.5% | 1.31% | +12.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $8,540,000 | +20.6% | 138,980 | +20.2% | 1.27% | +20.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,163,000 | +370.3% | 71,064 | +380.2% | 1.06% | +368.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $7,033,000 | +3.9% | 90,717 | +4.8% | 1.04% | +3.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,248,000 | +40.8% | 44,371 | +42.4% | 0.93% | +40.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $5,958,000 | +34947.1% | 51,865 | +34708.7% | 0.88% | +29366.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,015,000 | +34.3% | 67,921 | +38.8% | 0.74% | +33.8% |
| MTUM | Buy | ISHARES TRusa momentum fct | $4,992,000 | +0.2% | 48,471 | +0.7% | 0.74% | 0.0% |
| BX | Buy | BLACKSTONE GROUP L P | $4,914,000 | +7.9% | 154,868 | +3.5% | 0.73% | +7.5% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $4,101,000 | +14.4% | 84,150 | +15.4% | 0.61% | +13.9% |
| ARCC | Buy | ARES CAP CORP | $3,993,000 | +10.1% | 245,106 | +9.9% | 0.59% | +9.6% |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $3,929,000 | +146.2% | 29,596 | +152.8% | 0.58% | +145.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $3,917,000 | -0.5% | 22,951 | +1.7% | 0.58% | -0.9% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $3,525,000 | +49.0% | 24,893 | +55.7% | 0.52% | +48.6% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $3,526,000 | +1282.7% | 44,542 | +1266.7% | 0.52% | +1276.3% |
| TRGP | Buy | TARGA RES CORP | $3,411,000 | +35.7% | 79,643 | +61.6% | 0.51% | +35.3% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $3,404,000 | +33.0% | 349,138 | +32.9% | 0.50% | +32.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $3,275,000 | +136.0% | 38,407 | +131.0% | 0.49% | +134.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,226,000 | +16.3% | 12,383 | +18.6% | 0.48% | +16.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $3,209,000 | +106866.7% | 54,355 | +100557.4% | 0.48% | – |
| FFTY | Buy | INNOVATOR ETFS TRibd 50 etf | $3,065,000 | -1.9% | 104,135 | +1.6% | 0.46% | -2.2% |
| TEL | Buy | TE CONNECTIVITY LTD | $2,863,000 | +5.6% | 36,647 | +2.3% | 0.42% | +5.5% |
| IWC | Buy | ISHARES TRmicro-cap etf | $2,816,000 | +268.1% | 31,637 | +281.5% | 0.42% | +266.7% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $2,612,000 | +150.9% | 74,164 | +157.4% | 0.39% | +150.3% |
| ENB | Buy | ENBRIDGE INC | $2,445,000 | +125.1% | 70,467 | +97.8% | 0.36% | +124.1% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $2,213,000 | +49.0% | 43,305 | +48.4% | 0.33% | +48.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,186,000 | +75.4% | 44,363 | +63.2% | 0.32% | +75.1% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,867,000 | +19.5% | 55,752 | +20.3% | 0.28% | +18.9% |
| EQM | Buy | EQM MIDSTREAM PARTNERS LPunit ltd partn | $1,791,000 | +0.4% | 40,008 | +1.2% | 0.27% | 0.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,763,000 | +8.9% | 10,931 | +10.2% | 0.26% | +8.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,762,000 | +3.7% | 14,505 | +6.1% | 0.26% | +3.2% |
| FYX | Buy | FIRST TR SML CP CORE ALPHA F | $1,725,000 | +170.8% | 29,481 | +175.2% | 0.26% | +169.5% |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $1,713,000 | +3.4% | 76,310 | +5.2% | 0.25% | +2.8% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,672,000 | +0.7% | 16,015 | +0.2% | 0.25% | +0.4% |
| HIE | Buy | MILLER HOWARD HIGH INC EQTY | $1,626,000 | +6.1% | 146,661 | +3.7% | 0.24% | +5.7% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $1,561,000 | +116.8% | 28,581 | +120.1% | 0.23% | +116.8% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $1,552,000 | +15.0% | 67,783 | +12.7% | 0.23% | +14.4% |
| QUAL | New | ISHARES TRusa quality fctr | $1,451,000 | – | 18,238 | +100.0% | 0.22% | – |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,434,000 | +1.8% | 8,901 | +1.4% | 0.21% | +1.4% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $1,399,000 | +69.8% | 52,831 | +72.7% | 0.21% | +69.1% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,399,000 | +44.5% | 76,140 | +47.3% | 0.21% | +44.4% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $1,336,000 | +167.7% | 21,602 | +170.5% | 0.20% | +167.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,315,000 | +421.8% | 8,887 | +428.4% | 0.20% | +413.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,254,000 | +9.3% | 31,315 | +0.2% | 0.19% | +8.8% |
| IGF | Buy | ISHARES TRglb infrastr etf | $1,223,000 | +133.8% | 29,597 | +127.8% | 0.18% | +132.1% |
| DWDP | Buy | DOWDUPONT INC | $1,171,000 | +22.1% | 21,040 | +14.3% | 0.17% | +21.7% |
| FM | Buy | ISHARES INCmsci frntr100etf | $1,154,000 | +4.5% | 42,086 | +1.4% | 0.17% | +4.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,120,000 | +8.5% | 7,180 | +9.8% | 0.17% | +7.8% |
| V | Buy | VISA INC | $1,090,000 | +4.5% | 7,863 | +1.3% | 0.16% | +4.5% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $1,015,000 | +12.2% | 22,081 | +8.0% | 0.15% | +11.9% |
| MMM | Buy | 3M CO | $1,020,000 | +6.1% | 5,271 | +1.9% | 0.15% | +5.6% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $996,000 | +46.3% | 11,437 | +49.6% | 0.15% | +46.5% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $991,000 | +4.9% | 9,543 | +0.1% | 0.15% | +4.3% |
| ETR | Buy | ENTERGY CORP NEW | $988,000 | +3.1% | 11,405 | +0.0% | 0.15% | +2.8% |
| FEM | Buy | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $969,000 | +93.0% | 40,538 | +81.2% | 0.14% | +92.0% |
| ISCF | New | ISHARES TRmltfctr intl sml | $930,000 | – | 34,066 | +100.0% | 0.14% | – |
| BTT | Buy | BLACKROCK MUN 2030 TAR TERM | $873,000 | +11.1% | 40,608 | +3.7% | 0.13% | +11.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $876,000 | +0.6% | 9,132 | +1.3% | 0.13% | 0.0% |
| FTVA | Buy | ETF SER SOLUTIONSaptus fortified | $866,000 | +234.4% | 34,637 | +248.0% | 0.13% | +228.2% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $857,000 | +8.3% | 660 | +5.1% | 0.13% | +7.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $859,000 | +257.9% | 8,195 | +267.2% | 0.13% | +252.8% |
| UOCT | New | INNOVATOR ETFS TRs&p 500 ultra | $855,000 | – | 36,739 | +100.0% | 0.13% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $849,000 | +110.7% | 5,909 | +114.8% | 0.13% | +110.0% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $841,000 | +191.0% | 14,052 | +191.8% | 0.12% | +190.7% |
| KBAL | Buy | KIMBALL INTL INCcl b | $841,000 | -3.0% | 55,314 | +1.4% | 0.12% | -3.1% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $834,000 | +1795.5% | 86,877 | +1693.5% | 0.12% | +1671.4% |
| HHC | Buy | HOWARD HUGHES CORP | $828,000 | +89.5% | 7,913 | +91.9% | 0.12% | +89.2% |
| POCT | New | INNOVATOR ETFS TRs&p 500 pwretf | $801,000 | – | 34,174 | +100.0% | 0.12% | – |
| DRI | Buy | DARDEN RESTAURANTS INC | $799,000 | +0.6% | 7,555 | +0.1% | 0.12% | +0.8% |
| T | Buy | AT&T INC | $782,000 | +2.9% | 25,719 | +0.3% | 0.12% | +2.7% |
| KE | Buy | KIMBALL ELECTRONICS INC | $728,000 | -4.5% | 45,855 | +8.9% | 0.11% | -4.4% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $718,000 | +14260.0% | 12,421 | +14177.0% | 0.11% | +10600.0% |
| CI | New | CIGNA CORP NEW | $715,000 | – | 3,728 | +100.0% | 0.11% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $696,000 | +0.7% | 8,372 | +0.4% | 0.10% | 0.0% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $677,000 | +3.0% | 17,400 | +2.6% | 0.10% | +2.0% |
| REET | Buy | ISHARES TRglobal reit etf | $658,000 | +273.9% | 26,903 | +273.2% | 0.10% | +276.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $652,000 | 0.0% | 13,331 | +0.5% | 0.10% | 0.0% |
| KO | Buy | COCA COLA CO | $635,000 | +3.4% | 13,490 | +2.1% | 0.09% | +3.3% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $621,000 | +10.5% | 14,168 | +1.1% | 0.09% | +9.5% |
| IXUS | New | ISHARES TRcore msci total | $605,000 | – | 11,000 | +100.0% | 0.09% | – |
| IVLU | New | ISHARES TRintl value factr | $603,000 | – | 26,161 | +100.0% | 0.09% | – |
| EPS | Buy | WISDOMTREE TRus earnings 500 | $576,000 | +4.3% | 19,699 | +7.4% | 0.08% | +3.7% |
| CELG | Buy | CELGENE CORP | $566,000 | +174.8% | 6,508 | +125.7% | 0.08% | +171.0% |
| CNXM | Buy | CNX MIDSTREAM PARTNERS LP | $549,000 | +156.5% | 30,750 | +157.3% | 0.08% | +153.1% |
| FRN | Buy | INVESCO EXCHNG TRADED FD TRfrontier mkts | $544,000 | +1.7% | 43,082 | +1.8% | 0.08% | +1.2% |
| BKK | Buy | BLACKROCK MUN 2020 TERM TR | $541,000 | +0.9% | 36,316 | +0.5% | 0.08% | 0.0% |
| FRME | Buy | FIRST MERCHANTS CORP | $529,000 | -12.4% | 14,336 | +0.7% | 0.08% | -13.3% |
| SRE | Buy | SEMPRA ENERGY | $506,000 | +5.6% | 4,418 | +3.8% | 0.08% | +5.6% |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $486,000 | – | 23,064 | +100.0% | 0.07% | – |
| PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $480,000 | +576.1% | 21,708 | +585.9% | 0.07% | +545.5% |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $457,000 | +125.1% | 10,264 | +123.9% | 0.07% | +126.7% |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $455,000 | – | 21,923 | +100.0% | 0.07% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $456,000 | – | 22,081 | +100.0% | 0.07% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $456,000 | – | 22,579 | +100.0% | 0.07% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $452,000 | +11.3% | 8,352 | +12.5% | 0.07% | +11.7% |
| IDEV | New | ISHARES TRcore msci intl | $450,000 | – | 8,809 | +100.0% | 0.07% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $449,000 | -0.7% | 3,297 | +0.3% | 0.07% | 0.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $452,000 | -0.2% | 9,406 | +0.3% | 0.07% | 0.0% |
| COP | Buy | CONOCOPHILLIPS | $441,000 | +0.9% | 6,493 | +0.1% | 0.06% | 0.0% |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $429,000 | – | 21,462 | +100.0% | 0.06% | – |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $430,000 | – | 22,722 | +100.0% | 0.06% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $430,000 | – | 23,013 | +100.0% | 0.06% | – |
| BSCJ | New | INVESCO EXCH TRD SLF IDX FD | $433,000 | – | 20,501 | +100.0% | 0.06% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $419,000 | – | 21,267 | +100.0% | 0.06% | – |
| EEMS | New | ISHARES INCem mkt sm-cp etf | $418,000 | – | 9,667 | +100.0% | 0.06% | – |
| D | Buy | DOMINION ENERGY INC | $415,000 | -0.5% | 5,773 | +0.0% | 0.06% | 0.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $413,000 | +77.3% | 6,181 | +78.1% | 0.06% | +74.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $403,000 | -1.2% | 3,390 | +0.6% | 0.06% | -1.6% |
| SYY | Buy | SYSCO CORP | $393,000 | -5.3% | 6,207 | +5.2% | 0.06% | -6.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $386,000 | +1.0% | 4,588 | +1.0% | 0.06% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $376,000 | -13.4% | 5,510 | +14.8% | 0.06% | -13.8% |
| MO | Buy | ALTRIA GROUP INC | $380,000 | -16.5% | 7,776 | +10.3% | 0.06% | -17.6% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $374,000 | +1.9% | 3,768 | +1.2% | 0.06% | 0.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $351,000 | +62.5% | 3,330 | +62.0% | 0.05% | +62.5% |
| VFMO | Buy | VANGUARD WELLINGTON FDus momentum | $346,000 | +12.0% | 4,796 | +14.0% | 0.05% | +10.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $326,000 | +43.0% | 6,412 | +43.8% | 0.05% | +41.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $321,000 | +13.0% | 1,629 | +9.5% | 0.05% | +14.3% |
| AROC | Buy | ARCHROCK INC | $320,000 | -0.9% | 33,254 | +1.3% | 0.05% | -2.1% |
| FANG | New | DIAMONDBACK ENERGY INC | $310,000 | – | 2,922 | +100.0% | 0.05% | – |
| GILD | Buy | GILEAD SCIENCES INC | $308,000 | -3.4% | 4,523 | +0.4% | 0.05% | -2.1% |
| CPS | New | COOPER STD HLDGS INC | $284,000 | – | 4,000 | +100.0% | 0.04% | – |
| FYT | Buy | FIRST TR EXCNGE TRD ALPHADEXsml cap val al | $274,000 | +51.4% | 8,097 | +53.0% | 0.04% | +51.9% |
| LOUP | Buy | INNOVATOR ETFS TRloup frontier | $272,000 | +4.6% | 12,629 | +5.9% | 0.04% | +2.6% |
| BP | Buy | BP PLCsponsored adr | $268,000 | +9.8% | 6,576 | +10.5% | 0.04% | +11.1% |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $265,000 | – | 8,715 | +100.0% | 0.04% | – |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $256,000 | +509.5% | 6,292 | +498.1% | 0.04% | +533.3% |
| CHY | Buy | CALAMOS CONV & HIGH INCOME F | $258,000 | +43.3% | 24,788 | +49.8% | 0.04% | +40.7% |
| SPMD | Buy | SPDR SERIES TRUSTportfolio md etf | $248,000 | +19.8% | 7,926 | +22.4% | 0.04% | +19.4% |
| IEFA | New | ISHARES TRcore msci eafe | $248,000 | – | 4,301 | +100.0% | 0.04% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $240,000 | +3.9% | 979 | +8.7% | 0.04% | +5.9% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $244,000 | +24300.0% | 4,460 | +44500.0% | 0.04% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $233,000 | – | 5,450 | +100.0% | 0.04% | – |
| NVDA | Buy | NVIDIA CORP | $236,000 | +37.2% | 1,623 | +75.5% | 0.04% | +34.6% |
| IYW | Buy | ISHARES TRu.s. tech etf | $232,000 | +129.7% | 1,403 | +137.0% | 0.03% | +126.7% |
| BSBE | New | INVESCO EXCH TRD SLF IDX FD | $218,000 | – | 8,685 | +100.0% | 0.03% | – |
| BSCE | New | INVESCO EXCH TRD SLF IDX FD | $218,000 | – | 8,735 | +100.0% | 0.03% | – |
| BSDE | New | INVESCO EXCH TRD SLF IDX FD | $219,000 | – | 8,758 | +100.0% | 0.03% | – |
| RWR | Buy | SPDR SERIES TRUSTdj reit etf | $217,000 | -0.9% | 2,427 | +1.1% | 0.03% | -3.0% |
| BSAE | New | INVESCO EXCH TRD SLF IDX FD | $217,000 | – | 8,686 | +100.0% | 0.03% | – |
| BACPRL | Buy | BANK AMER CORP7.25 cnv pfd l | $213,000 | +1.4% | 168 | +1.2% | 0.03% | +3.2% |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $212,000 | – | 10,719 | +100.0% | 0.03% | – |
| MIE | Buy | COHEN & STEERS MLP INC & ENR | $200,000 | +81.8% | 22,022 | +82.6% | 0.03% | +87.5% |
| F | Buy | FORD MTR CO DEL | $100,000 | -6.5% | 11,586 | +0.1% | 0.02% | -6.2% |
| NCV | New | ALLIANZGI CONV INCOME FD | $75,000 | – | 12,705 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELECTRIC COcall | $10,000 | – | 10,000 | +100.0% | 0.00% | – |
| TVIX | Exit | CREDIT SUISSE NASSAU BRH | $0 | – | 0 | +100.0% | 0.00% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Enterprise Products Partners LP | 39 | Q2 2024 | 5.9% |
| Vanguard S&P 500 ETF | 39 | Q2 2024 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q2 2024 | 4.8% |
| ISHARES TR | 39 | Q2 2024 | 5.2% |
| ISHARES TR | 39 | Q2 2024 | 4.5% |
| KINDER MORGAN INC DEL | 39 | Q2 2024 | 8.1% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 3.0% |
| Vanguard Mid-Cap ETF | 39 | Q2 2024 | 3.2% |
| SPDR S&P MIDCAP 400 ETF TR | 39 | Q2 2024 | 3.1% |
| ENERGY TRANSFER LP | 39 | Q2 2024 | 3.1% |
View Chicago Partners Investment Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-20 |
View Chicago Partners Investment Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.