98 is the total number of securities Chicago Wealth Management, Inc. has owned. The longest Chicago Wealth Management, Inc. has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XLV | SELECT SECTOR SPDR TR | 16 | 16 | 0.45% | 6.62% | 11.18% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 0.92% | 1.59% | 2.05% | Q4 2019 | Q3 2023 | 16 |
CBZ | CBIZ INC | 16 | 16 | 0.62% | 0.81% | 1.08% | Q4 2019 | Q3 2023 | 16 |
CME | CME GROUP INC | 16 | 16 | 0.21% | 0.33% | 0.41% | Q4 2019 | Q3 2023 | 16 |
SHV | ISHARES TR | 11 | 4 | 0.19% | 8.57% | 73.02% | Q4 2019 | Q3 2023 | 15 |
IEFA | ISHARES TR | 14 | 1 | 0.53% | 7.92% | 13.96% | Q4 2019 | Q3 2023 | 15 |
IWP | ISHARES TR | 14 | 1 | 0.36% | 3.06% | 7.56% | Q4 2019 | Q3 2023 | 15 |
IWD | ISHARES TR | 14 | 14 | 0.31% | 3.09% | 5.29% | Q2 2020 | Q3 2023 | 14 |
TSLA | TESLA INC | 14 | 14 | 0.32% | 0.63% | 0.91% | Q2 2020 | Q3 2023 | 14 |
WBA | WALGREENS BOOTS ALLIAN... | 14 | 14 | 0.23% | 0.39% | 0.61% | Q4 2019 | Q1 2023 | 14 |
XLP | SELECT SECTOR SPDR TR | 12 | 12 | 4.43% | 7.35% | 12.02% | Q4 2019 | Q3 2022 | 12 |
MAR | MARRIOTT INTL INC NEW | 12 | 12 | 0.67% | 0.84% | 1.05% | Q4 2020 | Q3 2023 | 12 |
ALL | ALLSTATE CORP | 12 | 12 | 0.65% | 0.80% | 0.98% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 11 | 1 | 0.25% | 0.47% | 0.86% | Q2 2020 | Q3 2023 | 12 |
DFS | DISCOVER FINL SVCS | 12 | 12 | 0.21% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 12 |
RSP | INVESCO EXCHNG TRADED ... | 8 | 3 | 0.86% | 2.41% | 6.50% | Q2 2020 | Q3 2023 | 11 |
MSFT | MICROSOFT CORP | 11 | 11 | 0.29% | 0.47% | 1.01% | Q1 2021 | Q3 2023 | 11 |
MS | MORGAN STANLEY | 11 | 11 | 0.37% | 0.42% | 0.47% | Q1 2021 | Q3 2023 | 11 |
FTC | FIRST TRUST LRGCP GWT ... | 11 | 11 | 0.21% | 0.23% | 0.24% | Q1 2021 | Q3 2023 | 11 |
MA | MASTERCARD INCORPORATED | 11 | 11 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q3 2023 | 11 |
XLE | SELECT SECTOR SPDR TR | 7 | 3 | 0.77% | 6.03% | 9.27% | Q2 2020 | Q3 2023 | 10 |
IWS | ISHARES TR | 8 | 1 | 3.43% | 5.11% | 5.69% | Q4 2019 | Q1 2023 | 10 |
IDV | ISHARES TR | 8 | 1 | 5.36% | 6.19% | 10.97% | Q4 2019 | Q1 2022 | 9 |
IWF | ISHARES TR | 8 | 1 | 2.32% | 6.04% | 7.31% | Q4 2019 | Q1 2022 | 9 |
IWN | ISHARES TR | 7 | 1 | 2.28% | 4.88% | 6.65% | Q4 2019 | Q1 2023 | 9 |
SPLV | INVESCO EXCH TRADED FD... | 5 | 4 | 0.22% | 3.68% | 9.14% | Q4 2019 | Q3 2022 | 9 |
SPHQ | INVESCO EXCHNG TRADED ... | 8 | 1 | 0.86% | 1.46% | 3.98% | Q2 2020 | Q3 2023 | 9 |
VO | VANGUARD INDEX FDS | 9 | 9 | 0.24% | 0.27% | 0.34% | Q1 2021 | Q1 2023 | 9 |
DVY | ISHARES TR | 4 | 1 | 0.22% | 4.98% | 11.78% | Q4 2019 | Q1 2023 | 8 |
IWM | ISHARES TR | 8 | 8 | 0.75% | 3.85% | 7.21% | Q2 2020 | Q1 2022 | 8 |
AMLP | ALPS ETF TR | 7 | 7 | 3.94% | 6.32% | 8.48% | Q3 2021 | Q1 2023 | 7 |
XLI | SELECT SECTOR SPDR TR | 4 | 3 | 4.82% | 5.73% | 6.86% | Q2 2021 | Q3 2023 | 7 |
XLF | SELECT SECTOR SPDR TR | 5 | 2 | 0.26% | 5.11% | 6.15% | Q1 2021 | Q1 2023 | 7 |
GDX | VanEck Vectors Gold Mi... | 2 | 1 | 1.24% | 3.83% | 6.82% | Q2 2020 | Q2 2023 | 7 |
PALC | PACER FDS TR | 7 | 7 | 0.20% | 0.41% | 0.68% | Q1 2022 | Q3 2023 | 7 |
ESGD | ISHARES TR | 7 | 7 | 0.23% | 0.28% | 0.33% | Q2 2020 | Q4 2021 | 7 |
IEMG | ISHARES TR | 3 | 1 | 3.43% | 7.99% | 12.63% | Q4 2019 | Q2 2023 | 6 |
SDY | SPDR SER TR | 6 | 6 | 0.11% | 4.12% | 7.34% | Q3 2021 | Q4 2022 | 6 |
LW | Lamb Weston Holdings Inc | 4 | 1 | 0.14% | 0.19% | 0.22% | Q4 2019 | Q3 2023 | 6 |
HD | HOME DEPOT INC | 4 | 2 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 6 |
SHY | ISHARES TR | 5 | 5 | 0.16% | 4.42% | 10.92% | Q3 2022 | Q3 2023 | 5 |
VOE | VANGUARD INDEX FDS | 5 | 5 | 1.67% | 2.48% | 2.73% | Q1 2021 | Q1 2022 | 5 |
COWZ | PACER FDS TR | 5 | 5 | 0.26% | 1.80% | 6.99% | Q3 2022 | Q3 2023 | 5 |
IWR | ISHARES TR | 5 | 5 | 0.18% | 0.34% | 0.39% | Q1 2021 | Q1 2022 | 5 |
NUMV | NUSHARES ETF TR | 5 | 5 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q1 2022 | 5 |
GOOG | ALPHABET INC. | 3 | 2 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 5 |
NULG | NUSHARES ETF TR | 4 | 1 | 0.14% | 0.16% | 0.20% | Q4 2019 | Q1 2022 | 5 |
SPYV | SPDR SER TR | 3 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 5 |
ITA | ISHARES TR | 4 | 4 | 3.24% | 5.42% | 6.36% | Q4 2022 | Q3 2023 | 4 |
SOXX | ISHARES TR | 3 | 1 | 4.01% | 5.10% | 6.02% | Q3 2021 | Q1 2023 | 4 |
KIE | SPDR SER TR | 4 | 4 | 4.09% | 4.29% | 4.51% | Q4 2022 | Q3 2023 | 4 |
IAK | ISHARES TR | 4 | 4 | 2.08% | 2.26% | 2.56% | Q4 2022 | Q3 2023 | 4 |
BSV | VANGUARD BD INDEX FD INC | 4 | 4 | 1.03% | 1.42% | 1.99% | Q4 2019 | Q3 2020 | 4 |
IVV | ISHARES TR | 4 | 4 | 0.58% | 0.59% | 0.60% | Q4 2022 | Q3 2023 | 4 |
NUSC | NUSHARES ETF TR | 4 | 4 | 0.16% | 0.29% | 0.34% | Q3 2020 | Q2 2021 | 4 |
GSIE | GOLDMAN SACHS ETF TR | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q4 2021 | 4 |
XLU | SELECT SECTOR SPDR TR | 2 | 1 | 5.38% | 6.56% | 7.19% | Q3 2022 | Q2 2023 | 3 |
ILF | ISHARES TR | 2 | 1 | 4.37% | 5.14% | 6.58% | Q4 2022 | Q3 2023 | 3 |
SCHO | SCHWAB STRATEGIC TR | 2 | 1 | 0.49% | 4.09% | 11.15% | Q4 2019 | Q2 2022 | 3 |
GDXJ | VANECK ETF TRUST | 3 | 3 | 2.73% | 3.21% | 3.75% | Q3 2021 | Q1 2022 | 3 |
ESGE | ISHARES INC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q2 2021 | 3 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2020 | Q4 2020 | 3 |
XHB | SPDR SER TR | 2 | 2 | 7.29% | 7.39% | 7.50% | Q2 2023 | Q3 2023 | 2 |
GSG | ISHARES S&P GSCI COMMO... | 2 | 2 | 5.65% | 6.63% | 7.61% | Q1 2022 | Q2 2022 | 2 |
IGV | ISHARES TR | 2 | 2 | 6.27% | 6.34% | 6.41% | Q2 2023 | Q3 2023 | 2 |
KRE | SPDR SER TR | 2 | 2 | 5.55% | 6.27% | 6.99% | Q3 2022 | Q4 2022 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 3.60% | 3.66% | 3.72% | Q2 2023 | Q3 2023 | 2 |
XBI | SPDR SER TR | 2 | 2 | 3.55% | 3.59% | 3.63% | Q3 2022 | Q4 2022 | 2 |
IEF | ISHARES TR | 2 | 2 | 0.28% | 3.39% | 6.50% | Q2 2020 | Q3 2020 | 2 |
PAVE | GLOBAL X FDS | 2 | 2 | 2.56% | 3.14% | 3.73% | Q2 2023 | Q3 2023 | 2 |
VBR | VANGUARD INDEX FDS | 2 | 2 | 2.56% | 2.61% | 2.66% | Q1 2021 | Q2 2021 | 2 |
NULV | NUSHARES ETF TR | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2022 | Q3 2022 | 2 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 8.62% | 8.62% | 8.62% | Q4 2019 | Q4 2019 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 6.42% | 6.42% | 6.42% | Q4 2019 | Q4 2019 | 1 |
RYT | INVESCO EXCHANGE TRADE... | 1 | 1 | 5.69% | 5.69% | 5.69% | Q3 2023 | Q3 2023 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 4.66% | 4.66% | 4.66% | Q1 2021 | Q1 2021 | 1 |
GLD | SPDR GLD TR | 1 | 1 | 4.51% | 4.51% | 4.51% | Q2 2022 | Q2 2022 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 3.76% | 3.76% | 3.76% | Q3 2023 | Q3 2023 | 1 |
XME | SPDR SER TR | 1 | 1 | 3.75% | 3.75% | 3.75% | Q1 2023 | Q1 2023 | 1 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2023 | Q1 2023 | 1 |
FCG | FIRST TRUST EXCHANGE-T... | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2022 | Q4 2022 | 1 |
SPSB | SPDR SERIES TRUST | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2019 | Q4 2019 | 1 |
SCZ | ISHARES TR | 1 | 1 | 2.40% | 2.40% | 2.40% | Q2 2023 | Q2 2023 | 1 |
DGRO | ISHARES TR | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2019 | Q4 2019 | 1 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
AOK | ISHARES TR | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
AOA | ISHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
SLQD | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
NUMG | NUSHARES ETF TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
ABT | ABBOTT LABS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including SELECT SECTOR SPDR TR, APPLE INC, and CBIZ INC, are the highest-conviction holdings of Chicago Wealth Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Chicago Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Chicago Wealth Management, Inc. owns currently or has owned in the past.