Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TR | 19 | Q2 2024 | 11.2% |
APPLE INC | 19 | Q2 2024 | 2.0% |
CBIZ INC | 19 | Q2 2024 | 1.1% |
ISHARES TR | 18 | Q2 2024 | 73.0% |
ISHARES TR | 18 | Q2 2024 | 14.0% |
ISHARES TR | 18 | Q2 2024 | 7.6% |
ISHARES TR | 17 | Q2 2024 | 5.3% |
TESLA INC | 17 | Q2 2024 | 0.9% |
CME GROUP INC | 17 | Q4 2023 | 0.4% |
MARRIOTT INTL INC NEW | 15 | Q2 2024 | 1.1% |
View Chicago Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-15 |
N-PX | 2024-07-30 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View Chicago Wealth Management, Inc.'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.