$149 Million is the total value of Chicago Wealth Management, Inc.'s 46 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $9,340,000 | – | 136,091 | +100.0% | 6.26% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $1,845,000 | – | 57,592 | +100.0% | 1.24% | – |
| HD | New | HOME DEPOT INC | $282,000 | – | 680 | +100.0% | 0.19% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $208,000 | – | 4,949 | +100.0% | 0.14% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $203,000 | – | 70 | +100.0% | 0.14% | – |
| ABT | New | ABBOTT LABS | $202,000 | – | 1,434 | +100.0% | 0.14% | – |
| PG | New | PROCTER AND GAMBLE CO | $202,000 | – | 1,232 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 11.2% |
| APPLE INC | 16 | Q3 2023 | 2.0% |
| CBIZ INC | 16 | Q3 2023 | 1.1% |
| CME GROUP INC | 16 | Q3 2023 | 0.4% |
| ISHARES TR | 15 | Q3 2023 | 73.0% |
| ISHARES TR | 15 | Q3 2023 | 14.0% |
| ISHARES TR | 15 | Q3 2023 | 7.6% |
| ISHARES TR | 14 | Q3 2023 | 5.3% |
| TESLA INC | 14 | Q3 2023 | 0.9% |
| WALGREENS BOOTS ALLIANCE INC | 14 | Q1 2023 | 0.6% |
View Chicago Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-10 |
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.