| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP NULL NULL | 33 | Q2 2024 | 7.5% |
| VANGUARD INDEX FDS SP 500 ETF SHS NEW | 33 | Q2 2024 | 2.8% |
| CALL ABBVIE INC | 33 | Q2 2024 | 0.8% |
| ILLINOIS TOOL WORKS INC NULL NULL | 33 | Q2 2024 | 0.6% |
| EXXON MOBIL CORP NULL NULL | 33 | Q2 2024 | 0.6% |
| VANGUARD REIT ETF | 33 | Q2 2024 | 1.0% |
| CVS HEALTH CORPORATION NULL | 33 | Q2 2024 | 0.6% |
| PROCTER GAMBLE CO NULL NULL | 33 | Q2 2024 | 0.4% |
| FIRST TR DORSEY ETF WRIGHT FOCUS FIVE FUND NULL | 33 | Q2 2024 | 0.5% |
| DANAHER CORP NULL NULL | 33 | Q2 2024 | 0.6% |
View WINTRUST INVESTMENTS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| X-17A-5 | 2024-02-29 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
View WINTRUST INVESTMENTS 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.