Chicago Partners Investment Group LLC

Q1 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2025
Date filed
5/9/2025
Form type
13F-HR
Num holdings
933
Total value ($000)
$3,007,869
Net value change ($000)
+288 (0.0%)
New positions
167
Sold out positions
79
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/24/2025 Next filing: 7/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 10,251 14.1%
SCHB 6,514 50.5%
EBI 5,196 NEW
ITOT 5,098 83.3%
DUSB 4,836 31.5%
MSFT 4,022 9.0%
VIG 3,818 127.3%
FXL 3,615 1119.2%
PWB 3,299 726.7%
DFIC 3,052 26.5%
Top Reduces (Value $000, Stocks/ETFs)
GBIL -18,839 -57.5%
VTI -12,261 -34.3%
NVDA -11,414 -16.0%
AAPL -11,039 -17.9%
ET -9,458 -14.6%
BOXX -8,910 -100.0%
BX -7,217 -19.9%
OKE -5,567 -20.0%
AMZN -4,433 -15.6%
SCHD -4,366 -25.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type