CIK 1563525
Chicago Partners Investment Group LLC
Institutional 13F holdings & portfolio
Holdings
1,292
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 34K | $1M+ | SH |
| ORCL | ORACLE CORP | 29K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 35K | $1M+ | SH |
| GLD | SPDR GOLD TR | 11K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 57K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 60K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 213K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 36K | $1M+ | SH |
| IWF | ISHARES TR | 10K | $1M+ | SH |
| DEHP | DIMENSIONAL ETF TRUST | 137K | $1M+ | SH |
| IVE | ISHARES TR | 22K | $1M+ | SH |
| CG | CARLYLE GROUP INC | 77K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 21K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 63K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 190K | $1M+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 26K | $1M+ | SH |
| ICSH | ISHARES TR | 88K | $1M+ | SH |
| DGRO | ISHARES TR | 62K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 64K | $1M+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 536K | $1M+ | SH |
| IREN | IREN LIMITED | 76K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 46K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 156K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 94K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 106K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 66K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 88K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 26K | $1M+ | SH |
| GLW | CORNING INC | 43K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| MRK | MERCK & CO INC | 37K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 205K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 39K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 26K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 26K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 39K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 22K | $1M+ | SH |
| IXUS | ISHARES TR | 42K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 17K | $1M+ | SH |
| MUB | ISHARES TR | 34K | $1M+ | SH |
| PAGP | PLAINS GP HLDGS L P | 180K | $1M+ | SH |
| EEM | ISHARES TR | 62K | $1M+ | SH |
| ISCV | ISHARES TR | 50K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 82K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 36K | $1M+ | SH |
| AMLP | ALPS ETF TR | 72K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 70K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 21K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 19K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 32K | $1M+ | SH |