HoldingsChannel.com
Chicago Partners Investment Group LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 559,228 +559,228 $34,762
     VGSH559,228+559,228$34,762
VANGUARD INDEX FDS (VOO) 100,341 +3,958 $29,798
     VOO100,341+3,958$29,798
BERKSHIRE HATHAWAY INC DEL      $28,531
     BRK.B148,490-1,865$28,531
VANGUARD INDEX FDS (VO) 143,760 +1,679 $24,834
     VO143,760+1,679$24,834
ISHARES TR (IJH) 129,806 +1,403 $24,191
     IJH129,806+1,403$24,191
ISHARES TR (IWS) 286,143 -3,670 $22,880
     IWS286,143-3,670$22,880
VANGUARD INDEX FDS (VUG) 104,921 -2,015 $22,376
     VUG104,921-2,015$22,376
ENTERPRISE PRODS PARTNERS L 1,193,640 +20,733 $21,617
     EPD1,193,640+20,733$21,617
BROOKFIELD INFRAST PARTNERS 445,456 -1,704 $19,092
     BIP445,456-1,704$19,092
SPDR S&P 500 ETF TR (SPY)      $18,454
     SPY57,585-398$18,613
     Put8,500+8,500$159
APPLE INC 41,968 +2,635 $15,916
     AAPL41,968+2,635$15,916
AMERICAN TOWER CORP NEW 57,310 +3,106 $14,918
     AMT57,310+3,106$14,918
SPDR S&P MIDCAP 400 ETF TR (MDY) 38,691 -1,879 $13,161
     MDY38,691-1,879$13,161
KINDER MORGAN INC DEL 892,800 -10,578 $12,678
     KMI892,800-10,578$12,678
MAGELLAN MIDSTREAM PRTNRS LP 303,932 +471 $12,668
     MMP303,932+471$12,668
ISHARES TR (IVV) 37,721 +2,198 $12,240
     IVV37,721+2,198$12,240
ENERGY TRANSFER LP 1,774,014 +68,207 $11,318
     ET1,774,014+68,207$11,318
ISHARES TR (EEM) 256,816 +639 $11,251
     EEM256,816+639$11,251
MICROSOFT CORP 54,538 +2,854 $11,118
     MSFT54,538+2,854$11,118
EATON VANCE LTD DURATION INC 961,175 -22,830 $10,967
     EVV961,175-22,830$10,967
COHEN & STEERS LTD DURATION 452,305 +15,125 $10,362
     LDP452,305+15,125$10,362
CROWN CASTLE INTL CORP NEW 59,944 -207 $10,097
     CCI59,944-207$10,097
ISHARES TR (MTUM) 63,038 +129 $8,775
     MTUM63,038+129$8,775
AMAZON COM INC 2,789 +162 $8,521
     AMZN2,789+162$8,521
VANGUARD INDEX FDS (VB) 53,655 +7,880 $8,139
     VB53,655+7,880$8,139
PIMCO ETF TR (MINT) 76,878 +36,785 $7,826
     MINT76,878+36,785$7,826
MPLX LP 402,609 +2,734 $7,360
     MPLX402,609+2,734$7,360
BLACKSTONE GROUP INC 130,208 +2,031 $7,194
     BX130,208+2,031$7,194
VANGUARD INDEX FDS (VNQ) 88,364 +4,160 $6,975
     VNQ88,364+4,160$6,975
J P MORGAN EXCHANGE TRADED F (JPST) 135,655 +45,291 $6,894
     JPST135,655+45,291$6,894
VANGUARD INDEX FDS (VTV) 65,062 +318 $6,738
     VTV65,062+318$6,738
INNOVATOR ETFS TR (FFTY) 182,948 +1,357 $6,679
     FFTY182,948+1,357$6,679
WILLIAMS COS INC 340,053 -1,863 $6,403
     WMB340,053-1,863$6,403
ISHARES TR (EFA) 99,603 +3,468 $6,384
     EFA99,603+3,468$6,384
ISHARES TR (IWD) 50,169 +1,104 $5,896
     IWD50,169+1,104$5,896
VANGUARD INDEX FDS (VOE) 58,062 +7,096 $5,844
     VOE58,062+7,096$5,844
FLEXSHARES TR (RAVI) 75,596 +75,596 $5,769
     RAVI75,596+75,596$5,769
SPDR SER TR (CWB) 89,393 +112 $5,748
     CWB89,393+112$5,748
ISHARES TR (IWV) 29,301 -90 $5,531
     IWV29,301-90$5,531
NUVEEN MUN VALUE FD INC 511,968 -31,422 $5,396
     NUV511,968-31,422$5,396
JPMORGAN CHASE & CO 51,927 +2,414 $5,032
     JPM51,927+2,414$5,032
ISHARES TR (IJR) 70,303 -10,711 $4,980
     IJR70,303-10,711$4,980
ISHARES TR (IJT) 25,855 +883 $4,582
     IJT25,855+883$4,582
ISHARES TR (IWC) 50,854 -2,300 $4,534
     IWC50,854-2,300$4,534
ISHARES TR (IJS) 33,334 +613 $4,132
     IJS33,334+613$4,132
ARES CAPITAL CORP 294,812 +12,515 $4,026
     ARCC294,812+12,515$4,026
INVESCO EXCHANGE TRADED FD T (CSD) 98,070 -10,497 $3,925
     CSD98,070-10,497$3,925
FIRST TR DOW JONES SELECT MI (FDM) 93,456 +7,578 $3,639
     FDM93,456+7,578$3,639
ISHARES TR (IWM) 23,746 +2,224 $3,505
     IWM23,746+2,224$3,505
ONEOK INC NEW 113,081 +7,985 $3,169
     OKE113,081+7,985$3,169

See Full List: All Stocks Held By Chicago Partners Investment Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Chicago Partners Investment Group LLC

Size ($ in 1000's)
At 06/30/2020: $800,183
At 03/31/2020: $647,671

Chicago Partners Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Chicago Partners Investment Group LLC 13F filings. Link to 13F filings: SEC filings

Chicago Partners Investment Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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