HoldingsChannel.com
Chicago Partners Investment Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $28,748
     BRK.B150,355+827$28,748
VANGUARD INDEX FDS (VOO) 96,383 +9,414 $25,408
     VOO96,383+9,414$25,408
VANGUARD INDEX FDS (VO) 142,081 +14,263 $20,882
     VO142,081+14,263$20,882
ISHARES TR (IWS) 289,813 -39,008 $20,385
     IWS289,813-39,008$20,385
ISHARES TR (IJH) 128,403 -10,734 $19,987
     IJH128,403-10,734$19,987
ENTERPRISE PRODS PARTNERS L 1,172,907 +16,394 $19,165
     EPD1,172,907+16,394$19,165
VANGUARD INDEX FDS (VUG) 106,936 +1,340 $18,860
     VUG106,936+1,340$18,860
BROOKFIELD INFRAST PARTNERS 447,160 -12,995 $17,913
     BIP447,160-12,995$17,913
SPDR S&P 500 ETF TR (SPY) 57,983 +1,901 $16,620
     SPY57,983+1,901$16,620
AMERICAN TOWER CORP NEW 54,204 -2,199 $13,771
     AMT54,204-2,199$13,771
KINDER MORGAN INC DEL 903,378 -4,035 $13,524
     KMI903,378-4,035$13,524
MAGELLAN MIDSTREAM PRTNRS LP 303,461 -3,778 $12,145
     MMP303,461-3,778$12,145
SPDR S&P MIDCAP 400 ETF TR (MDY) 40,570 -842 $11,525
     MDY40,570-842$11,525
APPLE INC 39,333 +696 $11,123
     AAPL39,333+696$11,123
EATON VANCE LTD DUR INCOME F 984,005 -149,696 $10,539
     EVV984,005-149,696$10,539
ENERGY TRANSFER LP 1,705,807 +56,036 $10,508
     ET1,705,807+56,036$10,508
ISHARES TR (IVV) 35,523 +4,875 $10,216
     IVV35,523+4,875$10,216
CROWN CASTLE INTL CORP NEW 60,151 -2,591 $10,048
     CCI60,151-2,591$10,048
COHEN & STEERS LTD DURATION 437,180 +74,279 $9,745
     LDP437,180+74,279$9,745
ISHARES TR (EEM) 256,177 -4,878 $9,289
     EEM256,177-4,878$9,289
MICROSOFT CORP 51,684 +8,790 $9,231
     MSFT51,684+8,790$9,231
ISHARES TR (MTUM) 62,909 -2,577 $7,454
     MTUM62,909-2,577$7,454
BLACKSTONE GROUP INC 128,177 -9,128 $6,410
     BX128,177-9,128$6,410
VANGUARD INDEX FDS (VNQ) 84,204 +2,619 $6,409
     VNQ84,204+2,619$6,409
VANGUARD INDEX FDS (VTV) 64,744 -2,780 $6,357
     VTV64,744-2,780$6,357
AMAZON COM INC 2,627 +459 $6,239
     AMZN2,627+459$6,239
WILLIAMS COS INC 341,916 +10,895 $6,182
     WMB341,916+10,895$6,182
VANGUARD INDEX FDS (VB) 45,775 -519 $5,717
     VB45,775-519$5,717
MPLX LP 399,875 -4,364 $5,618
     MPLX399,875-4,364$5,618
ISHARES TR (EFA) 96,135 -12,649 $5,359
     EFA96,135-12,649$5,359
INNOVATOR ETFS TR (FFTY) 181,591 +683 $5,355
     FFTY181,591+683$5,355
NUVEEN MUN VALUE FD INC 543,390 +151,034 $5,347
     NUV543,390+151,034$5,347
ISHARES TR (IWD) 49,065 +2,057 $5,344
     IWD49,065+2,057$5,344
ISHARES TR (IWV) 29,391 +4,450 $4,842
     IWV29,391+4,450$4,842
ISHARES TR (IJR) 81,014 +1,714 $4,806
     IJR81,014+1,714$4,806
JPMORGAN CHASE & CO 49,513 +20,920 $4,713
     JPM49,513+20,920$4,713
SPDR SER TR (CWB) 89,281 -5,997 $4,625
     CWB89,281-5,997$4,625
VANGUARD INDEX FDS (VOE) 50,966 +4,640 $4,543
     VOE50,966+4,640$4,543
J P MORGAN EXCHANGE TRADED F (JPST) 90,364 +65,558 $4,532
     JPST90,364+65,558$4,532
PIMCO ETF TR (MINT) 40,093 +21,220 $4,021
     MINT40,093+21,220$4,021
ISHARES TR (IWC) 53,154 +23,238 $3,776
     IWC53,154+23,238$3,776
ISHARES TR (IJT) 24,972 +1,116 $3,666
     IJT24,972+1,116$3,666
ISHARES TR (IJS) 32,721 +9,221 $3,442
     IJS32,721+9,221$3,442
ARES CAPITAL CORP 282,297 -10,865 $3,433
     ARCC282,297-10,865$3,433
DUKE ENERGY CORP NEW 37,269 -993 $3,358
     DUK37,269-993$3,358
INVESCO EXCHANGE TRADED FD T (CSD) 108,567 -5,604 $3,355
     CSD108,567-5,604$3,355
ONEOK INC NEW 105,096 -3,058 $3,088
     OKE105,096-3,058$3,088
FIRST TR DOW JONES SELECT MI (FDM) 85,878 +4,088 $2,798
     FDM85,878+4,088$2,798
FIRST TR EXCHANGE TRADED FD (LMBS) 52,686 +52 $2,713
     LMBS52,686+52$2,713
ISHARES TR (IWM) 21,522 +1,564 $2,627
     IWM21,522+1,564$2,627

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 03/31/2020: $647,671
At 12/31/2019: $812,638

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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