HoldingsChannel.com
Chicago Partners Investment Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Chicago Partners Investment Group LLC top holdings by largest position size, as per the latest 13f filing made by Chicago Partners Investment Group LLC. In the Chicago Partners Investment Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Chicago Partners Investment Group LLC in that top holding, then the share count change between reporting periods, and finally the Chicago Partners Investment Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 141,728 +8,894 $53,685
     VOO141,728+8,894$53,685
VANGUARD INDEX FDS (VO) 196,697 +4,540 $42,445
     VO196,697+4,540$42,445
BERKSHIRE HATHAWAY INC DEL      $41,905
     BRK.B139,406-758$41,905
ENTERPRISE PRODS PARTNERS L 1,387,900 +3,486 $37,099
     EPD1,387,900+3,486$37,099
ISHARES TR (IJH) 142,708 +4,043 $35,810
     IJH142,708+4,043$35,810
ISHARES TR (IWS) 297,461 +3,451 $32,831
     IWS297,461+3,451$32,831
APPLE INC 193,952 +2,643 $31,519
     AAPL193,952+2,643$31,519
SPDR S&P 500 ETF TR (SPY) 72,153 -1,065 $29,726
     SPY72,153-1,065$29,726
BROOKFIELD INFRAST PARTNERS 664,003 +218,721 $26,447
     BIP664,003+218,721$26,447
VANGUARD INDEX FDS (VUG) 103,412 +295 $26,056
     VUG103,412+295$26,056
ENERGY TRANSFER L P 2,071,838 +54,250 $23,432
     ET2,071,838+54,250$23,432
DIMENSIONAL ETF TRUST (DFUS) 524,143 +53,943 $23,345
     DFUS524,143+53,943$23,345
MICROSOFT CORP 68,548 +772 $19,244
     MSFT68,548+772$19,244
AMERICAN TOWER CORP NEW 69,580 +410 $18,844
     AMT69,580+410$18,844
SPDR S&P MIDCAP 400 ETF TR (MDY) 40,708 +810 $18,670
     MDY40,708+810$18,670
KINDER MORGAN INC DEL 888,957 -12,169 $15,992
     KMI888,957-12,169$15,992
DIMENSIONAL ETF TRUST (DFSD) 330,192 -152,036 $15,687
     DFSD330,192-152,036$15,687
DIMENSIONAL ETF TRUST (DFAC) 593,427 -180,357 $15,079
     DFAC593,427-180,357$15,079
ISHARES TR (IVV) 36,387 -621 $15,074
     IVV36,387-621$15,074
MAGELLAN MIDSTREAM PRTNRS LP 287,832 -4,047 $14,823
     MMP287,832-4,047$14,823
BLACKSTONE INC 135,795 +3 $13,861
     BX135,795+3$13,861
VANGUARD INDEX FDS (VB) 70,834 +1,398 $13,798
     VB70,834+1,398$13,798
MPLX LP 401,981 -4,153 $13,068
     MPLX401,981-4,153$13,068
WILLIAMS COS INC 343,704 -728 $11,717
     WMB343,704-728$11,717
COHEN & STEERS LTD DURATION 511,540 +9,988 $11,013
     LDP511,540+9,988$11,013
CROWN CASTLE INTL CORP NEW 58,710 +481 $10,606
     CCI58,710+481$10,606
VANGUARD INDEX FDS (VNQ) 105,936 -2,792 $10,483
     VNQ105,936-2,792$10,483
DIMENSIONAL ETF TRUST (DFAS) 193,505 +27,593 $10,267
     DFAS193,505+27,593$10,267
AMAZON COM INC 74,862 +70,964 $10,103
     AMZN74,862+70,964$10,103
ISHARES TR (IGSB) 196,022 +43,390 $10,050
     IGSB196,022+43,390$10,050
EATON VANCE LTD DURATION INC 873,927 -14,209 $9,552
     EVV873,927-14,209$9,552
DIMENSIONAL ETF TRUST (DFAX) 428,333 -158,284 $9,492
     DFAX428,333-158,284$9,492
ISHARES TR (IJR) 92,707 +68 $9,418
     IJR92,707+68$9,418
ISHARES TR (MTUM) 64,343 -65 $9,228
     MTUM64,343-65$9,228
ISHARES TR (ICSH) 184,012 +9,364 $9,214
     ICSH184,012+9,364$9,214
JPMORGAN CHASE & CO 77,162 +296 $8,901
     JPM77,162+296$8,901
VANGUARD INDEX FDS (VOE) 61,861 +898 $8,622
     VOE61,861+898$8,622
ISHARES TR (IWD) 53,227 +1,176 $8,225
     IWD53,227+1,176$8,225
INNOVATOR ETFS TR (FFTY) 277,884 -30,625 $7,906
     FFTY277,884-30,625$7,906
BROOKFIELD ASSET MGMT INC 155,489 +20,730 $7,720
     BAM155,489+20,730$7,720
ISHARES TR (IWC) 65,308 +216 $7,474
     IWC65,308+216$7,474
VANGUARD INDEX FDS (VTV) 53,700 +1,011 $7,440
     VTV53,700+1,011$7,440
ISHARES TR (IJT) 61,154 -484 $7,206
     IJT61,154-484$7,206
ISHARES TR (IJS) 73,503 +933 $7,102
     IJS73,503+933$7,102
ONEOK INC NEW 118,700 +373 $7,091
     OKE118,700+373$7,091
FIRST TR DOW JONES SELECT MI (FDM) 120,738 +3,035 $7,027
     FDM120,738+3,035$7,027
VANGUARD SCOTTSDALE FDS (VGSH) 117,568 +14 $6,941
     VGSH117,568+14$6,941
DIMENSIONAL ETF TRUST (DFAU) 240,169 +17,024 $6,926
     DFAU240,169+17,024$6,926
NVIDIA CORPORATION 33,833 +1,169 $6,145
     NVDA33,833+1,169$6,145
ISHARES TR (IWM) 31,433 +1,693 $5,886
     IWM31,433+1,693$5,886

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 06/30/2022: $1,381,250
At 03/31/2022: $1,309,838

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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