HoldingsChannel.com
Chicago Partners Investment Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $34,351
     BRK.B149,528+265$34,351
ENTERPRISE PRODS PARTNERS L 1,156,513 +65,815 $33,562
     EPD1,156,513+65,815$33,562
ISHARES TR (IWS) 328,821 +2,106 $31,672
     IWS328,821+2,106$31,672
ISHARES TR (IJH) 139,137 +15,359 $29,159
     IJH139,137+15,359$29,159
VANGUARD INDEX FDS (VOO) 86,969 +3,345 $26,441
     VOO86,969+3,345$26,441
BROOKFIELD INFRAST PARTNERS 460,155 -8,370 $24,549
     BIP460,155-8,370$24,549
VANGUARD INDEX FDS (VO) 127,818 +16,223 $23,438
     VO127,818+16,223$23,438
ENERGY TRANSFER LP 1,649,771 +137,617 $22,404
     ET1,649,771+137,617$22,404
VANGUARD INDEX FDS (VUG) 105,596 -5,764 $20,166
     VUG105,596-5,764$20,166
MAGELLAN MIDSTREAM PRTNRS LP 307,239 +6,174 $19,971
     MMP307,239+6,174$19,971
KINDER MORGAN INC DEL 907,413 -1,052 $19,391
     KMI907,413-1,052$19,391
SPDR S&P 500 ETF TR (SPY) 56,082 +20,381 $18,559
     SPY56,082+20,381$18,559
SPDR S&P MIDCAP 400 ETF TR (MDY) 41,412 +289 $15,829
     MDY41,412+289$15,829
EATON VANCE LTD DUR INCOME F 1,133,701 +57,596 $15,078
     EVV1,133,701+57,596$15,078
AMERICAN TOWER CORP NEW 56,403 +740 $13,099
     AMT56,403+740$13,099
APPLE INC 38,637 +6,010 $12,180
     AAPL38,637+6,010$12,180
ISHARES TR (EEM) 261,055 +50,805 $12,001
     EEM261,055+50,805$12,001
MPLX LP 404,239 +35,863 $10,874
     MPLX404,239+35,863$10,874
ISHARES TR (IVV) 30,648 +16,178 $10,187
     IVV30,648+16,178$10,187
COHEN & STEERS LTD DUR PFD I 362,901 -1,008 $9,591
     LDP362,901-1,008$9,591
CROWN CASTLE INTL CORP NEW 62,742 -609 $9,112
     CCI62,742-609$9,112
ISHARES TR (MTUM) 65,486 +5,939 $8,554
     MTUM65,486+5,939$8,554
ONEOK INC NEW 108,154 -445 $8,304
     OKE108,154-445$8,304
BLACKSTONE GROUP INC 137,305 -12,728 $8,259
     BX137,305-12,728$8,259
VANGUARD INDEX FDS (VTV) 67,524 -121 $8,187
     VTV67,524-121$8,187
WILLIAMS COS INC DEL 331,021 -12,941 $7,958
     WMB331,021-12,941$7,958
VANGUARD INDEX FDS (VB) 46,294 +3,241 $7,861
     VB46,294+3,241$7,861
VANGUARD INDEX FDS (VNQ) 81,585 -3,566 $7,720
     VNQ81,585-3,566$7,720
ISHARES TR (EFA) 108,784 +60,958 $7,633
     EFA108,784+60,958$7,633
MICROSOFT CORP 42,894 +2,081 $7,128
     MSFT42,894+2,081$7,128
ISHARES TR (IJR) 79,300 +18,399 $6,782
     IJR79,300+18,399$6,782
INNOVATOR ETFS TR (FFTY) 180,908 +8,991 $6,587
     FFTY180,908+8,991$6,587
ISHARES TR (IWD) 47,008 +498 $6,497
     IWD47,008+498$6,497
INVESCO EXCHANGE TRADED FD T (CSD) 114,171 -25,817 $5,769
     CSD114,171-25,817$5,769
VANGUARD INDEX FDS (VOE) 46,326 +491 $5,617
     VOE46,326+491$5,617
ARES CAP CORP 293,162 -1,017 $5,570
     ARCC293,162-1,017$5,570
SPDR SERIES TRUST (CWB) 95,278 +8,049 $5,483
     CWB95,278+8,049$5,483
ISHARES TR (IWV) 24,941 -1,827 $4,835
     IWV24,941-1,827$4,835
ISHARES TR (IJT) 23,856 -1,142 $4,758
     IJT23,856-1,142$4,758
PLAINS ALL AMERN PIPELINE L 240,980 +10,719 $4,552
     PAA240,980+10,719$4,552
ISHARES TR (JKL) 29,712 +135 $4,309
     JKL29,712+135$4,309
NUVEEN MUN VALUE FD INC 392,356 +58,713 $4,218
     NUV392,356+58,713$4,218
FIRST TR DJS MICROCAP INDEX (FDM) 81,790 +3,947 $4,140
     FDM81,790+3,947$4,140
AMAZON COM INC 2,168 -4 $4,071
     AMZN2,168-4$4,071
MACQUARIE INFRASTRUCTURE COR 86,481 -47,524 $3,945
     MIC86,481-47,524$3,945
JPMORGAN CHASE & CO 28,593 +7,852 $3,924
     JPM28,593+7,852$3,924
ISHARES TR (IJS) 23,500 +704 $3,808
     IJS23,500+704$3,808
DUKE ENERGY CORP NEW 38,262 -205 $3,565
     DUK38,262-205$3,565
ISHARES TR (IWM) 19,958 +15,835 $3,383
     IWM19,958+15,835$3,383
EXXON MOBIL CORP 45,822 +2,889 $3,153
     XOM45,822+2,889$3,153

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 12/31/2019: $812,638
At 09/30/2019: $710,027

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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