HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$28,748 | ||
| BRK.B | 150,355 | +827 | $28,748 |
 VANGUARD INDEX FDS (VOO) |
96,383 | +9,414 | $25,408 |
| VOO | 96,383 | +9,414 | $25,408 |
| VANGUARD INDEX FDS (VO) |
142,081 | +14,263 | $20,882 |
| VO | 142,081 | +14,263 | $20,882 |
| ISHARES TR (IWS) |
289,813 | -39,008 | $20,385 |
| IWS | 289,813 | -39,008 | $20,385 |
| ISHARES TR (IJH) |
128,403 | -10,734 | $19,987 |
| IJH | 128,403 | -10,734 | $19,987 |
| ENTERPRISE PRODS PARTNERS L |
1,172,907 | +16,394 | $19,165 |
| EPD | 1,172,907 | +16,394 | $19,165 |
| VANGUARD INDEX FDS (VUG) |
106,936 | +1,340 | $18,860 |
| VUG | 106,936 | +1,340 | $18,860 |
| BROOKFIELD INFRAST PARTNERS |
447,160 | -12,995 | $17,913 |
| BIP | 447,160 | -12,995 | $17,913 |
| SPDR S&P 500 ETF TR (SPY) |
57,983 | +1,901 | $16,620 |
| SPY | 57,983 | +1,901 | $16,620 |
| AMERICAN TOWER CORP NEW |
54,204 | -2,199 | $13,771 |
| AMT | 54,204 | -2,199 | $13,771 |
| KINDER MORGAN INC DEL |
903,378 | -4,035 | $13,524 |
| KMI | 903,378 | -4,035 | $13,524 |
| MAGELLAN MIDSTREAM PRTNRS LP |
303,461 | -3,778 | $12,145 |
| MMP | 303,461 | -3,778 | $12,145 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
40,570 | -842 | $11,525 |
| MDY | 40,570 | -842 | $11,525 |
| APPLE INC |
39,333 | +696 | $11,123 |
| AAPL | 39,333 | +696 | $11,123 |
| EATON VANCE LTD DUR INCOME F |
984,005 | -149,696 | $10,539 |
| EVV | 984,005 | -149,696 | $10,539 |
| ENERGY TRANSFER LP |
1,705,807 | +56,036 | $10,508 |
| ET | 1,705,807 | +56,036 | $10,508 |
| ISHARES TR (IVV) |
35,523 | +4,875 | $10,216 |
| IVV | 35,523 | +4,875 | $10,216 |
| CROWN CASTLE INTL CORP NEW |
60,151 | -2,591 | $10,048 |
| CCI | 60,151 | -2,591 | $10,048 |
| COHEN & STEERS LTD DURATION |
437,180 | +74,279 | $9,745 |
| LDP | 437,180 | +74,279 | $9,745 |
| ISHARES TR (EEM) |
256,177 | -4,878 | $9,289 |
| EEM | 256,177 | -4,878 | $9,289 |
| MICROSOFT CORP |
51,684 | +8,790 | $9,231 |
| MSFT | 51,684 | +8,790 | $9,231 |
| ISHARES TR (MTUM) |
62,909 | -2,577 | $7,454 |
| MTUM | 62,909 | -2,577 | $7,454 |
| BLACKSTONE GROUP INC |
128,177 | -9,128 | $6,410 |
| BX | 128,177 | -9,128 | $6,410 |
| VANGUARD INDEX FDS (VNQ) |
84,204 | +2,619 | $6,409 |
| VNQ | 84,204 | +2,619 | $6,409 |
| VANGUARD INDEX FDS (VTV) |
64,744 | -2,780 | $6,357 |
| VTV | 64,744 | -2,780 | $6,357 |
| AMAZON COM INC |
2,627 | +459 | $6,239 |
| AMZN | 2,627 | +459 | $6,239 |
| WILLIAMS COS INC |
341,916 | +10,895 | $6,182 |
| WMB | 341,916 | +10,895 | $6,182 |
| VANGUARD INDEX FDS (VB) |
45,775 | -519 | $5,717 |
| VB | 45,775 | -519 | $5,717 |
| MPLX LP |
399,875 | -4,364 | $5,618 |
| MPLX | 399,875 | -4,364 | $5,618 |
| ISHARES TR (EFA) |
96,135 | -12,649 | $5,359 |
| EFA | 96,135 | -12,649 | $5,359 |
| INNOVATOR ETFS TR (FFTY) |
181,591 | +683 | $5,355 |
| FFTY | 181,591 | +683 | $5,355 |
| NUVEEN MUN VALUE FD INC |
543,390 | +151,034 | $5,347 |
| NUV | 543,390 | +151,034 | $5,347 |
| ISHARES TR (IWD) |
49,065 | +2,057 | $5,344 |
| IWD | 49,065 | +2,057 | $5,344 |
| ISHARES TR (IWV) |
29,391 | +4,450 | $4,842 |
| IWV | 29,391 | +4,450 | $4,842 |
| ISHARES TR (IJR) |
81,014 | +1,714 | $4,806 |
| IJR | 81,014 | +1,714 | $4,806 |
| JPMORGAN CHASE & CO |
49,513 | +20,920 | $4,713 |
| JPM | 49,513 | +20,920 | $4,713 |
| SPDR SER TR (CWB) |
89,281 | -5,997 | $4,625 |
| CWB | 89,281 | -5,997 | $4,625 |
| VANGUARD INDEX FDS (VOE) |
50,966 | +4,640 | $4,543 |
| VOE | 50,966 | +4,640 | $4,543 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
90,364 | +65,558 | $4,532 |
| JPST | 90,364 | +65,558 | $4,532 |
| PIMCO ETF TR (MINT) |
40,093 | +21,220 | $4,021 |
| MINT | 40,093 | +21,220 | $4,021 |
| ISHARES TR (IWC) |
53,154 | +23,238 | $3,776 |
| IWC | 53,154 | +23,238 | $3,776 |
| ISHARES TR (IJT) |
24,972 | +1,116 | $3,666 |
| IJT | 24,972 | +1,116 | $3,666 |
| ISHARES TR (IJS) |
32,721 | +9,221 | $3,442 |
| IJS | 32,721 | +9,221 | $3,442 |
| ARES CAPITAL CORP |
282,297 | -10,865 | $3,433 |
| ARCC | 282,297 | -10,865 | $3,433 |
| DUKE ENERGY CORP NEW |
37,269 | -993 | $3,358 |
| DUK | 37,269 | -993 | $3,358 |
| INVESCO EXCHANGE TRADED FD T (CSD) |
108,567 | -5,604 | $3,355 |
| CSD | 108,567 | -5,604 | $3,355 |
| ONEOK INC NEW |
105,096 | -3,058 | $3,088 |
| OKE | 105,096 | -3,058 | $3,088 |
| FIRST TR DOW JONES SELECT MI (FDM) |
85,878 | +4,088 | $2,798 |
| FDM | 85,878 | +4,088 | $2,798 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
52,686 | +52 | $2,713 |
| LMBS | 52,686 | +52 | $2,713 |
| ISHARES TR (IWM) |
21,522 | +1,564 | $2,627 |
| IWM | 21,522 | +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 |
