HoldingsChannel.com
Wintrust Investments LLC Top Holdings
As of  06/30/2022, below is a summary of the Wintrust Investments LLC top holdings by largest position size, as per the latest 13f filing made by Wintrust Investments LLC. In the Wintrust Investments 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 Wintrust Investments LLC in that top holding, then the share count change between reporting periods, and finally the Wintrust Investments LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES CORE S&P MID ETF ETF (IJH) 196,630 +384 $44,484
     IJH196,630+384$44,484
APPLE INC 301,480 -2,041 $41,218
     AAPL301,480-2,041$41,218
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD (IVV) 92,959 -2,833 $35,245
     IVV92,959-2,833$35,245
ISHARES ETF RUSSELL 2000 (IWM) 195,317 -2,201 $33,079
     IWM195,317-2,201$33,079
BERKSHIRE HATHAWAY INC SERIES B NEW      $30,070
     BRK.B110,140-9,510$30,070
ALPHABET INC NON VOTING CAP STK CL C 13,258 -413 $29,001
     GOOG13,258-413$29,001
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF (VWO) 663,552 +6,932 $27,637
     VWO663,552+6,932$27,637
CALL SPY OPTION      $27,548
     OPT63,300-16,700$27,548
ISHARES 20 YEAR ETF TREASURY BOND (TLT) 168,668 +152,083 $19,375
     TLT168,668+152,083$19,375
MICROSOFT CORP 71,670 -28,790 $18,407
     MSFT71,670-28,790$18,407
INVESCO TR ETF S&P 500 EQUAL WEIGHT (RSP) 109,216 +60,425 $14,551
     RSP109,216+60,425$14,551
OCCIDENTAL PETE CORP 215,707 +160,607 $12,701
     OXY215,707+160,607$12,701
VANGUARD DIVIDEND ETF APPRECIATION (VIG) 79,988 +2,836 $11,476
     VIG79,988+2,836$11,476
BRISTOL MYERS SQUIBB CO 145,712 +117,692 $11,220
     BMY145,712+117,692$11,220
CALL HOME DEPOT INC      $9,287
     OPT29,900-500$9,287
AMAZON COM INC 82,884 +78,810 $8,803
     AMZN82,884+78,810$8,803
FIRST TR VALUE LINE ETF (FVD) 211,504 +17,619 $8,208
     FVD211,504+17,619$8,208
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW (VOO) 23,371 -111 $8,107
     VOO23,371-111$8,107
CALL META PLATFORMS INC      $7,892
     OPT36,700-14,100$7,892
CALL ENERGY SELECT      $7,371
     OPT90,300+90,300$7,371
ISHARES ETF 1 3 YR TREASURY BOND (SHY) 87,428 +72,995 $7,238
     SHY87,428+72,995$7,238
FIRST TRUST RISING ETF DIVIDEND ACHIEVERS (RDVY) 175,215 -4,123 $7,170
     RDVY175,215-4,123$7,170
JOHNSON & JOHNSON 37,289 +416 $6,619
     JNJ37,289+416$6,619
PHILLIPS 66 80,630 +593 $6,611
     PSX80,630+593$6,611
REPUBLIC SVCS INC 50,360 +250 $6,591
     RSG50,360+250$6,591
MRC GLOBAL INC 595,599 -43,727 $5,932
     MRC595,599-43,727$5,932
CALL CITIGROUP INC NEW      $5,834
     OPT96,900-38,700$5,834
JPMORGAN CHASE & CO 47,779 +500 $5,380
     JPM47,779+500$5,380
VANGUARD HEALTH CARE ETF (VHT) 21,505 +524 $5,064
     VHT21,505+524$5,064
VISA INC CLASS A 25,706 +1,182 $5,061
     V25,706+1,182$5,061
CALL GOLDMAN SACHS GRP      $4,888
     OPT14,500-2,500$4,888
HOME DEPOT INC 16,372 +813 $4,490
     HD16,372+813$4,490
CALL BANK AMER CORP      $4,075
     OPT116,300+59,500$4,075
KORN FERRY INTL 68,655 +29,065 $3,983
     KFY68,655+29,065$3,983
EXXON MOBIL CORP 46,272 +7,153 $3,963
     XOM46,272+7,153$3,963
ABBVIE INC 25,636 +1,421 $3,926
     ABBV25,636+1,421$3,926
CORE LABORATORIES INC 191,024 +183,239 $3,784
     CLB191,024+183,239$3,784
ISHARES JP MORGAN ETF USD EMERGING MAKETS BOND (EMB) 41,368 -708 $3,530
     EMB41,368-708$3,530
CALL VISA      $3,503
     OPT16,800-4,700$3,503
FIRST TR ETF VI ETF SMID CAP RISING DIVID ACHIEVERS (SDVY) 145,507 -2,833 $3,475
     SDVY145,507-2,833$3,475
CISCO SYSTEMS INC 72,927 +229 $3,110
     CSCO72,927+229$3,110
BANK OF AMERICA CORP 99,385 +10,954 $3,094
     BAC99,385+10,954$3,094
FIRST TRUST NASDAQ 1 ETF EQUAL WEIGHTED INDEX ETF (QQEW) 35,183 -938 $3,073
     QQEW35,183-938$3,073
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 56,652 +21,169 $3,056
     BUD56,652+21,169$3,056
CALL MORGAN STANLEY      $3,056
     OPT36,000+11,500$3,056
LOCKHEED MARTIN CORP 7,005 -209 $3,012
     LMT7,005-209$3,012
FIRST TR DORSEY ETF WRIGHT FOCUS FIVE FUND (FV) 71,833 -1,305 $2,975
     FV71,833-1,305$2,975
FIRST TR ETF IV ETF FIRST TR LOW DURATION MTG OPPORTUNITIES ETF (LMBS) 61,205 +18,438 $2,956
     LMBS61,205+18,438$2,956
KINDER MORGAN INC DEL 164,765 +23,530 $2,761
     KMI164,765+23,530$2,761
META PLATFORMS INC CLASS A 17,022 -849 $2,745
     FB17,022-849$2,745

See Full List: All Stocks Held By Wintrust Investments LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wintrust Investments LLC

Size ($ in 1000's)
At 06/30/2022: $836,104
At 03/31/2022: $1,038,833

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

Wintrust Investments LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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