
Chicago Partners Investment Group LLC
CIK Number: 0001563525
3.01B
Market Value
783
# of Holdings
15 months
Avg. Holding Period
40.42%
Win Rate
31.85%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | VOO | Vanguard 500 In... | 484.02 | +0.16% | 235.48K | -1.89% | 127.66M | 331.14 | 4.24% |
2 | VO | Vanguard Mid Ca... | 245.58 | +0.78% | 337.19K | +1.86% | 89.82M | 194.08 | 2.99% |
3 | BRK-B | Berkshire Hatha... | 518.42 | +0.38% | 160.95K | -3.41% | 72.72M | 206.86 | 2.42% |
4 | NVDA | NVIDIA Corporat... | 101.40 | -2.96% | 508.38K | +0.56% | 71.23M | 46.97 | 2.37% |
5 | DFUS | Dimensional U.S... | 56.90 | +0.22% | 1.01M | +1.62% | 65.12M | 51.09 | 2.17% |
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