Chicago Partners Investment Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Williams Cos Inc/The | $19.45M | 0.5% |
| ISHARES INC | $18.79M | 0.5% |
| KINDER MORGAN, INC. | $18.11M | 0.4% |
| DIMENSIONAL ETF TRUST | $17.50M | 0.4% |
| Brookfield Infrastructure Partners LP | $17.37M | 0.4% |
| ISHARES TR | $16.43M | 0.4% |
| SPDR SERIES TRUST | $16.22M | 0.4% |
| VANGUARD INDEX FDS | $16.09M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $15.81M | 0.4% |
| DIMENSIONAL ETF TRUST | $13.94M | 0.3% |
| EA SERIES TRUST | $13.61M | 0.3% |
| iShares MSCI UAE ETF | $13.60M | 0.3% |
| ISHARES TR | $13.09M | 0.3% |
| VANGUARD BD INDEX FDS | $13.02M | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $12.30M | 0.3% |
| SCHWAB STRATEGIC TR | $12.17M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $12.14M | 0.3% |
| ARES CAPITAL CORPARCC | $11.96M | 0.3% |
| Visa Inc | $11.95M | 0.3% |
| ISHARES TR | $11.73M | 0.3% |
| AST SpaceMobile, Inc. | $11.69M | 0.3% |
| SCHWAB STRATEGIC TR | $11.60M | 0.3% |
| INVESCO EXCH TRADED FD TR II | $11.37M | 0.3% |
| AbbVie Inc. | $11.33M | 0.3% |
| VANGUARD MALVERN FDS | $11.29M | 0.3% |
| iShares MSCI UAE ETF | $10.51M | 0.3% |
| EATON VANCE LIMITED DURATION | $10.42M | 0.3% |
| ISHARES TR | $9.80M | 0.2% |
| DIMENSIONAL ETF TRUST | $9.63M | 0.2% |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.LDP | $9.56M | 0.2% |
| ISHARES TR | $9.49M | 0.2% |
| ISHARES TR | $9.40M | 0.2% |
| ISHARES TR | $9.40M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $9.15M | 0.2% |
| KKR & Co. Inc. | $9.13M | 0.2% |
| BLUE OWL CAPITAL INC. | $8.87M | 0.2% |
| EXXON MOBIL CORP | $8.79M | 0.2% |
| Targa Resources Corp | $8.65M | 0.2% |
| FIRST TR EXCHANGE-TRADED ALP | $8.63M | 0.2% |
| ISHARES TR | $8.56M | 0.2% |
| FIRST TR EXCH TRADED FD III | $8.52M | 0.2% |
| INNOVATOR ETFS TRUST | $8.45M | 0.2% |
| Broadcom Inc. | $8.41M | 0.2% |
| MICRON TECHNOLOGY INC | $8.31M | 0.2% |
| ENTERGY CORP /DE | $8.21M | 0.2% |
| ISHARES TR | $8.13M | 0.2% |
| Tesla Inc | $8.09M | 0.2% |
| DIMENSIONAL ETF TRUST | $8.04M | 0.2% |
| DIMENSIONAL ETF TRUST | $8.00M | 0.2% |
| VANGUARD TAX-MANAGED FDS | $7.92M | 0.2% |