Chicago Partners Wealth Advisors

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$68.12M11.6166,668-0.09%-$63,354.773.26
ONEOK, Inc.
OKE
$22.76M0.05283,267-0.71%-$161,985.861.09
Kinder Morgan, Inc.
KMI
$14.71M0.04784,073-4.48%-$689,824.130.7
The Williams Companies, Inc.
WMB
$13.53M0.03348,926+2.13%+$282,861.500.65
Brookfield Corporation
BN
$11.87M0.02294,002+1.55%+$181,664.940.57
American Tower Corporation
AMT
$12.2M0.0270,053+3.95%+$464,018.120.58
Blackstone Inc.
BX
$21.98M0.02176,780+3.17%+$674,132.611.05
Accenture plc
ACN
$14.28M0.0145,073-0.02%-$2,217.820.68
Advanced Micro Devices, Inc.
AMD
$11.26M0.0173,972+129.35%+$6.35M0.54
JPMorgan Chase & Co.
JPM
$15.34M<0.0179,828+1.32%+$200,400.820.73
Apple Inc.
AAPL
$39.01M<0.01233,759+1.96%+$749,883.201.87
Eli Lilly and Company
LLY
$14.1M<0.0118,904-2.71%-$392,973.870.68
Visa Inc.
V
$10.43M<0.0138,056-4.26%-$464,619.920.5
NVIDIA Corporation
NVDA
$30.97M<0.0137,572-4.12%-$1.33M1.48
Alphabet Inc.
GOOGL
$9.92M<0.0162,711+6.34%+$591,575.290.48
Amazon.com, Inc.
AMZN
$19.71M<0.01109,799+5.14%+$963,050.880.94
Microsoft Corporation
MSFT
$37.25M<0.0191,404+3.77%+$1.35M1.78
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$20.02M<0.01393,730+9.32%+$1.71M0.96
Vanguard Mid Cap Index Fund
VO
$74.16M<0.01310,439+7.05%+$4.88M3.55
Vanguard Total Bond Market Index Fund
BND
$9.79M<0.01138,040+35.55%+$2.57M0.47
MPLX LP
MPLX
$19.36M<0.01466,693+4.95%+$912,643.870.93
Vanguard Real Estate Index Fund
VNQ
$8.96M<0.01111,405-2.89%-$266,947.280.43
SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.26M<0.0147,685+1.72%+$426,485.471.21
Alphabet Inc.
GOOG
$8.99M<0.0156,230+24.61%+$1.78M0.43
Vanguard Small Cap Index Fund
VB
$26.87M<0.01123,976+8%+$1.99M1.29
Brookfield Infrastructure Partners LP
BIP PR A
$16.2M<0.01581,412New+$16.2M0.78
Energy Transfer LP
ET
$46.77M<0.012.94M+5.43%+$2.41M2.24
Avantis U.S. Small Cap Value ETF
AVUV
$15.15M<0.01167,524+7.55%+$1.06M0.73
Enterprise Products Partners L.P.
EPD
$51.08M<0.011.77M+4.46%+$2.18M2.45
SPDR S&P 500 ETF Trust
SPY
$42.5M<0.0184,043+0.93%+$391,372.232.03
Avantis U.S. Equity ETF
AVUS
$15.51M<0.01179,706+3.43%+$514,926.830.74
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.97M<0.01231,606+6.18%+$754,925.510.62
Schwab U.S. Large-Cap ETF
SCHX
$24.53M<0.01409,053+6.48%+$1.49M1.17
Avantis U.S. Large Cap Value ETF
AVLV
$15.86M<0.01255,060+5.91%+$884,467.780.76
iShares Russell Mid-Cap Value ETF
IWS
$36.43M<0.01303,941-0.28%-$100,442.541.74
Vanguard Growth Index Fund
VUG
$49.21M<0.01148,618+2.33%+$1.12M2.36
Dimensional US High Profitability ETF
DUHP
$21.32M<0.01705,565+6.32%+$1.27M1.02
Schwab U.S. Mid-Cap ETF
SCHM
$13.9M<0.01179,860+6.36%+$831,455.530.67
iShares Russell 1000 Value ETF
IWD
$9.31M<0.0153,626+1%+$92,212.680.45
Vanguard Value Index Fund
VTV
$18.88M<0.01119,407+1.72%+$318,314.850.9
Dimensional U.S. Equity ETF
DFUS
$45.06M<0.01818,894+37.41%+$12.27M2.16
Invesco QQQ Trust
QQQ
$12.46M<0.0129,312+23.57%+$2.38M0.6
iShares Core S&P 500 ETF
IVV
$29.07M<0.0157,210+1.76%+$503,086.451.39
Vanguard Total Stock Market Index Fund
VTI
$15.64M<0.0162,410+11.33%+$1.59M0.75
Dimensional U.S. Small Cap ETF
DFAS
$27.49M<0.01462,778+13.17%+$3.2M1.32
iShares Core S&P Small-Cap ETF
IJR
$14.07M<0.01132,772+3.54%+$480,529.830.67
Vanguard 500 Index Fund
VOO
$104.76M<0.01225,357+5.54%+$5.5M5.01
iShares Core U.S. Aggregate Bond ETF
AGG
$9.65M<0.01100,882+4.53%+$418,423.240.46
iShares Core S&P Mid-Cap ETF
IJH
$52.1M<0.01900,676+407.56%+$41.84M2.49
Vanguard Mid-Cap Value Index Fund
VOE
$11.93M<0.0179,450+8%+$883,963.630.57