Chicago Partners Investment Group LLC

RIA/Wealth

Chicago Partners Investment Group LLC is a RIA/Wealth based in Chicago, IL led by Anthony Joseph Halpin, reporting $6.0B in AUM as of Q3 2025 with 59% ETF concentration.

FounderAnthony Joseph Halpin

Portfolio Value: $3.8B
Positions: 1,204
Top Holding: VOO at 4.31%
Last Reported: Q3 2025

Address1 North Wacker Drive, Suite 4075, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in Chicago Partners Investment Group LLC's portfolio (23.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$164.0M	4.31%	+$4.7M Bought	— 259.6K shares	Q4 2014 Held for 10y 11m
2 Vanguard Mid-Cap Fund VO	ETF ETF	$111.4M	2.93%	+$5.7M Bought	— 379.8K shares	Q4 2014 Held for 10y 11m
3 Nvidia NVDA	Semiconductors Technology	$111.1M	2.92%	+$1.9M Bought	0.00% 552.6K shares	Q3 2019 Held for 6y 2m
4 Dimensional U.S. Equity DFUS	ETF ETF	$81.3M	2.14%	+$594.7K Bought	— 1.1M shares	Q2 2021 Held for 4y 5m
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$76.1M	2.00%	-$957.6K Sold	0.01% 158.1K shares	Q4 2019 Held for 5y 11m
6 Apple AAPL	Consumer Electronics Technology	$75.9M	1.99%	+$4.4M Bought	0.00% 282.0K shares	Q4 2014 Held for 10y 11m
7 Vanguard Growth VUG	ETF ETF	$74.0M	1.95%	-$408.7K Sold	— 147.5K shares	Q4 2014 Held for 10y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$65.8M	1.73%	+$2.5M Bought	0.00% 121.4K shares	Q4 2014 Held for 10y 11m
9 Enterprise Products Partners EPD	Oil & Gas Midstream Energy	$63.6M	1.67%	+$1.1M Bought	0.09% 2.0M shares	Q4 2014 Held for 10y 11m
10 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$59.5M	1.56%	+$468.5K Bought	— 905.8K shares	Q4 2014 Held for 10y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Chicago Partners Investment Group LLC's latest filing

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Market Value

$3.8B

Prior: $3.5B

Q/Q Change

+9.84%

+$340.7M

Net Flows % of MV

+3.97%

Turnover Ratio

3.86%

New Purchases

86 stocks

$25.8M

Added To

698 stocks

+$185.8M

Sold Out Of

33 stocks

$10.7M

Reduced Holdings

288 stocks

-$50.1M

Increased Positions

Position	Shares Δ	Change
1 First Trust BuyWrite Income FTHI	New	0 → 90.0K +$2.2M
2 Generac Holdings GNRC	New	0 → 4.1K +$783.4K
3 Invesco S&P SmallCap Momentum XSMO	New	0 → 8.7K +$636.1K
4 Allison Transmission Holdings ALSN	New	0 → 7.5K +$614.3K
5 Chewy CHWY	New	0 → 16.2K +$553.3K

Decreased Positions

Position	Shares Δ	Change
1 JPI Nuveen Preferred and Income Term Fund JPI	Sold	82.2K → 0 −$1.7M
2 Walgreens Boots Alliance WBA	Sold	123.7K → 0 −$1.4M
3 Appian Corporation APPN	Sold	33.9K → 0 −$1.0M
4 ILOW AB International Low Volatility Equity ILOW	Sold	12.5K → 0 −$528.1K
5 Scotts Miracle-Gro SMG	Sold	6.2K → 0 −$434.6K

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Analytics

Portfolio insights and performance metrics for Chicago Partners Investment Group LLC

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Sector Allocation

ETF

58.50%

Technology

11.00%

Financial Services

8.30%

Energy

6.50%

Healthcare

2.50%

Industrials

2.50%

Consumer Cyclical

2.40%

Communication Services

2.10%

Utilities

1.60%

Consumer Defensive

1.20%

Real Estate

0.70%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

17.29%

Large Cap ($10B - $200B)

19.39%

Mid Cap ($2B - $10B)

1.95%

Small Cap ($300M - $2B)

0.32%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

60.93%

Portfolio Concentration

Top 10 Holdings %

23.21%

Top 20 Holdings %

34.94%

Top 50 Holdings %

53.1%

Top 100 Holdings %

67.29%