WINTRUST INVESTMENTS LLC 13F Holdings
CIK 0000049096
As of Dec 31, 2024, WINTRUST INVESTMENTS LLC reported 427 positions worth
CIK 0000049096
As of Dec 31, 2024, WINTRUST INVESTMENTS LLC reported 427 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 101,204 | $6.3K | 6.00% |
| APPLE INC | AAPL | Technology | 21,047 | $5.3K | 5.02% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,744 | $5.1K | 4.90% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 22,309 | $4.9K | 4.69% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,678 | $4.4K | 4.18% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 23,341 | $4.1K | 3.89% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 78,770 | $4.0K | 3.78% |
| MICROSOFT CORP | MSFT | Technology | 6,998 | $3.0K | 2.81% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 4 | $2.7K | 2.59% |
| ALPHABET INC | GOOG | Equity | 13,642 | $2.6K | 2.47% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 50,886 | $2.4K | 2.32% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 4,298 | $2.2K | 2.14% |
| AMAZON.COM INC | AMZN | Equity | 7,576 | .7K | 1.58% |
| ELI LILLY & CO | LLY | Healthcare | 2,027 | .6K | 1.49% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 7,865 | .5K | 1.47% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 34,667 | .5K | 1.44% |
| SPDR S&P 500 ETF TR | — | — | 2,710 | .5K | 1.44% |
| APOLLO GLOBAL MANAGEMENT INC | APO | Financial Services | 8,714 | .4K | 1.37% |
| BROADCOM INC | AVGO | Technology | 5,856 | .4K | 1.29% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,420 | .3K | 1.24% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 50,947 | .3K | 1.19% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 24,467 | .1K | 1.05% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4,597 | .1K | 1.05% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 28,648 | .1K | 1.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,808 | .1K | 1.01% |