The Analysis of Chicago Wealth Management, Inc.'s Holdings


Currently, Chicago Wealth Management, Inc. holds 50 types of securities in its portfolio with a total value $229.5M. In the most recent quarter, they have increased their positions in SOXX (+43.7K shares, valued at $11.8M), XLK (+36.5K shares, valued at $10.3M), REMX (+146.7K shares, valued at $9.7M); decreased their positions in RSP (-57.0K shares, valued at $10.8M), TSLA (-300 shares, valued at $133.4K), ITA (-456 shares, valued at $95.4K); initiated new positions in XLK (+36.5K shares, valued at $10.3M), REMX (+146.7K shares, valued at $9.7M), CLIP (+46.1K shares, valued at $4.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ITA ISHARES TR75.0K shares-0.60%2025-09-302025-11-13history
IAI ISHARES TR78.1K shares-0.40%2025-09-302025-11-13history
XLI SELECT SECTOR SPDR TR86.9K shares-0.55%2025-09-302025-11-13history
SLV ISHARES SILVER TR304.2K shares-0.47%2025-09-302025-11-13history
SOXX ISHARES TR45.4K shares2565.12%2025-09-302025-11-13history
IGV ISHARES TR106.7K shares0.40%2025-09-302025-11-13history
SPHQ INVESCO EXCHANGE TRADED FD T156.3K shares0.15%2025-09-302025-11-13history
IGF ISHARES TR181.8K shares1.09%2025-09-302025-11-13history
Sponsored
XLF SELECT SECTOR SPDR TR202.8K shares1.23%2025-09-302025-11-13history
VGK VANGUARD INTL EQUITY INDEX F135.1K shares0.39%2025-09-302025-11-13history
IWF ISHARES TR22.9K shares0.14%2025-09-302025-11-13history
XLK SELECT SECTOR SPDR TR36.5K sharesnew addition2025-09-302025-11-13history
XLC SELECT SECTOR SPDR TR85.2K shares1.76%2025-09-302025-11-13history
IDV ISHARES TR272.4K shares3.23%2025-09-302025-11-13history
QQQ INVESCO QQQ TR16.2K shares0.79%2025-09-302025-11-13history
REMX VANECK ETF TRUST146.7K sharesnew addition2025-09-302025-11-13history
Sponsored
GDX VANECK ETF TRUST100.0K shares0.81%2025-09-302025-11-13history
XLY SELECT SECTOR SPDR TR19.7K shares3.10%2025-09-302025-11-13history
CLIP GLOBAL X FDS46.1K sharesnew addition2025-09-302025-11-13history
AAPL APPLE INC13.6K shares0.10%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TR4.9K shares2.89%2025-09-302025-11-13history
MAR MARRIOTT INTL INC NEW6.8K shares0.00%2025-09-302025-11-13history
ALL ALLSTATE CORP8.2K shares0.00%2025-09-302025-11-13history
GOOG ALPHABET INC5.5K shares-2.21%2025-09-302025-11-13history
Sponsored
IVV ISHARES TR1.9K shares0.00%2025-09-302025-11-13history
TSLA TESLA INC2.7K shares-9.98%2025-09-302025-11-13history
SVXY PROSHARES TR II19.9K shares30.49%2025-09-302025-11-13history
MS MORGAN STANLEY6.2K shares0.00%2025-09-302025-11-13history
MSFT MICROSOFT CORP1.8K shares0.11%2025-09-302025-11-13history
AMZN AMAZON COM INC3.7K shares0.35%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION4.2K shares0.00%2025-09-302025-11-13history
RSP INVESCO EXCHANGE TRADED FD T3.9K shares-93.54%2025-09-302025-11-13history
Sponsored
CBZ CBIZ INC14.0K shares0.00%2025-09-302025-11-13history
IWP ISHARES TR5.0K shares0.00%2025-09-302025-11-13history
COF CAPITAL ONE FINL CORP3.1K shares0.00%2025-09-302025-11-13history
VTI VANGUARD INDEX FDS1.9K shares0.52%2025-09-302025-11-13history
XLV SELECT SECTOR SPDR TR4.2K shares-4.96%2025-09-302025-11-13history
IEFA ISHARES TR6.1K shares-0.49%2025-09-302025-11-13history
IWD ISHARES TR2.6K shares0.00%2025-09-302025-11-13history
FTC FIRST TR EXCHANGE-TRADED ALP2.8K shares0.00%2025-09-302025-11-13history
Sponsored
PALC PACER FDS TR8.3K shares-2.16%2025-09-302025-11-13history
COWZ PACER FDS TR6.4K shares0.78%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED629 shares0.00%2025-09-302025-11-13history
VZ VERIZON COMMUNICATIONS INC7.5K sharesnew addition2025-09-302025-11-13history
STBF TRUST FOR PROFESSIONAL MANAG12.8K shares23.61%2025-09-302025-11-13history
AVGO BROADCOM INC869 sharesnew addition2025-09-302025-11-13history
WTFC WINTRUST FINL CORP2.2K shares0.00%2025-09-302025-11-13history
SPYV SPDR SERIES TRUST4.9K shares0.00%2025-09-302025-11-13history
Sponsored
NULG NUSHARES ETF TR2.4K shares0.00%2025-09-302025-11-13history
GSLC GOLDMAN SACHS ETF TR1.6K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available