Wintrust Investments LLC 13F Holdings · last filed Q4 2024
Wintrust Investments LLC reported 417 securities worth $113.60M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: IJH (5.55%), AAPL (4.64%), IVV (4.53%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES CORE S P MID ETF ETF | $6.3M | 5.55% | 101,204 | Added |
| 2 | AAPL | APPLE INC | $5.3M | 4.64% | 21,047 | Trimmed |
| 3 | IVV | ISHARES CORE S P 500 ETF S P 500 INDEX FD | $5.1M | 4.53% | 8,744 | Added |
| 4 | IWM | ISHARES ETF RUSSELL 2000 | $4.9M | 4.34% | 22,309 | Added |
| 5 | BRKB | BERKSHIRE HATHAWAY INC SERIES B NEW | $4.4M | 3.86% | 9,678 | Trimmed |
| 6 | RSP | INVESCO TR ETF S P 500 EQUAL WEIGHT | $4.1M | 3.60% | 23,341 | Trimmed |
| 7 | TFLO | ISHARES TREASURY ETF FLOATING RATE ETF | $4.0M | 3.50% | 78,770 | Added |
| 8 | MSFT | MICROSOFT CORP | $3.0M | 2.60% | 6,998 | Trimmed |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $2.7M | 2.40% | 4 | Hold |
| 10 | GOOG | ALPHABET INC NON VOTING CAP STK CL C | $2.6M | 2.29% | 13,642 | Trimmed |
| 11 | VEA | VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $2.4M | 2.14% | 50,886 | Trimmed |
| 12 | ISRG | INTUITIVE SURGICAL INC COM NEW | $2.2M | 1.97% | 4,298 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $1.7M | 1.46% | 7,576 | Trimmed |
| 14 | LLY | ELI LILLY CO | $1.6M | 1.38% | 2,027 | Trimmed |
| 15 | VIG | VANGUARD DIVIDEND ETF APPRECIATION | $1.5M | 1.36% | 7,865 | Added |
| 16 | FVD | FIRST TR VALUE LINE ETF | $1.5M | 1.33% | 34,667 | Added |
| 17 | SPY | PUT SPY OPTION | $1.5M | 1.33% | 2,710 | Trimmed |
| 18 | APO | APOLLO GLOBAL MGMT INC NEW | $1.4M | 1.27% | 8,714 | Added |
| 19 | AVGO | BROADCOM INC | $1.4M | 1.19% | 5,856 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS ETF S P 500 ETF SHS NEW | $1.3M | 1.15% | 2,420 | Added |
| 21 | UCON | FIRST TR FD VIII ETF TCW UNCONSTRAINED PLUS BOND | $1.3M | 1.10% | 50,947 | Added |
| 22 | IUSB | ISHARES CORE TOTAL ETF USD BOND MARKET | $1.1M | 0.97% | 24,467 | Added |
| 23 | JPM | JPMORGAN CHASE CO | $1.1M | 0.97% | 4,597 | Trimmed |
| 24 | CGGR | CAPITAL GRP GROWTH ETF CREATION UNIT | $1.1M | 0.94% | 28,648 | Added |
| 25 | SPY | SPDR S P 500 TRUST ETF | $1.1M | 0.93% | 1,808 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR