StockDriftsStockDriftsTop 50 Chicago Partners Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.08% | 279.3K | $182.6M | +4.90%(+13.04K) | $365.05(+86.94%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.77% | 1.62M | $123.8M | +318.16%(+1.23M) | $66.98(+15.02%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.56% | 565.8K | $114.6M | +3.19%(+17.48K) | $56.74(+297.98%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.92% | 1.11M | $85.8M | +1.74%(+18.86K) | $52.23(+54.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.84% | 301.5K | $82.4M | +2.52%(+7.42K) | $110.68(+170.02%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.74% | 2.07M | $78.0M | +0.98%(+20.01K) | $28.00(+36.76%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.68% | 904.4K | $75.1M | +508.39%(+755.72K) | $69.51(+25.90%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.65% | 158.7K | $73.8M | +1.56%(+2.43K) | $207.52(+133.96%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 1.46% | 3.43M | $65.5M | +1.51%(+51.21K) | $14.92(+34.68%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.45% | 894.3K | $65.0M | -2.01%(-18.34K) | $39.87(+83.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.12% | +56.58% |
| Top 20 Holdings Unweighted | +16.47% | +58.00% |
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