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Wintrust Investments Llc

Portfolio Manager
Wintrust Investments Llc
Performance
0% (N/A)
AUM (13F)
$1.11M
# of Holdings
427
Performance Rank
N/A
Allocation (Top 20)
N/A

Wintrust Investments Llc Holdings Map

Top 49 Wintrust Investments Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJH
ISHARES CORE S P MID ETF ETF
5.55%101.2K$6K
+1.97%(+1.95K)
2023-Q4: 185.8K shares2024-Q1: 913.4K shares2024-Q2: 953.0K shares2024-Q3: 99.3K shares2024-Q4: 101.2K shares2024-12-31
AAPL
APPLE INC
4.64%21.0K$5K
-3.99%(-874)
2023-Q4: 185.0K shares2024-Q1: 165.8K shares2024-Q2: 219.1K shares2024-Q3: 21.9K shares2024-Q4: 21.0K shares2024-12-31
IVV
ISHARES CORE S P 500 ETF S P 500 INDEX FD
4.53%8.7K$5K
+8.39%(+677)
2023-Q4: 77.6K shares2024-Q1: 77.6K shares2024-Q2: 80.3K shares2024-Q3: 8.1K shares2024-Q4: 8.7K shares2024-12-31
IWM
ISHARES ETF RUSSELL 2000
4.34%22.3K$5K
+3.93%(+843)
2023-Q4: 188.9K shares2024-Q1: 195.3K shares2024-Q2: 209.5K shares2024-Q3: 21.5K shares2024-Q4: 22.3K shares2024-12-31
BRKB
BERKSHIRE HATHAWAY INC SERIES B NEW
3.86%9.7K$4K
-5.87%(-604)
2023-Q4: 113.8K shares2024-Q1: 103.8K shares2024-Q2: 103.2K shares2024-Q3: 10.3K shares2024-Q4: 9.7K shares2024-12-31
RSP
INVESCO TR ETF S P 500 EQUAL WEIGHT
3.6%23.3K$4K
-8.86%(-2.27K)
2023-Q4: 165.0K shares2024-Q1: 182.4K shares2024-Q2: 200.0K shares2024-Q3: 25.6K shares2024-Q4: 23.3K shares2024-12-31
TFLO
ISHARES TREASURY ETF FLOATING RATE ETF
3.5%78.8K$4K
+0.44%(+347)
2023-Q4: 834.0K shares2024-Q1: 838.2K shares2024-Q2: 885.4K shares2024-Q3: 78.4K shares2024-Q4: 78.8K shares2024-12-31
MSFT
MICROSOFT CORP
2.6%7.0K$3K
-3.40%(-246)
2023-Q4: 74.4K shares2024-Q1: 72.8K shares2024-Q2: 73.5K shares2024-Q3: 7.2K shares2024-Q4: 7.0K shares2024-12-31
BRKA
BERKSHIRE HATHAWAY INC CL A
2.4%4$3K
+0.00%(+0)
2023-Q4: 10 shares2024-Q1: 10 shares2024-Q2: 4 shares2024-Q3: 4 shares2024-Q4: 4 shares2024-12-31
GOOG
ALPHABET INC NON VOTING CAP STK CL C
2.29%13.6K$3K
-12.98%(-2.04K)
2023-Q4: 192.5K shares2024-Q1: 141.6K shares2024-Q2: 158.4K shares2024-Q3: 15.7K shares2024-Q4: 13.6K shares2024-12-31

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