StockDriftsStockDriftsTop 49 Wintrust Investments Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES CORE S P MID ETF ETF | 5.55% | 101.2K | $6K | +1.97%(+1.95K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.64% | 21.0K | $5K | -3.99%(-874) | — | 2024-12-31 | |
| IVV | ISHARES CORE S P 500 ETF S P 500 INDEX FD | 4.53% | 8.7K | $5K | +8.39%(+677) | — | 2024-12-31 | |
| IWM | ISHARES ETF RUSSELL 2000 | 4.34% | 22.3K | $5K | +3.93%(+843) | — | 2024-12-31 | |
| BRKB | BERKSHIRE HATHAWAY INC SERIES B NEW | 3.86% | 9.7K | $4K | -5.87%(-604) | — | 2024-12-31 | |
| RSP | INVESCO TR ETF S P 500 EQUAL WEIGHT | 3.6% | 23.3K | $4K | -8.86%(-2.27K) | — | 2024-12-31 | |
| TFLO | ISHARES TREASURY ETF FLOATING RATE ETF | 3.5% | 78.8K | $4K | +0.44%(+347) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.6% | 7.0K | $3K | -3.40%(-246) | — | 2024-12-31 | |
| BRKA | BERKSHIRE HATHAWAY INC CL A | 2.4% | 4 | $3K | +0.00%(+0) | — | 2024-12-31 | |
| GOOG | ALPHABET INC NON VOTING CAP STK CL C | 2.29% | 13.6K | $3K | -12.98%(-2.04K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wintrust Investments Llc reports $1.11M in US-listed equity holdings across 427 positions in its most recent 13F filing. Its largest disclosed positions are IJH (5.5%), AAPL (4.6%) and IVV (4.5%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wintrust Investments Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 49096). View Wintrust Investments Llc’s 13F filings on SEC