• 13F History

Chicago Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$193M
Signature - Title
Nicholas Thompson - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Chicago Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Chicago Wealth Management, Inc. reported 50 stock holdings with total value $193M as of Q4 2024. Top holdings included XLI, IAI, ITA, KRE, and IGV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 50 $193M +$29.2M -$25.3M +$3.95M XLI, IAI, ITA, KRE, IGV 13F-HR 2/7/2025, 06:18 PM
Q3 2024 49 $187M +$21.6M -$20.1M +$1.54M XHB, XLI, ITA, INDA, COWZ 13F-HR 11/12/2024, 12:35 PM
Q2 2024 49 $174M +$29.4M -$23.2M +$6.2M SOXX, IGV, XLI, COWZ, INDA 13F-HR 8/14/2024, 05:40 PM
Q1 2024 48 $168M +$30.1M -$6.36M +$23.8M XHB, XLI, COWZ, IGV, SOXX 13F-HR 5/15/2024, 12:54 PM
Q4 2023 44 $146M +$29.1M -$26.1M +$3M XHB, IGV, XLI, ILF, SOXX 13F-HR 2/14/2024, 05:30 PM
Q3 2023 44 $127M +$32.1M -$32.7M -$582K XHB, COWZ, IEFA, IWP, XLI 13F-HR 11/13/2023, 07:42 PM
Q2 2023 50 $131M +$51.9M -$49.2M +$2.73M XHB, XLV, IEFA, IWP, XLI 13F-HR 8/15/2023, 04:49 PM
Q1 2023 43 $126M +$70.1M -$31.3M +$38.8M XLE, AMLP, XLV, IEFA, XLI 13F-HR 5/12/2023, 12:32 PM
Q4 2022 40 $116M +$45.5M -$23.8M +$21.7M SHV, SHY, XLE, XLV, AMLP 13F-HR 2/14/2023, 05:45 PM
Q3 2022 32 $104M +$33.5M -$11.5M +$21.9M DVY, SHY, SPLV, AMLP, XLE 13F-HR 11/14/2022, 04:07 PM
Q2 2022 30 $112M +$45.3M -$6.41M +$38.9M DVY, SHV, SCHO, SPLV, GSG 13F-HR 8/15/2022, 05:37 PM
Q1 2022 45 $149M +$21.7M -$17.7M +$3.97M SPLV, IWF, XLE, XLF, XLV 13F-HR 5/13/2022, 02:13 PM
Q4 2021 46 $149M +$21.9M -$18.7M +$3.14M IEFA, IWF, SPLV, SOXX, XLF 13F-HR 2/11/2022, 08:21 PM
Q3 2021 40 $137M +$30.7M -$31.3M -$654K IEFA, SHV, IWN, IWF, XLF 13F-HR 11/10/2021, 01:23 PM
Q2 2021 43 $139M +$23.5M -$17M +$6.47M IEFA, IEMG, IWN, IWF, XLF 13F-HR 8/16/2021, 02:14 PM
Q1 2021 39 $126M +$28.6M -$16.7M +$11.9M IEFA, IEMG, IWM, IWN, IWF 13F-HR 4/22/2021, 09:49 PM
Q4 2020 28 $108M +$22.5M -$647K +$21.8M IEFA, IEMG, XLP, IWP, IWM 13F-HR 2/2/2021, 06:12 PM
Q3 2020 26 $88.5M +$9.92M -$5.08M +$4.84M IEFA, XLP, IWF, IWP, GDX 13F-HR 10/5/2020, 08:15 PM
Q2 2020 25 $81.8M +$60.4M -$64.9M -$4.44M IEFA, XLP, IWF, GDX, IWP 13F-HR 7/20/2020, 02:39 PM
Q1 2020 10 $84.6M +$56.7M -$142K +$56.5M SHV, XLV, XLP, BSV, AAPL 13F-HR 4/24/2020, 01:49 PM
Q4 2019 31 $104M IDV, XLV, DVY, XLP, VUG 13F-HR 2/21/2020, 05:36 PM