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Chicago Wealth Management, Inc.13F | |
Chicago Wealth Management, Inc. | |
Last update 2025-05-14 | 48 Stocks (3 new) |
Value $191.00 Mil | Turnover 14 % |
Chicago Wealth Management, Inc... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 75,890 | 11,618.8 | +1.69% | 6.090 | +0.10% | 0.180 | +31.18% | +35.81% | 8,889.5 | ||
XLI | Industrial Select Sector SPDR | 88,456 | 11,594.0 | +1.09% | 6.080 | +0.07% | 0.060 | +22.19% | +17.39% | 22,879.0 | ||
IAI | iShares U.S. Broker-Dealers ETF | 79,150 | 11,089.7 | +2.55% | 5.810 | +0.14% | 0.980 | +28.71% | +20.83% | 1,463.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 61,306 | 10,620.1 | +2.13% | 5.560 | +0.12% | 0.010 | +14.13% | +7.91% | 75,230.7 | ||
SPHQ | Invesco S&P 500 Quality ETF | 156,615 | 10,389.8 | +1.76% | 5.440 | +0.09% | 0.080 | +13.69% | +8.72% | 14,724.3 | ||
KRE | SPDR S&P Regional Banking ETF | 180,960 | 10,287.6 | +1.27% | 5.390 | +0.07% | 0.300 | +19.14% | +6.42% | 3,453.3 | ||
SHV | iShares Short Treasury Bond ETF | 92,421 | 10,208.9 | New Holding | 5.350 | +5.35% | 0.050 | +1.00% | +2.30% | 20,785.6 | ||
XLF | Financial Select Sector SPDR | 198,939 | 9,909.2 | +4.28% | 5.190 | +0.21% | 0.020 | +11.66% | +10.65% | 52,128.0 | ||
SLV | iShares Silver Trust | 309,100 | 9,579.0 | +1,922.38% | 5.020 | +4.77% | 0.060 | +16.79% | +35.55% | 18,508.3 | ||
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 279,281 | 9,551.4 | +1.17% | 5.000 | +0.06% | - | +31.02% | +11.37% | 0 |
Chicago Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Chicago Wealth Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +5.35% | 110.11 ($110.29) 110.51 | $110.33 | 0.04% | New holding | 92,421 | 92,421 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -5.23% | 53.6 ($56.92) 58.97 | $57.41 | 0.86% | Reduce -96.55% | 6,375 | -178,197 | |
XHB | SPDR Homebuilders ETF | 2025-03-31 | Sold Out Sold Out | -5.21% | 95.53 ($103.69) 112.45 | $107.70 | 3.87% | Sold Out | 0 | -96,013 | |
SLV | iShares Silver Trust | 2025-03-31 | Add Add | +4.77% | 26.93 ($29.06) 31.32 | $35.69 | 22.81% | Add 1922.38% | 309,100 | 293,816 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | New Buy New Buy | +1.84% | 34.58 ($40.44) 45.97 | $53.84 | 33.14% | New holding | 76,350 | 76,350 | |
SPHB | Invesco S&P 500 High Beta ETF | 2025-03-31 | Sold Out Sold Out | -0.67% | 78.26 ($87.89) 95.21 | $103.41 | 17.66% | Sold Out | 0 | -14,494 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.41% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Add 46.31% | 4,436 | 1,404 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.35% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -38.5% | 5,750 | -3,599 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Add Add | +0.23% | 192.6 ($216.89) 233.2 | $226.55 | 4.45% | Add 13.75% | 18,568 | 2,245 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add Add | +0.22% | 206.38 ($226.74) 242.18 | $260.29 | 14.80% | Add 25.17% | 9,865 | 1,984 |
Chicago Wealth Management, Inc. Total Holding History ($B)
Chicago Wealth Management, Inc.'s Asset Allocation
Chicago Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Chicago Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Chicago Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Chicago Wealth Management, Inc.'s Holdings Heat Map
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Chicago Wealth Management, Inc.'s Holdings Bubble Chart
Chicago Wealth Management, Inc. News
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