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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 %
Countries:
Top Holdings: ITA(6.09%)XLI(6.08%)IAI(5.81%)RSP(5.56%)SPHQ(5.44%)
Summary Stock Picks Current Portfolio
Chicago Wealth Management, Inc... Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

To

Chicago Wealth Management, Inc.'s Asset Allocation

To

Chicago Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chicago Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Chicago Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Chicago Wealth Management, Inc.'s Holdings Heat Map

Size field:

Chicago Wealth Management, Inc.'s Holdings Bubble Chart

Chicago Wealth Management, Inc. News

  • 1

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