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CHICAGO WEALTH MANAGEMENT, INC.
CHICAGO WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
CHICAGO WEALTH MANAGEMENT, INC. runs CHICAGO WEALTH MANAGEMENT, INC. and currently holds 63 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $281.91M. Their top holdings are SOXX, XLI, IDV, LIT, REMX. The top five represent 28.2% of reported portfolio weight. CHICAGO WEALTH MANAGEMENT, INC. ranks #390 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHICAGO WEALTH MANAGEMENT, INC. initiated 7 new positions. They added to 21 existing positions. They trimmed 16 positions. Their current best-performing preview position is SOXX with returns of +94.96%.
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63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SOXX ISHARES TR | 8.00% | $268.67 | $520.05 | +93.56% | Trimmed -23.49% |
 XLI SELECT SECTOR SPDR TR | 5.80% | $104.15 | $180.23 | +73.05% | Added +0.90% |
 IDV ISHARES TR | 4.89% | $35.91 | $45.09 | +25.56% | Added +2.30% |
 LIT GLOBAL X FDS | 4.80% | $71.77 | $76.62 | +6.76% | Added +75.03% |
 REMX VANECK ETF TRUST | 4.74% | $66.33 | $80.50 | +21.36% | Added +1.81% |
 VPL VANGUARD INTL EQUITY INDEX F | 4.70% | $98.12 | $115.13 | +17.34% | Added +2.20% |
 QQQ INVESCO QQQ TR | 4.54% | $406.24 | $713.44 | +75.62% | Added +2.14% |
 VGK VANGUARD INTL EQUITY INDEX F | 4.52% | $77.90 | $92.71 | +19.01% | Added +1.16% |
 XBI SPDR SERIES TRUST | 4.42% | $158.25 | $165.71 | +4.71% | New Buy |
 XME SPDR SERIES TRUST | 4.22% | $106.41 | $119.33 | +12.14% | Added +115.70% |
Showing 1-10 of 63