Chicago Wealth Management, Inc. Top Holdings and 13F Report (2025) About Chicago Wealth Management, Inc.Investment ActivityChicago Wealth Management, Inc. has $192.50 million in total holdings as of December 31, 2024.Chicago Wealth Management, Inc. owns shares of 50 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.19% of the portfolio was purchased this quarter.About 13.13% of the portfolio was sold this quarter.This quarter, Chicago Wealth Management, Inc. has purchased 49 new stocks and bought additional shares in 21 stocks.Chicago Wealth Management, Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Industrial Select Sector SPDR Fund $11,528,934iShares U.S. Broker-Dealers & Securities Exchanges ETF $11,122,025iShares U.S. Aerospace & Defense ETF $10,847,590SPDR S&P Regional Banking ETF $10,783,916iShares Expanded Tech-Software Sector ETF $10,585,487 Largest New Holdings this Quarter iShares Expanded Tech-Software Sector ETF $10,585,487 HoldingCommunication Services Select Sector SPDR Fund $7,576,576 HoldingConsumer Discretionary Select Sector SPDR Fund $3,662,065 HoldingSRIVARU HOLDING LIMITED $498 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 105,728 shares (about $10.59M)Communication Services Select Sector SPDR Fund 78,262 shares (about $7.58M)Consumer Discretionary Select Sector SPDR Fund 16,323 shares (about $3.66M)SPDR S&P Regional Banking ETF 17,291 shares (about $1.04M)SPDR S&P 500 ETF Trust 1,478 shares (about $866.20K) Largest Sales this Quarter iShares Silver Trust 126,048 shares (about $3.32M)iShares Semiconductor ETF 11,538 shares (about $2.49M)NVIDIA 2,180 shares (about $292.75K)Amazon.com 917 shares (about $201.18K)iShares Core MSCI EAFE ETF 1,653 shares (about $116.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChicago Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLIIndustrial Select Sector SPDR Fund$11,528,934$317,807 ▲2.8%87,4996.0%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$11,122,025$627,265 ▲6.0%77,1835.8%ETFITAiShares U.S. Aerospace & Defense ETF$10,847,590$110,320 ▲1.0%74,6315.6%ETFKRESPDR S&P Regional Banking ETF$10,783,916$1,043,509 ▲10.7%178,6905.6%ETFIGViShares Expanded Tech-Software Sector ETF$10,585,487$10,585,487 ▲New Holding105,7285.5%ETFRSPInvesco S&P 500 Equal Weight ETF$10,518,101$259,689 ▲2.5%60,0255.5%ETFCOWZPacer US Cash Cows 100 ETF$10,424,606$96,072 ▲0.9%184,5725.4%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$10,329,457$231,480 ▲2.3%276,0415.4%ETFSPHQInvesco S&P 500 Quality ETF$10,315,885$211,278 ▲2.1%153,9005.4%ETFXHBSPDR S&P Homebuilders ETF$10,033,372$184,234 ▲1.9%96,0135.2%ETFXLFFinancial Select Sector SPDR Fund$9,220,221$631,626 ▲7.4%190,7764.8%ETFPAVEGlobal X U.S. Infrastructure Development ETF$8,996,374$456,391 ▲5.3%222,6274.7%ETFIWFiShares Russell 1000 Growth ETF$8,975,608$524,859 ▲6.2%22,3514.7%ETFQQQInvesco QQQ$7,978,669$365,525 ▲4.8%15,6074.1%FinanceKIESPDR S&P Insurance ETF$7,917,345$314,139 ▲4.1%140,0804.1%ETFXLCCommunication Services Select Sector SPDR Fund$7,576,576$7,576,576 ▲New Holding78,2623.9%ETFIAKiShares U.S. Insurance ETF$3,892,103$102,946 ▼-2.6%30,7752.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,662,065$3,662,065 ▲New Holding16,3231.9%FinanceAAPLApple$3,497,456$8,264 ▲0.2%13,9661.8%Computer and TechnologyMARMarriott International$1,894,5600.0%6,7921.0%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$1,832,446$608,490 ▲49.7%7,8811.0%ETFGOOGAlphabet$1,780,332$94,834 ▼-5.1%9,3490.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,776,938$866,199 ▲95.1%3,0320.9%FinanceALLAllstate$1,586,0830.0%8,2270.8%FinanceSPHBInvesco S&P 500 High Beta ETF$1,284,884$502,199 ▲64.2%14,4940.7%ETFTSLATesla$1,263,212$30,288 ▲2.5%3,1280.7%Auto/Tires/TrucksCBZCBIZ$1,145,6200.0%14,0000.6%Business ServicesIVViShares Core S&P 500 ETF$1,122,6130.0%1,9070.6%ETFAMZNAmazon.com$976,066$201,181 ▼-17.1%4,4490.5%Retail/WholesaleMSFTMicrosoft$937,569$10,118 ▼-1.1%2,2240.5%Computer and TechnologyNVDANVIDIA$875,571$292,752 ▼-25.1%6,5200.5%Computer and TechnologyMSMorgan Stanley$784,8700.0%6,2430.4%FinanceSOXXiShares Semiconductor ETF$700,361$2,486,389 ▼-78.0%3,2500.4%ETFIWPiShares Russell Mid-Cap Growth ETF$638,326$507 ▼-0.1%5,0360.3%ETFXLVHealth Care Select Sector SPDR Fund$614,546$21,599 ▲3.6%4,4670.3%ETFVTIVanguard Total Stock Market ETF$557,308$1,159 ▼-0.2%1,9230.3%ETFDFSDiscover Financial Services$523,6740.0%3,0230.3%FinanceIWDiShares Russell 1000 Value ETF$485,2260.0%2,6210.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$440,514$6,844 ▼-1.5%8,9470.2%ETFIEFAiShares Core MSCI EAFE ETF$412,192$116,173 ▼-22.0%5,8650.2%ETFSLViShares Silver Trust$402,423$3,318,805 ▼-89.2%15,2840.2%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$398,7130.0%2,8840.2%ETFMAMastercard$331,213$1,580 ▼-0.5%6290.2%Business ServicesNULGNuveen ESG Large-Cap Growth ETF$274,6880.0%3,2000.1%ETFTRUST FOR PROFESSIONAL MANAG$273,394$301 ▲0.1%10,8930.1%PERFORMANCE TR SWTFCWintrust Financial$269,4980.0%2,1610.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$261,270$32,136 ▼-11.0%3,1870.1%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$253,0920.0%4,9490.1%ETFHDHome Depot$200,3300.0%5150.1%Retail/WholesaleSRIVARU HOLDING LIMITED$498$498 ▲New Holding11,8240.0%ORD SHSINDAiShares MSCI India ETF$0$10,589,465 ▼-100.0%00.0%ETFGDXVanEck Gold Miners ETF$0$7,822,002 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$205,069 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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