Chicago Wealth Management, Inc. Top Holdings and 13F Report (2024) About Chicago Wealth Management, Inc.Investment ActivityChicago Wealth Management, Inc. has $187.39 million in total holdings as of September 30, 2024.Chicago Wealth Management, Inc. owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.52% of the portfolio was purchased this quarter.About 10.70% of the portfolio was sold this quarter.This quarter, Chicago Wealth Management, Inc. has purchased 49 new stocks and bought additional shares in 22 stocks.Chicago Wealth Management, Inc. sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P Homebuilders ETF $11,739,780Industrial Select Sector SPDR Fund $11,524,156iShares U.S. Aerospace & Defense ETF $11,054,135iShares MSCI India ETF $10,589,465Pacer US Cash Cows 100 ETF $10,576,865 Largest New Holdings this Quarter SPDR S&P Regional Banking ETF $9,135,189 HoldingVanEck Gold Miners ETF $7,822,002 HoldingHome Depot $208,678 HoldingVanguard Real Estate ETF $205,069 Holding Largest Purchases this Quarter SPDR S&P Regional Banking ETF 161,399 shares (about $9.14M)VanEck Gold Miners ETF 196,434 shares (about $7.82M)Financial Select Sector SPDR Fund 39,508 shares (about $1.79M)SPDR S&P 500 ETF Trust 633 shares (about $363.13K)Invesco S&P 500 High Beta ETF 2,394 shares (about $213.58K) Largest Sales this Quarter iShares Semiconductor ETF 30,358 shares (about $7.00M)Pacer US Cash Cows 100 ETF 3,285 shares (about $190.00K)iShares 1-3 Year Treasury Bond ETF 1,327 shares (about $110.34K)iShares U.S. Insurance ETF 595 shares (about $76.79K)Microsoft 24 shares (about $10.33K) 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 PortfolioSectorXHBSPDR S&P Homebuilders ETF$11,739,780$119,204 ▲1.0%94,2506.3%ETFXLIIndustrial Select Sector SPDR Fund$11,524,156$147,494 ▲1.3%85,0876.1%ETFITAiShares U.S. Aerospace & Defense ETF$11,054,135$104,149 ▲1.0%73,8725.9%ETFINDAiShares MSCI India ETF$10,589,465$122,503 ▲1.2%180,9245.7%ETFCOWZPacer US Cash Cows 100 ETF$10,576,865$189,997 ▼-1.8%182,8715.6%ETFRSPInvesco S&P 500 Equal Weight ETF$10,488,578$116,812 ▲1.1%58,5435.6%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$10,173,549$53,157 ▲0.5%269,8555.4%ETFSPHQInvesco S&P 500 Quality ETF$10,140,787$78,975 ▲0.8%150,7485.4%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$9,363,002$147,715 ▲1.6%72,8305.0%ETFKRESPDR S&P Regional Banking ETF$9,135,189$9,135,189 ▲New Holding161,3994.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$8,698,484$126,197 ▲1.5%211,3334.6%ETFXLFFinancial Select Sector SPDR Fund$8,053,680$1,790,502 ▲28.6%177,7074.3%ETFIWFiShares Russell 1000 Growth ETF$7,899,411$131,757 ▲1.7%21,0444.2%ETFGDXVanEck Gold Miners ETF$7,822,002$7,822,002 ▲New Holding196,4344.2%ETFKIESPDR S&P Insurance ETF$7,634,128$157,311 ▲2.1%134,5224.1%ETFQQQInvesco QQQ$7,268,572$113,236 ▲1.6%14,8923.9%FinanceIAKiShares U.S. Insurance ETF$4,076,617$76,786 ▼-1.8%31,5892.2%ETFSLViShares Silver Trust$4,015,237$194,949 ▲5.1%141,3322.1%ETFSOXXiShares Semiconductor ETF$3,409,851$7,000,017 ▼-67.2%14,7881.8%ETFAAPLApple$3,246,329$699 ▼0.0%13,9331.7%Computer and TechnologyMARMarriott International$1,688,4910.0%6,7920.9%Consumer DiscretionaryGOOGAlphabet$1,646,402$1,505 ▼-0.1%9,8470.9%Computer and TechnologyALLAllstate$1,560,2510.0%8,2270.8%FinanceXLKTechnology Select Sector SPDR Fund$1,188,332$194,594 ▲19.6%5,2640.6%ETFIVViShares Core S&P 500 ETF$1,099,9960.0%1,9070.6%ETFNVDANVIDIA$1,056,5280.0%8,7000.6%Computer and TechnologyAMZNAmazon.com$999,8470.0%5,3660.5%Retail/WholesaleMSFTMicrosoft$967,471$10,329 ▼-1.1%2,2480.5%Computer and TechnologyCBZCBIZ$942,0600.0%14,0000.5%Business ServicesSPYSPDR S&P 500 ETF Trust$891,466$363,126 ▲68.7%1,5540.5%FinanceTSLATesla$798,756$5,756 ▼-0.7%3,0530.4%Auto/Tires/TrucksSPHBInvesco S&P 500 High Beta ETF$787,680$213,581 ▲37.2%8,8290.4%ETFXLVHealth Care Select Sector SPDR Fund$663,841$2,310 ▼-0.3%4,3100.4%ETFMSMorgan Stanley$650,7700.0%6,2430.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$591,1420.0%5,0400.3%ETFIEFAiShares Core MSCI EAFE ETF$586,780$3,200 ▲0.5%7,5180.3%ETFVTIVanguard Total Stock Market ETF$545,649$566 ▲0.1%1,9270.3%ETFIWDiShares Russell 1000 Value ETF$497,4660.0%2,6210.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$450,163$20,611 ▲4.8%9,0860.2%ETFDFSDiscover Financial Services$424,0970.0%3,0230.2%FinanceFTCFirst Trust Large Cap Growth AlphaDEX Fund$379,0730.0%2,8840.2%ETFMAMastercard$312,0820.0%6320.2%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$297,594$110,340 ▼-27.0%3,5790.2%ManufacturingTRUST FOR PROFESSIONAL MANAG$276,915$16,186 ▲6.2%10,8810.1%PERFORMANCE TR SNULGNuveen ESG Large-Cap Growth ETF$264,416$4,214 ▲1.6%3,2000.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$261,6040.0%4,9490.1%ETFWTFCWintrust Financial$234,5330.0%2,1610.1%FinanceHDHome Depot$208,678$208,678 ▲New Holding5150.1%Retail/WholesaleVNQVanguard Real Estate ETF$205,069$205,069 ▲New Holding2,1050.1%ETFIGViShares Expanded Tech-Software Sector ETF$0$10,603,190 ▼-100.0%00.0%ETFSHViShares Short Treasury Bond ETF$0$1,641,535 ▼-100.0%00.0%ETFLWLamb Weston$0$207,930 ▼-100.0%00.0%Consumer StaplesXMESPDR S&P Metals & Mining ETF$0$203,027 ▼-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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