Wintrust Investments LLC Top Holdings and 13F Report (2025) About Wintrust Investments LLCInvestment ActivityWintrust Investments LLC has $113.60 thousand in total holdings as of December 31, 2024.Wintrust Investments LLC owns shares of 427 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 7.26% of the portfolio was purchased this quarter.About 25.55% of the portfolio was sold this quarter.This quarter, Wintrust Investments LLC has purchased 530 new stocks and bought additional shares in 125 stocks.Wintrust Investments LLC sold shares of 254 stocks and completely divested from 128 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $6,306Apple $5,270iShares Core S&P 500 ETF $5,147iShares Russell 2000 ETF $4,929Berkshire Hathaway $4,387 Largest New Holdings this Quarter Janus Henderson AAA CLO ETF $475 HoldingBLACKROCK INC COM NEW $268 HoldingFranklin U.S. Mid Cap Multifactor Index ETF $225 HoldingVanguard Total Bond Market ETF $162 HoldingPUT INVESCO QQQ TR $142 Holding Largest Purchases this Quarter Apollo Global Management 7,832 shares (about $1.29K)Janus Henderson AAA CLO ETF 9,373 shares (about $475.00)Zurn Elkay Water Solutions 12,276 shares (about $457.48)iShares Core S&P 500 ETF 677 shares (about $398.50)Capital Group Growth ETF 10,462 shares (about $388.56) Largest Sales this Quarter PUT SPY OPTION 6,210 shares (about $3.46K)PUT INVESCO S P 500 7,440 shares (about $1.20K)SPDR S&P 500 ETF Trust 888 shares (about $520.13)Core Laboratories 28,549 shares (about $492.61)NVIDIA 3,209 shares (about $430.59) Sector Allocation Over TimeMap of 500 Largest Holdings ofWintrust Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$6,306$122 ▲2.0%101,2045.6%ETFAAPLApple$5,270$219 ▼-4.0%21,0474.6%Computer and TechnologyIVViShares Core S&P 500 ETF$5,147$399 ▲8.4%8,7444.5%ETFIWMiShares Russell 2000 ETF$4,929$186 ▲3.9%22,3094.3%FinanceBRK.BBerkshire Hathaway$4,387$274 ▼-5.9%9,6783.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$4,090$398 ▼-8.9%23,3413.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$3,975$18 ▲0.4%78,7703.5%ETFMSFTMicrosoft$2,950$104 ▼-3.4%6,9982.6%Computer and TechnologyBRK.ABerkshire Hathaway$2,7240.0%42.4%FinanceGOOGAlphabet$2,598$388 ▼-13.0%13,6422.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,433$154 ▼-6.0%50,8862.1%ETFISRGIntuitive Surgical$2,243$105 ▼-4.5%4,2982.0%MedicalAMZNAmazon.com$1,662$85 ▼-4.9%7,5761.5%Retail/WholesaleLLYEli Lilly and Company$1,564$242 ▼-13.4%2,0271.4%MedicalVIGVanguard Dividend Appreciation ETF$1,540$30 ▲2.0%7,8651.4%ETFFVDFirst Trust Value Line Dividend Index Fund$1,512$248 ▲19.6%34,6671.3%ETFPUT SPY OPTION$1,510$3,460 ▼-69.6%2,7101.3%OPTAPOApollo Global Management$1,439$1,293 ▲888.0%8,7141.3%FinanceAVGOBroadcom$1,357$119 ▼-8.1%5,8561.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,303$39 ▲3.1%2,4201.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,255$50 ▲4.1%50,9471.1%ETFIUSBiShares Core Total USD Bond Market ETF$1,105$127 ▲13.0%24,4671.0%ManufacturingJPMJPMorgan Chase & Co.$1,102$85 ▼-7.1%4,5971.0%FinanceCGGRCapital Group Growth ETF$1,064$389 ▲57.5%28,6480.9%ETFSPYSPDR S&P 500 ETF Trust$1,059$520 ▼-32.9%1,8080.9%FinanceCGXUCapital Group International Focus Equity ETF$1,014$185 ▼-15.4%41,1200.9%ETFRSGRepublic Services$994$5 ▼-0.5%4,9450.9%Business ServicesZWSZurn Elkay Water Solutions$944$457 ▲94.0%25,3310.8%IndustrialsMETAMeta Platforms$813$16 ▼-1.9%1,3890.7%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$785$9 ▼-1.2%8,9440.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$783$118 ▲17.8%21,8540.7%ETFCGDVCapital Group Dividend Value ETF$703$77 ▲12.3%19,9400.6%ETFABBVAbbVie$691$112 ▼-13.9%3,8910.6%MedicalFLOTiShares Floating Rate Bond ETF$656$116 ▲21.4%12,9010.6%ETFGOOGLAlphabet$639$34 ▼-5.0%3,3790.6%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$639$5 ▲0.9%36,1500.6%ETFVVisa$620$203 ▼-24.7%1,9610.5%Business ServicesNVDANVIDIA$612$431 ▼-41.3%4,5610.5%Computer and TechnologyMDGLMadrigal Pharmaceuticals$597$277 ▲86.8%1,9370.5%MedicalSOISolaris Oilfield Infrastructure$574$1 ▼-0.2%19,9730.5%EnergyCOSTCostco Wholesale$531$78 ▼-12.8%5800.5%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$502$212 ▲73.3%5,0060.4%ETFVWOVanguard FTSE Emerging Markets ETF$486$57 ▲13.2%11,0520.4%ETFJAAAJanus Henderson AAA CLO ETF$475$475 ▲New Holding9,3730.4%ETFNFLXNetflix$443$2 ▼-0.4%4980.4%Consumer DiscretionaryORCLOracle$403$133 ▼-24.8%2,4210.4%Computer and TechnologyCBChubb$394$20 ▼-4.9%1,4270.3%FinanceQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$389$16 ▼-4.0%3,1190.3%ManufacturingAFLAflac$382$37 ▲10.7%3,6950.3%FinanceCALFPacer US Small Cap Cash Cows ETF$372$1 ▲0.1%8,4570.3%ETFSCHDSchwab US Dividend Equity ETF$370$251 ▲210.4%13,5630.3%ETFQQQInvesco QQQ$366$109 ▼-22.9%7160.3%FinanceITWIllinois Tool Works$344$5 ▼-1.5%1,3580.3%IndustrialsBSCWInvesco BulletShares 2032 Corporate Bond ETF$340$5 ▲1.5%16,9400.3%ETFCRMSalesforce$340$37 ▼-9.8%1,0180.3%Computer and TechnologyLMTLockheed Martin$338$102 ▼-23.3%6960.3%AerospacePSXPhillips 66$328$113 ▼-25.6%2,8820.3%EnergyNOWServiceNow$327$2 ▲0.7%3080.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$314$30 ▼-8.7%4,1590.3%COMNEENextEra Energy$309$86 ▲38.6%4,3120.3%UtilitiesTJXTJX Companies$290$27 ▼-8.5%2,4010.3%Retail/WholesaleFIRST TR VIII ETF FT VEST US EQUITY MODERATE BUFFER SEPTMBER$288$0 ▼-0.1%8,2330.3%ETFVTVanguard Total World Stock ETF$282$165 ▼-36.9%2,4030.2%ETFCOWZPacer US Cash Cows 100 ETF$282$15 ▲5.8%5,0050.2%ETFPMPhilip Morris International$282$82 ▼-22.6%2,3480.2%Consumer StaplesUNHUnitedHealth Group$269$22 ▼-7.6%5320.2%MedicalETNEaton$268$6 ▲2.4%8100.2%IndustrialsBLACKROCK INC COM NEW$268$268 ▲New Holding2610.2%COMKLACKLA$265$13 ▲5.3%4200.2%Computer and TechnologyHTGCHercules Capital$261$32 ▲13.8%13,0240.2%FinanceCHDNChurchill Downs$260$3 ▲1.1%1,9520.2%Consumer DiscretionaryTMOThermo Fisher Scientific$259$17 ▼-6.2%4980.2%MedicalPANWPalo Alto Networks$255$128 ▲100.6%1,4020.2%Computer and TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$255$24 ▲10.5%19,6820.2%ManufacturingMARMarriott International$255$91 ▼-26.4%9160.2%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$254$27 ▲12.1%4,5840.2%ManufacturingCRWDCrowdStrike$246$10 ▲4.2%7190.2%Computer and TechnologyCGUSCapital Group Core Equity ETF$244$29 ▼-10.7%6,9980.2%ETFCBOECboe Global Markets$241$1 ▲0.4%1,2360.2%Financial ServicesVRTXVertex Pharmaceuticals$240$11 ▼-4.5%5980.2%MedicalVBVanguard Small-Cap ETF$239$18 ▼-7.0%9950.2%ETFGPSGAP$237$1 ▲0.6%10,0540.2%Consumer CyclicalFLQMFranklin U.S. Mid Cap Multifactor Index ETF$225$225 ▲New Holding4,1430.2%ETFSRESempra$224$0 ▲0.1%2,5600.2%UtilitiesUSBU.S. Bancorp$221$9 ▼-3.9%4,6240.2%FinanceIWDiShares Russell 1000 Value ETF$217$214 ▼-49.7%1,1720.2%ETFGSThe Goldman Sachs Group$215$158 ▼-42.3%3750.2%FinanceVOVanguard Mid-Cap ETF$211$33 ▲18.7%8000.2%ETFIWSiShares Russell Mid-Cap Value ETF$209$19 ▲10.2%1,6220.2%ETFLINDE PLC NEW$208$38 ▲22.7%4980.2%COMNEMNewmont$208$296 ▼-58.8%5,6100.2%Basic MaterialsCMECME Group$206$0 ▼-0.1%8870.2%FinanceBACBank of America$201$153 ▼-43.3%4,5750.2%FinanceMRCMRC Global$201$423 ▼-67.8%15,7400.2%IndustrialsAMGNAmgen$199$216 ▼-52.1%7630.2%MedicalABTAbbott Laboratories$196$3 ▼-1.5%1,7350.2%MedicalMCDMcDonald's$191$20 ▼-9.5%6610.2%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$191$142 ▲287.7%4,4860.2%ETFLOWLowe's Companies$189$101 ▲113.6%7670.2%Retail/WholesaleCORCencora$187$22 ▼-10.4%8350.2%MedicalShowing largest 100 holdings. 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