Wintrust Investments LLC Top Holdings and 13F Report (2024) About Wintrust Investments LLCInvestment ActivityWintrust Investments LLC has $135.11 thousand in total holdings as of September 30, 2024.Wintrust Investments LLC owns shares of 530 different stocks, but just 125 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 848.45% of the portfolio was sold this quarter.This quarter, Wintrust Investments LLC has purchased 488 new stocks and bought additional shares in 0 stocks.Wintrust Investments LLC sold shares of 457 stocks and completely divested from 30 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $6,185Apple $5,107iShares Russell 2000 ETF $4,741Berkshire Hathaway $4,732PUT SPY OPTION $4,727 Largest New Holdings this Quarter PUT INVESCO S P 500 $2,225 HoldingCALL INVESCO QQQ TR $505 HoldingCALL CITIGROUP INC NEW $361 HoldingiShares 0-3 Month Treasury Bond ETF $291 HoldingFIRST TR VIII ETF FT VEST US EQUITY MODERATE BUFFER SEPTMBER $285 Holding Largest Purchases this Quarter PUT INVESCO S P 500 7,720 shares (about $2.23K)CALL INVESCO QQQ TR 1,030 shares (about $505.00)CALL CITIGROUP INC NEW 7,650 shares (about $361.00)iShares 0-3 Month Treasury Bond ETF 2,889 shares (about $291.00)FIRST TR VIII ETF FT VEST US EQUITY MODERATE BUFFER SEPTMBER 8,244 shares (about $285.00) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 853,724 shares (about $53.20K)Apple 197,189 shares (about $45.94K)Berkshire Hathaway 92,945 shares (about $42.78K)PUT SPY OPTION 79,880 shares (about $42.33K)iShares Core S&P 500 ETF 72,272 shares (about $41.69K) 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$6,185$53,201 ▼-89.6%99,2514.6%ETFAAPLApple$5,107$45,940 ▼-90.0%21,9213.8%Computer and TechnologyIWMiShares Russell 2000 ETF$4,741$41,539 ▼-89.8%21,4663.5%FinanceBRK.BBerkshire Hathaway$4,732$42,775 ▼-90.0%10,2823.5%FinancePUT SPY OPTION$4,727$42,331 ▼-90.0%8,9203.5%OPTIVViShares Core S&P 500 ETF$4,653$41,686 ▼-90.0%8,0673.4%ETFRSPInvesco S&P 500 Equal Weight ETF$4,588$31,247 ▼-87.2%25,6103.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$3,968$40,830 ▼-91.1%78,4232.9%ETFMSFTMicrosoft$3,117$28,511 ▼-90.1%7,2442.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,857$26,708 ▼-90.3%54,1132.1%ETFBRK.ABerkshire Hathaway$2,7650.0%42.0%FinanceGOOGAlphabet$2,621$23,867 ▼-90.1%15,6771.9%Computer and TechnologyPUT INVESCO S P 500$2,225$2,225 ▲New Holding7,7201.6%OPTISRGIntuitive Surgical$2,210$20,367 ▼-90.2%4,4991.6%MedicalLLYEli Lilly and Company$2,073$19,288 ▼-90.3%2,3401.5%MedicalSPYSPDR S&P 500 ETF Trust$1,547$12,317 ▼-88.8%2,6961.1%FinanceVIGVanguard Dividend Appreciation ETF$1,527$13,618 ▼-89.9%7,7101.1%ETFAMZNAmazon.com$1,484$13,061 ▼-89.8%7,9651.1%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$1,318$12,196 ▼-90.2%28,9811.0%ETFCGXUCapital Group International Focus Equity ETF$1,311$9,085 ▼-87.4%48,6281.0%ETFVOOVanguard S&P 500 ETF$1,238$11,252 ▼-90.1%2,3470.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,229$10,771 ▼-89.8%48,9300.9%ETFAVGOBroadcom$1,099$23 ▼-2.0%6,3700.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,043$9,103 ▼-89.7%4,9500.8%FinanceIUSBiShares Core Total USD Bond Market ETF$1,020$8,725 ▼-89.5%21,6530.8%ManufacturingRSGRepublic Services$998$8,982 ▼-90.0%4,9700.7%Business ServicesNVDANVIDIA$943$8,758 ▼-90.3%7,7700.7%Computer and TechnologyABBVAbbVie$892$7,739 ▼-89.7%4,5190.7%MedicalFTCSFirst Trust Capital Strength ETF$822$8,397 ▼-91.1%9,0520.6%ETFMETAMeta Platforms$811$6,776 ▼-89.3%1,4160.6%Computer and TechnologyNEMNewmont$726$7,821 ▼-91.5%13,6000.5%Basic MaterialsCLBCore Laboratories$716$6,355 ▼-89.9%38,6910.5%Oils/EnergyVVisa$715$6,275 ▼-89.8%2,6030.5%Business ServicesSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$674$5,849 ▼-89.7%18,5510.5%ETFFPEFirst Trust Preferred Securities and Income ETF$648$5,637 ▼-89.7%35,8430.5%ETFCGDVCapital Group Dividend Value ETF$647$5,598 ▼-89.6%17,7580.5%ETFCGGRCapital Group Growth ETF$632$5,184 ▼-89.1%18,1860.5%ETFMRCMRC Global$622$4,935 ▼-88.8%48,8850.5%Industrial ProductsGOOGLAlphabet$590$4,968 ▼-89.4%3,5580.4%Computer and TechnologyCOSTCostco Wholesale$589$5,332 ▼-90.1%6650.4%Retail/WholesaleORCLOracle$548$5,229 ▼-90.5%3,2200.4%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$542$4,371 ▼-89.0%10,6280.4%ETFLMTLockheed Martin$530$4,728 ▼-89.9%9070.4%AerospaceAMGNAmgen$513$4,399 ▼-89.6%1,5920.4%MedicalPSXPhillips 66$509$4,434 ▼-89.7%3,8740.4%Oils/EnergyCALL INVESCO QQQ TR$505$505 ▲New Holding1,0300.4%OPTCALL BANK AMER CORP$486$4,637 ▼-90.5%16,9900.4%OPTKFYKorn Ferry$478$5,016 ▼-91.3%6,3580.4%Business ServicesIFRAiShares U.S. Infrastructure ETF$473$4,289 ▼-90.1%10,0700.4%ETFZWSZurn Elkay Water Solutions$469$5,986 ▼-92.7%13,0550.3%Industrial ProductsVWOVanguard FTSE Emerging Markets ETF$467$3,469 ▼-88.1%9,7620.3%ETFVTVanguard Total World Stock ETF$456$3,703 ▼-89.0%3,8090.3%ETFQQQInvesco QQQ$453$3,767 ▼-89.3%9290.3%FinanceIWDiShares Russell 1000 Value ETF$442$3,873 ▼-89.8%2,3290.3%ETFCBChubb$432$3,629 ▼-89.4%1,5000.3%FinanceRTXRTX$416$3,715 ▼-89.9%3,4330.3%AerospaceQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$407$3,632 ▼-89.9%3,2490.3%ManufacturingBLKBlackRock$406$3,574 ▼-89.8%4270.3%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$392$3,301 ▼-89.4%8,4450.3%ETFAFLAflac$373$3,247 ▼-89.7%3,3380.3%FinanceHDHome Depot$369$3,119 ▼-89.4%9120.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$369$3,341 ▼-90.1%4,3700.3%ETFPMPhilip Morris International$368$618 ▼-62.7%3,0320.3%Consumer StaplesITWIllinois Tool Works$361$4,232 ▼-92.1%1,3780.3%Industrial ProductsCALL CITIGROUP INC NEW$361$361 ▲New Holding7,6500.3%OPTCATCaterpillar$360$2,270 ▼-86.3%9200.3%Industrial ProductsBUDAnheuser-Busch InBev SA/NV$357$3,328 ▼-90.3%5,3940.3%Consumer StaplesNFLXNetflix$355$3,141 ▼-89.8%5000.3%Consumer DiscretionaryBSCWInvesco BulletShares 2032 Corporate Bond ETF$349$2,959 ▼-89.5%16,6850.3%ETFXOMExxon Mobil$346$2,899 ▼-89.3%2,9510.3%Oils/EnergyJNJJohnson & Johnson$345$3,142 ▼-90.1%2,1330.3%MedicalMOAltria Group$342$3,202 ▼-90.3%6,7020.3%Consumer StaplesUNHUnitedHealth Group$336$2,896 ▼-89.6%5760.2%MedicalKMIKinder Morgan$335$3,274 ▼-90.7%15,1770.2%Oils/EnergyTMOThermo Fisher Scientific$329$2,882 ▼-89.8%5310.2%MedicalGSThe Goldman Sachs Group$322$2,409 ▼-88.2%6500.2%FinanceBACBank of America$320$3,113 ▼-90.7%8,0650.2%FinanceWMTWalmart$309$2,852 ▼-90.2%3,8270.2%Retail/WholesaleKLACKLA$309$2,696 ▼-89.7%3990.2%Computer and TechnologyMARMarriott International$309$2,822 ▼-90.1%1,2440.2%Consumer DiscretionaryCRMSalesforce$309$2,752 ▼-89.9%1,1290.2%Computer and TechnologyTJXTJX Companies$308$2,760 ▼-90.0%2,6240.2%Retail/WholesaleDKNGDraftKings$308$2,772 ▼-90.0%7,8620.2%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$306$2,723 ▼-89.9%2,8460.2%ETFVRTXVertex Pharmaceuticals$291$2,417 ▼-89.3%6260.2%MedicalSGOViShares 0-3 Month Treasury Bond ETF$291$291 ▲New Holding2,8890.2%ETFFIRST TR VIII ETF FT VEST US EQUITY MODERATE BUFFER SEPTMBER$285$285 ▲New Holding8,2440.2%ETFVTIVanguard Total Stock Market ETF$281$2,186 ▼-88.6%9930.2%ETFLHXL3Harris Technologies$280$2,546 ▼-90.1%1,1790.2%AerospaceEQALInvesco Russell 1000 Equal Weight ETF$275$2,337 ▼-89.5%5,6530.2%ETFCSCOCisco Systems$275$2,538 ▼-90.2%5,1810.2%Computer and TechnologyNOWServiceNow$274$2,404 ▼-89.8%3060.2%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$273$527 ▼-65.9%4,7320.2%ETFCCitigroup$272$2,535 ▼-90.3%4,3490.2%FinanceUVVUniversal$271$3,082 ▼-91.9%5,1080.2%Consumer StaplesPEPPepsiCo$268$3,356 ▼-92.6%1,5770.2%Consumer StaplesCGUSCapital Group Core Equity ETF$268$2,235 ▼-89.3%7,8390.2%ETFHONHoneywell International$268$2,363 ▼-89.8%1,3000.2%Multi-Sector ConglomeratesCMICummins$264$2,407 ▼-90.1%8150.2%Auto/Tires/TrucksETNEaton$262$2,177 ▼-89.3%7910.2%Industrial ProductsShowing 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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