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  Name: Chicago Wealth Management Inc.
  City: CHICAGO
  State: IL
  Zip: 60540
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,307,000
  Total Value Change : $21,983,000
  Securities Held Change : 4
   
All Securities Held : 48
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 17
  Unchanged Positions : 12
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLF)1 Year Chart         XLF SPDR Financial Sector 15 New $41.61 $5,171,000 122,768 3.07% 5,171,000 122,768 0.002    Closed - End Fund - E...
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 18 New $148.42 $2,901,000 18,723 1.72% 2,901,000 18,723 0.004    Closed - End Fund - E...
   (IAT)1 Year Chart         IAT iShares Dow Jones U.S. Regi... 21 New $40.74 $2,141,000 49,366 1.27% 2,141,000 49,366 0.236    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 New $1,064.69 $813,000 900 0.48% 813,000 900 0    Semiconductor - Speci...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 37 New $261.87 $489,000 1,883 0.29% 489,000 1,883 0    Closed - End Fund - E...
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 46 New $84.54 $244,000 2,779 0.14% 244,000 2,779 0.011    N/A

      6 Records Found
  1    
Page 1 of 1
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