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| Name: |
Chicago Wealth Management Inc. |
| City: |
CHICAGO |
| State: |
IL |
| Zip: |
60540 |
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data |
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| Holdings
Found :
12 |
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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 |
|
MAR |
Marriott International Inc |
19 |
- |
$237.50 |
$1,532,000 |
6,792 |
1.05% |
197,000 |
0 |
0.002 |
Lodging |
|
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ALL |
Allstate Corp |
21 |
- |
$169.88 |
$1,152,000 |
8,227 |
0.79% |
235,000 |
0 |
0.003 |
Property & Casualty I... |
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CBZ |
CBIZ Inc |
22 |
- |
$74.48 |
$1,064,000 |
17,000 |
0.73% |
182,000 |
0 |
0.031 |
Business Services |
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IVV |
iShares Core S&P 500 Etf |
24 |
- |
$523.57 |
$822,000 |
1,721 |
0.56% |
83,000 |
0 |
0 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
26 |
- |
$177.81 |
$750,000 |
3,020 |
0.51% |
-6,000 |
0 |
0 |
Auto Manufacturers |
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MS |
Morgan Stanley |
28 |
- |
$98.56 |
$582,000 |
6,243 |
0.4% |
72,000 |
0 |
0 |
Investment Brokerage ... |
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IWD |
iShares Russell 1000 Value |
32 |
- |
$176.70 |
$433,000 |
2,621 |
0.3% |
35,000 |
0 |
0.001 |
Closed - End Fund - E... |
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DFS |
Discover Financial Services |
34 |
- |
$124.27 |
$351,000 |
3,123 |
0.24% |
80,000 |
0 |
0.001 |
Credit Services |
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FTC |
First Trust Large Cap Growt... |
36 |
- |
$119.91 |
$316,000 |
2,884 |
0.22% |
37,000 |
0 |
0.025 |
Closed - End Fund - Debt |
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LW |
Lamb Weston Holdings, Inc. |
39 |
- |
$85.10 |
$267,000 |
2,473 |
0.18% |
38,000 |
0 |
0.002 |
N/A |
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HD |
Home Depot Inc |
40 |
- |
$340.96 |
$236,000 |
680 |
0.16% |
31,000 |
0 |
0 |
Home Improvement Stores |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
41 |
- |
$49.40 |
$231,000 |
4,949 |
0.16% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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