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Showing Q4 2024 data
WINTRUST INVESTMENTS LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
WINTRUST INVESTMENTS LLC
•CIK: 49096•Filing: Q4 2024
**WINTRUST INVESTMENTS LLC** manages $114M across a diversified portfolio of 427 positions. The fund exhibits significant exposure to technology and broad market indices, highlighted by top holdings including IJH at $6.3M and AAPL at $5.3M. Further concentration is visible in core market ETFs such as IVV ($5.1M) and IWM ($4.9M). The portfolio maintains notable allocations to established names like BRK/B ($4.4M) and MSFT ($3.0M).
Total AUM
$113.6M
QoQ Performance
-15.9%
Positions
427
Top 10 Concentration
40.3%
Latest Filing
Q4 2024
Top Holdings Allocation
IJH
IJH5.6%
AAPL4.6%
IVV4.5%
IWM4.3%
BRK/B3.9%
RSP3.6%
TFLO3.5%
MSFT2.6%
📈 Biggest Buys
APO
APOLLO GLOBAL MGMT INC NEW
+888.0%
1.3% of portfolio
JAAA
JANUS DETROIT STR TR ETF JANUS HENDERSON AAA CLO
NEW
0.4% of portfolio
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
+94.0%
0.8% of portfolio
IVV
ISHARES CORE S P 500 ETF S P 500 INDEX FD
+8.4%
4.5% of portfolio
CGGR
CAPITAL GRP GROWTH ETF CREATION UNIT
+57.5%
0.9% of portfolio
📉 Biggest Sells
Sector Breakdown
Other57.4%
Technology14.6%
Financial9.7%
ETF8.6%
Healthcare3.5%
Consumer3.4%
Industrial0.7%
Communication0.6%
🚪 Exited Positionssold since Q3 2024
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PUT INVESCO S P 500
SOLD
$2.2M
+332 more exited positions
Changes from Q3 2024
NEW7 new positions
↑74 increased
↓116 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023