WINTRUST INVESTMENTS LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$1.22B
Signature - Title
Jim Sommerfield - Sr. Compliance Officer
Location
231 South Lasalle Street, 13 Th Floor, Chicago, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 488 $1.22B +$136M -$46M +$89.7M IJH, AAPL, TFLO, IVV, IWM 13F-HR 8/13/2024, 02:32 PM
Q1 2024 478 $1.13B +$141M -$72.3M +$68.7M IJH, BRKB, TFLO, IWM, IVV 13F-HR 5/9/2024, 04:07 PM
Q4 2023 464 $1.03B +$114M -$119M -$5.26M IJH, TFLO, BRKB, IWM, IVV 13F-HR 2/12/2024, 09:09 AM
Q3 2023 431 $952M +$68.7M -$83M -$14.2M VEA, IJH, BRKB, IVV, IWM 13F-HR 11/13/2023, 08:12 AM
Q2 2023 449 $997M +$257M -$74.3M +$183M VEA, IJH, IVV, BRKB, AAPL 13F-HR 8/10/2023, 09:04 AM
Q1 2023 357 $780M +$159M -$166M -$7.62M VEA, IJH, IVV, BRKB, IWM 13F-HR 5/9/2023, 03:56 PM
Q4 2022 395 $758M +$84.7M -$146M -$60.9M IJH, IVV, IWM, VEA, AAPL 13F-HR 2/13/2023, 09:08 AM
Q3 2022 429 $777M +$162M -$128M +$34.1M IJH, IVV, AAPL, IWM, BRKB 13F-HR 11/8/2022, 07:24 PM
Q2 2022 393 $815M +$110M -$164M -$53.8M IJH, AAPL, IVV, IWM, BRKB 13F-HR 8/15/2022, 09:01 AM
Q1 2022 438 $1.03B +$130M -$89.4M +$41M AAPL, IJH, IVV, BRKB, IWM 13F-HR 5/11/2022, 05:01 PM
Q4 2021 447 $1.04B +$375M -$61.4M +$314M AAPL, IVV, IJH, GOOG, IWM 13F-HR 2/4/2022, 04:59 PM
Q3 2021 279 $691M +$79.6M -$350M -$270M AAPL, IVV, IJH, IWM, MSFT 13F-HR 11/12/2021, 04:11 PM
Q2 2021 444 $959M +$77.3M -$131M -$53.6M IVV, AAPL, VWO, GOOG, IJH 13F-HR 8/10/2021, 01:52 PM
Q1 2021 441 $958M +$641M -$50.4M +$591M IVV, AAPL, IJH, VWO, GOOG 13F-HR 5/10/2021, 01:06 PM
Q4 2020 180 $346M +$50.5M -$454M -$403M GOOG, MSFT, QQQ, ARKK, LMBS 13F-HR 2/8/2021, 09:26 AM
Q3 2020 368 $724M +$100M -$103M -$2.36M IVV, AAPL, ACWV, MSFT, VWO 13F-HR 11/12/2020, 08:29 AM
Q2 2020 388 $710M +$104M -$105M -$687K IVV, AAPL, ACWV, VWO, GOOG 13F-HR 8/7/2020, 05:33 PM
Q1 2020 348 $606M +$111M -$83.9M +$27.6M VWO, IVV, ACWV, AAPL, GOOG 13F-HR 5/13/2020, 07:22 PM
Q4 2019 378 $711M +$53.6M -$60.7M -$7.05M VWO, IVV, IJH, AAPL, IWM 13F-HR 2/14/2020, 11:35 AM
Q3 2019 401 $668M +$59.6M -$47.6M +$12M VWO, IVV, IJH, IWM, BRKB 13F-HR 11/7/2019, 03:34 PM
Q2 2019 381 $655M +$79.6M -$51.7M +$27.9M VWO, IVV, IJH, BRKB, IWM 13F-HR 8/5/2019, 03:03 PM
Q1 2019 365 $612M +$73.5M -$42.5M +$31M VWO, IJH, IVV, BRKB, IWM 13F-HR 5/15/2019, 09:48 AM
Q4 2018 333 $525M +$78.5M -$71.7M +$6.81M VWO, IJH, IVV, SPY, BRKB 13F-HR 2/13/2019, 01:29 PM
Q3 2018 373 $593M +$52.9M -$49.5M +$3.4M IJH, IVV, VWO, VEA, BRKB 13F-HR 11/13/2018, 10:41 AM
Q2 2018 361 $562M +$208M -$37.9M +$170M IJH, IVV, VEA, VWO, IWM 13F-HR 8/13/2018, 01:44 PM
Q1 2018 263 $394M +$41.2M -$75.4M -$34.2M IJH, VWO, VEA, IVV, IWM 13F-HR 5/2/2018, 05:34 PM
Q4 2017 280 $428M +$33M -$18.2M +$14.8M IJH, VEA, VWO, IVV, IWM 13F-HR 2/13/2018, 05:06 PM
Q3 2017 278 $396M +$36.1M -$30.3M +$5.85M IJH, VEA, VWO, IVV, IWM 13F-HR 11/7/2017, 09:38 AM
Q2 2017 292 $376M +$36.4M -$21.9M +$14.6M IJH, VEA, VWO, IVV, IWM 13F-HR 8/4/2017, 05:27 PM
Q1 2017 286 $350M +$111M -$11.1M +$99.8M IJH, VEA, VWO, IVV, IWM 13F-HR 5/10/2017, 12:12 PM
Q4 2016 224 $240M +$42.3M -$21.1M +$21.2M IJH, VWO, VEA, IVV, IWM 13F-HR 2/14/2017, 04:13 PM
Q3 2016 199 $215M +$39.2M -$274K +$38.9M VWO, VEA, IJH, IVV, IWM 13F-HR 11/15/2016, 01:01 PM
Q2 2016 185 $274K $0 $0 13F-HR 8/15/2016, 04:22 PM