13F Filings History of WINTRUST INVESTMENTS LLC

Latest 13F report
Q4 2024 - 10 Feb 2025
Value $
$113,538,000
Signature - Title
Jim Sommerfield - Sr. Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by WINTRUST INVESTMENTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WINTRUST INVESTMENTS LLC reported 427 stock holdings with total value $113,538,000 as of Q4 2024. Top holdings included IJH, AAPL, IVV, IWM, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 427 $113,538,000 +$8,250,404 -$28,663,212 -$20,412,808 IJH, AAPL, IVV, IWM, BRKB 13F-HR 10 Feb 2025, 09:00
Q3 2024 530 $135,063,000 +$6,034,000 -$1,138,221,190 -$1,132,187,190 IJH, AAPL, IWM, BRKB, PUT SPY OPTION 13F-HR 12 Nov 2024, 13:24
Q2 2024 488 $1,219,536,000 +$135,674,455 -$45,991,222 +$89,683,233 IJH, PUT SPY OPTION, AAPL, TFLO, IVV 13F-HR 13 Aug 2024, 14:32
Q1 2024 478 $1,122,625,000 +$140,954,941 -$69,445,515 +$71,509,426 IJH, BRKB, TFLO, IWM, IVV 13F-HR 09 May 2024, 16:07
Q4 2023 464 $1,028,976,000 +$113,564,249 -$116,568,713 -$3,004,464 IJH, TFLO, BRKB, IWM, IVV 13F-HR 12 Feb 2024, 09:09
Q3 2023 431 $952,171,000 +$66,128,503 -$82,812,602 -$16,684,099 VEA, IJH, BRKB, IVV, IWM 13F-HR 13 Nov 2023, 08:12
Q2 2023 449 $993,852,000 +$256,279,127 -$76,613,561 +$179,665,566 VEA, IJH, IVV, BRKB, AAPL 13F-HR 10 Aug 2023, 09:04
Q1 2023 357 $783,797,000 +$162,143,743 -$158,931,269 +$3,212,474 VEA, IJH, IVV, BRKB, IWM 13F-HR 09 May 2023, 15:56
Q4 2022 395 $752,032,000 +$84,650,396 -$132,146,132 -$47,495,736 IJH, IVV, IWM, VEA, AAPL 13F-HR 13 Feb 2023, 09:08
Q3 2022 429 $754,382,000 +$153,412,593 -$112,783,058 +$40,629,535 IJH, IVV, AAPL, IWM, BRKB 13F-HR 08 Nov 2022, 19:24
Q2 2022 405 $805,453,000 +$108,369,300 -$160,508,809 -$52,139,509 IJH, AAPL, IVV, IWM, BRKB 13F-HR 15 Aug 2022, 09:01
Q1 2022 450 $1,023,338,000 +$125,915,077 -$90,826,542 +$35,088,535 AAPL, IJH, IVV, BRKB, IWM 13F-HR 11 May 2022, 17:01
Q4 2021 461 $1,010,043,000 +$343,091,434 -$60,004,583 +$283,086,851 AAPL, IVV, IJH, GOOG, IWM 13F-HR 04 Feb 2022, 16:59
Q3 2021 287 $655,301,000 +$73,958,749 -$347,269,821 -$273,311,072 AAPL, IVV, IJH, IWM, MSFT 13F-HR 12 Nov 2021, 16:11
Q2 2021 456 $952,997,000 +$77,861,120 -$127,610,731 -$49,749,611 IVV, AAPL, VWO, GOOG, IJH 13F-HR 10 Aug 2021, 13:52
Q1 2021 452 $954,323,000 +$630,705,344 -$51,858,046 +$578,847,298 IVV, AAPL, IJH, VWO, GOOG 13F-HR 10 May 2021, 13:06
Q4 2020 189 $336,406,000 +$42,905,478 -$452,873,516 -$409,968,038 GOOG, MSFT, QQQ, ARKK, LMBS 13F-HR 08 Feb 2021, 09:26
Q3 2020 371 $718,550,000 +$102,509,994 -$90,637,053 +$11,872,941 IVV, AAPL, ACWV, MSFT, VWO 13F-HR 12 Nov 2020, 08:29
Q2 2020 394 $696,913,000 +$105,398,387 -$102,716,089 +$2,682,298 IVV, AAPL, ACWV, VWO, GOOG 13F-HR 07 Aug 2020, 17:33
Q1 2020 351 $593,164,000 +$98,808,174 -$83,641,314 +$15,166,860 VWO, IVV, ACWV, AAPL, GOOG 13F-HR 13 May 2020, 19:22
Q4 2019 379 $707,047,000 +$53,395,868 -$61,498,126 -$8,102,258 VWO, IVV, IJH, AAPL, IWM 13F-HR 14 Feb 2020, 11:35
Q3 2019 405 $669,391,000 +$49,598,122 -$50,179,319 -$581,197 VWO, IVV, IJH, IWM, BRKB 13F-HR 07 Nov 2019, 15:34
Q2 2019 384 $650,892,000 +$73,092,801 -$45,255,443 +$27,837,358 VWO, IVV, IJH, BRKB, IWM 13F-HR 05 Aug 2019, 15:03
Q1 2019 366 $603,031,000 +$64,991,020 -$42,810,891 +$22,180,129 VWO, IJH, IVV, BRKB, IWM 13F-HR 15 May 2019, 09:48
Q4 2018 333 $525,455,000 +$78,540,404 -$71,730,640 +$6,809,764 VWO, IJH, IVV, SPY, BRKB 13F-HR 13 Feb 2019, 13:29
Q3 2018 373 $592,726,000 +$52,874,086 -$49,472,027 +$3,402,059 IJH, IVV, VWO, VEA, BRKB 13F-HR 13 Nov 2018, 10:41
Q2 2018 361 $561,623,000 +$207,574,252 -$37,861,096 +$169,713,156 IJH, IVV, VEA, VWO, IWM 13F-HR 13 Aug 2018, 13:44
Q1 2018 263 $394,010,000 +$41,214,686 -$75,400,828 -$34,186,142 IJH, VWO, VEA, IVV, IWM 13F-HR 02 May 2018, 17:34
Q4 2017 280 $428,227,000 +$33,006,296 -$18,187,109 +$14,819,187 IJH, VEA, VWO, IVV, IWM 13F-HR 13 Feb 2018, 17:06
Q3 2017 278 $395,683,000 +$36,148,442 -$30,301,634 +$5,846,808 IJH, VEA, VWO, IVV, IWM 13F-HR 07 Nov 2017, 09:38
Q2 2017 292 $375,770,000 +$36,417,631 -$21,857,072 +$14,560,559 IJH, VEA, VWO, IVV, IWM 13F-HR 04 Aug 2017, 17:27
Q1 2017 286 $350,270,000 +$110,933,345 -$11,098,216 +$99,835,129 IJH, VEA, VWO, IVV, IWM 13F-HR 10 May 2017, 12:12
Q4 2016 224 $239,732,000 +$42,340,339 -$21,122,086 +$21,218,253 IJH, VWO, VEA, IVV, IWM 13F-HR 14 Feb 2017, 16:13
Q3 2016 199 $215,325,000 +$39,190,000 -$274,000 +$38,916,000 VWO, VEA, IJH, IVV, IWM 13F-HR 15 Nov 2016, 13:01
Q2 2016 185 $274,000 $0 $0 $0 FIRST TRUST III ETF, FIRST TRUST CAPITAL ETF, DUN & BRADSTREET CORP, ISHARES NASDAQ ETF, EDWARDS LIFESCIENCE CORP 13F-HR 15 Aug 2016, 16:22