Chicago Wealth Management, Inc. Top Holdings and 13F Report (2025) About Chicago Wealth Management, Inc.Investment ActivityChicago Wealth Management, Inc. has $190.84 million in total holdings as of March 31, 2025.Chicago Wealth Management, Inc. owns shares of 48 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 14.43% of the portfolio was purchased this quarter.About 11.77% of the portfolio was sold this quarter.This quarter, Chicago Wealth Management, Inc. has purchased 50 new stocks and bought additional shares in 20 stocks.Chicago Wealth Management, Inc. sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares U.S. Aerospace & Defense ETF $11,618,805Industrial Select Sector SPDR Fund $11,593,963iShares U.S. Broker-Dealers & Securities Exchanges ETF $11,089,723Invesco S&P 500 Equal Weight ETF $10,620,069Invesco S&P 500 Quality ETF $10,389,832 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $10,208,854 Holding92189F106 - VanEck Gold Miners ETF $3,509,824 Holding74347W130 - ProShares Short VIX Short-Term Futures ETF $321,922 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 92,421 shares (about $10.21M)iShares Silver Trust 293,816 shares (about $9.11M)VanEck Gold Miners ETF 76,350 shares (about $3.51M)SPDR S&P 500 ETF Trust 1,404 shares (about $785.43K)Consumer Discretionary Select Sector SPDR Fund 2,245 shares (about $443.30K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 178,197 shares (about $9.76M)Alphabet 3,599 shares (about $562.24K)Amazon.com 695 shares (about $132.23K)NVIDIA 468 shares (about $50.72K)iShares U.S. Insurance ETF 365 shares (about $50.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChicago Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITAiShares U.S. Aerospace & Defense ETF$11,618,805$192,754 ▲1.7%75,8906.1%ETFXLIIndustrial Select Sector SPDR Fund$11,593,963$125,434 ▲1.1%88,4566.1%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$11,089,723$275,597 ▲2.5%79,1505.8%ETFRSPInvesco S&P 500 Equal Weight ETF$10,620,069$221,908 ▲2.1%61,3065.6%ETFSPHQInvesco S&P 500 Quality ETF$10,389,832$180,113 ▲1.8%156,6155.4%ETFKRESPDR S&P Regional Banking ETF$10,287,598$129,050 ▲1.3%180,9605.4%ETFSHViShares Short Treasury Bond ETF$10,208,854$10,208,854 ▲New Holding92,4215.3%ETFXLFFinancial Select Sector SPDR Fund$9,909,176$406,600 ▲4.3%198,9395.2%ETFSLViShares Silver Trust$9,579,003$9,105,352 ▲1,922.4%309,1005.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$9,551,419$110,808 ▲1.2%279,2815.0%ETFIGViShares Expanded Tech-Software Sector ETF$9,476,723$67,988 ▲0.7%106,4925.0%ETFKIESPDR S&P Insurance ETF$8,633,817$154,775 ▲1.8%142,6374.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$8,519,438$119,717 ▲1.4%225,8004.5%ETFIWFiShares Russell 1000 Growth ETF$8,264,893$194,264 ▲2.4%22,8894.3%ETFXLCCommunication Services Select Sector SPDR Fund$7,870,846$322,434 ▲4.3%81,6054.1%ETFQQQInvesco QQQ$7,540,613$222,265 ▲3.0%16,0814.0%FinanceIAKiShares U.S. Insurance ETF$4,190,847$50,301 ▼-1.2%30,4102.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,666,466$443,301 ▲13.8%18,5681.9%FinanceGDXVanEck Gold Miners ETF$3,509,824$3,509,824 ▲New Holding76,3501.8%ETFAAPLApple$3,082,820$19,548 ▼-0.6%13,8781.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,481,595$785,428 ▲46.3%4,4361.3%FinanceXLKTechnology Select Sector SPDR Fund$2,036,917$409,655 ▲25.2%9,8651.1%ETFALLAllstate$1,703,5650.0%8,2270.9%FinanceMARMarriott International$1,617,8540.0%6,7920.8%Consumer DiscretionaryCBZCBIZ$1,062,0400.0%14,0000.6%Business ServicesIVViShares Core S&P 500 ETF$1,049,629$21,914 ▼-2.0%1,8680.5%ETFGOOGAlphabet$898,279$562,245 ▼-38.5%5,7500.5%Computer and TechnologyMSFTMicrosoft$825,619$9,386 ▼-1.1%2,1990.4%Computer and TechnologyTSLATesla$811,171$518 ▲0.1%3,1300.4%Auto/Tires/TrucksMSMorgan Stanley$728,3710.0%6,2430.4%FinanceAMZNAmazon.com$714,236$132,231 ▼-15.6%3,7540.4%Retail/WholesaleNVDANVIDIA$655,916$50,722 ▼-7.2%6,0520.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$643,557$8,614 ▼-1.3%4,4080.3%ETFSOXXiShares Semiconductor ETF$597,218$14,300 ▼-2.3%3,1740.3%ETFIWPiShares Russell Mid-Cap Growth ETF$587,462$4,230 ▼-0.7%5,0000.3%ETFVTIVanguard Total Stock Market ETF$528,5230.0%1,9230.3%ETFDFSDiscover Financial Services$516,0260.0%3,0230.3%FinanceIWDiShares Russell 1000 Value ETF$493,1670.0%2,6210.3%ETFIEFAiShares Core MSCI EAFE ETF$466,836$23,149 ▲5.2%6,1710.2%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$415,178$13,809 ▼-3.2%8,6590.2%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$378,9580.0%2,8840.2%ETFCOWZPacer US Cash Cows 100 ETF$349,072$9,757,425 ▼-96.5%6,3750.2%ETFMAMastercard$344,7670.0%6290.2%Business ServicesSVXYProShares Short VIX Short-Term Futures ETF$321,922$321,922 ▲New Holding7,0350.2%ETFTRUST FOR PROFESSIONAL MANAG$262,963$12,518 ▼-4.5%10,3980.1%PERFORMANCE TR SSPYVSPDR Portfolio S&P 500 Value ETF$252,7450.0%4,9490.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$251,996$11,665 ▼-4.4%3,0460.1%ManufacturingWTFCWintrust Financial$243,0260.0%2,1610.1%FinanceXHBSPDR S&P Homebuilders ETF$0$10,033,372 ▼-100.0%00.0%ETFSPHBInvesco S&P 500 High Beta ETF$0$1,284,884 ▼-100.0%00.0%ETFNULGNuveen ESG Large-Cap Growth ETF$0$274,688 ▼-100.0%00.0%ETFHDHome Depot$0$200,330 ▼-100.0%00.0%Retail/WholesaleSRIVARU HOLDING LIMITED$0$498 ▼-100.0%00.0%ORD SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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