Chicago Wealth Management, Inc. Top Holdings and 13F Report (2025) About Chicago Wealth Management, Inc.Investment ActivityChicago Wealth Management, Inc. has $209.84 million in total holdings as of June 30, 2025.Chicago Wealth Management, Inc. owns shares of 48 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 17.94% of the portfolio was purchased this quarter.About 17.09% of the portfolio was sold this quarter.This quarter, Chicago Wealth Management, Inc. has purchased 48 new stocks and bought additional shares in 9 stocks.Chicago Wealth Management, Inc. sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares U.S. Aerospace & Defense ETF $14,233,894iShares U.S. Broker-Dealers & Securities Exchanges ETF $13,261,970Industrial Select Sector SPDR Fund $12,895,612iShares Expanded Tech-Software Sector ETF $11,641,602Invesco S&P 500 Quality ETF $11,124,986 Largest New Holdings this Quarter 464288372 - iShares Global Infrastructure ETF $10,645,357 Holding922042874 - Vanguard FTSE Europe ETF $10,429,020 Holding464288448 - iShares International Select Dividend ETF $9,107,614 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $4,386,074 Holding14040H105 - Capital One Financial $655,514 Holding Largest Purchases this Quarter iShares Global Infrastructure ETF 179,820 shares (about $10.65M)Vanguard FTSE Europe ETF 134,568 shares (about $10.43M)iShares International Select Dividend ETF 263,912 shares (about $9.11M)Invesco S&P 500 Low Volatility ETF 60,232 shares (about $4.39M)VanEck Gold Miners ETF 22,884 shares (about $1.19M) Largest Sales this Quarter iShares U.S. Insurance ETF 16,065 shares (about $2.16M)iShares Short Treasury Bond ETF 7,050 shares (about $778.46K)iShares Semiconductor ETF 1,471 shares (about $351.05K)NVIDIA 1,879 shares (about $296.86K)Microsoft 406 shares (about $201.99K) 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$14,233,894$82,059 ▼-0.6%75,4556.8%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$13,261,970$125,502 ▼-0.9%78,4086.3%ETFXLIIndustrial Select Sector SPDR Fund$12,895,612$153,421 ▼-1.2%87,4166.1%ETFIGViShares Expanded Tech-Software Sector ETF$11,641,602$19,272 ▼-0.2%106,3165.5%ETFSPHQInvesco S&P 500 Quality ETF$11,124,986$35,416 ▼-0.3%156,1185.3%ETFRSPInvesco S&P 500 Equal Weight ETF$11,069,763$71,969 ▼-0.6%60,9105.3%ETFIGFiShares Global Infrastructure ETF$10,645,357$10,645,357 ▲New Holding179,8205.1%ManufacturingXLFFinancial Select Sector SPDR Fund$10,489,064$70,647 ▲0.7%200,2885.0%ETFVGKVanguard FTSE Europe ETF$10,429,020$10,429,020 ▲New Holding134,5685.0%ETFSLViShares Silver Trust$10,029,060$112,505 ▼-1.1%305,6714.8%ETFIWFiShares Russell 1000 Growth ETF$9,708,714$9,341 ▼-0.1%22,8674.6%ETFSHViShares Short Treasury Bond ETF$9,426,633$778,458 ▼-7.6%85,3714.5%ETFIDViShares International Select Dividend ETF$9,107,614$9,107,614 ▲New Holding263,9124.3%ETFXLCCommunication Services Select Sector SPDR Fund$9,091,805$235,185 ▲2.7%83,7724.3%ETFQQQInvesco QQQ$8,892,156$20,963 ▲0.2%16,1194.2%FinanceKIESPDR S&P Insurance ETF$8,367,191$153,950 ▼-1.8%140,0604.0%ETFGDXVanEck Gold Miners ETF$5,166,138$1,191,345 ▲30.0%99,2342.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$4,386,074$4,386,074 ▲New Holding60,2322.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$4,151,883$116,489 ▲2.9%19,1042.0%FinanceSPYSPDR S&P 500 ETF Trust$2,945,047$204,491 ▲7.5%4,7671.4%FinanceAAPLApple$2,792,839$54,576 ▼-1.9%13,6121.3%Computer and TechnologyIAKiShares U.S. Insurance ETF$1,928,866$2,160,142 ▼-52.8%14,3450.9%ETFMARMarriott International$1,855,6420.0%6,7920.9%Consumer DiscretionaryALLAllstate$1,656,1770.0%8,2270.8%FinanceIVViShares Core S&P 500 ETF$1,159,8410.0%1,8680.6%ETFCBZCBIZ$1,003,9400.0%14,0000.5%Business ServicesGOOGAlphabet$1,002,415$17,561 ▼-1.7%5,6510.5%Computer and TechnologyTSLATesla$954,568$39,707 ▼-4.0%3,0050.5%Auto/Tires/TrucksMSFTMicrosoft$892,038$201,990 ▼-18.5%1,7930.4%Computer and TechnologyMSMorgan Stanley$879,3890.0%6,2430.4%FinanceAMZNAmazon.com$815,911$7,679 ▼-0.9%3,7190.4%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$691,473$1,942 ▼-0.3%4,9860.3%ETFNVDANVIDIA$659,292$296,863 ▼-31.0%4,1730.3%Computer and TechnologyCOFCapital One Financial$655,514$655,514 ▲New Holding3,0810.3%FinanceSVXYProShares Short VIX Short-Term Futures ETF$651,098$351,407 ▲117.3%15,2840.3%ETFXLVHealth Care Select Sector SPDR Fund$594,511$404 ▲0.1%4,4110.3%ETFVTIVanguard Total Stock Market ETF$584,4630.0%1,9230.3%ETFIEFAiShares Core MSCI EAFE ETF$515,1550.0%6,1710.2%ETFIWDiShares Russell 1000 Value ETF$509,0770.0%2,6210.2%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$429,661$5,737 ▼-1.3%2,8460.2%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$418,981$8,794 ▼-2.1%8,4810.2%ETFSOXXiShares Semiconductor ETF$406,411$351,046 ▼-46.3%1,7030.2%ETFMAMastercard$353,4600.0%6290.2%Business ServicesCOWZPacer US Cash Cows 100 ETF$351,893$606 ▲0.2%6,3860.2%ETFWTFCWintrust Financial$267,9210.0%2,1610.1%FinanceTRUST FOR PROFESSIONAL MANAG$262,961$634 ▼-0.2%10,3730.1%PERFORMANCE TR SSPYVSPDR Portfolio S&P 500 Value ETF$259,0310.0%4,9490.1%ETFNULGNuveen ESG Large-Cap Growth ETF$221,910$221,910 ▲New Holding2,3620.1%ETFKRESPDR S&P Regional Banking ETF$0$10,287,598 ▼-100.0%00.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$0$9,551,419 ▼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$8,519,438 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$2,036,917 ▼-100.0%00.0%ETFDFSDiscover Financial Services$0$516,026 ▼-100.0%00.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$0$251,996 ▼-100.0%00.0%ManufacturingShowing 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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