SEC Form 13F

WINTRUST INVESTMENTS LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-11
Reported value$113,600,000
Positions427

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES CORE S P MID ETF ETFIJHETF$6,306,000101,204
APPLE INCAAPLCOM$5,270,00021,047
ISHARES CORE S P 500 ETF S P 500 INDEX FDIVVETF$5,147,0008,744
ISHARES ETF RUSSELL 2000IWMETF$4,929,00022,309
BERKSHIRE HATHAWAY INC SERIES B NEWBRK.BCOM$4,387,0009,678
INVESCO TR ETF S P 500 EQUAL WEIGHTRSPETF$4,090,00023,341
ISHARES TREASURY ETF FLOATING RATE ETFTFLOETF$3,975,00078,770
MICROSOFT CORPMSFTCOM$2,950,0006,998
BERKSHIRE HATHAWAY INC CL ABRK.ACOM$2,724,0004
ALPHABET INC NON VOTING CAP STK CL CGOOGCOM$2,598,00013,642

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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