WINTRUST INVESTMENTS LLC current holdings: USA Stocks
WINTRUST INVESTMENTS LLC reported $0.00 billion in share positions in stocks (listed in the US), 247 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, BRKB, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 21,047; Value $5,270.
- BRKB: Country of operation —; Class COM; Shares 9,678; Value $4,387.
- MSFT: Country of operation United States; Class COM; Shares 6,998; Value $2,950.
- GOOG: Country of operation United States; Class COM; Shares 13,642; Value $2,598.
Form 13F-HR as filed (SEC CIK 49096): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 21,047 | $5,270 | 9.62% | 2024-12-31 | 2025-02-10 | |
| BRKB BERKSHIRE HATHAWAY INC SERIES B NEW | COM | 9,678 | $4,387 | 8.01% | 2024-12-31 | 2025-02-10 | ||
| MSFT MICROSOFT CORP | United States | COM | 6,998 | $2,950 | 5.39% | 2024-12-31 | 2025-02-10 | +20.75% |
| GOOG ALPHABET INC NON VOTING CAP STK CL C | United States | COM | 13,642 | $2,598 | 4.74% | 2024-12-31 | 2025-02-10 | +77.13% |
| ISRG INTUITIVE SURGICAL INC COM NEW | United States | COM | 4,298 | $2,243 | 4.10% | 2024-12-31 | 2025-02-10 | -21.03% |
| AMZN AMAZON COM INC | United States | COM | 7,576 | $1,662 | 3.03% | 2024-12-31 | 2025-02-10 | +12.43% |
| LLY ELI LILLY CO | United States | COM | 2,027 | $1,564 | 2.86% | 2024-12-31 | 2025-02-10 | +53.45% |
| APO APOLLO GLOBAL MGMT INC NEW | United States | COM | 8,714 | $1,439 | 2.63% | 2024-12-31 | 2025-02-10 | -27.95% |
| AVGO BROADCOM INC | United States | COM | 5,856 | $1,357 | 2.48% | 2024-12-31 | 2025-02-10 | +53.17% |
| JPM JPMORGAN CHASE CO | United States | COM | 4,597 | $1,102 | 2.01% | 2024-12-31 | 2025-02-10 | +39.74% |
| RSG REPUBLIC SVCS INC | United States | COM | 4,945 | $994 | 1.82% | 2024-12-31 | 2025-02-10 | +5.34% |
| ZWS ZURN ELKAY WATER SOLUTIONS CORP | United States | COM | 25,331 | $944 | 1.72% | 2024-12-31 | 2025-02-10 | +25.44% |
| META META PLATFORMS INC CLASS A | United States | COM | 1,389 | $813 | 1.48% | 2024-12-31 | 2025-02-10 | +26.18% |
| ABBV ABBVIE INC | United States | COM | 3,891 | $691 | 1.26% | 2024-12-31 | 2025-02-10 | +48.17% |
| GOOGL ALPHABET INC VOTING CAP STK CL A | United States | COM | 3,379 | $639 | 1.17% | 2024-12-31 | 2025-02-10 | +80.10% |
| V VISA INC CLASS A | United States | COM | 1,961 | $620 | 1.13% | 2024-12-31 | 2025-02-10 | +15.77% |
| NVDA NVIDIA CORP | United States | COM | 4,561 | $612 | 1.12% | 2024-12-31 | 2025-02-10 | +69.19% |
| MDGL MADRIGAL PHARMACEUTICALS INC | United States | COM | 1,937 | $597 | 1.09% | 2024-12-31 | 2025-02-10 | +65.10% |
| SEI SOLARIS ENERGY INFRASTRUCTURE INC CL A | United States | COM | 19,973 | $574 | 1.05% | 2024-12-31 | 2025-02-10 | +137.46% |
| COST COSTCO WHSL CORP NEW COM | United States | COM | 580 | $531 | 0.97% | 2024-12-31 | 2025-02-10 | +0.91% |
| NFLX NETFLIX COM INC | United States | ETF | 498 | $443 | 0.81% | 2024-12-31 | 2025-02-10 | -21.13% |
| ORCL ORACLE CORPORATION | United States | COM | 2,421 | $403 | 0.74% | 2024-12-31 | 2025-02-10 | -17.31% |
| CB CHUBB LTD | COM | 1,427 | $394 | 0.72% | 2024-12-31 | 2025-02-10 | +20.19% | |
| AFL AFLAC INC | United States | COM | 3,695 | $382 | 0.70% | 2024-12-31 | 2025-02-10 | +9.88% |
| ITW ILLINOIS TOOL WORKS INC | United States | COM | 1,358 | $344 | 0.63% | 2024-12-31 | 2025-02-10 | +5.33% |
| CRM SALESFORCE INC | United States | COM | 1,018 | $340 | 0.62% | 2024-12-31 | 2025-02-10 | -32.61% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 696 | $338 | 0.62% | 2024-12-31 | 2025-02-10 | +5.41% |
| PSX PHILLIPS 66 | United States | COM | 2,882 | $328 | 0.60% | 2024-12-31 | 2025-02-10 | +121.41% |
| NOW SERVICENOW INC | United States | COM | 308 | $327 | 0.60% | 2024-12-31 | 2025-02-10 | -38.71% |
| PLTR PALANTIR TECHNOLOGIES INC CL A | United States | COM | 4,159 | $314 | 0.57% | 2024-12-31 | 2025-02-10 | +147.22% |
| NEE NEXTERA ENERGY INC | United States | COM | 4,312 | $309 | 0.56% | 2024-12-31 | 2025-02-10 | +5.86% |
| TJX TJX COS INC NEW | United States | COM | 2,401 | $290 | 0.53% | 2024-12-31 | 2025-02-10 | +10.75% |
| PM PHILIP MORRIS INTERNATIONAL INC | United States | COM | 2,348 | $282 | 0.51% | 2024-12-31 | 2025-02-10 | +61.11% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 532 | $269 | 0.49% | 2024-12-31 | 2025-02-10 | -25.88% |
| BLK BLACKROCK INC COM NEW | United States | COM | 261 | $268 | 0.49% | 2024-12-31 | 2025-02-10 | +4.18% |
| ETN EATON CORP PLC | COM | 810 | $268 | 0.49% | 2024-12-31 | 2025-02-10 | +30.55% | |
| KLAC KLA CORP | United States | COM | 420 | $265 | 0.48% | 2024-12-31 | 2025-02-10 | +211.89% |
| HTGC HERCULES CAP INC | United States | COM | 13,024 | $261 | 0.48% | 2024-12-31 | 2025-02-10 | -15.53% |
| CHDN CHURCHILL DOWNS INC | United States | COM | 1,952 | $260 | 0.47% | 2024-12-31 | 2025-02-10 | -42.97% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 498 | $259 | 0.47% | 2024-12-31 | 2025-02-10 | +30.64% |
| MAR MARRIOTT INTL INC NEW CL A | United States | COM | 916 | $255 | 0.47% | 2024-12-31 | 2025-02-10 | +29.64% |
| PANW PALO ALTO NETWORKS | United States | COM | 1,402 | $255 | 0.47% | 2024-12-31 | 2025-02-10 | +113.46% |
| CRWD CROWDSTRIKE HLDGS INC CL A | United States | COM | 719 | $246 | 0.45% | 2024-12-31 | 2025-02-10 | +207.15% |
| CBOE CBOE GLOBAL MARKETS INC | United States | COM | 1,236 | $241 | 0.44% | 2024-12-31 | 2025-02-10 | +33.96% |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 598 | $240 | 0.44% | 2024-12-31 | 2025-02-10 | +30.80% |
| GAP GAP INC | United States | COM | 10,054 | $237 | 0.43% | 2024-12-31 | 2025-02-10 | -0.38% |
| SRE SEMPRA ENERGY | United States | COM | 2,560 | $224 | 0.41% | 2024-12-31 | 2025-02-10 | -10.88% |
| USB US BANCORP NEW | United States | COM | 4,624 | $221 | 0.40% | 2024-12-31 | 2025-02-10 | +21.56% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 375 | $215 | 0.39% | 2024-12-31 | 2025-02-10 | +60.01% |
| NEM NEWMONT CORP | United States | COM | 5,610 | $208 | 0.38% | 2024-12-31 | 2025-02-10 | +214.59% |
| LIN LINDE PLC NEW | United Kingdom | COM | 498 | $208 | 0.38% | 2024-12-31 | 2025-02-10 | +13.07% |
| CME CME GROUP INC | United States | COM | 887 | $206 | 0.38% | 2024-12-31 | 2025-02-10 | +13.34% |
| BAC BANK OF AMERICA CORP | United States | COM | 4,575 | $201 | 0.37% | 2024-12-31 | 2025-02-10 | +25.05% |
| MRC MRC GLOBAL INC | United States | COM | 15,740 | $201 | 0.37% | 2024-12-31 | 2025-02-10 | |
| AMGN AMGEN INC | United States | COM | 763 | $199 | 0.36% | 2024-12-31 | 2025-02-10 | +62.54% |
| ABT ABBOTT LABORATORIES | United States | COM | 1,735 | $196 | 0.36% | 2024-12-31 | 2025-02-10 | -10.75% |
| MCD MCDONALDS CORP | United States | COM | 661 | $191 | 0.35% | 2024-12-31 | 2025-02-10 | -19.29% |
| LOW LOWES COMPANIES INC | United States | COM | 767 | $189 | 0.35% | 2024-12-31 | 2025-02-10 | -24.12% |
| DPZ DOMINO'S PIZZA INC | United States | COM | 445 | $187 | 0.34% | 2024-12-31 | 2025-02-10 | -28.10% |
| COR CENCORA INC | United States | COM | 835 | $187 | 0.34% | 2024-12-31 | 2025-02-10 | +36.91% |
| MO ALTRIA GROUP INC | United States | COM | 3,566 | $186 | 0.34% | 2024-12-31 | 2025-02-10 | +31.42% |
| ULTA ULTA BEAUTY INC | United States | COM | 428 | $186 | 0.34% | 2024-12-31 | 2025-02-10 | +25.97% |
| CAT CATERPILLAR INC | United States | COM | 504 | $183 | 0.33% | 2024-12-31 | 2025-02-10 | +127.88% |
| KFY KORN FERRY INTL | United States | COM | 2,715 | $183 | 0.33% | 2024-12-31 | 2025-02-10 | +6.72% |
| IMO IMPERIAL OIL LTD NEW | COM | 2,942 | $181 | 0.33% | 2024-12-31 | 2025-02-10 | +97.81% | |
| MELI MERCADOLIBRE INC | COM | 105 | $179 | 0.33% | 2024-12-31 | 2025-02-10 | +1.44% | |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 839 | $176 | 0.32% | 2024-12-31 | 2025-02-10 | +12.45% |
| EW EDWARDS LIFESCIENCE CORP | United States | COM | 2,384 | $176 | 0.32% | 2024-12-31 | 2025-02-10 | +18.98% |
| CLB CORE LABORATORIES INC LUXEMBOURG SA COM | COM | 10,142 | $175 | 0.32% | 2024-12-31 | 2025-02-10 | -43.91% | |
| JNJ JOHNSON JOHNSON | United States | COM | 1,204 | $174 | 0.32% | 2024-12-31 | 2025-02-10 | +85.02% |
| HSBC HSBC HOLDINGS PLC-SPON ADR | COM | 3,465 | $171 | 0.31% | 2024-12-31 | 2025-02-10 | +103.64% | |
| HD HOME DEPOT INC | United States | COM | 421 | $163 | 0.30% | 2024-12-31 | 2025-02-10 | -25.95% |
| PEP PEPSICO INCORPORATED | United States | COM | 1,059 | $161 | 0.29% | 2024-12-31 | 2025-02-10 | -15.37% |
| AXP AMERICAN EXPRESS COMPANY | United States | COM | 535 | $159 | 0.29% | 2024-12-31 | 2025-02-10 | +2.90% |
| XOMXXXX EXXON MOBIL CORP | COM | 1,453 | $156 | 0.28% | 2024-12-31 | 2025-02-10 | ||
| WMT WALMART INC | United States | COM | 1,723 | $155 | 0.28% | 2024-12-31 | 2025-02-10 | +18.21% |
| ACN ACCENTURE PLC IRELAND SHARES CLASS A | COM | 439 | $154 | 0.28% | 2024-12-31 | 2025-02-10 | -49.65% | |
| DUK DUKE ENERGY CORP COM NEW | United States | COM | 1,345 | $144 | 0.26% | 2024-12-31 | 2025-02-10 | +6.01% |
| REGN REGENERON PHARMACEUTICAL INC | United States | COM | 201 | $143 | 0.26% | 2024-12-31 | 2025-02-10 | +5.36% |
| SHEL SHELL PLC ADR SPONSORED REPSTG ORD SH | COM | 2,275 | $142 | 0.26% | 2024-12-31 | 2025-02-10 | +51.86% | |
| MRSH MARSH AND MC LENNAN COMPANIES INC | United States | COM | 658 | $139 | 0.25% | 2024-12-31 | 2025-02-10 | -19.77% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 2,430 | $137 | 0.25% | 2024-12-31 | 2025-02-10 | +11.14% |
| CVX CHEVRON CORPORATION | United States | COM | 949 | $137 | 0.25% | 2024-12-31 | 2025-02-10 | +41.11% |
| KMI KINDER MORGAN INC DEL | United States | COM | 5,005 | $137 | 0.25% | 2024-12-31 | 2025-02-10 | +11.13% |
| TSLA TESLA INC | United States | COM | 341 | $137 | 0.25% | 2024-12-31 | 2025-02-10 | -12.63% |
| CSCO CISCO SYSTEMS INC | United States | COM | 2,304 | $136 | 0.25% | 2024-12-31 | 2025-02-10 | +80.64% |
| URI UNITED RENTALS INC | United States | COM | 191 | $135 | 0.25% | 2024-12-31 | 2025-02-10 | +44.02% |
| TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR | COM | 679 | $134 | 0.24% | 2024-12-31 | 2025-02-10 | +131.37% | |
| RTX RTX CORP | United States | COM | 1,155 | $133 | 0.24% | 2024-12-31 | 2025-02-10 | +61.55% |
| PG PROCTER GAMBLE CO | United States | COM | 783 | $131 | 0.24% | 2024-12-31 | 2025-02-10 | -11.53% |
| ADP AUTOMATIC DATA PROCESSING | United States | COM | 445 | $130 | 0.24% | 2024-12-31 | 2025-02-10 | -10.57% |
| SBUX STARBUCKS CORP | United States | COM | 1,411 | $128 | 0.23% | 2024-12-31 | 2025-02-10 | +4.58% |
| SLB SCHLUMBERGER LTD | COM | 3,212 | $123 | 0.22% | 2024-12-31 | 2025-02-10 | +30.07% | |
| SPGI S P GLOBAL INC | United States | COM | 244 | $121 | 0.22% | 2024-12-31 | 2025-02-10 | -16.71% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 2,435 | $120 | 0.22% | 2024-12-31 | 2025-02-10 | +11.19% |
| HONZZZZ HONEYWELL INTERNATIONAL INC | COM | 527 | $119 | 0.22% | 2024-12-31 | 2025-02-10 | ||
| GRMN GARMIN LTD | COM | 579 | $119 | 0.22% | 2024-12-31 | 2025-02-10 | +40.71% | |
| HCA HCA HEALTHCARE INC | United States | COM | 370 | $111 | 0.20% | 2024-12-31 | 2025-02-10 | +43.80% |
| UVV UNIVERSAL CORP VIRGINIA | United States | COM | 2,007 | $110 | 0.20% | 2024-12-31 | 2025-02-10 | -24.05% |
| GLD SPDR GOLD TRUST ETF | United States | ETF | 450 | $109 | 0.20% | 2024-12-31 | 2025-02-10 | +58.13% |
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| Not available yet | |||