WINTRUST INVESTMENTS LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, WINTRUST INVESTMENTS LLC opened 10 positions, added to 57, reduced 169, sold out of 65 and left 11 unchanged. The largest increase in value was APO (+$1,329); the largest decrease was CLB (-$541).
- APO: Country of operation United States; Class COM; Shares 2024-09-30 882; Shares 2024-12-31 8,714.
- ZWS: Country of operation United States; Class COM; Shares 2024-09-30 13,055; Shares 2024-12-31 25,331.
- MDGL: Country of operation United States; Class COM; Shares 2024-09-30 1,037; Shares 2024-12-31 1,937.
- TSCO: Country of operation United States; Class COM; Shares 2024-09-30 812; Shares 2024-12-31 1,995.
Two Form 13F-HR filings compared (SEC CIK 49096): 2024-09-30 (filed 2024-11-12) and 2024-12-31 (filed 2025-02-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
APO
APOLLO GLOBAL MGMT INC NEW | United States | COM | 882 | 8,714 | +7,832 | $110 | $1,439 | +$1,329 |
|---|
ZWS
ZURN ELKAY WATER SOLUTIONS CORP | United States | COM | 13,055 | 25,331 | +12,276 | $469 | $944 | +$475 |
|---|
MDGL
MADRIGAL PHARMACEUTICALS INC | United States | COM | 1,037 | 1,937 | +900 | $220 | $597 | +$377 |
|---|
TSCO
TRACTOR SUPPLY COMPANY | United States | COM | 812 | 1,995 | +1,183 | $236 | $105 | -$131 |
|---|
LOW
LOWES COMPANIES INC | United States | COM | 359 | 767 | +408 | $97 | $189 | +$92 |
|---|
DUK
DUKE ENERGY CORP COM NEW | United States | COM | 641 | 1,345 | +704 | $73 | $144 | +$71 |
|---|
REGN
REGENERON PHARMACEUTICAL INC | United States | COM | 70 | 201 | +131 | $74 | $143 | +$69 |
|---|
CRWD
CROWDSTRIKE HLDGS INC CL A | United States | COM | 690 | 719 | +29 | $193 | $246 | +$53 |
|---|
NOW
SERVICENOW INC | United States | COM | 306 | 308 | +2 | $274 | $327 | +$53 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,110 | 4,312 | +1,202 | $262 | $309 | +$47 |
|---|
KLAC
KLA CORP | United States | COM | 399 | 420 | +21 | $309 | $265 | -$44 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 96 | 302 | +206 | $22 | $64 | +$42 |
|---|
HTGC
HERCULES CAP INC | United States | COM | 11,442 | 13,024 | +1,582 | $224 | $261 | +$37 |
|---|
MELI
MERCADOLIBRE INC | | COM | 104 | 105 | +1 | $215 | $179 | -$36 |
|---|
CHTR
CHARTER COMMUNICATIONS INC A | United States | COM | 220 | 306 | +86 | $71 | $105 | +$34 |
|---|
EW
EDWARDS LIFESCIENCE CORP | United States | COM | 2,207 | 2,384 | +177 | $145 | $176 | +$31 |
|---|
GD
GENL DYNAMICS CORP | United States | COM | 104 | 226 | +122 | $31 | $59 | +$28 |
|---|
GNRC
GENERAC HOLDINGS INC | United States | COM | 276 | 428 | +152 | $44 | $66 | +$22 |
|---|
GAP
GAP INC | United States | COM | 9,993 | 10,054 | +61 | $220 | $237 | +$17 |
|---|
ADP
AUTOMATIC DATA PROCESSING | United States | COM | 413 | 445 | +32 | $114 | $130 | +$16 |
|---|
PANW
PALO ALTO NETWORKS | United States | COM | 699 | 1,402 | +703 | $239 | $255 | +$16 |
|---|
LIN
LINDE PLC NEW | United Kingdom | COM | 406 | 498 | +92 | $193 | $208 | +$15 |
|---|
AMP
AMERIPRISE FINANCIAL INC | United States | COM | 65 | 82 | +17 | $30 | $44 | +$14 |
|---|
URI
UNITED RENTALS INC | United States | COM | 183 | 191 | +8 | $148 | $135 | -$13 |
|---|
ET
ENERGY TRANSFER LP | United States | COM | 3,046 | 3,073 | +27 | $48 | $60 | +$12 |
|---|
SHEL
SHELL PLC ADR SPONSORED REPSTG ORD SH | | COM | 1,973 | 2,275 | +302 | $130 | $142 | +$12 |
|---|
TGT
TARGET CORP | United States | COM | 218 | 342 | +124 | $34 | $46 | +$12 |
|---|
CBOE
CBOE GLOBAL MARKETS INC | United States | COM | 1,231 | 1,236 | +5 | $252 | $241 | -$11 |
|---|
ENB
ENBRIDGE INC | | COM | 498 | 736 | +238 | $20 | $31 | +$11 |
|---|
NKE
NIKE INC CLASS B | United States | COM | 325 | 523 | +198 | $28 | $39 | +$11 |
|---|
NOC
NORTHROP GRUMMAN CORP NEW | United States | COM | 78 | 111 | +33 | $41 | $52 | +$11 |
|---|
CDNS
CADENCE DESIGN SYSTEMS INC | United States | COM | 222 | 233 | +11 | $60 | $70 | +$10 |
|---|
EXE
EXPAND ENERGY CORP | United States | COM | 418 | 444 | +26 | $34 | $44 | +$10 |
|---|
SRE
SEMPRA ENERGY | United States | COM | 2,558 | 2,560 | +2 | $214 | $224 | +$10 |
|---|
AFL
AFLAC INC | United States | COM | 3,338 | 3,695 | +357 | $373 | $382 | +$9 |
|---|
CPRT
COPART INC | United States | COM | 1,499 | 1,500 | +1 | $78 | $86 | +$8 |
|---|
BAM
BROOKFIELD ASST MGMT CL A LTD VTG SHS | United States | COM | 562 | 598 | +36 | $26 | $32 | +$6 |
|---|
MDLZ
MONDELEZ INTL INC | United States | COM | 439 | 442 | +3 | $32 | $26 | -$6 |
|---|
ETN
EATON CORP PLC | | COM | 791 | 810 | +19 | $262 | $268 | +$6 |
|---|
BXP
BXP INC | United States | COM | 370 | 470 | +100 | $29 | $34 | +$5 |
|---|
ETR
ENTERGY CORP NEW | United States | COM | 260 | 516 | +256 | $34 | $39 | +$5 |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 490 | 560 | +70 | $47 | $52 | +$5 |
|---|
ACP
ABRDN INCOME CREDIT STRATEGIES FUND | United States | CEF | 3,317 | 4,379 | +1,062 | $22 | $26 | +$4 |
|---|
EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM | 749 | 803 | +54 | $21 | $25 | +$4 |
|---|
DPZ
DOMINO'S PIZZA INC | United States | COM | 444 | 445 | +1 | $191 | $187 | -$4 |
|---|
NSC
NORFOLK SOUTHERN CORP | United States | COM | 302 | 339 | +37 | $75 | $79 | +$4 |
|---|
LDOS
LEIDOS HOLDINGS INC | United States | COM | 142 | 143 | +1 | $23 | $20 | -$3 |
|---|
CHDN
CHURCHILL DOWNS INC | United States | COM | 1,930 | 1,952 | +22 | $261 | $260 | -$1 |
|---|
DOV
DOVER CORP COMMON | United States | COM | 126 | 138 | +12 | $24 | $25 | +$1 |
|---|
GWW
GRAINGER W W INC | United States | COM | 90 | 91 | +1 | $94 | $95 | +$1 |
|---|
RMD
RESMED INC | United States | COM | 164 | 173 | +9 | $40 | $39 | -$1 |
|---|
TMHC
TAYLOR MORRISON HOME CORP CL A | United States | COM | 375 | 443 | +68 | $26 | $27 | +$1 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 217 | 218 | +1 | $30 | $30 | $0 |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 98 | 136 | +38 | $24 | $24 | $0 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 1,317 | 1,411 | +94 | $128 | $128 | $0 |
|---|
AN
AUTONATION INC | United States | COM | 326 | 345 | +19 | $58 | $58 | $0 |
|---|
BIP
BROOKFIELD INFRASTRUCTURE PARTNERS LP | | COM | 1,240 | 1,365 | +125 | $43 | $43 | $0 |
|---|
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