Wintrust Investments LLC Top Holdings and 13F Report (2024) → Boost your retirement with these AI payouts (From InvestorPlace) (Ad) About Wintrust Investments LLCInvestment ActivityWintrust Investments LLC has $1.13 million in total holdings as of March 31, 2024.Wintrust Investments LLC owns shares of 478 different stocks, but just 125 companies or ETFs make up 80% of its holdings.Approximately 12.43% of the portfolio was purchased this quarter.About 6.47% of the portfolio was sold this quarter.This quarter, Wintrust Investments LLC has purchased 464 new stocks and bought additional shares in 200 stocks.Wintrust Investments LLC sold shares of 195 stocks and completely divested from 33 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $55,477Berkshire Hathaway $43,652iShares Treasury Floating Rate Bond ETF $42,491iShares Russell 2000 ETF $41,063iShares Core S&P 500 ETF $40,786 Largest New Holdings this Quarter PUT INVESCO QQQ TR $10,562 HoldingiShares U.S. Energy ETF $2,814 HoldingFT Cboe Vest U.S. Equity Moderate Buffer ETF - March $2,508 HoldingGAP $2,226 HoldingiShares MSCI Emerging Markets ex China ETF $2,165 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 727,550 shares (about $44.19K)PUT INVESCO QQQ TR 23,900 shares (about $10.56K)Zurn Elkay Water Solutions 234,000 shares (about $7.83K)Newmont 90,596 shares (about $3.25K)Invesco S&P 500 Equal Weight ETF 17,428 shares (about $2.95K) Largest Sales this Quarter Alphabet 50,935 shares (about $7.76K)Berkshire Hathaway 9,972 shares (about $4.19K)Occidental Petroleum 55,500 shares (about $3.61K)Apple 19,205 shares (about $3.29K)Invesco S&P 500 Equal Weight Health Care ETF 74,753 shares (about $2.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWintrust Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$55,477$44,191 ▲391.6%913,3504.9%ETFBRK.BBerkshire Hathaway$43,652$4,193 ▼-8.8%103,8043.8%FinanceTFLOiShares Treasury Floating Rate Bond ETF$42,491$215 ▲0.5%838,2433.7%ETFIWMiShares Russell 2000 ETF$41,063$1,332 ▲3.4%195,2613.6%FinanceIVViShares Core S&P 500 ETF$40,786$22 ▼-0.1%77,5793.6%ETFRSPInvesco S&P 500 Equal Weight ETF$30,896$2,952 ▲10.6%182,4182.7%ETFMSFTMicrosoft$30,613$689 ▼-2.2%72,7622.7%Computer and TechnologyAAPLApple$28,433$3,293 ▼-10.4%165,8112.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$27,813$1,979 ▼-6.6%554,3712.5%ETFLLYEli Lilly and Company$25,665$1,544 ▲6.4%32,9902.3%MedicalGOOGAlphabet$21,556$7,755 ▼-26.5%141,5751.9%Computer and TechnologyISRGIntuitive Surgical$16,080$677 ▲4.4%40,2921.4%MedicalVIGVanguard Dividend Appreciation ETF$13,635$138 ▲1.0%74,6681.2%ETFAMZNAmazon.com$13,625$987 ▼-6.8%75,5351.2%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$12,768$1,163 ▲10.0%302,3331.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$12,153$2,291 ▲23.2%494,0191.1%ETFSPYSPDR S&P 500 ETF Trust$11,881$410 ▼-3.3%22,7141.0%FinanceVOOVanguard S&P 500 ETF$11,558$729 ▼-5.9%24,0441.0%ETFPUT INVESCO QQQ TR$10,562$10,562 ▲New Holding23,9000.9%OPTCGXUCapital Group International Focus Equity ETF$10,089$2,474 ▲32.5%391,3350.9%ETFIUSBiShares Core Total USD Bond Market ETF$9,708$764 ▼-7.3%212,9390.9%ManufacturingJPMJPMorgan Chase & Co.$9,547$53 ▲0.6%47,6610.8%FinanceRSGRepublic Services$9,5150.0%49,7000.8%Business ServicesFTCSFirst Trust Capital Strength ETF$8,657$34 ▼-0.4%101,0750.8%ETFAVGOBroadcom$8,571$204 ▲2.4%6,4670.8%Computer and TechnologyZWSZurn Elkay Water Solutions$8,434$7,832 ▲1,300.0%252,0000.7%Industrial ProductsABBVAbbVie$7,792$3 ▲0.0%42,7890.7%MedicalNVDANVIDIA$7,303$678 ▼-8.5%8,0820.6%Computer and TechnologyCLBCore Laboratories$7,181$2,479 ▲52.7%420,4110.6%Oils/EnergyVVisa$7,046$7 ▼-0.1%25,2470.6%Business ServicesMRCMRC Global$6,536$1,075 ▼-14.1%519,9960.6%Industrial ProductsOXYOccidental Petroleum$6,529$3,607 ▼-35.6%100,4690.6%Oils/EnergyPSXPhillips 66$6,414$871 ▼-12.0%39,2700.6%Oils/EnergyNEMNewmont$6,386$3,247 ▲103.5%178,1690.6%Basic MaterialsWBAWalgreens Boots Alliance$6,369$1,998 ▲45.7%293,6270.6%Retail/WholesaleBRK.ABerkshire Hathaway$6,3440.0%100.6%FinanceMETAMeta Platforms$6,246$35 ▼-0.6%12,8630.6%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$6,179$331 ▲5.7%356,7450.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$6,134$794 ▲14.9%176,1580.5%ETFCALL BANK AMER CORP$6,066$448 ▼-6.9%212,6000.5%OPTKFYKorn Ferry$5,525$1,797 ▼-24.5%84,0200.5%Business ServicesCGGRCapital Group Growth ETF$5,422$1,438 ▼-21.0%169,4930.5%ETFCGDVCapital Group Dividend Value ETF$5,335$119 ▲2.3%164,1580.5%ETFMDGLMadrigal Pharmaceuticals$5,146$334 ▼-6.1%19,2700.5%MedicalGOOGLAlphabet$4,947$272 ▲5.8%32,7800.4%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$4,938$946 ▲23.7%96,7170.4%ETFCOSTCostco Wholesale$4,844$75 ▲1.6%6,6110.4%Retail/WholesaleITWIllinois Tool Works$4,715$85 ▲1.8%17,5710.4%Industrial ProductsAMGNAmgen$4,361$85 ▲2.0%15,3400.4%MedicalIFRAiShares U.S. Infrastructure ETF$4,272$174 ▲4.2%98,5290.4%ETFORCLOracle$4,200$109 ▲2.7%33,4390.4%Computer and TechnologyCALL CITIGROUP INC NEW$4,056$385 ▼-8.7%88,6000.4%OPTQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$3,976$18 ▼-0.4%32,0910.4%ManufacturingLMTLockheed Martin$3,876$341 ▲9.7%8,5220.3%AerospaceIWDiShares Russell 1000 Value ETF$3,854$2,730 ▲242.9%21,5200.3%ETFJNJJohnson & Johnson$3,807$939 ▼-19.8%24,0630.3%MedicalQQQInvesco QQQ$3,791$221 ▲6.2%8,5370.3%FinanceVTVanguard Total World Stock ETF$3,692$482 ▲15.0%33,4130.3%ETFUNHUnitedHealth Group$3,657$5 ▼-0.1%7,3920.3%MedicalPEPPepsiCo$3,638$206 ▲6.0%20,7890.3%Consumer StaplesCBChubb$3,617$216 ▲6.4%13,9580.3%FinanceDKNGDraftKings$3,570$204 ▼-5.4%78,6200.3%Consumer DiscretionaryCALFPacer US Small Cap Cash Cows 100 ETF$3,495$186 ▲5.6%71,0900.3%ETFBLKBlackRock$3,489$78 ▼-2.2%4,1850.3%FinanceBUDAnheuser-Busch InBev SA/NV$3,453$437 ▼-11.2%56,8140.3%Consumer StaplesBSCWInvesco BulletShares 2032 Corporate Bond ETF$3,400$15 ▲0.4%167,8940.3%ETFFTSMFirst Trust Enhanced Short Maturity ETF$3,386$960 ▼-22.1%56,8000.3%ManufacturingKMIKinder Morgan$3,349$344 ▼-9.3%182,5980.3%Oils/EnergyMPCMarathon Petroleum$3,331$1,681 ▲101.9%16,5330.3%Oils/EnergyRTXRTX$3,323$40 ▼-1.2%34,0670.3%AerospaceBACBank of America$3,308$58 ▼-1.7%87,2350.3%FinanceHDHome Depot$3,285$149 ▲4.8%8,5630.3%Retail/WholesaleMARMarriott International$3,182$39 ▼-1.2%12,6110.3%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$3,166$201 ▲6.8%39,2630.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,154$45 ▲1.5%75,5160.3%ETFMOAltria Group$3,113$429 ▼-12.1%71,3580.3%Consumer StaplesXOMExxon Mobil$3,053$1,537 ▼-33.5%26,2630.3%Oils/EnergyCRMSalesforce$3,034$244 ▲8.7%10,0730.3%Computer and TechnologyNFLXNetflix$2,955$34 ▲1.2%4,8650.3%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$2,941$113 ▲4.0%28,6230.3%ETFTMOThermo Fisher Scientific$2,939$12 ▲0.4%5,0570.3%MedicalCCitigroup$2,866$30 ▼-1.0%45,3140.3%FinanceIYEiShares U.S. Energy ETF$2,814$2,814 ▲New Holding56,9550.2%ETFCVSCVS Health$2,811$82 ▼-2.8%35,2430.2%Retail/WholesaleUVVUniversal$2,806$181 ▲6.9%54,2550.2%Consumer StaplesAFLAflac$2,798$35 ▼-1.2%32,5880.2%FinanceSLBSchlumberger$2,773$200 ▲7.8%50,5990.2%Oils/EnergyTJXTJX Companies$2,700$100 ▲3.8%26,6210.2%Retail/WholesaleKLACKLA$2,680$284 ▲11.8%3,8360.2%Computer and TechnologyGEGeneral Electric$2,658$88 ▲3.4%15,1420.2%TransportationCALL SPY OPTION$2,635$791 ▼-23.1%6,0000.2%OPTCSCOCisco Systems$2,616$742 ▼-22.1%52,4130.2%Computer and TechnologyLHXL3Harris Technologies$2,577$140 ▼-5.1%12,0940.2%AerospaceVBVanguard Small-Cap ETF$2,576$2 ▲0.1%11,2680.2%ETFCMICummins$2,551$114 ▼-4.3%8,6580.2%Auto/Tires/TrucksCATCaterpillar$2,526$24 ▼-0.9%6,8940.2%Industrial ProductsDEDeere & Company$2,523$241 ▲10.6%6,1440.2%Industrial ProductsGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$2,508$2,508 ▲New Holding72,8660.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,475$714 ▼-22.4%178,4130.2%ManufacturingXLVHealth Care Select Sector SPDR Fund$2,448$68 ▲2.9%16,5740.2%ETFShowing largest 100 holdings. 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