Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Chicago Wealth Management, Inc. > Profile

Instuitional Investor - Chicago Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Chicago Wealth Management, Inc.
Portfolio Value $281,906,061
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,178 $22,540,808 8%
2.
Sector Spdr Trust
 XLE 88,271 $16,350,383 5.8%
3.
Ishares Tr - INTL SEL DIV ETF
 332,842 $13,789,652 4.89%
4.
Global X Fds - LITHIUM BTRY ETF
 172,824 $13,528,690 4.8%
5.
Vaneck Etf Trust - RARE EAR STR ETF
 150,936 $13,357,874 4.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.