Long-term investor
Chicago Wealth Management, Inc. @chicagowealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001592178).
Record
- Tracked since 2025-06-30 (434 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +15.5% · 1 year +25.5% · all +25.5%
- Max drawdown 0.0% · Sharpe 1.95 · win rate 44% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287523 · 8.0% · long · since 2025-06-30
- 81369Y704 · 5.8% · long · since 2025-06-30
- 464288448 · 4.9% · long · since 2025-06-30
- 37954Y855 · 4.8% · long · since 2025-12-31
- 92189H805 · 4.7% · long · since 2025-09-30
- 922042866 · 4.7% · long · since 2026-03-31
- 37960A438 · 4.6% · long · since 2025-09-30
- QQQ · 4.5% · long · since 2025-06-30
- 922042874 · 4.5% · long · since 2025-06-30
- 78464A870 · 4.4% · long · since 2026-06-30
- 78464A755 · 4.2% · long · since 2025-12-31
- 37954Y673 · 4.2% · long · since 2026-03-31
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