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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000049096

WINTRUST INVESTMENTS LLC

CHICAGO, IL · File #028-17513

Latest AUM
$1.1M
Positions
427
Top-10 Concentration
53.0%
Filings
8

Sector Allocation

Technology
11.6%$13,192
Financials
7.7%$8,694
Healthcare
6.6%$7,503
Industrials
2.0%$2,263
Energy
1.7%$1,959
Materials
0.2%$275
Utilities
0.2%$224

Filing History

View all filings →

Top 20 Holdings — Dec 2024

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE S P MID ETF ETF464287507101,204$6,3067.89%
2APPLE INCAAPL21,047$5,2706.59%
3ISHARES CORE S P 500 ETF S P 500 INDEX FD4642872008,744$5,1476.44%
4ISHARES ETF RUSSELL 200046428765522,309$4,9296.16%
5BERKSHIRE HATHAWAY INC SERIES B NEWBRK-A9,678$4,3875.49%
6INVESCO TR ETF S P 500 EQUAL WEIGHTIVZ23,341$4,0905.11%
7ISHARES TREASURY ETF FLOATING RATE ETF46434V86078,770$3,9754.97%
8MICROSOFT CORPMSFT6,998$2,9503.69%
9BERKSHIRE HATHAWAY INC CL ABRK-A4$2,7243.41%
10ALPHABET INC NON VOTING CAP STK CL CGOOG13,642$2,5983.25%
11VANGUARD FTSE ETF DEVELOPED MARKETS ETF92194385850,886$2,4333.04%
12INTUITIVE SURGICAL INC COM NEWISRG4,298$2,2432.80%
13AMAZON COM INCAMZN7,576$1,6622.08%
14ELI LILLY COLLY2,027$1,5641.96%
15VANGUARD DIVIDEND ETF APPRECIATION9219088447,865$1,5401.93%
16FIRST TR VALUE LINE ETF33734H10634,667$1,5121.89%
17PUT SPY OPTIONSPY2,710$1,5101.89%
18APOLLO GLOBAL MGMT INC NEW03769M1068,714$1,4391.80%
19BROADCOM INCAVGO5,856$1,3571.70%
20VANGUARD INDEX FDS ETF S P 500 ETF SHS NEW9229083632,420$1,3031.63%