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Fort Sheridan Advisors LLC

Q4 2023 · 13F-HR

Fort Sheridan Advisors LLCholdings as filed

Filed 2024-02-14 · accession 0001104659-24-022436

$501.0M
Reported value
200
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$54.6M10.9%145,098CommonNONE
037833100AAPLAPPLE INC$53.3M10.6%277,091CommonNONE
12572Q105CMECME GROUP INC$39.3M7.84%186,624CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$21.2M4.24%805,645CommonNONE
682680103OKEONEOK INC NEW$14.6M2.92%208,089CommonNONE
46625H100JPMJPMORGAN CHASE &CO$14.2M2.83%83,439CommonNONE
09260D107BXBLACKSTONE INC$13.5M2.69%102,899CommonNONE
02079K107GOOGALPHABET INC$12.6M2.52%89,736CommonNONE
097023105BABOEING CO$11.9M2.38%45,683CommonNONE
023135106AMZNAMAZON COM INC$11.7M2.34%77,172CommonNONE
58933Y105MRKMERCK &CO INC$9.8M1.96%90,124CommonNONE
478160104JNJJOHNSON &JOHNSON$7.9M1.58%50,593CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7.1M1.43%55,645CommonNONE
00287Y109ABBVABBVIE INC$7.0M1.39%44,982CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.7M1.34%45,978CommonNONE
458140100INTCINTEL CORP$6.6M1.31%130,719CommonNONE
67066G104NVDANVIDIA CORPORATION$6.2M1.24%12,543CommonNONE
166764100CVXCHEVRON CORP NEW$6.1M1.23%41,208CommonNONE
92826C839VVISA INC$6.0M1.20%23,052CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.4M1.08%12,681CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M1.03%14,475CommonNONE
038222105AMATAPPLIED MATLS INC$4.5M0.89%27,517CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.88%12,472CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.3M0.85%88,910CommonNONE
512807108LRCXEURLAM RESEARCH CORP$4.2M0.84%5,380CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.1M0.82%109,473CommonNONE
244199105DEDEERE &CO$4.0M0.79%9,916CommonNONE
780259305SHELSHELL PLC$3.5M0.69%52,620CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$3.4M0.69%113,219CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$3.4M0.67%18,791CommonNONE
020002101ALLALLSTATE CORP$3.1M0.62%22,058CommonNONE
29273V100ETENERGY TRANSFER L P$3.0M0.59%215,945CommonNONE
922908363VOOVANGUARD INDEX FDS$3.0M0.59%6,760CommonNONE
532457108LLYELI LILLY &CO$2.8M0.57%4,884CommonNONE
49177J102KVUEKENVUE INC$2.8M0.55%129,129CommonNONE
747525103QCOMQUALCOMM INC$2.7M0.53%18,409CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.53%15,521CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.6M0.51%13,682CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.5M0.50%8,434CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.4M0.48%9,432CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.4M0.47%57,503CommonNONE
717081103PFEPFIZER INC$2.3M0.47%81,157CommonNONE
41068X100HASIHANNON ARMSTRONG SUST INFR C$2.3M0.46%82,822CommonNONE
68389X105ORCLORACLE CORP$2.3M0.45%21,497CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.45%4,997CommonNONE
64828T201RITMRITHM CAPITAL CORP$2.2M0.44%207,923CommonNONE
438516106HONHONEYWELL INTL INC$2.2M0.44%10,394CommonNONE
17275R102CSCOCISCO SYS INC$2.1M0.43%42,354CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.42%20,975CommonNONE
437076102HDHOME DEPOT INC$2.0M0.39%5,693CommonNONE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.9M0.37%70,873CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$1.9M0.37%58,838CommonNONE
464287549IGMISHARES TR$1.7M0.34%3,837CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$1.7M0.34%137,798CommonNONE
29250N105ENBENBRIDGE INC$1.7M0.33%46,123CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.33%11,664CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.32%3CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.32%2,459CommonNONE
00206R102TAT&T INC$1.6M0.32%96,523CommonNONE
126650100CVSCVS HEALTH CORP$1.6M0.32%20,423CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.6M0.31%102,571CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.30%2,802CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.5M0.29%29,785CommonNONE
254687106DISDISNEY WALT CO$1.4M0.28%15,701CommonNONE
002824100ABTABBOTT LABS$1.4M0.28%12,584CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.27%3,291CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.26%1,735CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.26%38,244CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.26%13,506CommonNONE
75513E101RTXRTX CORPORATION$1.3M0.25%15,154CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.25%71,918CommonNONE
907818108UNPUNION PAC CORP$1.2M0.23%4,731CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.22%6,866CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.22%3,529CommonNONE
713448108PEPPEPSICO INC$1.1M0.21%6,309CommonNONE
031162100AMGNAMGEN INC$1.1M0.21%3,720CommonNONE
46432F339QUALISHARES TR$1.1M0.21%7,167CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.0M0.21%23,755CommonNONE
88160R101TSLATESLA INC$1.0M0.21%4,157CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.0M0.20%7,611CommonNONE
78463X541GNRSPDR INDEX SHS FDS$1.0M0.20%18,032CommonNONE
46434V456IQLTISHARES TR$1.0M0.20%27,116CommonNONE
336433107FSLRFIRST SOLAR INC$985,4420.20%5,720CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$979,5540.20%15,467CommonNONE
464287689IWVISHARES TR$920,5880.18%3,363CommonNONE
464287200IVVISHARES TR$918,9600.18%1,924CommonNONE
37045V100GMGENERAL MTRS CO$912,3680.18%25,400CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$888,4340.18%565CommonNONE
67059N108NTNXNUTANIX INC$882,0740.18%18,496CommonNONE
92189F106GDXVANECK ETF TRUST$874,9120.17%28,214CommonNONE
92840M102VSTVISTRA CORP$849,4430.17%22,052CommonNONE
89832Q109TFCTRUIST FINL CORP$822,3880.16%22,275CommonNONE
66987V109NVSNOVARTIS AG$809,1740.16%8,014CommonNONE
149123101CATCATERPILLAR INC$807,1790.16%2,730CommonNONE
375558103GILDGILEAD SCIENCES INC$798,9480.16%9,862CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$782,2800.16%61,500CommonNONE
125523100CITHE CIGNA GROUP$739,3420.15%2,469CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$723,2760.14%1,545CommonNONE
345370860FFORD MTR CO DEL$721,1600.14%59,160CommonNONE
922908744VTVVANGUARD INDEX FDS$718,0060.14%4,803CommonNONE
464287655IWMISHARES TR$691,3560.14%3,445CommonNONE
521865204LEALEAR CORP$682,6150.14%4,834CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$672,7930.13%11,638CommonNONE
19247G107COHRCOHERENT CORP$659,1300.13%15,142CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$658,7320.13%4,254CommonNONE
92276F100VTRVENTAS INC$655,2960.13%13,148CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$638,0040.13%1,568CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$621,2070.12%2,949CommonNONE
46434G848PICKISHARES INC$603,7960.12%14,019CommonNONE
464288448IDVISHARES TR$596,6070.12%21,315CommonNONE
482480100KLACKLA CORP$594,0890.12%1,022CommonNONE
931142103WMTWALMART INC$592,2910.12%3,757CommonNONE
172967424CCITIGROUP INC$582,7120.12%11,328CommonNONE
20825C104COPCONOCOPHILLIPS$580,6280.12%5,002CommonNONE
18539C204CWENCLEARWAY ENERGY INC$580,5690.12%21,165CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$568,1180.11%3,854CommonNONE
464287341IXCISHARES TR$549,4700.11%14,049CommonNONE
11135F101AVGOBROADCOM INC$546,9630.11%490CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$529,3750.11%4,742CommonNONE
464287556IBBISHARES TR$525,6070.10%3,869CommonNONE
46434V621DGROISHARES TR$518,6630.10%9,637CommonNONE
87612E106TGTTARGET CORP$517,2690.10%3,632CommonNONE
G59665102MGTXMEIRAGTX HLDGS PLC$515,1870.10%73,388CommonNONE
74762E102QUREQUANTA SVCS INC$513,8200.10%2,381CommonNONE
464286608EZUISHARES INC$510,8810.10%10,769CommonNONE
00724F101ADBEADOBE INC$505,9170.10%848CommonNONE
464287598IWDISHARES TR$493,9120.10%2,989CommonNONE
922908769VTIVANGUARD INDEX FDS$480,4570.10%2,025CommonNONE
11284V105BROOKFIELD RENEWABLE CORP$480,4460.10%16,688CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$479,6930.10%6,204CommonNONE
493267108KEYKEYCORP$462,0240.09%32,085CommonNONE
464287507IJHISHARES TR$446,4890.09%1,611CommonNONE
46434G822EWJISHARES INC$446,2860.09%6,958CommonNONE
320517105FHNFIRST HORIZON CORPORATION$441,3670.09%31,170CommonNONE
254067101DDSDILLARDS INC$429,4840.09%1,064CommonNONE
79466L302CRMSALESFORCE INC$426,0240.09%1,619CommonNONE
465741106ITRIITRON INC$415,0780.08%5,497CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$412,1300.08%23,975CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$408,5160.08%17,700CommonNONE
46429B663HDVISHARES TR$402,2580.08%3,944CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$401,8570.08%5,065CommonNONE
13462K109CWHCAMPING WORLD HLDGS INC$399,4620.08%15,212CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$396,8880.08%12,469CommonNONE
14316J108CGCARLYLE GROUP INC$386,5550.08%9,500CommonNONE
892331307TMTOYOTA MOTOR CORP$380,8800.08%2,077CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$374,0380.07%4,461CommonNONE
461202103INTUINTUIT$365,6430.07%585CommonNONE
464288687PFFISHARES TR$364,5490.07%11,688CommonNONE
293594107ENVXENOVIX CORPORATION$358,6230.07%28,644CommonNONE
48251W104KKRKKR &CO INC$346,3610.07%4,181CommonNONE
31428X106FDXFEDEX CORP$329,1140.07%1,301CommonNONE
369604301GEGENERAL ELECTRIC CO$326,4780.07%2,558CommonNONE
260557103DOWDOW INC$320,3200.06%5,841CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TR$299,2210.06%5,222CommonNONE
464287879IJSISHARES TR$287,3590.06%2,788CommonNONE
92852X103VTSVITESSE ENERGY INC$286,4310.06%13,085CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$284,3100.06%19,500CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$282,7960.06%3,487CommonNONE
09225M101BSMBLACK STONE MINERALS L P$273,4910.05%17,136CommonNONE
855244109SBUXSTARBUCKS CORP$272,0920.05%2,834CommonNONE
20786W107CNOBCONNECTONE BANCORP INC$270,9790.05%11,828CommonNONE
464287614IWFISHARES TR$262,4980.05%866CommonNONE
97717W836DFJWISDOMTREE TR$256,1580.05%3,420CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$255,8070.05%2,745CommonNONE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$254,2270.05%16,562CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$253,6770.05%4,944CommonNONE
82509L107SHOPSHOPIFY INC$250,0590.05%3,210CommonNONE
126408103CSXCSX CORP$249,6240.05%7,200CommonNONE
09247X101BLKCHFBLACKROCK INC$243,5400.05%300CommonNONE
191216100KOCOCA COLA CO$242,0680.05%4,108CommonNONE
780287108RGLDROYAL GOLD INC$240,8310.05%1,991CommonNONE
464287226AGGISHARES TR$235,2230.05%2,370CommonNONE
45826J105NTLAINTELLIA THERAPEUTICS INC$234,0720.05%7,677CommonNONE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$232,7810.05%10,827CommonNONE
91879Q109MTNVAIL RESORTS INC$230,5480.05%1,080CommonNONE
174610105CFGCITIZENS FINL GROUP INC$226,8760.05%6,846CommonNONE
882508104TXNTEXAS INSTRS INC$223,6440.04%1,312CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$220,1220.04%1,400CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$219,9150.04%847CommonNONE
617446448MSMORGAN STANLEY$218,6290.04%2,345CommonNONE
464287762IYHISHARES TR$218,1150.04%762CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$217,3550.04%2,620CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$215,1810.04%245CommonNONE
718546104PSXPHILLIPS 66$213,9560.04%1,607CommonNONE
904767704UNILEVER PLC$211,1300.04%4,355CommonNONE
78463V107GLDSPDR GOLD TR$208,9490.04%1,093CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$206,3400.04%1,078CommonNONE
86771W105RUNSUNRUN INC$202,1890.04%10,300CommonNONE
N20944109CNHCNH INDL N V$177,8280.04%14,600CommonNONE
68622V106OGNORGANON &CO$154,4690.03%10,712CommonNONE
66987E206NGNOVAGOLD RES INC$142,1200.03%38,000CommonNONE
67103B100OFSOFS CAP CORP$120,1590.02%10,270CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$107,5150.02%12,358CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$100,7390.02%13,100CommonNONE
577096100MTTR*MATTERPORT INC$93,6120.02%34,800CommonNONE
95766N103MHFWESTERN ASSET MUN HIGH INCOM$80,8920.02%12,600CommonNONE
87266J104TPICQTPI COMPOSITES INC$63,1470.01%15,253CommonNONE
35952H601FCELCHFFUELCELL ENERGY INC$54,8000.01%34,250CommonNONE
53566P109LCTXLINEAGE CELL THERAPEUTICS IN$44,6150.01%40,931CommonNONE
800677106SGMOSANGAMO THERAPEUTICS INC$14,3310.00%26,378CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.