ROTHSCHILD INVESTMENT LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$1.5B
Holdings
3,026
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (3,026 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $64.3M |
NVDANVIDIA CORPORATION COM | $48.7M |
JPMJPMORGAN CHASE & CO. COM | $36.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $33.8M |
GOOGLALPHABET INC CAP STK CL A | $27.5M |
BXBLACKSTONE INC COM | $27.5M |
MSFTMICROSOFT CORP COM | $26.2M |
PRFINVESCO RAFI US 1000 ETF | $25.1M |
COSTCOSTCO WHSL CORP NEW COM | $23.0M |
CVXCHEVRON CORP NEW COM | $22.6M |
ABBVABBVIE INC COM | $21.8M |
AMZNAMAZON COM INC COM | $20.5M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $19.1M |
AMGNAMGEN INC COM | $19.0M |
METAMETA PLATFORMS INC CL A | $17.6M |
XOMEXXON MOBIL CORP COM | $17.2M |
JNJJOHNSON & JOHNSON COM | $16.9M |
GOOGALPHABET INC CAP STK CL C | $16.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $15.9M |
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF | $15.3M |
SPYSPDR S&P 500 ETF TRUST | $14.5M |
PANWPALO ALTO NETWORKS INC COM | $14.3M |
FYLDCAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $13.8M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $13.5M |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $13.2M |
GDGENERAL DYNAMICS CORP COM | $13.2M |
ITWILLINOIS TOOL WKS INC COM | $13.0M |
HONHONEYWELL INTL INC COM | $12.7M |
SYLDCAMBRIA SHAREHOLDER YIELD ETF | $12.6M |
ORCLORACLE CORP COM | $11.9M |
AIGAMERICAN INTL GROUP INC COM NEW | $11.5M |
SYKSTRYKER CORPORATION COM | $11.3M |
FQIDIGITAL RLTY TR INC COM | $11.3M |
VVISA INC COM CL A | $10.6M |
NFLXNETFLIX INC COM | $10.3M |
BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $10.3M |
HDHOME DEPOT INC COM | $10.1M |
QCOMQUALCOMM INC COM | $9.7M |
CSCOCISCO SYS INC COM | $9.4M |
UNPUNION PAC CORP COM | $9.3M |
SOSOUTHERN CO COM | $9.3M |
GEGE AEROSPACE COM NEW | $9.2M |
BACVERIZON COMMUNICATIONS INC COM | $9.0M |
CATCATERPILLAR INC COM | $8.6M |
LLYELI LILLY & CO COM | $8.6M |
CBOECBOE GLOBAL MKTS INC COM | $8.4M |
NVONOVO-NORDISK A S ADR | $8.4M |
VOOVANGUARD S&P 500 ETF | $8.0M |
MRKMERCK & CO INC COM | $8.0M |
JAJLINNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | $8.0M |
EPDENTERPRISE PRODS PARTNERS L P COM | $7.7M |
MCDMCDONALDS CORP COM | $7.6M |
HLTHILTON WORLDWIDE HLDGS INC COM | $7.5M |
WMTWALMART INC COM | $7.5M |
AVGOBROADCOM INC COM | $7.5M |
PSAPUBLIC STORAGE OPER CO COM | $7.4M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $7.1M |
APOAPOLLO GLOBAL MGMT INC COM | $7.1M |
KVUEKENVUE INC COM | $7.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $6.9M |
RPVINVESCO S&P 500 PURE VALUE ETF | $6.4M |
METMETLIFE INC COM | $5.7M |
VXFVANGUARD EXTENDED MARKET ETF | $5.6M |
IWDISHARES RUSSELL 1000 VALUE ETF | $5.5M |
BACBANK AMERICA CORP COM | $5.4M |
IBMINTERNATIONAL BUSINESS MACHS COM | $5.4M |
LMTLOCKHEED MARTIN CORP COM | $5.2M |
ALSALLSTATE CORP COM | $5.2M |
AMTAMERICAN TOWER CORP NEW COM | $5.1M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $5.1M |
NUENUCOR CORP COM | $5.0M |
PSXPHILLIPS 66 COM | $4.7M |
CGDGCAPITAL GROUP DIVIDEND VALUE ETF | $4.6M |
PYPLPAYPAL HLDGS INC COM | $4.6M |
PGPROCTER AND GAMBLE CO COM | $4.4M |
MRVLMARVELL TECHNOLOGY INC COM | $4.3M |
ABTABBOTT LABS COM | $4.3M |
KKRKKR & CO INC COM | $4.2M |
ETNEATON CORP PLC SHS | $4.2M |
AMDADVANCED MICRO DEVICES INC COM | $4.1M |
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF | $4.1M |
EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF | $4.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $4.1M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $4.1M |
MMM3M CO COM | $4.1M |
RTXRTX CORPORATION COM | $4.1M |
LINLINDE PLC SHS | $4.0M |
CVSCVS HEALTH CORP COM | $4.0M |
BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | $3.9M |
NKENIKE INC CL B | $3.8M |
BJRIBJS RESTAURANTS INC COM | $3.8M |
PXHINVESCO RAFI EMERGING MARKETS ETF | $3.8M |
CMICUMMINS INC COM | $3.8M |
KMIKINDER MORGAN INC DEL COM | $3.8M |
FDXFEDEX CORP COM | $3.7M |
NTNXNUTANIX INC CL A | $3.7M |
EMREMERSON ELEC CO COM | $3.6M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $3.5M |
DEDEERE & CO COM | $3.5M |
BLDTOPBUILD CORP COM | $3.5M |
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