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 |
|---|---|
8CWCROWN CASTLE INC COM | $1.3M |
BSVVANGUARD SHORT-TERM BOND ETF | $1.3M |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $1.3M |
JHSHANCOCK JOHN INCOME SECS TR COM | $1.2M |
FCXFREEPORT-MCMORAN INC CL B | $1.2M |
COWZPACER US CASH COWS 100 ETF | $1.2M |
VNQVANGUARD REAL ESTATE ETF | $1.2M |
IVEISHARES S&P 500 VALUE ETF | $1.2M |
OWLBLUE OWL CAPITAL INC COM CL A | $1.2M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.2M |
NEENEXTERA ENERGY INC COM | $1.2M |
EOGEOG RES INC COM | $1.2M |
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | $1.2M |
KHCKRAFT HEINZ CO COM | $1.2M |
XLEENERGY SELECT SECTOR SPDR FUND | $1.2M |
VGMINVESCO TR INVT GRADE MUNS COM | $1.1M |
AOKISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $1.1M |
MARMARRIOTT INTL INC NEW CL A | $1.1M |
BGBUNGE GLOBAL SA COM SHS | $1.1M |
PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $1.0M |
KLACKLA CORP COM NEW | $1.0M |
DHRDANAHER CORPORATION COM | $1.0M |
IVVISHARES CORE S&P 500 ETF | $1.0M |
NOCNORTHROP GRUMMAN CORP COM | $1.0M |
PNSTQPINSTRIPES HOLDINGS INC CL A COM | $1.0M |
QVCAUSDQVC GROUP INC COM SER A | $1.0M |
CLFCLEVELAND-CLIFFS INC NEW COM | $993K |
CGGRCAPITAL GROUP GROWTH ETF | $992K |
GWWGRAINGER W W INC COM | $990K |
UTIUNIVERSAL TECHNICAL INST INC COM | $987K |
VTVANGUARD TOTAL WORLD STOCK ETF | $971K |
TRVTRAVELERS COMPANIES INC COM | $967K |
KELKELLANOVA COM | $960K |
FITBFIFTH THIRD BANCORP COM | $959K |
EWEDWARDS LIFESCIENCES CORP COM | $953K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $944K |
DRIDARDEN RESTAURANTS INC COM | $941K |
CRMSALESFORCE INC COM | $930K |
CLIPGLOBAL X 1-3 MONTH T-BILL ETF | $929K |
CPTCAMDEN PPTY TR SH BEN INT | $925K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $917K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $907K |
DOWDOW INC COM | $902K |
PRGOPERRIGO CO PLC SHS | $899K |
CALCALERES INC COM | $892K |
TROWPRICE T ROWE GROUP INC COM | $889K |
IVWISHARES S&P 500 GROWTH ETF | $887K |
CRCCANADIAN NAT RES LTD COM | $881K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $843K |
MVFBLACKROCK MUNIVEST FD INC COM | $840K |
KMBKIMBERLY-CLARK CORP COM | $836K |
VLOVALERO ENERGY CORP COM | $831K |
TGLSTECNOGLASS INC ORD SHS | $828K |
DWDMORGAN STANLEY COM NEW | $827K |
ALBALBEMARLE CORP COM | $822K |
ADBEADOBE INC COM | $816K |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $815K |
MDBMONGODB INC CL A | $808K |
AFBALLIANCEBERNSTEIN NATL MUN INM COM | $808K |
MMUWESTERN ASSET MANAGED MUNS FD COM | $793K |
XBISPDR S&P BIOTECH ETF | $792K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $787K |
BLEBLACKROCK MUNI INCOME TR II COM | $774K |
STTSTATE STR CORP COM | $773K |
ULTAULTA BEAUTY INC COM | $773K |
VPUVANGUARD UTILITIES ETF | $766K |
WTRGESSENTIAL UTILS INC COM | $763K |
DNPDNP SELECT INCOME FD INC COM | $761K |
EIXEDISON INTL COM | $756K |
IVZINVESCO LTD SHS | $753K |
PNFPPINNACLE FINL PARTNERS INC COM | $741K |
IIMINVESCO VALUE MUN INCOME TR COM | $741K |
IBBISHARES BIOTECHNOLOGY ETF | $739K |
VKQINVESCO MUNICIPAL TRUST COM | $738K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $723K |
GMEDGLOBUS MED INC CL A | $713K |
DYHTARGET CORP COM | $713K |
INTCINTEL CORP COM | $711K |
ENBENBRIDGE INC COM | $702K |
EWJISHARES MSCI JAPAN ETF | $694K |
VKIINVESCO ADVANTAGE MUN INCOME T SH BEN INT | $694K |
SHWSHERWIN WILLIAMS CO COM | $687K |
STBFPERFORMANCE TRUST SHORT TERM BOND ETF | $682K |
BMRNBIOMARIN PHARMACEUTICAL INC COM | $680K |
MAAMID-AMER APT CMNTYS INC COM | $664K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $662K |
SNOWSNOWFLAKE INC CL A | $658K |
XNIEXVIRTUS EQUITY & CONV INCM FD COM | $651K |
UPSUNITED PARCEL SERVICE INC CL B | $649K |
FLRFLUOR CORP NEW COM | $640K |
XTWOBONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF | $636K |
PHPARKER-HANNIFIN CORP COM | $635K |
MHDBLACKROCK MUNIHOLDINGS FD INC COM | $630K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $626K |
LOWLOWES COS INC COM | $623K |
RSPGINVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $621K |
NPKINPK INTERNATIONAL INC COM SHS | $611K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $603K |
LULULULULEMON ATHLETICA INC COM | $601K |
AJGGALLAGHER ARTHUR J & CO COM | $601K |