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 |
|---|---|
KIESPDR S&P INSURANCE ETF | $338K |
BKLNINVESCO SENIOR LOAN ETF | $337K |
BNDVANGUARD TOTAL BOND MARKET ETF | $336K |
NTAPNETAPP INC COM | $333K |
CTVACORTEVA INC COM | $333K |
HODLVANECK BITCOIN ETF | $326K |
DHID R HORTON INC COM | $323K |
VLTOVERALTO CORP COM SHS | $323K |
CXHMFS INVT GRADE MUN TR SH BEN INT | $323K |
ELVELEVANCE HEALTH INC COM | $320K |
VHTVANGUARD HEALTH CARE ETF | $320K |
MCOMOODYS CORP COM | $318K |
SLBSCHLUMBERGER LTD COM STK | $317K |
LRCXLAM RESEARCH CORP COM NEW | $311K |
IPINTERNATIONAL PAPER CO COM | $309K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $309K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $307K |
MCKMCKESSON CORP COM | $302K |
ARKGARK GENOMIC REVOLUTION ETF | $299K |
EAELECTRONIC ARTS INC COM | $298K |
ETENERGY TRANSFER L P COM UT LTD PTN | $295K |
BITQBITWISE CRYPTO INDUSTRY INNOVATORS ETF | $294K |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $294K |
IJRISHARES CORE S&P SMALL CAP ETF | $289K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $288K |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $287K |
FLTRVANECK IG FLOATING RATE ETF | $286K |
PLDPROLOGIS INC. COM | $285K |
IWBISHARES RUSSELL 1000 ETF | $283K |
LNGCHENIERE ENERGY INC COM NEW | $282K |
DGDOLLAR GEN CORP NEW COM | $282K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $281K |
LAZLAZARD INC COM | $281K |
MFMMFS MUN INCOME TR SH BEN INT | $280K |
CGENCOMPUGEN LTD ORD | $279K |
ISRGINTUITIVE SURGICAL INC COM NEW | $277K |
ETDETHAN ALLEN INTERIORS INC COM | $273K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $272K |
WSCWILLSCOT HLDGS CORP COM CL A | $269K |
PNCPNC FINL SVCS GROUP INC COM | $269K |
AQLTISHARES U.S. TREASURY BOND ETF | $269K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $268K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $268K |
FISVFISERV INC COM | $265K |
ABXBARRICK GOLD CORP COM | $263K |
MQYBLACKROCK MUNIYILD QULT FD INC COM | $263K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $263K |
EEMISHARES MSCI EMERGING MARKETS ETF | $262K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $259K |
AZOAUTOZONE INC COM | $255K |
SDYSPDR S&P DIVIDEND ETF | $254K |
REGNREGENERON PHARMACEUTICALS COM | $253K |
HCAHCA HEALTHCARE INC COM | $252K |
INTUINTUIT COM | $252K |
SOLVSOLVENTUM CORP COM SHS | $251K |
VCTRVICTORY CAP HLDGS INC COM CL A | $248K |
MYIBLACKROCK MUNIYIELD QUALITY FD COM | $247K |
CAGCONAGRA BRANDS INC COM | $247K |
AQLTISHARES SELECT DIVIDEND ETF | $247K |
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | $247K |
ARTYISHARES FUTURE AI & TECH ETF | $244K |
LEOBNY MELLON STRATEGIC MUNS INC COM | $244K |
AMCRAMCOR PLC ORD | $243K |
CITHE CIGNA GROUP COM | $242K |
SNYSANOFI SPONSORED ADR | $239K |
SSFSENSIENT TECHNOLOGIES CORP COM | $238K |
MHFWESTERN ASSET MUN HIGH INCOME COM | $237K |
RCLROYAL CARIBBEAN GROUP COM | $237K |
ROSTROSS STORES INC COM | $235K |
BXMTBLACKSTONE MTG TR INC COM CL A | $235K |
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK | $235K |
XPHDXPIONEER FLOATING RATE FUND INC COM | $234K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $234K |
CGBLCAPITAL GROUP CORE BALANCED ETF | $234K |
LNCLINCOLN NATL CORP IND COM | $233K |
DSMBNY MELLON STRATEGIC MUN BD FD COM | $233K |
TMTOYOTA MOTOR CORP ADS | $233K |
TRVCCITIGROUP INC COM NEW | $232K |
HALHALLIBURTON CO COM | $231K |
GUTGABELLI UTIL TR COM | $231K |
ETWEATON VANCE TAX-MANAGED GLOBAL COM | $230K |
CCLCARNIVAL CORP PAIRED CTF | $229K |
ROPROPER TECHNOLOGIES INC COM | $229K |
SRESEMPRA COM | $228K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $224K |
BKNGBOOKING HOLDINGS INC COM | $221K |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $220K |
HYHGPROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF | $217K |
WELLWELLTOWER INC COM | $216K |
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $215K |
NMFCNEW MTN FIN CORP COM | $215K |
OSKOSHKOSH CORP COM | $213K |
TXNTEXAS INSTRS INC COM | $213K |
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT | $211K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $210K |
AVUSAVANTIS U.S. EQUITY ETF | $210K |
BOHBANK HAWAII CORP COM | $210K |
UOCTINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $209K |
AQLTISHARES CORE MSCI EAFE ETF | $205K |
CSXCSX CORP COM | $204K |