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)

StockValue
PWRQUANTA SVCS INC COM
$201K
DTEDTE ENERGY CO COM
$200K
BENFRANKLIN RESOURCES INC COM
$199K
VRTXVERTEX PHARMACEUTICALS INC COM
$198K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$197K
MODMODINE MFG CO COM
$195K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$193K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$192K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$191K
IWOISHARES RUSSELL 2000 GROWTH ETF
$191K
EQREQUITY RESIDENTIAL SH BEN INT
$190K
ANETARISTA NETWORKS INC COM SHS
$189K
PRPERMIAN RESOURCES CORP CLASS A COM
$188K
IWVISHARES RUSSELL 3000 ETF
$188K
YUMYUM BRANDS INC COM
$185K
ODFLOLD DOMINION FREIGHT LINE INC COM
$184K
MUABLACKROCK MUNIASSETS FD INC COM
$184K
CBANCOLONY BANKCORP INC COM
$183K
VNTVONTIER CORPORATION COM
$183K
PPTAPERPETUA RESOURCES CORP COM
$182K
VOVANGUARD MID-CAP ETF
$181K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$181K
VBRVANGUARD SMALL CAP VALUE ETF
$181K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$180K
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$179K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$179K
FMFFIRST TRUST MANAGED FUTURES STRATEGY FUND
$179K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$176K
ALVAUTOLIV INC COM
$172K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$172K
IAU*ISHARES GOLD TRUST
$171K
LWLAMB WESTON HLDGS INC COM
$171K
NUNU HLDGS LTD ORD SHS CL A
$170K
COFCAPITAL ONE FINL CORP COM
$170K
TTTRANE TECHNOLOGIES PLC SHS
$165K
EFXEQUIFAX INC COM
$164K
NNENANO NUCLEAR ENERGY INC COM
$161K
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$161K
ADIANALOG DEVICES INC COM
$160K
JCIJOHNSON CTLS INTL PLC SHS
$160K
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$160K
SONYSONY GROUP CORP SPONSORED ADR
$158K
BDCBELDEN INC COM
$157K
CPCANADIAN PACIFIC KANSAS CITY COM
$157K
IWNISHARES RUSSELL 2000 VALUE ETF
$156K
APDAIR PRODS & CHEMS INC COM
$153K
FLEXFLEX LTD ORD
$153K
MASMASCO CORP COM
$153K
RYROYAL BK CDA COM
$152K
UFPTUFP TECHNOLOGIES INC COM
$151K
VTRSVIATRIS INC COM
$151K
BDXBECTON DICKINSON & CO COM
$150K
NIXTRESEARCH AFFILIATES DELETIONS ETF
$150K
FFIVF5 INC COM
$150K
MUMICRON TECHNOLOGY INC COM
$150K
EWCISHARES MSCI CANADA ETF
$150K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$150K
STLDSTEEL DYNAMICS INC COM
$150K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$149K
APHAMPHENOL CORP NEW CL A
$148K
ASMLASML HOLDING N V N Y REGISTRY SHS
$147K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$146K
RSGREPUBLIC SVCS INC COM
$145K
WBDWARNER BROS DISCOVERY INC COM SER A
$143K
IYWISHARES U.S. TECHNOLOGY ETF
$143K
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF
$143K
ROKROCKWELL AUTOMATION INC COM
$141K
EBAEBAY INC. COM
$141K
HSYHERSHEY CO COM
$141K
HBANHUNTINGTON BANCSHARES INC COM
$140K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$140K
IYGISHARES US FINANCIAL SERVICES ETF
$139K
SPGPINVESCO S&P 500 GARP ETF
$139K
IWRISHARES RUSSELL MIDCAP ETF
$139K
UHAL/BU HAUL HOLDING COMPANY COM SER N
$136K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$135K
ARKKARK INNOVATION ETF
$135K
NEMNEWMONT CORP COM
$134K
CBRECBRE GROUP INC CL A
$134K
RITMRITHM CAPITAL CORP COM NEW
$133K
AWCAMERICAN WTR WKS CO INC NEW COM
$133K
EFVISHARES MSCI EAFE VALUE ETF
$133K
NXPINXP SEMICONDUCTORS N V COM
$132K
TPRTAPESTRY INC COM
$131K
SCHKSCHWAB 1000 INDEX ETF
$131K
CWTCALIFORNIA WTR SVC GROUP COM
$130K
ONON SEMICONDUCTOR CORP COM
$128K
INVHINVITATION HOMES INC COM
$128K
GPCGENUINE PARTS CO COM
$127K
MATXMATSON INC COM
$125K
VRTVERTIV HOLDINGS CO COM CL A
$125K
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT
$125K
PPAINVESCO AEROSPACE & DEFENSE ETF
$125K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$123K
HWMHOWMET AEROSPACE INC COM
$122K
CMSCMS ENERGY CORP COM
$122K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$121K
CAHCARDINAL HEALTH INC COM
$119K
SIGSIGNET JEWELERS LIMITED SHS
$119K
ETHWBITWISE ETHEREUM ETF
$118K
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