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
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$44K
TEAMATLASSIAN CORPORATION CL A
$43K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$43K
MNSTMONSTER BEVERAGE CORP NEW COM
$43K
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
$43K
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$42K
CNCCENTENE CORP DEL COM
$42K
HBC2HSBC HLDGS PLC SPON ADR NEW
$42K
EXPEEXPEDIA GROUP INC COM NEW
$42K
GWREGUIDEWIRE SOFTWARE INC COM
$42K
FICOFAIR ISAAC CORP COM
$42K
VOEVANGUARD MID-CAP VALUE ETF
$42K
TRGPTARGA RES CORP COM
$42K
CMFISHARES CALIFORNIA MUNI BOND ETF
$42K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$41K
JWNUSDNORDSTROM INC COM
$41K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$41K
MBBISHARES MBS ETF
$41K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$41K
FSKFS KKR CAP CORP COM
$41K
DKNGDRAFTKINGS INC NEW COM CL A
$41K
DEUSXTRACKERS RUSSELL US MULTIFACTOR ETF
$41K
UDRUDR INC COM
$41K
RACEFERRARI N V COM
$41K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$41K
MLMMARTIN MARIETTA MATLS INC COM
$41K
CSRCENTERSPACE COM
$40K
SHVISHARES SHORT TREASURY BOND ETF
$40K
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF
$40K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$40K
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
$40K
DBDEUTSCHE BANK A G NAMEN AKT
$40K
7HPHP INC COM
$40K
BYMBLACKROCK MUN INCOME QUALITY T COM
$40K
MOOVANECK AGRIBUSINESS ETF
$40K
AG8AGILENT TECHNOLOGIES INC COM
$39K
TWNTAIWAN FD INC COM
$39K
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
$39K
ADXADAMS DIVERSIFIED EQUITY FD COM
$39K
OGSONE GAS INC COM
$39K
XELXCEL ENERGY INC COM
$39K
AREALEXANDRIA REAL ESTATE EQ INC COM
$39K
XYLXYLEM INC COM
$39K
RHCRH PLC ORD
$39K
RMERESMED INC COM
$38K
NXTNEXTRACKER INC CLASS A COM
$38K
PTYPIMCO CORPORATE & INCOME OPPOR COM
$38K
FEZSPDR EURO STOXX 50 ETF
$38K
HLNHALEON PLC SPON ADS
$38K
TNETTRINET GROUP INC COM
$38K
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$38K
FIXCOMFORT SYS USA INC COM
$38K
SJMSMUCKER J M CO COM NEW
$37K
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS
$37K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$37K
SANBANCO SANTANDER S.A. ADR
$37K
HUMHUMANA INC COM
$37K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$36K
USCIUNITED STATES COMMODITY INDEX FUND
$36K
EMNEASTMAN CHEM CO COM
$36K
MSCIMSCI INC COM
$36K
FGDFIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
$36K
AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A
$35K
VCVINVESCO CALIF VALUE MUN INCOME COM
$35K
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$35K
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$35K
VFHVANGUARD FINANCIALS ETF
$34K
EPIWISDOMTREE INDIA EARNINGS FUND
$34K
KDPKEURIG DR PEPPER INC COM
$34K
FDMFIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
$34K
FERFERROVIAL SE ORD SHS
$33K
OGNORGANON & CO COMMON STOCK
$33K
CHDCHURCH & DWIGHT CO INC COM
$33K
GABGABELLI EQUITY TR INC COM
$33K
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$33K
USRTISHARES CORE U.S. REIT ETF
$33K
ILMNILLUMINA INC COM
$33K
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$33K
NMRNOMURA HLDGS INC SPONSORED ADR
$33K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$33K
DGXQUEST DIAGNOSTICS INC COM
$32K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$32K
ALCALCON AG ORD SHS
$32K
BKRBAKER HUGHES COMPANY CL A
$32K
BF/BBROWN FORMAN CORP CL B
$32K
MLPAGLOBAL X MLP ETF
$32K
DCOMDIME CMNTY BANCSHARES INC COM
$32K
MTZMASTEC INC COM
$32K
CLXCLOROX CO DEL COM
$32K
SNAPSNAP INC CL A
$32K
VTWOVANGUARD RUSSELL 2000 ETF
$31K
BTABLACKROCK LONG-TERM MUN ADVANT COM
$31K
FW2NBANNER CORP COM NEW
$31K
SCHASCHWAB U.S. SMALL-CAP ETF
$31K
MCXMCCORMICK & CO INC COM NON VTG
$31K
CNPCENTERPOINT ENERGY INC COM
$31K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$30K
CINFCINCINNATI FINL CORP COM
$30K
FIWFIRST TRUST WATER ETF
$30K
MGKVANGUARD MEGA CAP GROWTH ETF
$30K
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