ROTHSCHILD INVESTMENT LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$1.4B

Holdings

2,817

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (2,817 positions)

StockValue
AAPLAPPLE INC COM
$68.2B
NVDANVIDIA CORPORATION COM
$59.0B
GOOGLALPHABET INC CAP STK CL A
$33.3B
MSFTMICROSOFT CORP COM
$32.0B
JPMJPMORGAN CHASE & CO. COM
$31.7B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$26.6B
BXBLACKSTONE INC COM
$25.3B
COSTCOSTCO WHSL CORP NEW COM
$22.3B
PRFINVESCO FTSE RAFI US 1000 ETF
$22.0B
AMZNAMAZON COM INC COM
$21.2B
CVXCHEVRON CORP NEW COM
$20.8B
GOOGALPHABET INC CAP STK CL C
$19.7B
ABBVABBVIE INC COM
$19.0B
AMGNAMGEN INC COM
$18.5B
PANWPALO ALTO NETWORKS INC COM
$17.0B
METAMETA PLATFORMS INC CL A
$15.8B
XOMEXXON MOBIL CORP COM
$15.7B
JNJJOHNSON & JOHNSON COM
$15.4B
TMOTHERMO FISHER SCIENTIFIC INC COM
$15.3B
GDGENERAL DYNAMICS CORP COM
$14.9B
SPYSPDR S&P 500 ETF TRUST
$14.3B
VIGVANGUARD DIVIDEND APPRECIATION ETF
$14.2B
ITWILLINOIS TOOL WKS INC COM
$12.9B
QCOMQUALCOMM INC COM
$12.9B
ORCLORACLE CORP COM
$12.5B
HONHONEYWELL INTL INC COM
$12.5B
FQIDIGITAL RLTY TR INC COM
$12.0B
NVONOVO-NORDISK A S ADR
$12.0B
MRKMERCK & CO INC COM
$11.8B
SYLDCAMBRIA SHAREHOLDER YIELD ETF
$11.7B
FYLDCAMBRIA FOREIGN SHAREHOLDER YIELD ETF
$11.7B
CRMSALESFORCE INC COM
$11.6B
SYKSTRYKER CORPORATION COM
$11.0B
TFCTRUIST FINL CORP COM
$9.9B
AIGAMERICAN INTL GROUP INC COM NEW
$9.8B
HLTHILTON WORLDWIDE HLDGS INC COM
$9.6B
HDHOME DEPOT INC COM
$9.3B
UNPUNION PAC CORP COM
$9.2B
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$9.0B
LLYELI LILLY & CO COM
$8.5B
VVISA INC COM CL A
$8.2B
BACVERIZON COMMUNICATIONS INC COM
$8.0B
INVHINVITATION HOMES INC COM
$7.9B
VOOVANGUARD S&P 500 ETF
$7.9B
NFLXNETFLIX INC COM
$7.9B
IWFISHARES RUSSELL 1000 GROWTH ETF
$7.8B
SOSOUTHERN CO COM
$7.7B
CSCOCISCO SYS INC COM
$7.5B
AVGOBROADCOM INC COM
$7.4B
PSAPUBLIC STORAGE OPER CO COM
$7.4B
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$6.9B
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$6.8B
EPDENTERPRISE PRODS PARTNERS L P COM
$6.6B
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF
$6.5B
CBOECBOE GLOBAL MKTS INC COM
$6.5B
MCDMCDONALDS CORP COM
$6.5B
KVUEKENVUE INC COM
$6.4B
AMDADVANCED MICRO DEVICES INC COM
$6.3B
WMTWALMART INC COM
$6.2B
GPNGLOBAL PMTS INC COM
$6.0B
RPVINVESCO S&P 500 PURE VALUE ETF
$5.8B
NUENUCOR CORP COM
$5.8B
AMTAMERICAN TOWER CORP NEW COM
$5.7B
VXFVANGUARD EXTENDED MARKET ETF
$5.7B
SYYSYSCO CORP COM
$5.7B
PSXPHILLIPS 66 COM
$5.4B
LMTLOCKHEED MARTIN CORP COM
$5.3B
BACBANK AMERICA CORP COM
$5.3B
DYHTARGET CORP COM
$5.0B
METMETLIFE INC COM
$5.0B
FDXFEDEX CORP COM
$4.8B
MRVLMARVELL TECHNOLOGY INC COM
$4.7B
CVSCVS HEALTH CORP COM
$4.7B
IWDISHARES RUSSELL 1000 VALUE ETF
$4.5B
SWKSTANLEY BLACK & DECKER INC COM
$4.5B
EMREMERSON ELEC CO COM
$4.5B
ALSALLSTATE CORP COM
$4.1B
PFEPFIZER INC COM
$4.1B
LINLINDE PLC SHS
$4.0B
KKRKKR & CO INC COM
$4.0B
PGPROCTER AND GAMBLE CO COM
$4.0B
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF
$4.0B
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$3.9B
VTIVANGUARD TOTAL STOCK MARKET ETF
$3.8B
BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY
$3.8B
FPFFIRST TR INTER DURATN PFD & IN COM
$3.8B
IBMINTERNATIONAL BUSINESS MACHS COM
$3.7B
PYPLPAYPAL HLDGS INC COM
$3.7B
PXHINVESCO FTSE RAFI EMERGING MARKETS ETF
$3.6B
ITBISHARES U.S. HOME CONSTRUCTION ETF
$3.5B
BABOEING CO COM
$3.5B
ABTABBOTT LABS COM
$3.4B
CMICUMMINS INC COM
$3.4B
DISDISNEY WALT CO COM
$3.4B
DUKDUKE ENERGY CORP NEW COM NEW
$3.3B
EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF
$3.3B
BJRIBJS RESTAURANTS INC COM
$3.3B
RTXRTX CORPORATION COM
$3.2B
VUGVANGUARD GROWTH ETF
$3.2B
NTNXNUTANIX INC CL A
$3.1B
Page 1 of 29Next