ROTHSCHILD INVESTMENT LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.6B

Holdings

3,015

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (3,015 positions)

StockValue
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$121K
ORLYOREILLY AUTOMOTIVE INC COM
$121K
SAPSAP SE SPON ADR
$120K
ADPTADAPTIVE BIOTECHNOLOGIES CORP COM
$120K
ECLECOLAB INC COM
$119K
ACHRARCHER AVIATION INC COM CL A
$119K
ADMARCHER DANIELS MIDLAND CO COM
$117K
IONQIONQ INC COM
$116K
ETRENTERGY CORP NEW COM
$116K
ULUNILEVER PLC SPON ADR NEW
$116K
UBSUBS GROUP AG SHS
$115K
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
$115K
IMCBISHARES MORNINGSTAR MID-CAP ETF
$115K
DASHDOORDASH INC CL A
$114K
NUVNUVEEN MUN VALUE FD INC COM
$113K
MPWRMONOLITHIC PWR SYS INC COM
$112K
SPOTSPOTIFY TECHNOLOGY S A SHS
$112K
SUXTD SYNNEX CORPORATION COM
$112K
MKLMARKEL GROUP INC COM
$111K
CDNSCADENCE DESIGN SYSTEM INC COM
$110K
FASTFASTENAL CO COM
$110K
CMSCMS ENERGY CORP COM
$110K
EOTEATON VANCE NATL MUN OPPORT TR COM SHS
$110K
FLUTFLUTTER ENTMT PLC SHS
$110K
ESEVERSOURCE ENERGY COM
$108K
BWABORGWARNER INC COM
$107K
T7DTRANSDIGM GROUP INC COM
$107K
LHXL3HARRIS TECHNOLOGIES INC COM
$106K
CDWCDW CORP COM
$106K
HAINHAIN CELESTIAL GROUP INC COM
$106K
IYFISHARES U.S. FINANCIALS ETF
$106K
BFKBLACKROCK MUN INCOME TR SH BEN INT
$105K
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
$105K
DOVDOVER CORP COM
$104K
ADSKAUTODESK INC COM
$103K
NICNICOLET BANKSHARES INC COM
$103K
NIXTRESEARCH AFFILIATES DELETIONS ETF
$103K
UGLPROSHARES ULTRA GOLD
$103K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$102K
MATXMATSON INC COM
$102K
GPCGENUINE PARTS CO COM
$102K
RYANRYAN SPECIALTY HOLDINGS INC CL A
$101K
SDOGALPS SECTOR DIVIDEND DOGS ETF
$100K
CSGPCOSTAR GROUP INC COM
$99K
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$98K
SWKSTANLEY BLACK & DECKER INC COM
$98K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$97K
IJHISHARES CORE S&P MID-CAP ETF
$97K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$97K
IDXXIDEXX LABS INC COM
$97K
RELXRELX PLC SPONSORED ADR
$96K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$96K
IEVISHARES EUROPE ETF
$96K
EWCISHARES MSCI CANADA ETF
$96K
PHOINVESCO WATER RESOURCES ETF
$94K
SBIWESTERN ASSET INTER MUNI FD IN COM
$94K
WATWATERS CORP COM
$94K
CGNGCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
$92K
DORMDORMAN PRODS INC COM
$92K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$91K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$91K
AFLAFLAC INC COM
$90K
PAYXPAYCHEX INC COM
$90K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$90K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$89K
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
$87K
SCHZSCHWAB US AGGREGATE BOND ETF
$86K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$86K
ATMUATMUS FILTRATION TECHNOLOGIES COM
$86K
FTNTFORTINET INC COM
$86K
NXPINXP SEMICONDUCTORS N V COM
$85K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$85K
PKGPACKAGING CORP AMER COM
$85K
OREALTY INCOME CORP COM
$85K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$84K
UALUNITED AIRLS HLDGS INC COM
$84K
GSBDGOLDMAN SACHS BDC INC SHS
$84K
GTYGETTY RLTY CORP NEW COM
$84K
CBCVR ENERGY INC COM
$84K
HDVISHARES CORE HIGH DIVIDEND ETF
$83K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$82K
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
$82K
SFSTIFEL FINL CORP COM
$81K
NDAQNASDAQ INC COM
$81K
GRMNGARMIN LTD SHS
$80K
VOOVVANGUARD S&P 500 VALUE ETF
$79K
RJFRAYMOND JAMES FINL INC COM
$78K
SNPSSYNOPSYS INC COM
$78K
ITGARTNER INC COM
$78K
BCOBRINKS CO COM
$78K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$78K
PAYCPAYCOM SOFTWARE INC COM
$77K
PHINPHINIA INC COMMON STOCK
$77K
ELLAUDER ESTEE COS INC CL A
$77K
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF
$77K
NSYNICE LTD SPONSORED ADR
$76K
KBESPDR S&P BANK ETF
$76K
CCKCROWN HLDGS INC COM
$75K
DTMDT MIDSTREAM INC COMMON STOCK
$75K
TSCOTRACTOR SUPPLY CO COM
$74K
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