ROTHSCHILD INVESTMENT LLC Q3 2024 Filing

Filed October 18, 2024

Portfolio Value

$1.5T

Holdings

2,895

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (2,895 positions)

StockValue
MMM3M CO COM
$3.5B
CATCATERPILLAR INC COM
$3.3B
DEDEERE & CO COM
$3.2B
VUGVANGUARD GROWTH ETF
$3.2B
DISDISNEY WALT CO COM
$3.2B
NTNXNUTANIX INC CL A
$3.2B
GEGE AEROSPACE COM NEW
$3.1B
VENVENTAS INC COM
$3.1B
EDCONSOLIDATED EDISON INC COM
$3.0B
KMIKINDER MORGAN INC DEL COM
$3.0B
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$3.0B
TSLATESLA INC COM
$2.8B
RVTROYCE SMALL CAP TRUST INC COM
$2.8B
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$2.8B
SBUXSTARBUCKS CORP COM
$2.8B
BABOEING CO COM
$2.8B
NSCNORFOLK SOUTHN CORP COM
$2.8B
HPSHANCOCK JOHN PFD INCOME FD III COM
$2.7B
AONAON PLC SHS CL A
$2.7B
PEPPEPSICO INC COM
$2.7B
WECWEC ENERGY GROUP INC COM
$2.6B
NDQINVESCO QQQ TRUST SERIES I
$2.6B
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$2.6B
DOWDOW INC COM
$2.4B
NADNUVEEN QUALITY MUNCP INCOME FD COM
$2.4B
COPCONOCOPHILLIPS COM
$2.4B
AXPAMERICAN EXPRESS CO COM
$2.3B
WTWISDOMTREE INC COM
$2.3B
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$2.3B
BPBP PLC SPONSORED ADR
$2.2B
PNWPINNACLE WEST CAP CORP COM
$2.2B
WMWASTE MGMT INC DEL COM
$2.2B
CNRCANADIAN NATL RY CO COM
$2.2B
EFAISHARES MSCI EAFE ETF
$2.2B
ORIOLD REP INTL CORP COM
$2.2B
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$2.2B
EVNEATON VANCE MUNI INCOME TRUST SH BEN INT
$2.1B
FANGDIAMONDBACK ENERGY INC COM
$2.1B
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$2.1B
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$2.1B
PMOPUTNAM MUN OPPORTUNITIES TR SH BEN INT
$2.1B
APOAPOLLO GLOBAL MGMT INC COM
$2.1B
4I1PHILIP MORRIS INTL INC COM
$2.1B
BMYBRISTOL-MYERS SQUIBB CO COM
$2.0B
TAT&T INC COM
$2.0B
CIENCIENA CORP COM NEW
$2.0B
DVADAVITA INC COM
$2.0B
URIUNITED RENTALS INC COM
$2.0B
STWDSTARWOOD PPTY TR INC COM
$1.9B
CMCSACOMCAST CORP NEW CL A
$1.9B
NVSNNOVARTIS AG SPONSORED ADR
$1.9B
NVGNUVEEN AMT FREE MUN CR INC FD COM
$1.9B
IQIINVESCO QUALITY MUN INCOME TR COM
$1.9B
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$1.8B
K6BKBR INC COM
$1.7B
CALCALERES INC COM
$1.7B
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM
$1.7B
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$1.7B
DDOMINION ENERGY INC COM
$1.7B
EQTEQT CORP COM
$1.7B
PMMPUTNAM MANAGED MUN INCOME TR COM
$1.6B
FCXFREEPORT-MCMORAN INC CL B
$1.6B
DPZDOMINOS PIZZA INC COM
$1.6B
PEOEXELON CORP COM
$1.6B
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$1.6B
WFCWELLS FARGO CO NEW COM
$1.6B
OKEONEOK INC NEW COM
$1.6B
IWMISHARES RUSSELL 2000 ETF
$1.6B
NEENEXTERA ENERGY INC COM
$1.6B
GLWCORNING INC COM
$1.6B
PPLPPL CORP COM
$1.5B
NINISOURCE INC COM
$1.5B
MYDBLACKROCK MUNIYIELD FD INC COM
$1.5B
KOCOCA COLA CO COM
$1.5B
LVLNSPDR S&P REGIONAL BANKING ETF
$1.5B
DHRDANAHER CORPORATION COM
$1.5B
TELTE CONNECTIVITY PLC ORD SHS
$1.5B
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$1.5B
JHSHANCOCK JOHN INCOME SECS TR COM
$1.5B
IBITISHARES BITCOIN TRUST ETF
$1.5B
ALLYALLY FINL INC COM
$1.5B
8CWCROWN CASTLE INC COM
$1.5B
CTRACOTERRA ENERGY INC COM
$1.5B
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$1.4B
BKBANK NEW YORK MELLON CORP COM
$1.4B
MCHPMICROCHIP TECHNOLOGY INC. COM
$1.4B
AEEAMEREN CORP COM
$1.4B
DVNDEVON ENERGY CORP NEW COM
$1.4B
GSGOLDMAN SACHS GROUP INC COM
$1.4B
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$1.4B
VGMINVESCO TR INVT GRADE MUNS COM
$1.4B
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$1.4B
KHCKRAFT HEINZ CO COM
$1.4B
IVEISHARES S&P 500 VALUE ETF
$1.4B
SMCISUPER MICRO COMPUTER INC COM NEW
$1.4B
FULFULLER H B CO COM
$1.4B
MAMASTERCARD INCORPORATED CL A
$1.4B
SPGIS&P GLOBAL INC COM
$1.4B
SCHWSCHWAB CHARLES CORP COM
$1.3B
BGBUNGE GLOBAL SA COM SHS
$1.3B
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