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
VNQVANGUARD REAL ESTATE ETF
$1.3B
UBERUBER TECHNOLOGIES INC COM
$1.3B
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$1.3B
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$1.3B
BSVVANGUARD SHORT-TERM BOND ETF
$1.3B
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$1.3B
ACIALBERTSONS COS INC COMMON STOCK
$1.3B
MDBMONGODB INC CL A
$1.3B
NKENIKE INC CL B
$1.3B
TTDTHE TRADE DESK INC COM CL A
$1.3B
EOGEOG RES INC COM
$1.2B
ALBALBEMARLE CORP COM
$1.2B
ARCCARES CAPITAL CORP COM
$1.2B
MOALTRIA GROUP INC COM
$1.2B
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF
$1.1B
MARMARRIOTT INTL INC NEW CL A
$1.1B
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
$1.1B
EIXEDISON INTL COM
$1.1B
JJACOBS SOLUTIONS INC COM
$1.1B
MPCMARATHON PETE CORP COM
$1.1B
COWZPACER US CASH COWS 100 ETF
$1.1B
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$1.1B
XLEENERGY SELECT SECTOR SPDR FUND
$1.1B
NOCNORTHROP GRUMMAN CORP COM
$1.1B
WRBBERKLEY W R CORP COM
$1.1B
FITBFIFTH THIRD BANCORP COM
$1.1B
TROWPRICE T ROWE GROUP INC COM
$1.1B
VKQINVESCO MUNICIPAL TRUST COM
$1.0B
GWWGRAINGER W W INC COM
$1.0B
KLACKLA CORP COM NEW
$1.0B
PXFINVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
$1.0B
MVFBLACKROCK MUNIVEST FD INC COM
$1.0B
VTVANGUARD TOTAL WORLD STOCK ETF
$1.0B
DLTRDOLLAR TREE INC COM
$990.0M
IVWISHARES S&P 500 GROWTH ETF
$986.2M
IVVISHARES CORE S&P 500 ETF
$970.0M
GDDYGODADDY INC CL A
$963.3M
CRCCANADIAN NAT RES LTD COM
$956.1M
COHUCOHU INC COM
$951.4M
MSIMOTOROLA SOLUTIONS INC COM NEW
$949.2M
AFBALLIANCEBERNSTEIN NATL MUN INM COM
$946.1M
ETDETHAN ALLEN INTERIORS INC COM
$944.2M
UTIUNIVERSAL TECHNICAL INST INC COM
$943.0M
CPTCAMDEN PPTY TR SH BEN INT
$937.4M
KELKELLANOVA COM
$936.7M
IVZINVESCO LTD SHS
$931.9M
XBISPDR S&P BIOTECH ETF
$926.0M
KTFDWS MUNICIPAL INCOME
$893.1M
MATVMATIV HOLDINGS INC COM
$870.9M
FLRFLUOR CORP NEW COM
$870.1M
BLEBLACKROCK MUNI INCOME TR II COM
$861.4M
MDTMEDTRONIC PLC SHS
$858.3M
PRGOPERRIGO CO PLC SHS
$848.9M
TRVTRAVELERS COMPANIES INC COM
$845.9M
IBBISHARES BIOTECHNOLOGY ETF
$841.4M
EWEDWARDS LIFESCIENCES CORP COM
$839.3M
MMUWESTERN ASSET MANAGED MUNS FD COM
$835.8M
IIMINVESCO VALUE MUN INCOME TR COM
$829.8M
CLIPGLOBAL X 1-3 MONTH T-BILL ETF
$829.1M
UPSUNITED PARCEL SERVICE INC CL B
$827.6M
BKFIBNY MELLON MUNICIPAL INCOME
$823.8M
KMBKIMBERLY-CLARK CORP COM
$823.5M
DWDMORGAN STANLEY COM NEW
$820.9M
ULTAULTA BEAUTY INC COM
$817.5M
SHWSHERWIN WILLIAMS CO COM
$814.9M
FTLSFIRST TRUST LONG/SHORT EQUITY ETF
$807.8M
VLOVALERO ENERGY CORP COM
$801.5M
CAGCONAGRA BRANDS INC COM
$800.0M
TGLSTECNOGLASS INC ORD SHS
$793.5M
XTWOBONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF
$783.6M
INTCINTEL CORP COM
$775.9M
DNPDNP SELECT INCOME FD INC COM
$774.2M
STTSTATE STR CORP COM
$770.7M
BMRNBIOMARIN PHARMACEUTICAL INC COM
$762.9M
ASOACADEMY SPORTS & OUTDOORS INC COM
$758.4M
VKIINVESCO ADVANTAGE MUN INCOME T SH BEN INT
$757.5M
ETNEATON CORP PLC SHS
$744.7M
WTRGESSENTIAL UTILS INC COM
$740.9M
DYHTARGET CORP COM
$740.7M
DRIDARDEN RESTAURANTS INC COM
$740.6M
VPUVANGUARD UTILITIES ETF
$736.4M
NPKINEWPARK RES INC COM PAR $.01NEW
$735.8M
XMUIXBLACKROCK MUNICIPAL INCOME COM
$734.0M
OLEDUNIVERSAL DISPLAY CORP COM
$733.5M
GBTCGRAYSCALE BITCOIN TRUST
$725.2M
EWJISHARES MSCI JAPAN ETF
$721.6M
PHPARKER-HANNIFIN CORP COM
$714.6M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$712.5M
DDDUPONT DE NEMOURS INC COM
$712.4M
AJGGALLAGHER ARTHUR J & CO COM
$711.9M
VMOINVESCO MUN OPPORTUNITY TR COM
$706.5M
XLUUTILITIES SELECT SECTOR SPDR FUND
$698.7M
GMEDGLOBUS MED INC CL A
$697.4M
GSKGSK PLC SPONSORED ADR
$695.6M
XNIEXVIRTUS EQUITY & CONV INCM FD COM
$695.1M
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$694.2M
PNFPPINNACLE FINL PARTNERS INC COM
$684.6M
LOWLOWES COS INC COM
$684.3M
MDLZMONDELEZ INTL INC CL A
$683.3M
MHDBLACKROCK MUNIHOLDINGS FD INC COM
$678.9M
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