ROTHSCHILD INVESTMENT LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$1.8B

Holdings

3,134

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (3,134 positions)

StockValue
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$45K
DEUSXTRACKERS RUSSELL US MULTIFACTOR ETF
$45K
DC4DEXCOM INC COM
$44K
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
$44K
MLB1MERCADOLIBRE INC COM
$44K
RMERESMED INC COM
$44K
MOOVANECK AGRIBUSINESS ETF
$44K
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$44K
SIGISELECTIVE INS GROUP INC COM
$44K
NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
$43K
LKQ1LKQ CORP COM
$43K
RACEFERRARI N V COM
$43K
PCORPROCORE TECHNOLOGIES INC COM
$43K
FEZSPDR EURO STOXX 50 ETF
$43K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$43K
CIVICIVITAS RESOURCES INC COM NEW
$42K
FGDFIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
$42K
AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A
$42K
CMFISHARES CALIFORNIA MUNI BOND ETF
$42K
BRBROADRIDGE FINL SOLUTIONS INC COM
$42K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$42K
OGNORGANON & CO COMMON STOCK
$41K
DGXQUEST DIAGNOSTICS INC COM
$41K
FDMFIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
$41K
AEMAGNICO EAGLE MINES LTD COM
$41K
CSGPCOSTAR GROUP INC COM
$41K
CNMCORE & MAIN INC CL A
$41K
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$41K
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$41K
BYMBLACKROCK MUN INCOME QUALITY T COM
$41K
WTSWATTS WATER TECHNOLOGIES INC CL A
$41K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$41K
FBINFORTUNE BRANDS INNOVATIONS INC COM
$41K
MGKVANGUARD MEGA CAP GROWTH ETF
$40K
INODINNODATA INC COM NEW
$40K
PENPENUMBRA INC COM
$40K
WYWEYERHAEUSER CO MTN BE COM NEW
$40K
SHVISHARES SHORT TREASURY BOND ETF
$40K
ULSTSTATE STREET ULTRA SHORT TERM BOND ETF
$40K
DXCDXC TECHNOLOGY CO COM
$40K
IBOCINTERNATIONAL BANCSHARES CORP COM
$40K
CPBTHE CAMPBELLS COMPANY COM
$40K
LEUCENTRUS ENERGY CORP CL A
$39K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$39K
COKECOCA COLA CONS INC COM
$39K
KDPKEURIG DR PEPPER INC COM
$39K
ABCBAMERIS BANCORP COM
$39K
PDIPIMCO DYNAMIC INCOME FD SHS
$39K
ABRARBOR REALTY TRUST INC COM
$39K
VOYAVOYA FINANCIAL INC COM
$39K
SSPRINT NEXTEL CORP FON SHS
$39K
CSRCENTERSPACE COM
$38K
PTYPIMCO CORPORATE & INCOME OPPOR COM
$38K
AFWALIGN TECHNOLOGY INC COM
$38K
USCIUNITED STATES COMMODITY INDEX FUND
$38K
MPTMEDICAL PPTYS TRUST INC COM
$38K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$37K
STMSTMICROELECTRONICS N V NY REGISTRY
$37K
VFHVANGUARD FINANCIALS ETF
$37K
MSFTMICROSOFT CORP COM
$36K
MBBISHARES MBS ETF
$36K
RIOTRIOT PLATFORMS INC COM
$36K
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$36K
DCOMDIME CMNTY BANCSHARES INC COM
$36K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$36K
SCHASCHWAB U.S. SMALL-CAP ETF
$36K
SMRNUSCALE PWR CORP CL A COM
$36K
NSYNICE LTD SPONSORED ADR
$36K
GABGABELLI EQUITY TR INC COM
$36K
NBISNEBIUS GROUP N.V. SHS CLASS A
$36K
EMNEASTMAN CHEM CO COM
$36K
TQQQPROSHARES ULTRAPRO QQQ
$36K
FEFIRSTENERGY CORP COM
$35K
PAASPAN AMERN SILVER CORP COM
$35K
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$35K
SESEA LTD SPONSORD ADS
$35K
CBSHCOMMERCE BANCSHARES INC COM
$35K
NMRNOMURA HLDGS INC SPONSORED ADR
$35K
LULULULULEMON ATHLETICA INC COM
$35K
ALCALCON AG ORD SHS
$35K
EPIWISDOMTREE INDIA EARNINGS FUND
$35K
XYZBLOCK INC CL A
$35K
FERFERROVIAL SE ORD SHS
$35K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$34K
LBTYALIBERTY GLOBAL LTD COM CL A
$34K
CNXCCONCENTRIX CORP COM
$34K
FROFRONTLINE PLC COM
$34K
PTONPELOTON INTERACTIVE INC CL A COM
$33K
FIWFIRST TRUST WATER ETF
$33K
DOCHEALTHPEAK PROPERTIES INC COM
$33K
WPMWHEATON PRECIOUS METALS CORP COM
$33K
XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$33K
SOFISOFI TECHNOLOGIES INC COM
$33K
STRASTRATEGIC ED INC COM
$33K
OMCOMNICOM GROUP INC COM
$33K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$32K
IXNISHARES GLOBAL TECH ETF
$32K
TRGPTARGA RES CORP COM
$32K
FW2NBANNER CORP COM NEW
$32K
CPRXCATALYST PHARMACEUTICALS INC COM
$32K
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