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
LNCLINCOLN NATL CORP IND COM
$263K
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$263K
HIIHUNTINGTON INGALLS INDS INC COM
$263K
AQLTISHARES SELECT DIVIDEND ETF
$261K
ESEVERSOURCE ENERGY COM
$260K
CGENCOMPUGEN LTD ORD
$259K
TTCTORO CO COM
$259K
MORNMORNINGSTAR INC COM
$256K
CSXCSX CORP COM
$255K
LWLAMB WESTON HLDGS INC COM
$255K
SONYSONY GROUP CORP SPONSORED ADR
$255K
ILMNILLUMINA INC COM
$254K
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$252K
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
$250K
GUTGABELLI UTIL TR COM
$250K
MANHMANHATTAN ASSOCIATES INC COM
$249K
JCIJOHNSON CTLS INTL PLC SHS
$248K
WBDWARNER BROS DISCOVERY INC COM SER A
$248K
AQLTISHARES CORE MSCI EAFE ETF
$247K
AVUSAVANTIS U.S. EQUITY ETF
$247K
FTNTFORTINET INC COM
$247K
ARKKARK INNOVATION ETF
$245K
STESTERIS PLC SHS USD
$245K
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
$245K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$244K
ALVAUTOLIV INC COM
$244K
AMCRAMCOR PLC ORD
$244K
UNMUNUM GROUP COM
$243K
DLXDELUXE CORP COM
$242K
IWOISHARES RUSSELL 2000 GROWTH ETF
$240K
KMXCARMAX INC COM
$240K
XPHDXPIONEER FLOATING RATE FUND INC COM
$240K
DOVDOVER CORP COM
$237K
ARANTERO RESOURCES CORP COM
$237K
APAAPA CORPORATION COM
$236K
UOCTINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER
$232K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$232K
ANAUTONATION INC COM
$230K
DTEDTE ENERGY CO COM
$230K
NFGNATIONAL FUEL GAS CO COM
$229K
RFREGIONS FINANCIAL CORP NEW COM
$229K
BPOPPOPULAR INC COM NEW
$229K
HSTHOST HOTELS & RESORTS INC COM
$228K
SDYSTATE STREET SPDR S&P DIVIDEND ETF
$227K
BKNGBOOKING HOLDINGS INC COM
$226K
ARWARROW ELECTRS INC COM
$226K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$225K
CCKCROWN HLDGS INC COM
$225K
IWVISHARES RUSSELL 3000 ETF
$224K
FFIVF5 INC COM
$223K
HWMHOWMET AEROSPACE INC COM
$223K
GWREGUIDEWIRE SOFTWARE INC COM
$222K
SAMBOSTON BEER INC CL A
$222K
HYHGPROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF
$221K
ISRGINTUITIVE SURGICAL INC COM NEW
$220K
PINSPINTEREST INC CL A
$220K
AXTAAXALTA COATING SYS LTD COM
$219K
BDCBELDEN INC COM
$219K
NBHNEUBERGER BERMAN MUN FD INC COM
$218K
NYTNEW YORK TIMES CO CL A
$216K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$215K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$214K
AWIARMSTRONG WORLD INDS INC NEW COM
$214K
EFXEQUIFAX INC COM
$214K
KTFDWS MUNICIPAL INCOME
$213K
RRCRANGE RES CORP COM
$213K
NEUNEWMARKET CORP COM
$212K
EXASEXACT SCIENCES CORP COM
$212K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$212K
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$211K
IAU*ISHARES GOLD TRUST
$211K
CROXCROCS INC COM
$211K
SNYSANOFI SA SPONSORED ADR
$210K
ALAIR LEASE CORP CL A
$210K
BXMTBLACKSTONE MTG TR INC COM CL A
$210K
AXSAXIS CAP HLDGS LTD SHS
$207K
VBRVANGUARD SMALL CAP VALUE ETF
$206K
MMUWESTERN ASSET MANAGED MUNS FD COM
$206K
VOVANGUARD MID-CAP ETF
$205K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$205K
TTTRANE TECHNOLOGIES PLC SHS
$204K
MYIBLACKROCK MUNIYIELD QUALITY FD COM
$204K
UBSUBS GROUP AG SHS
$203K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$202K
CNCCENTENE CORP DEL COM
$202K
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT
$202K
YEARAB ULTRA SHORT INCOME ETF
$201K
CXHMFS INVT GRADE MUN TR SH BEN INT
$201K
GAPGAP INC COM
$200K
LDOSLEIDOS HOLDINGS INC COM
$199K
EX9EXELIXIS INC COM
$199K
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$199K
SIGSIGNET JEWELERS LIMITED SHS
$199K
PBPROSPERITY BANCSHARES INC COM
$198K
BOHBANK HAWAII CORP COM
$198K
HAINHAIN CELESTIAL GROUP INC COM
$198K
EXECSUSCHK
$198K
RYROYAL BK CDA COM
$198K
WDCWESTERN DIGITAL CORP COM
$197K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$197K
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