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
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
$196K
WSCWILLSCOT HLDGS CORP COM CL A
$196K
EBAEBAY INC. COM
$195K
UALUNITED AIRLS HLDGS INC COM
$195K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$195K
DELLDELL TECHNOLOGIES INC CL C
$194K
CBANCOLONY BANKCORP INC COM
$193K
ADIANALOG DEVICES INC COM
$192K
HSYHERSHEY CO COM
$190K
FMFFIRST TRUST MANAGED FUTURES STRATEGY FUND
$189K
INGRINGREDION INC COM
$189K
MTGMGIC INVT CORP WIS COM
$188K
XRAYDENTSPLY SIRONA INC COM
$188K
MUABLACKROCK MUNIASSETS FD INC COM
$188K
SOLVSOLVENTUM CORP COM SHS
$188K
PRPERMIAN RESOURCES CORP CLASS A COM
$187K
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$186K
GLPIGAMING & LEISURE PPTYS INC COM
$185K
CAHCARDINAL HEALTH INC COM
$184K
EQREQUITY RESIDENTIAL SH BEN INT
$184K
JHGJANUS HENDERSON GROUP PLC ORD SHS
$184K
IWNISHARES RUSSELL 2000 VALUE ETF
$183K
NMFCNEW MTN FIN CORP COM
$183K
WSTWEST PHARMACEUTICAL SVSC INC COM
$183K
DASHDOORDASH INC CL A
$183K
SLBSLB LIMITED COM STK
$182K
NNNNNN REIT INC COM
$181K
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$181K
SFSTIFEL FINL CORP COM
$179K
TMTOYOTA MOTOR CORP ADS
$177K
GGENPACT LIMITED SHS
$175K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$175K
CPRTCOPART INC COM
$175K
THGHANOVER INS GROUP INC COM
$174K
CLFCLEVELAND-CLIFFS INC NEW COM
$174K
VTRSVIATRIS INC COM
$174K
TXNTEXAS INSTRS INC COM
$172K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$171K
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
$171K
UMBFUMB FINL CORP COM
$168K
ROPROPER TECHNOLOGIES INC COM
$168K
PPAINVESCO AEROSPACE & DEFENSE ETF
$167K
FLSFLOWSERVE CORP COM
$166K
CPCANADIAN PACIFIC KANSAS CITY COM
$166K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$165K
NVGNUVEEN AMT FREE MUN CR INC FD COM
$164K
IYWISHARES U.S. TECHNOLOGY ETF
$164K
VMIVALMONT INDS INC COM
$164K
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$164K
WABWABTEC COM
$163K
BDXBECTON DICKINSON & CO COM
$162K
BROBROWN & BROWN INC COM
$162K
AMEAMETEK INC COM
$161K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$159K
IYGISHARES US FINANCIAL SERVICES ETF
$159K
SAPSAP SE SPON ADR
$158K
SPGPINVESCO S&P 500 GARP ETF
$158K
HBANHUNTINGTON BANCSHARES INC COM
$158K
APTVAPTIV PLC COM SHS
$157K
ZIONZIONS BANCORPORATION N A COM
$157K
JPXAEROVIRONMENT INC COM
$156K
CBRECBRE GROUP INC CL A
$156K
UI2KEMPER CORP COM
$156K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$156K
SCHKSCHWAB 1000 INDEX ETF
$156K
YUMYUM BRANDS INC COM
$155K
MRCCLMONROE CAP CORP COM
$155K
DKSDICKS SPORTING GOODS INC COM
$155K
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$155K
AMKRAMKOR TECHNOLOGY INC COM
$153K
ADPTADAPTIVE BIOTECHNOLOGIES CORP COM
$153K
EFVISHARES MSCI EAFE VALUE ETF
$153K
LAMRLAMAR ADVERTISING CO NEW CL A
$152K
ULUNILEVER PLC SPON ADR NEW
$151K
PATHUIPATH INC CL A
$151K
ALKALASKA AIR GROUP INC COM
$151K
ODFLOLD DOMINION FREIGHT LINE INC COM
$150K
VMCVULCAN MATLS CO COM
$149K
AFLAFLAC INC COM
$148K
UFPTUFP TECHNOLOGIES INC COM
$148K
FAFFIRST AMERN FINL CORP COM
$148K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$148K
JOBYJOBY AVIATION INC COMMON STOCK
$147K
MUSAMURPHY USA INC COM
$147K
GLGLOBE LIFE INC COM
$147K
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF
$147K
AG8AGILENT TECHNOLOGIES INC COM
$146K
CHRDCHORD ENERGY CORPORATION COM NEW
$146K
APPAPPLOVIN CORP COM CL A
$145K
LHXL3HARRIS TECHNOLOGIES INC COM
$145K
CRSCARPENTER TECHNOLOGY CORP COM
$144K
MPWRMONOLITHIC PWR SYS INC COM
$143K
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$141K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$141K
UHSUNIVERSAL HLTH SVCS INC CL B
$141K
TSNTYSON FOODS INC CL A
$140K
UGLPROSHARES ULTRA GOLD
$138K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$138K
IWRISHARES RUSSELL MIDCAP ETF
$138K
ROKROCKWELL AUTOMATION INC COM
$137K
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