ROTHSCHILD INVESTMENT LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$1.5B

Holdings

2,955

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,955 positions)

StockValue
EFVISHARES MSCI EAFE VALUE ETF
$118K
NUVNUVEEN MUN VALUE FD INC COM
$117K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$117K
NUNU HLDGS LTD ORD SHS CL A
$117K
BWABORGWARNER INC COM
$116K
PSTXUSDPOSEIDA THERAPEUTICS INC COM
$115K
GEGGEO GROUP INC NEW COM
$115K
UBSUBS GROUP AG SHS
$115K
ULUNILEVER PLC SPON ADR NEW
$114K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$113K
IDXXIDEXX LABS INC COM
$113K
AFLAFLAC INC COM
$112K
ITGARTNER INC COM
$112K
EOTEATON VANCE NATL MUN OPPORT TR COM SHS
$111K
CDWCDW CORP COM
$111K
DOVDOVER CORP COM
$111K
RSGREPUBLIC SVCS INC COM
$110K
IMCBISHARES MORNINGSTAR MID-CAP ETF
$110K
KDKYNDRYL HLDGS INC COMMON STOCK
$110K
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
$109K
WATWATERS CORP COM
$108K
BFKBLACKROCK MUN INCOME TR SH BEN INT
$108K
DAYDAYFORCE INC COM
$107K
TECHBIO-TECHNE CORP COM
$107K
HBANHUNTINGTON BANCSHARES INC COM
$106K
CMSCMS ENERGY CORP COM
$106K
ORLYOREILLY AUTOMOTIVE INC COM
$105K
FASTFASTENAL CO COM
$105K
FLUTFLUTTER ENTMT PLC SHS
$104K
GRMNGARMIN LTD SHS
$104K
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
$104K
SAPSAP SE SPON ADR
$104K
PRUPRUDENTIAL FINL INC COM
$104K
WHRWHIRLPOOL CORP COM
$104K
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$103K
VGKVANGUARD FTSE EUROPE ETF
$103K
UNOVINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER
$103K
ECLECOLAB INC COM
$102K
CAHCARDINAL HEALTH INC COM
$101K
IRMIRON MTN INC DEL COM
$100K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$99K
PKGPACKAGING CORP AMER COM
$99K
SDOGALPS SECTOR DIVIDEND DOGS ETF
$98K
ILMNILLUMINA INC COM
$98K
IJHISHARES CORE S&P MID-CAP ETF
$98K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$97K
SUXTD SYNNEX CORPORATION COM
$96K
IYFISHARES U.S. FINANCIALS ETF
$96K
RYANRYAN SPECIALTY HOLDINGS INC CL A
$96K
SBIWESTERN ASSET INTER MUNI FD IN COM
$96K
NEMNEWMONT CORP COM
$95K
DORMDORMAN PRODS INC COM
$95K
CBCVR ENERGY INC COM
$95K
EUDGWISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
$95K
MKLMARKEL GROUP INC COM
$94K
MPWRMONOLITHIC PWR SYS INC COM
$93K
ATMUATMUS FILTRATION TECHNOLOGIES COM
$93K
ADSKAUTODESK INC COM
$93K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$92K
GTYGETTY RLTY CORP NEW COM
$92K
DEODIAGEO PLC SPON ADR NEW
$92K
HWMHOWMET AEROSPACE INC COM
$91K
GSBDGOLDMAN SACHS BDC INC SHS
$90K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$88K
PHOINVESCO WATER RESOURCES ETF
$88K
UALUNITED AIRLS HLDGS INC COM
$88K
WOLF*WOLFSPEED INC COM
$87K
WPPWPP PLC NEW ADR
$87K
NSYNICE LTD SPONSORED ADR
$86K
NICNICOLET BANKSHARES INC COM
$86K
CSGPCOSTAR GROUP INC COM
$85K
MRCCLMONROE CAP CORP COM
$85K
AGNCAGNC INVT CORP COM
$84K
SCHZSCHWAB US AGGREGATE BOND ETF
$84K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$84K
NNENANO NUCLEAR ENERGY INC COM
$84K
PAYXPAYCHEX INC COM
$83K
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
$82K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$82K
GNRCGENERAC HLDGS INC COM
$82K
AVYAVERY DENNISON CORP COM
$82K
PHINPHINIA INC COMMON STOCK
$82K
LENLENNAR CORP CL A
$82K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$81K
SFSTIFEL FINL CORP COM
$81K
DALDELTA AIR LINES INC DEL COM NEW
$80K
HUNHUNTSMAN CORP COM
$80K
ACMAECOM COM
$80K
FTVFORTIVE CORP COM
$80K
GPCGENUINE PARTS CO COM
$80K
TTCTORO CO COM
$80K
HDVISHARES CORE HIGH DIVIDEND ETF
$79K
IEVISHARES EUROPE ETF
$79K
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
$79K
RELXRELX PLC SPONSORED ADR
$79K
HRLHORMEL FOODS CORP COM
$78K
BCOBRINKS CO COM
$78K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$78K
AZNASTRAZENECA PLC SPONSORED ADR
$78K
T7DTRANSDIGM GROUP INC COM
$77K
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