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Q2 2025 Filing
Rothschild Wealth LLC
Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$407.6B
Holdings
210
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (210 positions)
#
Stock
Shares
Value
% Portfolio
Type
201
INDS
PACER FDS TR
6,075
$225K
0.00%
202
ROK
ROCKWELL AUTOMATION INC
668
$222K
0.00%
203
SBUX
STARBUCKS CORP
2,413
$221K
0.00%
204
IWN
ISHARES TR
1,366
$216K
0.00%
205
APRW
AIM ETF PRODUCTS TRUST
6,325
$211K
0.00%
206
ELV
ELEVANCE HEALTH INC
537
$209K
0.00%
207
GS
GOLDMAN SACHS GROUP INC
288
$204K
0.00%
208
NVG
NUVEEN AMT FREE MUN CR INC F
16,756
$200K
0.00%
209
INTS
INTENSITY THERAPEUTICS INC
199,316
$61K
0.00%
210
LYG
LLOYDS BANKING GROUP PLC
13,012
$55K
0.00%
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