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ROTHSCHILD INVESTMENT LLC13F | |
| ROTHSCHILD INVESTMENT LLC | |
| Last update 2025-04-09 | 2985 Stocks (179 new) |
| Value $1.50 Bil | Turnover 4 % |
ROTHSCHILD INVESTMENT LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 289,661 | 64,342.4 | -3.77% | 4.310 | -0.19% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 449,156 | 48,679.5 | -2.29% | 3.260 | -0.09% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
JPM | JPMorgan Chase & Co | 149,145 | 36,585.2 | -1.14% | 2.450 | -0.03% | 0.010 | +24.30% | +23.55% | 801,337.5 | Banks | |
BRK.B | Berkshire Hathaway Inc | 63,473 | 33,804.4 | -2.02% | 2.260 | -0.04% | 0.000 | -8.19% | +5.48% | 1,031,150.2 | Insurance | |
GOOGL | Alphabet Inc | 177,900 | 27,510.4 | -0.60% | 1.840 | -0.01% | 0.000 | +26.47% | +1.32% | 2,327,632.6 | Interactive Media | |
BX | Blackstone Inc | 196,767 | 27,504.1 | +0.15% | 1.840 | 0% | 0.030 | +36.56% | -0.23% | 129,534.6 | Asset Management | |
MSFT | Microsoft Corp | 69,861 | 26,225.3 | -0.11% | 1.750 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
PRF | Invesco RAFI US 1000 ETF | 620,416 | 25,071.0 | +3.74% | 1.680 | +0.06% | 0.330 | +13.97% | +7.58% | 7,917.3 | ||
COST | Costco Wholesale Corp | 24,300 | 22,982.3 | -5.89% | 1.540 | -0.09% | 0.010 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
CVX | Chevron Corp | 135,143 | 22,608.0 | +0.49% | 1.510 | +0.01% | 0.010 | +10.61% | +6.01% | 305,065.2 | Oil & Gas |
ROTHSCHILD INVESTMENT LLC's Historical Top Holdings Breakdowns
ROTHSCHILD INVESTMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TFC | Truist Financial Corp | 2025-03-31 | Reduce Reduce | -0.68% | 39.48 ($44.55) 48.15 | $45.21 | 1.48% | Reduce -95.74% | 10,666 | -239,899 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.59% | 56.17 ($58.26) 59.71 | $57.15 | -1.91% | Add 86.55% | 334,166 | 155,032 | |
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 2025-03-31 | Add Add | +0.45% | 56.44 ($60.79) 64.13 | $67.37 | 10.82% | Add 188.35% | 166,726 | 108,905 | |
GPN | Global Payments Inc | 2025-03-31 | Reduce Reduce | -0.42% | 92.18 ($104.64) 113.03 | $84.11 | -19.62% | Reduce -98.72% | 760 | -58,509 | |
GE | GE Aerospace | 2025-03-31 | Add Add | +0.40% | 168.59 ($196.75) 212.13 | $259.00 | 31.64% | Add 178.36% | 46,091 | 29,533 | |
INVH | Invitation Homes Inc | 2025-03-31 | Reduce Reduce | -0.38% | 30.28 ($32.31) 34.85 | $32.60 | 0.90% | Reduce -98% | 3,691 | -180,399 | |
CAT | Caterpillar Inc | 2025-03-31 | Add Add | +0.37% | 326.75 ($356.21) 407.63 | $417.19 | 17.12% | Add 180.89% | 26,137 | 16,832 | |
SWK | Stanley Black & Decker Inc | 2025-03-31 | Reduce Reduce | -0.24% | 76.43 ($84.29) 90.4 | $72.80 | -13.63% | Reduce -97.09% | 1,360 | -45,431 | |
CGDG | Capital Group Dividend Growers ETF | 2025-03-31 | Add Add | +0.23% | 29.24 ($30.77) 31.45 | $33.99 | 10.46% | Add 28.2% | 496,780 | 109,274 | |
BLD | TopBuild Corp | 2025-03-31 | Add Add | +0.23% | 295.17 ($320.06) 354.82 | $375.28 | 17.25% | Add 59873.68% | 11,395 | 11,376 |
ROTHSCHILD INVESTMENT LLC Total Holding History ($B)
ROTHSCHILD INVESTMENT LLC's Asset Allocation
ROTHSCHILD INVESTMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ROTHSCHILD INVESTMENT LLC's Hypothetical Growth since 2025-03-31
ROTHSCHILD INVESTMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ROTHSCHILD INVESTMENT LLC's Holdings Heat Map
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ROTHSCHILD INVESTMENT LLC's Holdings Bubble Chart
ROTHSCHILD INVESTMENT LLC News
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