ROTHSCHILD INVESTMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI ROTHSCHILD INVESTMENT LLC | Institutional Filer | ▲ 39.83% | $1.91B | 3605 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 3636)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 415K | $72.4M | 2.71% |
| 2 | AAPL | Apple Inc. | Technology | 264K | $67.0M | 2.50% |
| 3 | GOOGL | Alphabet Inc. | Technology | 173K | $49.7M | 1.86% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 143K | $42.0M | 1.57% |
| 5 | PRF | INVESCO RAFI US 1000 ETF | — | 643K | $30.6M | 1.14% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 63K | $30.2M | 1.13% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 145K | $30.2M | 1.13% |
| 8 | MSFT | Microsoft Corporation | Technology | 79K | $29.2M | 1.09% |
| 9 | GOOG | Alphabet Inc. | Technology | 91K | $26.1M | 0.98% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 141K | $24.0M | 0.90% |
| 11 | JNJ | Johnson & Johnson | Healthcare | 97K | $23.8M | 0.89% |
| 12 | CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | — | 661K | $23.7M | 0.89% |
| 13 | BX | Blackstone Inc. | Financial Services | 205K | $23.6M | 0.88% |
| 14 | ABBV | AbbVie Inc. | Healthcare | 106K | $23.1M | 0.86% |
| 15 | CVX | Chevron Corporation | Energy | 108K | $22.4M | 0.84% |
Showing 1 to 15 of 1000 holdings