CIK 1811345
Rothschild Wealth LLC
Institutional 13F holdings & portfolio
Holdings
420
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDS | ISHARES TR | 14K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 670 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| GOVT | ISHARES TR | 14K | $100K–$500K | SH |
| VRSN | VERISIGN INC | 1K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 2K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 5K | $100K–$500K | SH |
| JANW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| VTR | VENTAS INC | 4K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 9K | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 18K | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC | 907 | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 5K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| BOCT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 3K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 6K | $100K–$500K | SH |
| G | GENPACT LIMITED | 6K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 273 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 12K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 595 | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| ARMK | ARAMARK | 8K | $100K–$500K | SH |
| ADT | ADT INC DEL | 36K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| PMAR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 710 | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| EMQQ | EXCHANGE TRADED CONCEPTS TRU | 7K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 3K | $100K–$500K | SH |
| INCY | INCYTE CORP | 3K | $100K–$500K | SH |
| SYSB | ISHARES TR | 3K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 2K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 5K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 702 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 304 | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |