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 351–400 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 3K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 3K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| AXTA | AXALTA COATING SYS LTD | 8K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 288 | $100K–$500K | SH |
| BWA | BORGWARNER INC | 6K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 9K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 432 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC | 4K | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 472 | $100K–$500K | SH |
| USHY | ISHARES TR | 7K | $100K–$500K | SH |
| BUFF | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| ICLN | ISHARES TR | 15K | $100K–$500K | SH |
| AMH | AMERICAN HOMES 4 RENT | 8K | $100K–$500K | SH |
| NTNX | NUTANIX INC | 5K | $100K–$500K | SH |
| ROKU | ROKU INC | 2K | $100K–$500K | SH |
| USD | PROSHARES TR | 5K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 12K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 887 | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| GDDY | GODADDY INC | 2K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 924 | $100K–$500K | SH |
| LYFT | LYFT INC | 12K | $100K–$500K | SH |
| ITT | ITT INC | 1K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 1K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 797 | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 5K | $100K–$500K | SH |
| KEY | KEYCORP | 11K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 507 | $100K–$500K | SH |
| MASI | MASIMO CORP | 2K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 642 | $100K–$500K | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| AA | ALCOA CORP | 4K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 2K | $100K–$500K | SH |
| INDS | PACER FDS TR | 6K | $100K–$500K | SH |
| APRW | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 849 | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 359 | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 534 | $100K–$500K | SH |
| PACS | PACS GROUP INC | 6K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 17K | $100K–$500K | SH |
| ISEP | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |