CIK 85338
ROTHSCHILD INVESTMENT LLC
Institutional 13F holdings & portfolio
Holdings
3,427
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 3,427
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 419K | $1M+ | SH |
| AAPL | APPLE INC COM | 256K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 170K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 143K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 70K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 64K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 196K | $1M+ | SH |
| PRF | INVESCO RAFI US 1000 ETF | 620K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 89K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 114K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 99K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | 596K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 97K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 30K | $1M+ | SH |
| CVX | CHEVRON CORPORATION COM | 128K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 28K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 334K | $1M+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 187K | $1M+ | SH |
| AMGN | AMGEN INC COM | 58K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 84K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 21K | $1M+ | SH |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | 558K | $1M+ | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 248K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 143K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 48K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 26K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 74K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 47K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 41K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 76K | $1M+ | SH |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | 189K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 22K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 50K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 78K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 61K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 204K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 152K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 215K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 119K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 130K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 10K | $1M+ | SH |
| V | VISA INC COM CL A | 31K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 17K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 63K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 28K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 227K | $1M+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 206K | $1M+ | SH |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 271K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 27K | $1M+ | SH |
| WMT | WALMART INC COM | 84K | $1M+ | SH |