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Rothschild Investment

Latest statistics and disclosures from Rothschild Investment's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, JPM, BRK.B, GOOGL, and represent 14.11% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: JEPI (+$8.9M), BBIN (+$6.7M), GE (+$5.9M), CAT (+$5.6M), BLD, CGDG, ETN, NKE, CGGO, OBDC.
Started 178 new stock positions in TRNS, HIW, MAX, EBTC, GPRO, ABSI, XOMA, LOCO, KRC, QGEN.
Reduced shares in these 10 stocks: TFC (-$9.9M), INVH (-$6.3M), GPN (-$5.7M), SWK, AAPL, NLY, HLT, COST, NVDA, CVS.
Sold out of its positions in ALTR, MJ, ARCH, ASH, CDMO, Bally's Corp, B, BECN, BILL, Blackrock Muni Intermediate Drtn Fnd.
Rothschild Investment was a net buyer of stock by $7.0M.
Rothschild Investment has $1.5B in assets under management (AUM), dropping by -2.13%.
Central Index Key (CIK): 0000085338

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Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 3026 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Rothschild Investment has 3026 total positions. Only the first 250 positions are shown.

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Download the Rothschild Investment March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.3	$64M	-3%	290k	222.13	View chart
Nvidia Corporation Stock (NVDA)	3.3	$49M	-2%	449k	108.38	View chart
Jpmorgan Chase & Co Stock (JPM)	2.4	$37M		149k	245.30	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.3	$34M	-2%	64k	532.58	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.8	$28M		178k	154.64	View chart
Blackstone Stock (BX)	1.8	$28M		197k	139.78	View chart
Microsoft Corp Stock (MSFT)	1.8	$26M		70k	375.39	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	1.7	$25M	+3%	620k	40.41	View chart
Costco Whsl Corp Stock (COST)	1.5	$23M	-5%	24k	945.77	View chart
Chevron Corp Stock (CVX)	1.5	$23M		135k	167.29	View chart
Abbvie Stock (ABBV)	1.5	$22M	-2%	104k	209.52	View chart
Amazon Stock (AMZN)	1.4	$21M		108k	190.26	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.3	$19M	+86%	334k	57.14	View chart
Amgen Stock (AMGN)	1.3	$19M		61k	311.55	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$18M		31k	576.37	View chart
Exxon Mobil Corp Stock (XOM)	1.2	$17M		145k	118.93	View chart
Johnson & Johnson Stock (JNJ)	1.1	$17M	-2%	102k	165.84	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$16M	-2%	102k	156.23	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.1	$16M		82k	193.99	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	1.0	$15M	+28%	497k	30.90	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$15M	+3%	26k	559.38	View chart
Palo Alto Networks Stock (PANW)	1.0	$14M	-6%	84k	170.64	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.9	$14M	+7%	513k	26.93	View chart
Thermo Fisher Scientific Stock (TMO)	0.9	$14M		27k	497.60	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.9	$13M	+8%	152k	87.17	View chart
General Dynamics Corp Stock (GD)	0.9	$13M		48k	272.58	View chart
Illinois Tool Wks Stock (ITW)	0.9	$13M		52k	248.01	View chart
Honeywell Intl Stock (HON)	0.9	$13M		60k	211.75	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$13M	+6%	198k	63.80	View chart
Oracle Corp Stock (ORCL)	0.8	$12M		85k	139.81	View chart
American Intl Group Stock (AIG)	0.8	$12M		132k	86.94	View chart
Stryker Corporation Stock (SYK)	0.8	$11M		30k	372.25	View chart
Digital Rlty Tr Reit (DLR)	0.8	$11M		79k	143.29	View chart
Visa Inc Com Cl A Stock (V)	0.7	$11M	-2%	30k	350.46	View chart
Netflix Stock (NFLX)	0.7	$10M	-3%	11k	932.53	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.7	$10M	+188%	167k	61.51	View chart
Home Depot Stock (HD)	0.7	$10M		27k	366.50	View chart
Qualcomm Stock (QCOM)	0.6	$9.7M		63k	153.61	View chart
Cisco Sys Stock (CSCO)	0.6	$9.4M		152k	61.71	View chart
Union Pac Corp Stock (UNP)	0.6	$9.3M		39k	236.24	View chart
Southern Stock (SO)	0.6	$9.3M	+2%	101k	91.95	View chart
Ge Aerospace Stock (GE)	0.6	$9.2M	+178%	46k	200.15	View chart
Verizon Communications Stock (VZ)	0.6	$9.0M		199k	45.36	View chart
Caterpillar Stock (CAT)	0.6	$8.6M	+180%	26k	329.80	View chart
Eli Lilly & Co Stock (LLY)	0.6	$8.6M	+5%	10k	825.92	View chart
Cboe Global Mkts Stock (CBOE)	0.6	$8.4M		37k	226.29	View chart
Novo-nordisk A S Adr (NVO)	0.6	$8.4M		121k	69.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$8.0M	-2%	16k	513.90	View chart
Merck & Co Stock (MRK)	0.5	$8.0M	-3%	89k	89.76	View chart
Innovator Equity Defined Protection Etf - 6mo Jan/jul Etf (JAJL)	0.5	$8.0M		293k	27.17	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$7.7M		225k	34.14	View chart
Mcdonalds Corp Stock (MCD)	0.5	$7.6M		24k	312.37	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.5	$7.5M	-22%	33k	227.55	View chart
Walmart Stock (WMT)	0.5	$7.5M	-3%	86k	87.79	View chart
Broadcom Stock (AVGO)	0.5	$7.5M	-3%	45k	167.43	View chart
Public Storage Oper Reit (PSA)	0.5	$7.4M		25k	299.29	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$7.1M		20k	361.09	View chart
Apollo Global Mgmt Stock (APO)	0.5	$7.1M		52k	136.94	View chart
Kenvue Stock (KVUE)	0.5	$7.0M	-8%	293k	23.98	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$6.9M	+8%	40k	173.23	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$6.4M		69k	92.35	View chart
Metlife Stock (MET)	0.4	$5.7M		71k	80.29	View chart
Vanguard Extended Market Etf Etf (VXF)	0.4	$5.6M		32k	172.26	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$5.5M		29k	188.16	View chart
Bank America Corp Stock (BAC)	0.4	$5.4M		130k	41.73	View chart
International Business Machs Stock (IBM)	0.4	$5.4M		22k	248.66	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$5.2M	+6%	12k	446.71	View chart
Allstate Corp Stock (ALL)	0.3	$5.2M		25k	207.07	View chart
American Tower Corp Reit (AMT)	0.3	$5.1M		23k	217.60	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$5.1M	-14%	165k	30.73	View chart
Nucor Corp Stock (NUE)	0.3	$5.0M	+5%	41k	120.34	View chart
Phillips 66 Stock (PSX)	0.3	$4.7M		38k	123.48	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.3	$4.6M	+20%	130k	35.64	View chart
Paypal Hldgs Stock (PYPL)	0.3	$4.6M	+5%	71k	65.25	View chart
Procter And Gamble Stock (PG)	0.3	$4.4M		26k	170.42	View chart
Marvell Technology Stock (MRVL)	0.3	$4.3M		70k	61.57	View chart
Abbott Labs Stock (ABT)	0.3	$4.3M		32k	132.65	View chart
Kkr & Co Stock (KKR)	0.3	$4.2M	-2%	36k	115.61	View chart
Eaton Corp Stock (ETN)	0.3	$4.2M	+377%	15k	271.83	View chart
Advanced Micro Devices Stock (AMD)	0.3	$4.1M	+7%	40k	102.74	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.3	$4.1M	-3%	160k	25.81	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.3	$4.1M		130k	31.75	View chart
Duke Energy Corp Stock (DUK)	0.3	$4.1M	+4%	34k	121.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.1M	+14%	15k	274.84	View chart
3M Stock (MMM)	0.3	$4.1M	+2%	28k	146.86	View chart
Rtx Corporation Stock (RTX)	0.3	$4.1M		31k	132.46	View chart
Linde Stock (LIN)	0.3	$4.0M		8.7k	465.64	View chart
Cvs Health Corp Stock (CVS)	0.3	$4.0M	-20%	59k	67.75	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.3	$3.9M		90k	43.18	View chart
Nike Inc Cl B Stock (NKE)	0.3	$3.8M	+352%	60k	63.48	View chart
Bjs Restaurants Stock (BJRI)	0.3	$3.8M		110k	34.26	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.3	$3.8M		173k	21.74	View chart
Cummins Stock (CMI)	0.3	$3.8M		12k	313.45	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$3.8M		132k	28.53	View chart
Fedex Corp Stock (FDX)	0.2	$3.7M	-5%	15k	243.78	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$3.7M		53k	69.81	View chart
Emerson Elec Stock (EMR)	0.2	$3.6M		33k	109.64	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$3.5M	+12%	68k	51.78	View chart
Deere & Co Stock (DE)	0.2	$3.5M	-3%	7.4k	469.35	View chart
Topbuild Corp Stock (BLD)	0.2	$3.5M	+59873%	11k	304.95	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.2	$3.4M	-15%	428k	7.96	View chart
Constellation Energy Corp Stock (CEG)	0.2	$3.3M		17k	201.63	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$3.3M		35k	95.21	View chart
Pfizer Stock (PFE)	0.2	$3.3M	-9%	128k	25.34	View chart
Devon Energy Corp Stock (DVN)	0.2	$3.2M	+6%	85k	37.40	View chart
Consolidated Edison Stock (ED)	0.2	$3.2M		29k	110.59	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.1M	-8%	5.9k	523.73	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.2	$3.1M	-13%	167k	18.39	View chart
Boeing Stock (BA)	0.2	$3.0M	-2%	18k	170.55	View chart
Starbucks Corp Stock (SBUX)	0.2	$3.0M		31k	98.09	View chart
Marathon Pete Corp Stock (MPC)	0.2	$3.0M	+21%	21k	145.69	View chart
Disney Walt Stock (DIS)	0.2	$3.0M	-3%	30k	98.70	View chart
Wec Energy Group Stock (WEC)	0.2	$2.9M		27k	108.98	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$2.9M		7.8k	370.82	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$2.8M		194k	14.24	View chart
Philip Morris Intl Stock (PM)	0.2	$2.8M		17k	158.73	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$2.7M		122k	22.45	View chart
Ventas Reit (VTR)	0.2	$2.7M	-14%	40k	68.76	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.7M		5.8k	468.93	View chart
Tesla Stock (TSLA)	0.2	$2.7M	-2%	10k	259.16	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$2.6M		11k	236.85	View chart
At&t Stock (T)	0.2	$2.6M		91k	28.28	View chart
BP Adr (BP)	0.2	$2.5M	+3%	73k	33.79	View chart
Eqt Corp Stock (EQT)	0.2	$2.5M		46k	53.43	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.2	$2.4M	-2%	41k	59.40	View chart
Wisdomtree Stock (WT)	0.2	$2.4M	+12%	274k	8.92	View chart
Old Rep Intl Corp Stock (ORI)	0.2	$2.4M		62k	39.22	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$2.4M	-3%	10k	231.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$2.4M	+10%	29k	81.73	View chart
Pepsico Stock (PEP)	0.2	$2.4M		16k	149.94	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$2.4M	+33%	87k	27.30	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$2.4M		25k	95.25	View chart
Conocophillips Stock (COP)	0.2	$2.3M	-2%	22k	105.02	View chart
Occidental Pete Corp Stock (OXY)	0.2	$2.3M	+21%	47k	49.36	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.3M		37k	60.99	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.1	$2.2M		190k	11.52	View chart
Perdoceo Ed Corp Stock (PRDO)	0.1	$2.1M		85k	25.18	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.1M	+5%	46k	46.81	View chart
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN)	0.1	$2.1M		208k	10.26	View chart
American Express Stock (AXP)	0.1	$2.1M	-7%	7.9k	269.06	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.1M		13k	165.99	View chart
Wells Fargo Stock (WFC)	0.1	$2.1M		29k	71.79	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$2.1M	+1151%	73k	28.33	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.1	$2.1M	+72%	78k	26.28	View chart
Godaddy Inc Cl A Stock (GDDY)	0.1	$2.1M		11k	180.14	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$2.0M	+5%	25k	82.73	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$2.0M		24k	83.53	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.0M	+39%	15k	128.96	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.9M	-23%	19k	100.67	View chart
Diamondback Energy Stock (FANG)	0.1	$1.9M	-3%	12k	159.88	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.9M		96k	19.77	View chart
Canadian Natl Ry Stock (CNI)	0.1	$1.8M		19k	97.46	View chart
Novartis Adr (NVS)	0.1	$1.8M		17k	111.48	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.1	$1.8M	-18%	122k	15.00	View chart
Exelon Corp Stock (EXC)	0.1	$1.8M		40k	46.08	View chart
Davita Stock (DVA)	0.1	$1.8M		12k	152.97	View chart
Uber Technologies Stock (UBER)	0.1	$1.8M	+5%	25k	72.86	View chart
Ciena Corp Stock (CIEN)	0.1	$1.8M	+38%	30k	60.43	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.8M	+149%	21k	84.40	View chart
Nisource Stock (NI)	0.1	$1.8M		44k	40.09	View chart
Coterra Energy Stock (CTRA)	0.1	$1.8M		61k	28.90	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.7M	+8%	33k	52.37	View chart
Oneok Stock (OKE)	0.1	$1.7M		17k	99.22	View chart
Dominos Pizza Stock (DPZ)	0.1	$1.7M		3.7k	459.45	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$1.7M	-14%	151k	11.20	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$1.7M	-37%	4.2k	399.09	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.1	$1.7M	-12%	163k	10.19	View chart
Ppl Corp Stock (PPL)	0.1	$1.6M		46k	36.11	View chart
Dominion Energy Stock (D)	0.1	$1.6M	+3%	29k	56.07	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.6M		19k	83.87	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.6M		21k	78.28	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.6M		2.00	798441.50	View chart
Ameren Corp Stock (AEE)	0.1	$1.6M		16k	100.40	View chart
Corning Stock (GLW)	0.1	$1.6M		34k	45.78	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.1	$1.6M	-10%	126k	12.38	View chart
Albertsons Cos Stock (ACI)	0.1	$1.5M		70k	21.99	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.5M		27k	56.85	View chart
Ally Finl Stock (ALLY)	0.1	$1.5M		41k	36.47	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.5M	-6%	41k	36.90	View chart
Rexford Indl Rlty Reit (REXR)	0.1	$1.5M		38k	39.15	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.5M		33k	45.47	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.5M	-3%	2.7k	548.16	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.1	$1.5M	-15%	152k	9.68	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.5M	+2383%	99k	14.66	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M		7.2k	199.49	View chart
United Rentals Stock (URI)	0.1	$1.4M	-5%	2.3k	626.70	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.4M		2.6k	546.29	View chart
Coca Cola Stock (KO)	0.1	$1.4M		20k	71.62	View chart
Medtronic Stock (MDT)	0.1	$1.4M	+29%	16k	89.86	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.4M		9.9k	141.32	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$1.4M	-13%	113k	12.23	View chart
Jacobs Solutions Stock (J)	0.1	$1.4M		11k	120.89	View chart
Altria Group Stock (MO)	0.1	$1.4M		23k	60.02	View chart
Blackrock Muniyield Cef (MYD)	0.1	$1.4M		130k	10.55	View chart
S&p Global Stock (SPGI)	0.1	$1.4M		2.7k	508.10	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.1	$1.3M	-11%	218k	6.13	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.3M		17k	76.57	View chart
Berkley W R Corp Stock (WRB)	0.1	$1.3M		19k	71.16	View chart
KBR Stock (KBR)	0.1	$1.3M		27k	49.81	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.3M	+5%	60k	22.16	View chart
Crown Castle Reit (CCI)	0.1	$1.3M		12k	104.23	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.3M		17k	78.28	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$1.3M	-3%	18k	70.40	View chart
Hancock John Income Secs Tr Cef (JHS)	0.1	$1.2M	-10%	110k	11.34	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.2M	-2%	33k	37.86	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.2M		14k	90.54	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.2M	+17%	23k	54.76	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M		6.5k	190.58	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M		20k	62.10	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$1.2M	+80%	61k	20.04	View chart
Nextera Energy Stock (NEE)	0.1	$1.2M	-3%	17k	70.89	View chart
Eog Res Stock (EOG)	0.1	$1.2M	-8%	9.3k	128.24	View chart
Ollies Bargain Outlet Hldgs In Stock (OLLI)	0.1	$1.2M		10k	116.36	View chart
Kraft Heinz Stock (KHC)	0.1	$1.2M		39k	30.43	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.2M		12k	93.45	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.1	$1.1M	-12%	114k	9.96	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.1	$1.1M		30k	37.63	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$1.1M		4.6k	238.20	View chart
Bunge Global Sa Stock (BG)	0.1	$1.1M	-2%	14k	76.42	View chart
Kla Corp Stock (KLAC)	0.1	$1.0M	+20%	1.5k	679.80	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.1	$1.0M		20k	51.99	View chart
Danaher Corporation Stock (DHR)	0.1	$1.0M	-3%	5.0k	205.01	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.0M		1.8k	561.80	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.0M		2.0k	512.01	View chart
Cleveland-cliffs Stock (CLF)	0.1	$994k	+11811%	121k	8.22	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$992k	+15%	29k	34.25	View chart
Grainger W W Stock (GWW)	0.1	$991k		1.0k	987.83	View chart
Universal Technical Inst Stock (UTI)	0.1	$988k	-33%	39k	25.68	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$972k		8.4k	115.95	View chart
Travelers Companies Stock (TRV)	0.1	$968k		3.7k	264.46	View chart
Kellanova Stock (K)	0.1	$960k		12k	82.49	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$959k		25k	39.20	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$953k		13k	72.48	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$944k		15k	65.17	View chart
Darden Restaurants Stock (DRI)	0.1	$942k		4.5k	207.76	View chart
Salesforce Stock (CRM)	0.1	$931k		3.5k	268.36	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.1	$929k		9.3k	100.44	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.1	$926k		7.6k	122.31	View chart
Motorola Solutions Stock (MSI)	0.1	$918k		2.1k	437.81	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$907k	+24%	2.2k	419.88	View chart
Dow Stock (DOW)	0.1	$902k	-23%	26k	34.92	View chart
Perrigo Stock (PRGO)	0.1	$899k		32k	28.04	View chart
Caleres Stock (CAL)	0.1	$893k		52k	17.23	View chart
Price T Rowe Group Stock (TROW)	0.1	$890k		9.7k	91.87	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$888k		9.6k	92.83	View chart
Canadian Nat Res Stock (CNQ)	0.1	$881k		29k	30.80	View chart
Microchip Technology Stock (MCHP)	0.1	$844k		17k	48.41	View chart
Blackrock Munivest Cef (MVF)	0.1	$840k	-6%	120k	7.01	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$837k		5.9k	142.22	View chart
Valero Energy Corp Stock (VLO)	0.1	$832k	+5%	6.3k	132.07	View chart

Past Filings by Rothschild Investment

SEC 13F filings are viewable for Rothschild Investment going back to 2024

Rothschild Investment 2025 Q1 filed April 8, 2025
Rothschild Investment 2024 Q4 filed Feb. 4, 2025
Rothschild Investment 2024 Q3 filed Oct. 18, 2024
Rothschild Investment 2024 Q2 filed July 31, 2024
Rothschild Investment 2023 Q4 filed July 31, 2024
Rothschild Investment 2024 Q1 filed July 31, 2024

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