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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, BX, MSFT, and represent 14.53% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: JAJL (+$7.9M), AVGO (+$7.4M), AVUV, RSP, VGIT, CGDG, GE, JEPQ, Te Connectivity, Super Micro Computer Inc Com Usd0.001.
Started 228 new stock positions in GRND, WSM, CATX, HOOD, LII, FND, INGR, BSY, AVTE, CERT.
Reduced shares in these 10 stocks: SYY (-$5.7M), TGT, AAPL, , NVDA, PCRX, ISRG, TLT, MSFT, EMR.
Sold out of its positions in AAON, AMLP, POWW, APG, FAX, ATNM, YOLO, BIRD, ATI, BSVO.
Rothschild Investment was a net buyer of stock by $16M.
Rothschild Investment has $1.5B in assets under management (AUM), dropping by 6.33%.
Central Index Key (CIK): 0000085338

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Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 2895 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Rothschild Investment has 2895 total positions. Only the first 250 positions are shown.

Sign up to view all of the Rothschild Investment Sept. 30, 2024 positions
Download the Rothschild Investment September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.7	$72M	-4%	308k	233.00	View chart
Nvidia Corporation Stock (NVDA)	3.7	$57M		468k	121.44	View chart
Jpmorgan Chase & Co Stock (JPM)	2.1	$33M		154k	210.86	View chart
Blackstone Stock (BX)	2.0	$31M		202k	153.13	View chart
Microsoft Corp Stock (MSFT)	2.0	$30M	-2%	70k	430.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.0	$30M		180k	165.85	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.0	$30M		65k	460.26	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	1.6	$24M	+2%	594k	40.63	View chart
Costco Whsl Corp Stock (COST)	1.5	$23M		26k	886.53	View chart
Abbvie Stock (ABBV)	1.4	$21M	-2%	108k	197.48	View chart
Amazon Stock (AMZN)	1.3	$20M		109k	186.33	View chart
Chevron Corp Stock (CVX)	1.3	$20M		134k	147.27	View chart
Amgen Stock (AMGN)	1.2	$19M		59k	322.21	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$18M		108k	167.19	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$18M		31k	572.44	View chart
Johnson & Johnson Stock (JNJ)	1.1	$17M		105k	162.06	View chart
Thermo Fisher Scientific Stock (TMO)	1.1	$17M		28k	618.57	View chart
Palo Alto Networks Stock (PANW)	1.1	$17M	-2%	49k	341.80	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$16M		137k	117.22	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$16M	+2%	80k	198.06	View chart
General Dynamics Corp Stock (GD)	1.0	$15M		51k	302.20	View chart
Oracle Corp Stock (ORCL)	1.0	$15M		87k	170.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$15M	-3%	25k	573.76	View chart
Illinois Tool Wks Stock (ITW)	0.9	$14M		54k	262.07	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.9	$13M	+7%	478k	27.85	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$13M	+2%	176k	72.37	View chart
Digital Rlty Tr Reit (DLR)	0.8	$13M		79k	161.83	View chart
Salesforce Stock (CRM)	0.8	$12M		44k	273.71	View chart
Honeywell Intl Stock (HON)	0.8	$12M		58k	206.71	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$12M	+59%	121k	95.95	View chart
Stryker Corporation Stock (SYK)	0.8	$12M		32k	361.26	View chart
Home Depot Stock (HD)	0.7	$11M		27k	405.21	View chart
Qualcomm Stock (QCOM)	0.7	$11M		64k	170.05	View chart
Novo-nordisk A S Adr (NVO)	0.7	$11M	+8%	91k	119.07	View chart
Truist Finl Corp Stock (TFC)	0.7	$11M		252k	42.77	View chart
Merck & Co Stock (MRK)	0.7	$11M		94k	113.56	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$10M	+7%	171k	59.51	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.7	$10M		44k	230.50	View chart
Union Pac Corp Stock (UNP)	0.6	$9.9M		40k	246.48	View chart
American Intl Group Stock (AIG)	0.6	$9.6M		131k	73.23	View chart
Public Storage Oper Reit (PSA)	0.6	$9.2M		25k	363.87	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.6	$8.9M	+26%	290k	30.72	View chart
Southern Stock (SO)	0.6	$8.9M		99k	90.18	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.7M		32k	274.95	View chart
Verizon Communications Stock (VZ)	0.6	$8.6M		192k	44.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$8.5M	+2%	16k	527.66	View chart
Cisco Sys Stock (CSCO)	0.5	$8.3M		157k	53.22	View chart
Eli Lilly & Co Stock (LLY)	0.5	$8.2M		9.3k	885.94	View chart
Broadcom Stock (AVGO)	0.5	$8.2M	+922%	47k	172.50	View chart
Netflix Stock (NFLX)	0.5	$8.2M		12k	709.27	View chart
Innovator Equity Defined Protection Etf - 6mo Jan/jul Etf (JAJL)	0.5	$7.9M	NEW	294k	26.68	View chart
Cboe Global Mkts Stock (CBOE)	0.5	$7.7M		38k	204.87	View chart
Invitation Homes Reit (INVH)	0.5	$7.7M		219k	35.26	View chart
Kenvue Stock (KVUE)	0.5	$7.7M	-5%	331k	23.13	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$7.7M	-4%	20k	375.38	View chart
Mcdonalds Corp Stock (MCD)	0.5	$7.6M		25k	304.51	View chart
Walmart Stock (WMT)	0.5	$7.2M		90k	80.75	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.5	$7.1M		213k	33.23	View chart
American Tower Corp Reit (AMT)	0.4	$6.7M	-2%	29k	232.56	View chart
Enterprise Prods Partners Stock (EPD)	0.4	$6.5M		225k	29.11	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$6.4M	-3%	11k	584.57	View chart
Global Pmts Stock (GPN)	0.4	$6.3M		62k	102.42	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$6.3M		70k	88.92	View chart
Advanced Micro Devices Stock (AMD)	0.4	$6.3M	-2%	38k	164.08	View chart
Vanguard Extended Market Etf Etf (VXF)	0.4	$6.1M		34k	181.99	View chart
Stanley Black & Decker Stock (SWK)	0.4	$6.0M	-2%	55k	110.13	View chart
Metlife Stock (MET)	0.4	$5.8M		71k	82.48	View chart
Nucor Corp Stock (NUE)	0.4	$5.7M	+2%	38k	150.34	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$5.2M	+6%	28k	189.80	View chart
Bank America Corp Stock (BAC)	0.3	$5.2M	-2%	131k	39.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$5.1M	+89%	29k	179.16	View chart
Phillips 66 Stock (PSX)	0.3	$5.0M		38k	131.45	View chart
Paypal Hldgs Stock (PYPL)	0.3	$5.0M		64k	78.03	View chart
Kkr & Co Stock (KKR)	0.3	$4.9M		38k	130.58	View chart
Marvell Technology Stock (MRVL)	0.3	$4.9M		68k	72.12	View chart
Allstate Corp Stock (ALL)	0.3	$4.9M		26k	189.65	View chart
Cvs Health Corp Stock (CVS)	0.3	$4.8M	-2%	77k	62.88	View chart
International Business Machs Stock (IBM)	0.3	$4.7M		21k	221.08	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.3	$4.4M		35k	127.10	View chart
Fedex Corp Stock (FDX)	0.3	$4.4M		16k	273.68	View chart
Linde Stock (LIN)	0.3	$4.4M		9.1k	476.86	View chart
Procter And Gamble Stock (PG)	0.3	$4.2M		25k	173.20	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.3	$4.2M	+5%	164k	25.91	View chart
Pfizer Stock (PFE)	0.3	$4.2M		146k	28.94	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.3	$4.2M	+26%	121k	34.60	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.3	$4.1M		514k	8.07	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.3	$4.1M	+3%	95k	43.68	View chart
Constellation Energy Corp Stock (CEG)	0.3	$4.1M	+4%	16k	260.02	View chart
Cummins Stock (CMI)	0.3	$3.9M		12k	323.80	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.3	$3.9M	-3%	199k	19.53	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.3	$3.9M		176k	21.95	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.8M	-4%	14k	283.16	View chart
Rtx Corporation Stock (RTX)	0.2	$3.8M		31k	121.16	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.8M		33k	115.30	View chart
Abbott Labs Stock (ABT)	0.2	$3.7M		33k	114.01	View chart
Emerson Elec Stock (EMR)	0.2	$3.7M	-17%	33k	109.37	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.7M	+5%	6.3k	584.67	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.2	$3.6M	+9%	57k	63.01	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$3.6M	+12%	98k	36.44	View chart
Bjs Restaurants Stock (BJRI)	0.2	$3.5M	+14%	107k	32.56	View chart
3M Stock (MMM)	0.2	$3.5M	+4%	25k	136.70	View chart
Caterpillar Stock (CAT)	0.2	$3.3M		8.3k	391.13	View chart
Deere & Co Stock (DE)	0.2	$3.2M		7.7k	417.35	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.2M		8.3k	383.92	View chart
Disney Walt Stock (DIS)	0.2	$3.2M	-2%	33k	96.19	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$3.2M		53k	59.25	View chart
Ge Aerospace Stock (GE)	0.2	$3.1M	+128%	17k	188.58	View chart
Ventas Reit (VTR)	0.2	$3.1M	-3%	48k	64.13	View chart
Consolidated Edison Stock (ED)	0.2	$3.0M		29k	104.13	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$3.0M		135k	22.09	View chart
Annaly Capital Management Reit (NLY)	0.2	$3.0M	-4%	147k	20.07	View chart
Tesla Stock (TSLA)	0.2	$2.8M		11k	261.63	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$2.8M		178k	15.70	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.8M	+120%	51k	54.93	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.8M	-2%	29k	97.49	View chart
Boeing Stock (BA)	0.2	$2.8M	-5%	18k	152.04	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$2.8M		11k	248.50	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.2	$2.7M		159k	17.24	View chart
Aon Plc Shs Cl A Stock (AON)	0.2	$2.7M	-20%	7.7k	345.99	View chart
Pepsico Stock (PEP)	0.2	$2.7M	-4%	16k	170.05	View chart
Wec Energy Group Stock (WEC)	0.2	$2.6M		27k	96.18	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.6M	+66%	5.2k	488.08	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.6M		25k	100.72	View chart
Dow Stock (DOW)	0.2	$2.4M		44k	54.63	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$2.4M		195k	12.38	View chart
Conocophillips Stock (COP)	0.2	$2.4M		23k	105.28	View chart
American Express Stock (AXP)	0.2	$2.3M		8.6k	271.21	View chart
Wisdomtree Stock (WT)	0.1	$2.3M		228k	9.99	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$2.3M	+487%	38k	60.42	View chart
BP Adr (BP)	0.1	$2.2M		71k	31.39	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$2.2M		25k	88.59	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$2.2M	-18%	11k	207.60	View chart
Canadian Natl Ry Stock (CNI)	0.1	$2.2M	-2%	19k	117.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.2M	+3%	26k	83.63	View chart
Old Rep Intl Corp Stock (ORI)	0.1	$2.2M		62k	35.42	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.2M		13k	173.66	View chart
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN)	0.1	$2.1M	+58%	195k	10.97	View chart
Diamondback Energy Stock (FANG)	0.1	$2.1M		12k	172.40	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$2.1M	-2%	22k	95.90	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$2.1M	+3%	176k	11.97	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.1	$2.1M		193k	10.90	View chart
Apollo Global Mgmt Stock (APO)	0.1	$2.1M		17k	124.91	View chart
Philip Morris Intl Stock (PM)	0.1	$2.1M		17k	121.40	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.0M	-7%	40k	51.74	View chart
At&t Stock (T)	0.1	$2.0M	-8%	93k	22.00	View chart
Ciena Corp Stock (CIEN)	0.1	$2.0M		33k	61.59	View chart
Davita Stock (DVA)	0.1	$2.0M		12k	163.93	View chart
United Rentals Stock (URI)	0.1	$2.0M	-2%	2.4k	809.73	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.9M		95k	20.38	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.9M		46k	41.77	View chart
Novartis Adr (NVS)	0.1	$1.9M		17k	115.02	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.1	$1.9M		142k	13.39	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.1	$1.9M		181k	10.44	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$1.8M		24k	74.21	View chart
KBR Stock (KBR)	0.1	$1.7M		27k	65.13	View chart
Caleres Stock (CAL)	0.1	$1.7M		52k	33.05	View chart
Ollies Bargain Outlet Hldgs In Stock (OLLI)	0.1	$1.7M		18k	97.20	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$1.7M		130k	13.10	View chart
Dominion Energy Stock (D)	0.1	$1.7M		29k	57.79	View chart
Eqt Corp Stock (EQT)	0.1	$1.7M	+2%	46k	36.64	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.1	$1.6M		253k	6.51	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.6M		33k	49.92	View chart
Dominos Pizza Stock (DPZ)	0.1	$1.6M		3.8k	430.14	View chart
Exelon Corp Stock (EXC)	0.1	$1.6M		40k	40.55	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.6M	+13%	30k	52.66	View chart
Wells Fargo Stock (WFC)	0.1	$1.6M	-2%	28k	56.49	View chart
Oneok Stock (OKE)	0.1	$1.6M		17k	91.13	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.6M	+7%	7.1k	220.89	View chart
Nextera Energy Stock (NEE)	0.1	$1.6M		18k	84.53	View chart
Corning Stock (GLW)	0.1	$1.6M	-2%	34k	45.15	View chart
Ppl Corp Stock (PPL)	0.1	$1.5M	-2%	47k	33.08	View chart
Nisource Stock (NI)	0.1	$1.5M		44k	34.65	View chart
Blackrock Muniyield Cef (MYD)	0.1	$1.5M	-2%	133k	11.43	View chart
Coca Cola Stock (KO)	0.1	$1.5M	-2%	21k	71.86	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.5M		27k	56.60	View chart
Danaher Corporation Stock (DHR)	0.1	$1.5M	+25%	5.4k	278.03	View chart
Te Connectivity Plc Ord Stock	0.1	$1.5M	NEW	10k	150.99	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.5M		34k	44.07	View chart
Hancock John Income Secs Tr Cef (JHS)	0.1	$1.5M		127k	11.62	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.5M	+3%	41k	36.13	View chart
Ally Finl Stock (ALLY)	0.1	$1.5M		41k	35.59	View chart
Crown Castle Reit (CCI)	0.1	$1.5M	-4%	12k	118.63	View chart
Coterra Energy Stock (CTRA)	0.1	$1.5M		61k	23.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.4M		22k	64.74	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.4M	-3%	20k	71.86	View chart
Microchip Technology Stock (MCHP)	0.1	$1.4M		17k	80.29	View chart
Ameren Corp Stock (AEE)	0.1	$1.4M		16k	87.46	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.4M	-9%	36k	39.12	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.4M	-5%	2.8k	495.06	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.4M		2.00	691180.00	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.1	$1.4M	+3%	131k	10.56	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.1	$1.4M	+16%	50k	27.84	View chart
Kraft Heinz Stock (KHC)	0.1	$1.4M	-3%	39k	35.11	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.4M	+5%	6.9k	197.16	View chart
Super Micro Computer Stock	0.1	$1.4M	NEW	3.3k	416.40	View chart
Fuller H B Stock (FUL)	0.1	$1.4M		17k	79.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.4M	+6%	2.7k	493.83	View chart
S&p Global Stock (SPGI)	0.1	$1.4M	+45%	2.6k	516.62	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.3M	-6%	21k	64.81	View chart
Bunge Global Sa Stock (BG)	0.1	$1.3M		14k	96.64	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.3M		14k	97.42	View chart
Uber Technologies Stock (UBER)	0.1	$1.3M	-5%	18k	75.16	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.3M		17k	78.37	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$1.3M	+32%	16k	83.15	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.3M		16k	78.69	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.3M	+4%	10k	128.20	View chart
Albertsons Cos Stock (ACI)	0.1	$1.3M		70k	18.48	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$1.3M	+11717%	4.7k	270.35	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.3M	-2%	14k	88.40	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$1.3M		12k	109.65	View chart
Eog Res Stock (EOG)	0.1	$1.2M		10k	122.93	View chart
Albemarle Corp Stock (ALB)	0.1	$1.2M	-8%	13k	94.71	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.2M		56k	20.94	View chart
Altria Group Stock (MO)	0.1	$1.2M		23k	51.04	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.1	$1.1M		30k	38.66	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$1.1M		4.6k	248.60	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$1.1M	+75%	49k	23.12	View chart
Edison Intl Stock (EIX)	0.1	$1.1M	+3%	13k	87.09	View chart
Jacobs Solutions Stock (J)	0.1	$1.1M	+7173%	8.5k	130.90	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.1M		6.7k	162.91	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.1M		19k	57.83	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$1.1M	+2%	10k	109.53	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.1M	-20%	12k	87.80	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.1M		2.1k	528.07	View chart
Berkley W R Corp Stock (WRB)	0.1	$1.1M	+49%	19k	56.73	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.1M		25k	42.84	View chart
Price T Rowe Group Stock (TROW)	0.1	$1.1M		9.6k	108.93	View chart
Invesco Municipal Trust Cef (VKQ)	0.1	$1.0M	+10%	102k	10.26	View chart
Grainger W W Stock (GWW)	0.1	$1.0M		1.0k	1038.81	View chart
Kla Corp Stock (KLAC)	0.1	$1.0M	-3%	1.3k	774.41	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.1	$1.0M	-2%	20k	52.13	View chart
Blackrock Munivest Cef (MVF)	0.1	$1.0M		133k	7.60	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$1.0M		8.5k	119.70	View chart
Dollar Tree Stock (DLTR)	0.1	$990k	+112%	14k	70.32	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$986k	-27%	10k	95.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$970k	+124%	1.7k	576.67	View chart
Godaddy Inc Cl A Stock (GDDY)	0.1	$963k	+153500%	6.1k	156.78	View chart
Canadian Nat Res Stock (CNQ)	0.1	$956k		29k	33.21	View chart
Cohu Stock (COHU)	0.1	$951k		37k	25.70	View chart
Motorola Solutions Stock (MSI)	0.1	$949k	+7%	2.1k	449.63	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.1	$946k		80k	11.80	View chart
Ethan Allen Interiors Stock (ETD)	0.1	$944k	-6%	30k	31.89	View chart
Universal Technical Inst Stock (UTI)	0.1	$943k		58k	16.26	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.1	$937k		7.6k	123.53	View chart
Kellanova Stock (K)	0.1	$937k		12k	80.71	View chart
Invesco Stock (IVZ)	0.1	$932k		53k	17.56	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.1	$926k	+96%	9.4k	98.80	View chart
Dws Municipal Income Cef (KTF)	0.1	$893k		90k	9.97	View chart
Mativ Holdings Stock (MATV)	0.1	$871k		51k	16.99	View chart
Fluor Corp Stock (FLR)	0.1	$870k	-2%	18k	47.71	View chart

Past Filings by Rothschild Investment

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

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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