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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, GOOGL, MSFT, JPM, and represent 15.61% of Rothschild Investment's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$53M), XOM (+$8.6M), SO (+$5.0M), CBOE, BJUL, AAPL, EYLD, WT, MSFT, AMZN.
Started 608 new stock positions in Uber Technologies, TNGX, DFIV, ACWV, ZEUS, ATO, REX, KIDS, METC, MTBA.
Reduced shares in these 10 stocks: Pioneer Natural Resources (-$8.2M), BA (-$7.8M), GOOG, COST, PANW, CVS, JPM, ABBV, CSCO, BOOT.
Sold out of its positions in ACEL, Agiliti, ALK, Alpine Immune Sciences, American Equity Investment Life Holding, BATT, ARKB, BXC, Callon Petroleum, GOOS.
Rothschild Investment was a net buyer of stock by $88M.
Rothschild Investment has $1.4B in assets under management (AUM), dropping by 3.92%.
Central Index Key (CIK): 0000085338

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Portfolio Holdings for Rothschild Investment

Rothschild Investment holds 2817 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Rothschild Investment has 2817 total positions. Only the first 250 positions are shown.

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Download the Rothschild Investment June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.7	$68M	+4%	324k	210.62	View chart
Nvidia Corporation Stock (NVDA)	4.1	$59M	+895%	478k	123.54	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.3	$33M	+2%	183k	182.15	View chart
Microsoft Corp Stock (MSFT)	2.2	$32M	+6%	72k	446.95	View chart
Jpmorgan Chase & Co Stock (JPM)	2.2	$32M	-4%	157k	202.26	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$27M		65k	406.80	View chart
Blackstone Stock (BX)	1.8	$25M		205k	123.80	View chart
Costco Whsl Corp Stock (COST)	1.5	$22M	-11%	26k	850.00	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	1.5	$22M		579k	37.95	View chart
Amazon Stock (AMZN)	1.5	$21M	+9%	110k	193.25	View chart
Chevron Corp Stock (CVX)	1.5	$21M		133k	156.42	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$20M	-13%	107k	183.42	View chart
Abbvie Stock (ABBV)	1.3	$19M	-7%	111k	171.52	View chart
Amgen Stock (AMGN)	1.3	$19M		59k	312.45	View chart
Palo Alto Networks Stock (PANW)	1.2	$17M	-14%	50k	339.01	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$16M		31k	504.22	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$16M	+119%	136k	115.12	View chart
Johnson & Johnson Stock (JNJ)	1.1	$15M	+10%	105k	146.16	View chart
Thermo Fisher Scientific Stock (TMO)	1.1	$15M	-3%	28k	553.00	View chart
General Dynamics Corp Stock (GD)	1.0	$15M		51k	290.14	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$14M		26k	544.21	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$14M		78k	182.55	View chart
Illinois Tool Wks Stock (ITW)	0.9	$13M	+6%	54k	236.96	View chart
Qualcomm Stock (QCOM)	0.9	$13M		65k	199.18	View chart
Oracle Corp Stock (ORCL)	0.9	$13M	+2%	89k	141.20	View chart
Honeywell Intl Stock (HON)	0.9	$13M		59k	213.54	View chart
Digital Rlty Tr Reit (DLR)	0.8	$12M		79k	152.05	View chart
Novo-nordisk A S Adr (NVO)	0.8	$12M	+13%	84k	142.74	View chart
Merck & Co Stock (MRK)	0.8	$12M	+5%	95k	123.80	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$12M	+7%	172k	68.28	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.8	$12M	+5%	443k	26.42	View chart
Salesforce Stock (CRM)	0.8	$12M		45k	257.10	View chart
Stryker Corporation Stock (SYK)	0.8	$11M		32k	340.25	View chart
Truist Finl Corp Stock (TFC)	0.7	$9.9M		256k	38.85	View chart
American Intl Group Stock (AIG)	0.7	$9.8M	-2%	131k	74.24	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.7	$9.6M		44k	218.20	View chart
Home Depot Stock (HD)	0.6	$9.3M	+16%	27k	344.24	View chart
Union Pac Corp Stock (UNP)	0.6	$9.2M		41k	226.26	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$9.0M		159k	56.68	View chart
Eli Lilly & Co Stock (LLY)	0.6	$8.5M	+4%	9.4k	905.38	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.2M	+2%	31k	262.47	View chart
Verizon Communications Stock (VZ)	0.6	$8.0M		195k	41.24	View chart
Invitation Homes Reit (INVH)	0.6	$7.9M		221k	35.89	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$7.9M	+2%	16k	500.14	View chart
Netflix Stock (NFLX)	0.5	$7.9M	+3%	12k	674.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$7.8M	-6%	21k	364.51	View chart
Southern Stock (SO)	0.5	$7.7M	+185%	99k	77.57	View chart
Cisco Sys Stock (CSCO)	0.5	$7.5M	-13%	158k	47.51	View chart
Broadcom Stock (AVGO)	0.5	$7.4M	+10%	4.6k	1605.53	View chart
Public Storage Oper Reit (PSA)	0.5	$7.4M		26k	287.65	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.5	$6.9M		217k	31.55	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.5	$6.8M	+5%	76k	89.72	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$6.6M		227k	28.98	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.5	$6.5M	+25%	229k	28.45	View chart
Cboe Global Mkts Stock (CBOE)	0.4	$6.5M	+263%	38k	170.06	View chart
Mcdonalds Corp Stock (MCD)	0.4	$6.5M	+6%	25k	254.84	View chart
Kenvue Stock (KVUE)	0.4	$6.4M	-2%	350k	18.18	View chart
Advanced Micro Devices Stock (AMD)	0.4	$6.3M		39k	162.21	View chart
Walmart Stock (WMT)	0.4	$6.2M	+4%	91k	67.71	View chart
Global Pmts Stock (GPN)	0.4	$6.0M	-2%	62k	96.70	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$5.8M	-3%	70k	83.42	View chart
Nucor Corp Stock (NUE)	0.4	$5.8M	+2%	37k	158.08	View chart
American Tower Corp Reit (AMT)	0.4	$5.7M	-4%	30k	194.38	View chart
Vanguard Extended Market Etf Etf (VXF)	0.4	$5.7M		34k	168.79	View chart
Sysco Corp Stock (SYY)	0.4	$5.7M	-2%	80k	71.39	View chart
Phillips 66 Stock (PSX)	0.4	$5.4M		39k	141.17	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$5.3M	+12%	11k	467.12	View chart
Bank America Corp Stock (BAC)	0.4	$5.3M		134k	39.77	View chart
Target Corp Stock (TGT)	0.3	$5.0M		34k	148.04	View chart
Metlife Stock (MET)	0.3	$5.0M		71k	70.19	View chart
Fedex Corp Stock (FDX)	0.3	$4.8M	-3%	16k	299.84	View chart
Marvell Technology Stock (MRVL)	0.3	$4.7M	+12%	68k	69.90	View chart
Cvs Health Corp Stock (CVS)	0.3	$4.7M	-27%	79k	59.06	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$4.5M		26k	174.47	View chart
Stanley Black & Decker Stock (SWK)	0.3	$4.5M	-2%	56k	79.89	View chart
Emerson Elec Stock (EMR)	0.3	$4.5M		41k	110.16	View chart
Allstate Corp Stock (ALL)	0.3	$4.1M	-2%	26k	159.66	View chart
Pfizer Stock (PFE)	0.3	$4.1M		147k	27.98	View chart
Linde Stock (LIN)	0.3	$4.0M		9.1k	438.81	View chart
Kkr & Co Stock (KKR)	0.3	$4.0M	-4%	38k	105.24	View chart
Procter And Gamble Stock (PG)	0.3	$4.0M	+19%	24k	164.92	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.3	$4.0M	+7%	156k	25.41	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.3	$3.9M		523k	7.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.8M		14k	267.51	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.3	$3.8M	NEW	91k	41.78	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.3	$3.8M		205k	18.37	View chart
International Business Machs Stock (IBM)	0.3	$3.7M	+13%	22k	172.95	View chart
Paypal Hldgs Stock (PYPL)	0.3	$3.7M	+8%	63k	58.03	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.3	$3.6M	-4%	179k	20.25	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$3.5M		35k	101.06	View chart
Boeing Stock (BA)	0.2	$3.5M	-69%	19k	182.01	View chart
Abbott Labs Stock (ABT)	0.2	$3.4M	+6%	33k	103.91	View chart
Cummins Stock (CMI)	0.2	$3.4M	-2%	12k	276.94	View chart
Disney Walt Stock (DIS)	0.2	$3.4M	-3%	34k	99.29	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.3M		33k	100.23	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.2	$3.3M	+255%	95k	34.41	View chart
Bjs Restaurants Stock (BJRI)	0.2	$3.3M	+31%	94k	34.70	View chart
Rtx Corporation Stock (RTX)	0.2	$3.2M		32k	100.39	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.2M	-3%	8.4k	374.00	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$3.1M	+19%	54k	56.85	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.2	$3.1M	+4%	52k	59.08	View chart
Constellation Energy Corp Stock (CEG)	0.2	$3.0M	+2%	15k	200.27	View chart
Unitedhealth Group Stock (UNH)	0.2	$3.0M	+35%	5.9k	509.29	View chart
Annaly Capital Management Reit (NLY)	0.2	$3.0M		155k	19.06	View chart
Deere & Co Stock (DE)	0.2	$2.9M		7.7k	373.64	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$2.9M	+25%	87k	33.00	View chart
Aon Plc Shs Cl A Stock (AON)	0.2	$2.8M	-15%	9.6k	293.58	View chart
Caterpillar Stock (CAT)	0.2	$2.8M	-2%	8.5k	333.09	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$2.8M	+30%	13k	213.34	View chart
Pepsico Stock (PEP)	0.2	$2.7M	+8%	16k	164.93	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.7M	+4%	134k	19.87	View chart
Conocophillips Stock (COP)	0.2	$2.6M	+5%	23k	114.38	View chart
BP Adr (BP)	0.2	$2.6M		73k	36.10	View chart
Consolidated Edison Stock (ED)	0.2	$2.6M		29k	89.42	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.6M	-10%	25k	100.71	View chart
Royce Small Cap Trust Cef (RVT)	0.2	$2.5M		176k	14.47	View chart
Ventas Reit (VTR)	0.2	$2.5M	-2%	49k	51.26	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.2	$2.5M	-2%	159k	15.81	View chart
Diamondback Energy Stock (FANG)	0.2	$2.5M		12k	200.19	View chart
3M Stock (MMM)	0.2	$2.5M	+33%	24k	102.19	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.5M	+13%	15k	164.27	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$2.4M	+2%	11k	214.69	View chart
Dow Stock (DOW)	0.2	$2.3M	+2%	44k	53.05	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$2.3M		197k	11.74	View chart
Canadian Natl Ry Stock (CNI)	0.2	$2.3M	-7%	19k	118.13	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.3M	+9%	29k	77.85	View chart
Wisdomtree Stock (WT)	0.2	$2.2M	+1408187%	225k	9.91	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$2.2M	+14%	13k	173.80	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$2.2M	-4%	23k	95.66	View chart
Wec Energy Group Stock (WEC)	0.2	$2.2M		28k	78.46	View chart
Tesla Stock (TSLA)	0.1	$2.1M	+52%	11k	197.88	View chart
Pacira Biosciences Stock (PCRX)	0.1	$2.1M	+82%	73k	28.61	View chart
Apollo Global Mgmt Stock (APO)	0.1	$2.0M		17k	118.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.0M		26k	78.33	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.1	$2.0M		195k	10.26	View chart
American Express Stock (AXP)	0.1	$2.0M	+2%	8.6k	231.55	View chart
Dominos Pizza Stock (DPZ)	0.1	$2.0M		3.9k	516.33	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$2.0M		170k	11.46	View chart
Old Rep Intl Corp Stock (ORI)	0.1	$1.9M		63k	30.90	View chart
At&t Stock (T)	0.1	$1.9M	+6%	101k	19.11	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$1.9M		25k	76.38	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.9M		39k	47.40	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.1	$1.8M		182k	9.92	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.8M	-8%	95k	18.94	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.8M	-28%	43k	41.53	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.1	$1.8M		142k	12.46	View chart
Novartis Adr (NVS)	0.1	$1.8M	+2%	17k	106.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.8M	-7%	45k	39.16	View chart
Philip Morris Intl Stock (PM)	0.1	$1.8M	+2%	17k	101.33	View chart
Caleres Stock (CAL)	0.1	$1.8M		52k	33.60	View chart
Ollies Bargain Outlet Hldgs In Stock (OLLI)	0.1	$1.7M		18k	98.17	View chart
KBR Stock (KBR)	0.1	$1.7M		27k	64.14	View chart
Wells Fargo Stock (WFC)	0.1	$1.7M	+8%	29k	59.39	View chart
Davita Stock (DVA)	0.1	$1.7M		12k	138.57	View chart
Eqt Corp Stock (EQT)	0.1	$1.6M	+10%	44k	36.98	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$1.6M		133k	12.35	View chart
Ally Finl Stock (ALLY)	0.1	$1.6M		41k	39.67	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.6M	+11%	22k	73.69	View chart
Microchip Technology Stock (MCHP)	0.1	$1.6M	+10%	18k	91.50	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.6M		33k	48.60	View chart
United Rentals Stock (URI)	0.1	$1.6M		2.5k	646.73	View chart
Coterra Energy Stock (CTRA)	0.1	$1.6M		60k	26.67	View chart
Ciena Corp Stock (CIEN)	0.1	$1.6M		33k	48.18	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.1	$1.6M		253k	6.20	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$1.5M		24k	62.67	View chart
Te Connectivity Stock (TEL)	0.1	$1.5M		10k	150.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.5M	+9%	3.1k	479.11	View chart
Blackrock Muniyield Cef (MYD)	0.1	$1.5M		138k	10.85	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.5M		34k	44.00	View chart
Bunge Global Sa Stock (BG)	0.1	$1.5M	-3%	14k	106.77	View chart
Dominion Energy Stock (D)	0.1	$1.5M	+38%	30k	49.00	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.4M	+11%	16k	91.15	View chart
Oneok Stock (OKE)	0.1	$1.4M		17k	81.55	View chart
Exelon Corp Stock (EXC)	0.1	$1.4M		40k	34.61	View chart
Hancock John Income Secs Tr Cef (JHS)	0.1	$1.4M	-12%	127k	10.90	View chart
Coca Cola Stock (KO)	0.1	$1.4M	+12%	22k	63.65	View chart
Albertsons Cos Stock (ACI)	0.1	$1.4M		70k	19.75	View chart
Corning Stock (GLW)	0.1	$1.4M		35k	38.85	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.4M	-6%	27k	51.24	View chart
Uber Technologies Stock (UBER)	0.1	$1.4M	-11%	19k	72.68	View chart
Ishares Bitcoin Trust Registered Etf (IBIT)	0.1	$1.3M	+41%	40k	34.14	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.3M		3.0k	452.25	View chart
Albemarle Corp Stock (ALB)	0.1	$1.3M	-7%	14k	95.52	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.3M		6.6k	202.89	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.3M		22k	60.30	View chart
Ppl Corp Stock (PPL)	0.1	$1.3M		48k	27.65	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$1.3M		27k	49.10	View chart
Fuller H B Stock (FUL)	0.1	$1.3M		17k	76.96	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.3M		14k	92.54	View chart
Kraft Heinz Stock (KHC)	0.1	$1.3M	-5%	40k	32.22	View chart
Nextera Energy Stock (NEE)	0.1	$1.3M	+11%	18k	70.81	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.1	$1.3M		126k	10.27	View chart
Nisource Stock (NI)	0.1	$1.3M		45k	28.81	View chart
Eog Res Stock (EOG)	0.1	$1.3M	+44%	10k	125.87	View chart
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN)	0.1	$1.3M	+6%	123k	10.35	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.3M	+31%	23k	55.50	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.3M		16k	76.70	View chart
Crown Castle Reit (CCI)	0.1	$1.3M	+4%	13k	97.70	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.3M	-6%	14k	91.78	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$1.3M		17k	74.89	View chart
Cohu Stock (COHU)	0.1	$1.2M		37k	33.10	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.2M		2.00	612241.00	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.2M	+8%	20k	59.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M	-3%	6.6k	182.02	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.2M	+5%	6.8k	173.48	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.2M		56k	20.84	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.2M		13k	92.37	View chart
Ge Aerospace Stock (GE)	0.1	$1.1M	+3%	7.2k	158.97	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.1M		14k	83.76	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.1	$1.1M	+2%	43k	26.92	View chart
Kla Corp Stock (KLAC)	0.1	$1.1M	-3%	1.4k	824.51	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.1M	+3%	2.6k	441.18	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.1M	-14%	9.6k	118.60	View chart
Intel Corp Stock (INTC)	0.1	$1.1M	-4%	37k	30.97	View chart
Ameren Corp Stock (AEE)	0.1	$1.1M		16k	71.11	View chart
Price T Rowe Group Stock (TROW)	0.1	$1.1M	-4%	9.8k	115.31	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M		15k	75.37	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$1.1M	+7%	4.6k	241.77	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$1.1M	+4%	11k	97.67	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.1	$1.1M		30k	36.93	View chart
Danaher Corporation Stock (DHR)	0.1	$1.1M	-19%	4.4k	249.86	View chart
Altria Group Stock (MO)	0.1	$1.0M	+4%	23k	45.55	View chart
Canadian Nat Res Stock (CNQ)	0.1	$1.0M	+98%	29k	35.60	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.0M	+21%	19k	54.49	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.0M	+3%	2.3k	444.85	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$1.0M	+3%	9.7k	103.27	View chart
Eaton Vance Mun Bd Cef (EIM)	0.1	$999k		95k	10.58	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$988k		2.5k	391.13	View chart
Berkley W R Corp Stock (WRB)	0.1	$984k	+2%	13k	78.58	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.1	$983k	-6%	20k	48.68	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$968k	+4%	12k	81.65	View chart
Valero Energy Corp Stock (VLO)	0.1	$966k	-4%	6.2k	156.76	View chart
Blackrock Munivest Cef (MVF)	0.1	$955k		133k	7.17	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$951k	+16%	8.4k	112.63	View chart
Sherwin Williams Stock (SHW)	0.1	$944k	+12%	3.2k	298.43	View chart
Universal Technical Inst Stock (UTI)	0.1	$917k		58k	15.73	View chart
Invesco Municipal Trust Cef (VKQ)	0.1	$911k	-2%	92k	9.96	View chart
Tecnoglass Inc Ord Stock (TGLS)	0.1	$909k		18k	50.18	View chart
Biomarin Pharmaceutical Stock (BMRN)	0.1	$906k	-22%	11k	82.33	View chart
Grainger W W Stock (GWW)	0.1	$904k	+427%	1.0k	902.24	View chart
Edison Intl Stock (EIX)	0.1	$901k		13k	71.81	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$901k	-16%	2.1k	435.95	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.1	$891k	-20%	80k	11.11	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$891k		24k	36.49	View chart
Universal Display Corp Stock (OLED)	0.1	$887k	-5%	4.2k	210.26	View chart
Ethan Allen Interiors Stock (ETD)	0.1	$886k	+224%	32k	27.89	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$886k	+3%	6.5k	136.86	View chart
Newpark Res Inc Com Par $.01 Stock (NR)	0.1	$882k	+4%	106k	8.31	View chart
Mativ Holdings Stock (MATV)	0.1	$869k	-5%	51k	16.96	View chart
Applied Matls Stock (AMAT)	0.1	$860k	+8%	3.6k	235.99	View chart

Past Filings by Rothschild Investment

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