Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 3 | Q2 2024 | 4.9% |
NVIDIA CORPORATION COM | 3 | Q2 2024 | 4.1% |
JPMORGAN CHASE & CO. COM | 3 | Q2 2024 | 2.4% |
MICROSOFT CORP COM | 3 | Q2 2024 | 2.2% |
ALPHABET INC CAP STK CL A | 3 | Q2 2024 | 2.3% |
BLACKSTONE INC COM | 3 | Q2 2024 | 2.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 3 | Q2 2024 | 2.0% |
INVESCO FTSE RAFI US 1000 ETF | 3 | Q2 2024 | 1.7% |
COSTCO WHSL CORP NEW COM | 3 | Q2 2024 | 1.7% |
CHEVRON CORP NEW COM | 3 | Q2 2024 | 1.7% |
View ROTHSCHILD INVESTMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
13F-HR | 2024-07-31 |
13F-HR | 2024-07-31 |
X-17A-5 | 2024-04-01 |
X-17A-5 | 2023-02-27 |
X-17A-5 | 2022-02-28 |
X-17A-5 | 2021-02-26 |
X-17A-5 | 2020-02-28 |
X-17A-5 | 2019-03-01 |
FOCUSN | 2018-03-01 |
View ROTHSCHILD INVESTMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.