| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
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.