Rothschild Investment LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 3026 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.3B, Nvidia Corp with a value of $48.7B, Jpmorgan Chase & CO with a value of $36.6B, Berkshire Hathaway Inc Class B with a value of $33.8B, and Alphabet Inc. with a value of $27.5B.
Examining the 13F form we can see an decrease of $32.5B in the current position value, from $1.53T to 1.49T.
Also it can be appreciated an additional of 181 stocks purchases and 3 closed positions.
Rothschild Investment LLC is based out at Chicago, IL
Below you can find more details about Rothschild Investment LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.49 Trillion
ETFs: $275 Billion
Financial Services: $252 Billion
Technology: $239 Billion
Healthcare: $142 Billion
Industrials: $127 Billion
Communication Services: $90.1 Billion
Energy: $84.3 Billion
Consumer Cyclical: $74.8 Billion
Other: $149 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
