Rothschild Investment LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.53 Trillion distributed in 2895 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.7B, Nvidia Corp with a value of $56.9B, Jpmorgan Chase & CO with a value of $32.5B, Blackstone Inc. with a value of $30.9B, and Alphabet Inc. with a value of $29.9B.
Examining the 13F form we can see an increase of $90.9B in the current position value, from $1.44T to 1.53T.
Also it can be appreciated an additional of 231 stocks purchases and 4 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
$1.53 Trillion
Technology: $279 Billion
Financial Services: $254 Billion
ETFs: $252 Billion
Healthcare: $153 Billion
Industrials: $127 Billion
Communication Services: $92.3 Billion
Consumer Cyclical: $77.4 Billion
Energy: $71.5 Billion
Other: $166 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
