Rothschild Investment LLC Portfolio Holdings
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,895
- Current Value $1.53 Trillion
- Prior Value $1.44 Trillion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 231 stocks
- Additional Purchases 1,603 stocks
- Sold out of 4 stocks
- Reduced holdings in 506 stocks