StockDriftsStockDriftsTop 50 Rothschild Investment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 3.79% | 415.3K | $72.4M | -0.80%(-3.35K) | $46.51(+318.89%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.5% | 264.0K | $67.0M | +2.95%(+7.58K) | $184.65(+67.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.6% | 172.8K | $49.7M | +1.49%(+2.53K) | $141.46(+154.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.19% | 142.7K | $42.0M | -0.15%(-219) | $157.56(+112.28%) | 2026-03-31 | |
| PRF | INVESCO RAFI US 1000 ETF | 1.6% | 643.0K | $30.6M | +3.76%(+23.31K) | $34.56(+56.98%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1.58% | 63.0K | $30.2M | -0.76%(-483) | $356.77(+42.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.58% | 145.0K | $30.2M | +27.20%(+31.00K) | $163.11(+48.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.53% | 79.0K | $29.2M | +12.96%(+9.06K) | $361.07(+8.15%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.36% | 91.0K | $26.1M | +2.41%(+2.14K) | $140.39(+153.71%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 1.25% | 141.5K | $24.0M | -0.90%(-1.28K) | $112.55(+21.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.28% |
| Top 20 Holdings Unweighted | +17.38% | +61.74% |
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