StockDriftsStockDriftsTop 49 Rothschild Investment Llc /Il Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC | 4.6% | 318.8K | $55K | +1.80%(+5.65K) | — | 2023-09-30 | |
| NVDA | NVIDIA CORP COM | 1.98% | 54.0K | $23K | -12.34%(-7.59K) | — | 2023-09-30 | |
| CVX | CHEVRON CORP NEW COM | 1.92% | 135.0K | $23K | +0.30%(+402) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC CL B | 1.83% | 62.0K | $22K | +1.51%(+925) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 1.8% | 67.7K | $21K | -3.82%(-2.69K) | — | 2023-09-30 | |
| ABBV | ABBVIE INC COM | 1.61% | 127.7K | $19K | +1.38%(+1.74K) | — | 2023-09-30 | |
| PRF | INVESCO ETF TRUST FTSE RAFI US | 1.51% | 562.0K | $18K | +413.82%(+452.64K) | — | 2023-09-30 | |
| COST | COSTCO WHOLESALE CORP-NEW | 1.45% | 30.4K | $17K | +0.95%(+285) | — | 2023-09-30 | |
| AMGN | AMGEN INC | 1.35% | 59.4K | $16K | -0.24%(-145) | — | 2023-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.26% | 96.0K | $15K | -16.06%(-18.37K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Rothschild Investment Llc /Il reports $1.19M in US-listed equity holdings across 538 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), NVDA (2.0%) and CVX (1.9%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rothschild Investment Llc /Il’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1020918). View Rothschild Investment Llc /Il’s 13F filings on SEC