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Rothschild Investment Llc /Il

Portfolio Manager
Rothschild Investment Llc /Il
Performance
0% (N/A)
AUM (13F)
$1.19M
# of Holdings
538
Performance Rank
N/A
Allocation (Top 20)
N/A

Rothschild Investment Llc /Il Holdings Map

Top 49 Rothschild Investment Llc /Il Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE COMPUTER INC
4.6%318.8K$55K
+1.80%(+5.65K)
2022-Q3: 340.4K shares2022-Q4: 326.4K shares2023-Q1: 324.7K shares2023-Q2: 313.1K shares2023-Q3: 318.8K shares2023-09-30
NVDA
NVIDIA CORP COM
1.98%54.0K$23K
-12.34%(-7.59K)
2022-Q3: 59.4K shares2022-Q4: 49.9K shares2023-Q1: 71.0K shares2023-Q2: 61.5K shares2023-Q3: 54.0K shares2023-09-30
CVX
CHEVRON CORP NEW COM
1.92%135.0K$23K
+0.30%(+402)
2022-Q3: 133.9K shares2022-Q4: 133.2K shares2023-Q1: 133.7K shares2023-Q2: 134.6K shares2023-Q3: 135.0K shares2023-09-30
BRKB
BERKSHIRE HATHAWAY INC CL B
1.83%62.0K$22K
+1.51%(+925)
2022-Q3: 67.7K shares2022-Q4: 63.3K shares2023-Q1: 60.9K shares2023-Q2: 61.1K shares2023-Q3: 62.0K shares2023-09-30
MSFT
MICROSOFT CORP
1.8%67.7K$21K
-3.82%(-2.69K)
2022-Q3: 72.9K shares2022-Q4: 70.2K shares2023-Q1: 69.4K shares2023-Q2: 70.4K shares2023-Q3: 67.7K shares2023-09-30
ABBV
ABBVIE INC COM
1.61%127.7K$19K
+1.38%(+1.74K)
2022-Q3: 128.2K shares2022-Q4: 130.7K shares2023-Q1: 131.7K shares2023-Q2: 125.9K shares2023-Q3: 127.7K shares2023-09-30
PRF
INVESCO ETF TRUST FTSE RAFI US
1.51%562.0K$18K
+413.82%(+452.64K)
2022-Q3: 87.5K shares2022-Q4: 102.7K shares2023-Q1: 107.8K shares2023-Q2: 109.4K shares2023-Q3: 562.0K shares2023-09-30
COST
COSTCO WHOLESALE CORP-NEW
1.45%30.4K$17K
+0.95%(+285)
2022-Q3: 29.3K shares2022-Q4: 28.9K shares2023-Q1: 29.0K shares2023-Q2: 30.1K shares2023-Q3: 30.4K shares2023-09-30
AMGN
AMGEN INC
1.35%59.4K$16K
-0.24%(-145)
2022-Q3: 67.4K shares2022-Q4: 59.0K shares2023-Q1: 59.4K shares2023-Q2: 59.5K shares2023-Q3: 59.4K shares2023-09-30
JNJ
JOHNSON & JOHNSON
1.26%96.0K$15K
-16.06%(-18.37K)
2022-Q3: 106.7K shares2022-Q4: 107.9K shares2023-Q1: 111.5K shares2023-Q2: 114.3K shares2023-Q3: 96.0K shares2023-09-30

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