Rothschild Investment LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Cboe Global Markets Inc | $9.29M | 0.5% |
| NIKE, Inc. | $9.03M | 0.5% |
| ADVANCED MICRO DEVICES INC | $8.88M | 0.5% |
| ISHARES RUSSELL 1000 GROWTH ETF | $8.82M | 0.5% |
| Merck & Co., Inc. | $8.82M | 0.5% |
| Hilton Worldwide Holdings Inc. | $8.76M | 0.5% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $8.56M | 0.5% |
| Union Pacific Corp | $8.44M | 0.5% |
| SOUTHERN CO | $8.41M | 0.5% |
| BANK OF AMERICA CORP /DE | $7.28M | 0.4% |
| VANGUARD TOTAL STOCK MARKET ETF | $7.06M | 0.4% |
| VERIZON COMMUNICATIONS INC | $6.88M | 0.4% |
| MCDONALD'S CORP | $6.86M | 0.4% |
| NUCOR CORP | $6.84M | 0.4% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $6.83M | 0.4% |
| Constellation Energy Corp | $6.79M | 0.4% |
| Marvell Technology, Inc. | $6.70M | 0.4% |
| INVESCO S&P 500 PURE VALUE ETF | $6.45M | 0.4% |
| VANGUARD EXTENDED MARKET ETF | $6.43M | 0.4% |
| Toast, Inc. | $6.27M | 0.3% |
| RTX Corp | $6.23M | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $6.22M | 0.3% |
| CUMMINS INC | $6.12M | 0.3% |
| Public Storage | $6.10M | 0.3% |
| ISHARES RUSSELL 1000 VALUE ETF | $6.03M | 0.3% |
| Eaton Corp plc | $5.92M | 0.3% |
| MetLife Inc | $5.66M | 0.3% |
| LOCKHEED MARTIN CORP | $5.61M | 0.3% |
| TopBuild Corp | $5.47M | 0.3% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $5.44M | 0.3% |
| Phillips 66 | $5.34M | 0.3% |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $5.29M | 0.3% |
| EMERSON ELECTRIC CO | $5.11M | 0.3% |
| ALLSTATE CORP | $4.95M | 0.3% |
| Tesla Inc | $4.87M | 0.3% |
| INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $4.70M | 0.3% |
| CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $4.65M | 0.3% |
| KKR & Co. Inc. | $4.60M | 0.3% |
| FedEx Corp | $4.49M | 0.2% |
| INVESCO QQQ TRUST SERIES I | $4.46M | 0.2% |
| INVESCO RAFI EMERGING MARKETS ETF | $4.45M | 0.2% |
| PERFORMANCE TRUST SHORT TERM BOND ETF | $4.33M | 0.2% |
| ISHARES MSCI EAFE ETF | $4.33M | 0.2% |
| CVS HEALTH Corp | $4.28M | 0.2% |
| The Boeing Company | $4.19M | 0.2% |
| Palantir Technologies Inc | $4.13M | 0.2% |
| ABBOTT LABORATORIES | $4.08M | 0.2% |
| PayPal Holdings, Inc. | $4.07M | 0.2% |
| CAPITAL GROUP SHORT DURATION INCOME ETF | $4.05M | 0.2% |
| Duke Energy Corp | $4.03M | 0.2% |