Rothschild Wealth LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$407.6B
Holdings
210
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (210 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | INDSPACER FDS TR | 6,075 | $224.7M | 0.06% | |
| 202 | ROKROCKWELL AUTOMATION INC | 668 | $221.8M | 0.05% | |
| 203 | SBUXSTARBUCKS CORP | 2,413 | $221.1M | 0.05% | |
| 204 | IWNISHARES TR | 1,366 | $215.5M | 0.05% | |
| 205 | APRWAIM ETF PRODUCTS TRUST | 6,325 | $211.0M | 0.05% | |
| 206 | ELVELEVANCE HEALTH INC | 537 | $208.9M | 0.05% | |
| 207 | GSGOLDMAN SACHS GROUP INC | 288 | $203.8M | 0.05% | |
| 208 | NVGNUVEEN AMT FREE MUN CR INC F | 16,756 | $199.9M | 0.05% | |
| 209 | INTSINTENSITY THERAPEUTICS INC | 199,316 | $61.2M | 0.02% | |
| 210 | LYGLLOYDS BANKING GROUP PLC | 13,012 | $55.3M | 0.01% |
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