IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rothschild Investment LLC

Q4 2023 Holdings

Filed 2024-07-31 | 1355 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Watts Water Technologies Inc CL A(WTS)Stock942749102$20.8K1000.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$20.8K7000.0%
Wisdomtree Dynamic Currency Hedged International Equity Fund(DDWM)ETF97717X263$20.9K6500.0%
Berkley W R Corp COM(WRB)Stock084423102$20.9K2960.0%
Pacira Biosciences Inc COM(PCRX)Stock695127100$21.0K6210.0%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$21.1K3250.0%
Vornado Rlty TR SH BEN INT(VNO)REIT929042109$21.2K7500.0%
UDR Inc COM(UDR)REIT902653104$21.3K5550.0%
Pinnacle Finl Partners Inc COMStock72346Q104$21.5K2460.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$21.5K5060.0%
BlackRock Munivest FD II Inc COM(MVT)CEF09253T101$21.5K2,0000.0%
Caesars Entertainment Inc New COM(CZR)Stock12769G100$21.6K4600.0%
United Bankshares Inc West VA COM(UBSI)Stock909907107$21.6K5760.0%
Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund(XSOE)ETF97717X578$21.7K7500.0%
Ishares Global Tech ETF(IXN)ETF464287291$21.7K3180.0%
Textron Inc COM(TXT)Stock883203101$21.7K2700.0%
Telefonaktiebolaget LM Ericss ADR B SEK 10(ERIC)ADR294821608$21.8K3,4620.0%
Invesco KBW Regional Banking ETF(KBWR)ETF46138E578$21.9K4000.0%
Honda Motor LTD ADR ECH CNV in 3(HMC)ADR438128308$21.9K7080.0%
BXP Inc COM(BXP)REIT101121101$21.9K3120.0%
Vanguard Russell 2000 ETF(VTWO)ETF92206C664$21.9K2700.0%
Delek US Hldgs Inc New COM(DK)Stock24665A103$21.9K8500.0%
Vanguard Mid-Cap Growth ETF(VOT)ETF922908538$22.0K1000.0%
Thomson Reuters Corp. COM(TRI)Stock884903808$22.0K1500.0%
Harley Davidson Inc COM(HOG)Stock412822108$22.1K6000.0%
Riot Platforms Inc COM(RIOT)Stock767292105$22.1K1,4290.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$22.2K2350.0%
Host Hotels & Resorts Inc COM(HST)REIT44107P104$22.3K1,1450.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$22.3K880.0%
Stellantis N.v SHS(STLA)StockN82405106$22.5K9650.0%
Chargepoint Holdings Inc COM CL AStock15961R105$22.7K9,7000.0%
Cambria Emerging Shareholder Yield ETF(EYLD)ETF132061706$22.7K7250.0%
Universal Technical Inst Inc COM(UTI)Stock913915104$22.8K1,8190.0%
Ingersoll Rand Inc COM(IR)Stock45687V106$22.8K2950.0%
WEX Inc COM(WEX)Stock96208T104$23.0K1180.0%
Ishares U.S. Consumer Discretionary ETF(IYC)ETF464287580$23.0K3040.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$23.1K1590.0%
Cohu Inc COM(COHU)Stock192576106$23.4K6610.0%
Chemours Co COM(CC)Stock163851108$23.4K7430.0%
Banner Corp COM New(BANR)Stock06652V208$23.6K4400.0%
Extra Space Storage Inc COM(EXR)REIT30225T102$23.6K1470.0%
Magna Intl Inc COM(MGA)Stock559222401$23.6K4000.0%
Firstenergy Corp COM(FE)Stock337932107$23.8K6490.0%
SAP SE Spon ADR(SAP)ADR803054204$23.8K1540.0%
Manpowergroup Inc WIS COM(MAN)Stock56418H100$23.8K3000.0%
Spdr Euro Stoxx 50 ETF(FEZ)ETF78463X202$23.9K5000.0%
Global X Millennial Consumer ETF(MILN)ETF37954Y764$23.9K6750.0%
Entergy Corp New COM(ETR)Stock29364G103$24.2K2390.0%
Amneal Pharmaceuticals Inc COM STK CL A(AMRX)Stock03168L105$24.3K4,0000.0%
Wisdomtree Emerging Markets Quality Dividend Growth Fund(DGRE)ETF97717W323$24.6K1,0000.0%
PreviousPage 11 of 28Next