Rothschild Investment LLC
Rothschild Investment LLC is an independent investment adviser and brokerage firm headquartered in Chicago, Illinois. Regulated by the SEC and FINRA, the firm was founded in 1985 and employs approximately 40-41 people. Rothschild Investment LLC offers investment management and advisory services to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client accounts on both a discretionary and non-discretionary basis, with a focus on long-term wealth growth and portfolio diversification.
Investment Strategy
Rothschild Investment LLC provides discretionary and non-discretionary investment advisory and portfolio management services, primarily to individuals and high net worth clients. The firm manages diversified portfolios with a significant allocation to public equities, including large technology and financial holdings such as Apple, Nvidia, JPMorgan, Microsoft, and Google. Their strategy emphasizes portfolio diversification, a long-term investment horizon, and a disciplined approach to risk management. The firm actively rebalances portfolios and adjusts sector allocations based on market conditions and client objectives, aiming to deliver consistent, risk-adjusted returns.
Top Holdings
Equity Positions (2,940)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 4.29% | $68.5M | 433,565 | $49.52 | $157.99 | +$19.8M |
A AAPL | APPLE INC COM | 3.55% | $56.7M | 276,346 | $193.31 | $205.17 | -$7.6M |
J JPM | JPMORGAN CHASE & CO. COM | 2.67% | $42.6M | 147,034 | $170.10 | $289.91 | +$6.0M |
M MSFT | MICROSOFT CORP COM | 2.20% | $35.1M | 70,504 | $382.38 | $497.41 | +$8.8M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1.95% | $31.1M | 63,955 | $360.45 | $485.77 | -$2.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
W W | WAYFAIR INC CL A | New | Put | $10.2K | 2 | $51.14 | $51.14 | +2 | +$10.2K |