ROTHSCHILD INVESTMENT LLC
RIA/Wealth
ROTHSCHILD INVESTMENT LLC is a RIA/Wealth based in Chicago, IL led by Phillip Eugene Johnson, reporting $2.3B in AUM as of Q3 2025 with NVDA as the largest holding (4% allocation).
PresidentPhillip Eugene Johnson
- Portfolio Value
- $1.8B
- Positions
- 3,093
- Top Holding
- NVDA at 4.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ROTHSCHILD INVESTMENT LLC's portfolio (23.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $79.2M | 4.48% | -$1.7M Sold | 0.00% 424.5K shares | |
Consumer Electronics Technology | $66.9M | 3.78% | -$3.4M Sold | 0.00% 262.9K shares | |
Banks - Diversified Financial Services | $45.8M | 2.59% | -$545.1K Sold | 0.01% 145.3K shares | |
Internet Content & Information Communication Services | $42.5M | 2.40% | -$364.6K Sold | 0.00% 174.8K shares | |
Software - Infrastructure Technology | $36.5M | 2.06% | -$38.3K Sold | 0.00% 70.4K shares | |
Asset Management Financial Services | $34.0M | 1.92% | +$87.3K Bought | 0.03% 199.2K shares | |
Insurance - Diversified Financial Services | $32.3M | 1.83% | +$144.8K Bought | 0.00% 64.2K shares | |
ETF ETF | $27.9M | 1.58% | -$58.1K Sold | — 618.1K shares | |
Specialty Retail Consumer Cyclical | $24.4M | 1.38% | +$38.6K Bought | 0.00% 111.2K shares | |
Drug Manufacturers - General Healthcare | $23.6M | 1.33% | -$67.8K Sold | 0.01% 101.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ROTHSCHILD INVESTMENT LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ROTHSCHILD INVESTMENT LLC
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