SHUFRO ROSE & CO LLC
RIA/Wealth
SHUFRO ROSE & CO LLC is a RIA/Wealth based in New York, NY led by Tara Nichole Horne, reporting $2.2B in AUM as of Q3 2025 with 46% ETF concentration.
CCOTara Nichole Horne
- Portfolio Value
- $1.2B
- Positions
- 310
- Top Holding
- SMTH at 9.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SHUFRO ROSE & CO LLC's portfolio (42.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $114.8M | 9.49% | -$1.2M Sold | — 4.4M shares | |
ETF ETF | $81.0M | 6.70% | -$833.9K Sold | — 3.5M shares | |
ETF ETF | $55.9M | 4.62% | -$392.2K Sold | — 99.5K shares | |
ETF ETF | $43.3M | 3.58% | -$438.2K Sold | — 834.9K shares | |
Hardware, Equipment & Parts Technology | $41.2M | 3.41% | -$764.2K Sold | 0.10% 891.2K shares | |
Software - Infrastructure Technology | $40.6M | 3.36% | -$933.4K Sold | 0.00% 107.6K shares | |
Consumer Electronics Technology | $40.5M | 3.35% | -$263.0K Sold | 0.00% 182.2K shares | |
Drug Manufacturers - General Healthcare | $37.2M | 3.08% | — | 0.01% 45.1K shares | |
Insurance - Diversified Financial Services | $29.2M | 2.42% | -$2.4M Sold | 0.00% 53.1K shares | |
ETF ETF | $28.5M | 2.36% | -$632.1K Sold | — 164.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SHUFRO ROSE & CO LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SHUFRO ROSE & CO LLC
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