Rothschild Wealth LLC
Top Portfolio Positions
380 positions ·
$322,037,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
41,110 | $26,735,477 | 8.30% | |
| AAPL |
Apple Inc.
Technology
|
51,298 | $13,018,919 | 4.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,698 | $9,030,123 | 2.80% | |
| NVDA |
Nvidia Corp
Technology
|
48,652 | $8,484,908 | 2.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
38,836 | $8,446,441 | 2.62% | |
| MSFT |
Microsoft Corp
Technology
|
21,652 | $8,014,920 | 2.49% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
196,438 | $6,961,762 | 2.16% | |
| MA |
Mastercard Inc
Financial Services
|
13,227 | $6,609,002 | 2.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,904 | $6,586,274 | 2.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,674 | $6,388,473 | 1.98% |
Portfolio Trend
Holdings in CODA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,665 | 17,050 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $625,425 | 67,250 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||