Portfolio (Quarterly)
Guide ↗
Rothschild Wealth LLC
· CIK 0001811345| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BUSE | FIRST BUSEY CORP | Financial Services | 29,583 | $685K | 0.15% | SOLD |
| 2 | — | ISHARES TR | — | 23,839 | $601K | 0.13% | SOLD |
| 3 | — | ISHARES TR | — | 16,640 | $386K | 0.08% | SOLD |
| 4 | STIP | ISHARES TR | — | 2,944 | $304K | 0.07% | SOLD |
| 5 | LIN | LINDE PLC | Basic Materials | 561 | $266K | 0.06% | SOLD |
| 6 | RBLX | ROBLOX CORP | Technology | 1,486 | $206K | 0.04% | SOLD |
| 7 | BA | BOEING CO | Industrials | 932 | $201K | 0.04% | SOLD |
Sector Allocation
Financial Services
33.8%
Technology
18.6%
Healthcare
10.8%
Industrials
9.7%
Consumer Cyclical
8.0%
Communication Services
5.9%
Basic Materials
4.9%
Consumer Defensive
3.4%
Energy
2.1%
Utilities
1.6%