News + Filings Holdings
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Rothschild & Co Wealth Management UK Ltd
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 2 | -1 | 1,035,620,000 | -370,513,000 | 0.02 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VSGX | Common | 4,342 | -268 | 230,604,000 | 3,838,000 | 0.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 6,611 | -38 | 2,946,589,000 | 391,977,000 | 0.05 | |
Hist
| 06/30/2023 |
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DIREXION SHS ETF TR NAS100 EQL WGT
| QQQE | STOCK | 156,478 | -1,761 | 12,045,676,000 | 1,945,281,000 | 0.22 | |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 1,378,903 | -174,698 | 552,788,424,000 | 32,425,305,000 | 9.96 | |
Hist
| 06/30/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 3,505,168 | -331,769 | 610,600,266,000 | 43,692,824,000 | 11.00 | |
Hist
| 06/30/2023 |
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MOODYS CORP /DE/
| MCO | Common | 1,672,795 | -201,974 | 581,664,277,000 | 59,316,138,000 | 10.48 | |
Hist
| 06/30/2023 |
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