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CIK: 0001784260
Total reported value
$6.9B
$6.9B
27 檔
48.9%
The Q1 2025 SEC filing reveals that Rothschild & Co Wealth Management UK Ltd held a total portfolio value of $6.9B, covering 27 public equity positions.
In Q1 2025, Rothschild & Co Wealth Management UK Ltd displayed an active expansion posture, initiating 27 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXP | American Express Co | Stock-Financials | 12.57% | +0.69% | +0.40% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.52% | -0.23% | -0.59% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 12.15% | -0.34% | +0.07% | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 10.57% | -0.04% | +0.35% | |
| 5 | DE | Deere & Co | Stock-Industrials | 9.17% | +0.36% | -0.13% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 8.69% | -0.90% | +0.34% | |
| 7 | MCO | Moody's CORP | Stock-Financials | 8.52% | -0.18% | +0.32% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.84% | -1.04% | +0.65% | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 6.02% | +0.19% | -0.05% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 3.89% | +1.56% | +1000.57% | |
| 11 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 3.41% | -0.69% | +1.17% | |
| 12 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.78% | — | -1.82% | |
| 13 | CABO | Cable One Inc | Stock-Comm Services | 1.31% | -0.18% | -0.75% | |
| 14 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.19% | -0.28% | -0.73% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.10% | +4.98% | |
| 16 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.34% | — | +5.04% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.21% | -0.04% | +6.74% | |
| 18 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.12% | +0.13% | +3.77% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.11% | — | +4.35% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.10% | +0.04% | +6.84% | |
| 21 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.09% | +0.01% | +7.71% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.02% | -0.03% | -19.42% | |
| 23 | HAPN | Happen Inc | Stock-Other | 0.02% | — | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.02% | — | -19.05% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.01% | — | -18.80% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | — | — | -34.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | MA | Mastercard Inc - A | — | NEW | New buy |
| 4 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 5 | DE | Deere & Co | — | NEW | New buy |
| 6 | SPGI | S&p Global Inc | — | NEW | New buy |
| 7 | MCO | Moody's CORP | — | NEW | New buy |
| 8 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 9 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 10 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 11 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 12 | RYAAY | Ryanair Holdings Plc-sp Adr | — | NEW | New buy |
| 13 | CABO | Cable One Inc | — | NEW | New buy |
| 14 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 17 | EWU | Ishares Msci United Kingdom | — | NEW | New buy |
| 18 | W | Wayfair Inc- Class A | — | NEW | New buy |
| 19 | UNP | Union Pacific CORP | — | NEW | New buy |
| 20 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 21 | AAXJ | Ishares Msci All Country Asi | — | NEW | New buy |
| 22 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 23 | HAPN | Happen Inc | — | NEW | New buy |
| 24 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 25 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 26 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | — | NEW | New buy |
According to official SEC Form 13F filings, Rothschild & Co Wealth Management UK Ltd reported a total U.S. public equity portfolio value of $6.9B across 27 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AXP, BRK-B, MA) accounted for 48.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AXP
市值: $746.8M
During Q1 2025, Rothschild & Co Wealth Management UK Ltd's top holdings by market value included AXP (12.6%)、BRK-B (12.5%)、MA (12.2%). The largest single position, AXP, represented 12.6% of total portfolio value.
In Q1 2025, Rothschild & Co Wealth Management UK Ltd made 27 total portfolio adjustments, initiating 27 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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