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SHUFRO ROSE & CO LLC 13F Holdings
Holdings from the most recent 13F from SHUFRO ROSE & CO LLC
Filed: 2025-02-25 (Q4 2024) | Holdings: 296 | Value: $1.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IBDS - ISHARES TR | Reduce 37% $(48.4M) | 6.36% | $82.2M | +1.06% | |||
| DSTL - ETF SER SOLUTIONS | Add 29% ($15.7M) | 5.45% | $70.5M | -4.41% | |||
| AAPL - APPLE INC | Reduce 1% $(268.7K) | 3.70% | $47.9M | -17.18% | |||
| MSFT - MICROSOFT CORP | Reduce 2% $(851.0K) | 3.65% | $47.3M | +13.92% | |||
| SMTH - ALPS ETF TR | New Purchase | 3.64% | $47.1M | -1.13% | |||
| GLW - CORNING INC | Reduce 3% $(1.5M) | 3.43% | $44.3M | -3.74% | |||
| DCRE - DOUBLELINE ETF TRUST | New Purchase | 3.34% | $43.2M | +1.01% | |||
| IVV - ISHARES TR | Add 90% ($17.8M) | 2.92% | $37.7M | -1.89% | |||
| LLY - ELI LILLY & CO | Reduce 4% $(1.6M) | 2.73% | $35.3M | -19.14% | |||
| IBDR - ISHARES TR | Add 2% ($809.3K) | 2.69% | $34.8M | +0.93% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(502.0K) | 2.36% | $30.6M | -26.42% | |||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Add 27% ($6.3M) | 2.27% | $29.3M | +0.99% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(583.7K) | 2.26% | $29.2M | +2.13% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(1.5M) | 2.25% | $29.2M | -2.37% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(497.2K) | 2.19% | $28.4M | +1.59% | |||
| FSK - FS KKR CAP CORP | Reduce 3% $(795.3K) | 2.10% | $27.1M | -8.01% | |||
| CEF - SPROTT PHYSICAL GOLD & SILVE | Reduce 32% $(12.0M) | 1.95% | $25.3M | +10.84% | |||
| TXN - TEXAS INSTRS INC | Reduce 1% $(268.3K) | 1.87% | $24.1M | -6.49% | |||
| QCOM - QUALCOMM INC | 1.80% | $23.2M | -6.00% | ||||
| AVY - AVERY DENNISON CORP | 1.72% | $22.3M | -2.94% | ||||
| JCI - JOHNSON CTLS INTL PLC | Reduce 20% $(5.3M) | 1.69% | $21.8M | +14.77% | |||
| GDX - VANECK ETF TRUST | New Purchase | 1.40% | $18.1M | +24.21% | |||
| AMZN - AMAZON COM INC | Reduce 1% $(147.4K) | 1.40% | $18.1M | -6.43% | |||
| VO - VANGUARD INDEX FDS | Add 145% ($10.5M) | 1.37% | $17.7M | -0.58% | |||
| CRM - SALESFORCE INC | 1.36% | $17.6M | -9.57% | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | 1.24% | $16.1M | +1.75% | ||||
| KAR - OPENLANE INC | Reduce 1% $(87.1K) | 1.18% | $15.3M | +3.56% | |||
| GLD - SPDR GOLD TR | 1.18% | $15.2M | +14.51% | ||||
| QUAL - ISHARES TR | Add 15% ($1.8M) | 1.02% | $13.2M | -2.98% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.99% | $12.8M | +1.41% | |||
| COHR - COHERENT CORP | Reduce 17% $(2.4M) | 0.93% | $12.0M | +1.32% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 53% ($4.0M) | 0.90% | $11.6M | +0.90% | |||
| AMGN - AMGEN INC | Reduce 3% $(339.9K) | 0.81% | $10.5M | -12.25% | |||
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 4% $(418.9K) | 0.81% | $10.5M | +1.04% | |||
| BSCT - INVESCO EXCH TRD SLF IDX FD | New Purchase | 0.81% | $10.4M | +0.83% | |||
| VCIT - VANGUARD SCOTTSDALE FDS | New Purchase | 0.75% | $9.7M | -0.46% | |||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.73% | $9.4M | -2.08% | |||
| NVDA - NVIDIA CORPORATION | PUT | New Purchase | 0.72% | $9.4M | |||
| VBR - VANGUARD INDEX FDS | Add 13% ($1.0M) | 0.70% | $9.1M | -4.86% | |||
| LEN - LENNAR CORP | Reduce 6% $(563.1K) | 0.65% | $8.4M | -14.13% | |||
| AZO - AUTOZONE INC | Reduce 13% $(992.6K) | 0.50% | $6.5M | +12.88% | |||
| WD - WALKER & DUNLOP INC | Reduce 20% $(1.6M) | 0.49% | $6.3M | -19.35% | |||
| MTUM - ISHARES TR | Add 15% ($798.1K) | 0.49% | $6.3M | +4.10% | |||
| XOM - EXXON MOBIL CORP | Reduce 5% $(350.5K) | 0.48% | $6.2M | -4.67% | |||
| UL - UNILEVER PLC | Reduce 2% $(102.2K) | 0.48% | $6.2M | +15.36% | |||
| ICSH - ISHARES TR | New Purchase | 0.43% | $5.6M | +0.96% | |||
| MET - METLIFE INC | Reduce 6% $(327.8K) | 0.41% | $5.3M | -4.90% | |||
| CVX - CHEVRON CORP NEW | Reduce 4% $(200.6K) | 0.38% | $4.9M | -12.39% | |||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 10% $(526.6K) | 0.36% | $4.7M | +1.14% | |||
| VGSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.36% | $4.7M | +1.00% | |||
| BWA - BORGWARNER INC | Reduce 100% | 0.00% | $0.00 | ||||
| BSV - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| ITW - ILLINOIS TOOL WKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IGSB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BND - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| PSTG - PURE STORAGE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| NEAR - ISHARES U S ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| MRNA - MODERNA INC | Reduce 100% | 0.00% | $0.00 | ||||