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SHUFRO ROSE & CO LLC 13F Holdings
Holdings from the most recent 13F from SHUFRO ROSE & CO LLC
Filed: 2025-05-08 (Q1 2025) | Holdings: 313 | 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 |
| SMTH - ALPS ETF TR | Add 146% ($69.9M) | 9.29% | $117.6M | ||||
| IBDU - ISHARES TR | New Purchase | 6.56% | $83.0M | -0.17% | |||
| IVV - ISHARES TR | Add 61% ($21.8M) | 4.57% | $57.8M | +2.90% | |||
| DCRE - DOUBLELINE ETF TRUST | Add 2% ($829.7K) | 3.50% | $44.4M | -0.05% | |||
| GLW - CORNING INC | Reduce 1% $(603.2K) | 3.32% | $42.1M | +6.10% | |||
| AAPL - APPLE INC | Reduce 1% $(417.8K) | 3.32% | $42.0M | +1.69% | |||
| MSFT - MICROSOFT CORP | Reduce 1% $(212.1K) | 3.31% | $41.9M | +3.05% | |||
| LLY - ELI LILLY & CO | Reduce 1% $(495.5K) | 2.94% | $37.3M | -3.40% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(908.6K) | 2.56% | $32.5M | -1.40% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 2% ($527.7K) | 2.32% | $29.3M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(700.3K) | 2.31% | $29.2M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(455.8K) | 2.27% | $28.8M | -3.00% | |||
| IBDR - ISHARES TR | Reduce 23% $(8.2M) | 2.12% | $26.8M | +0.08% | |||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 18% $(5.2M) | 1.91% | $24.2M | +0.05% | |||
| QCOM - QUALCOMM INC | Reduce 1% $(254.2K) | 1.81% | $23.0M | +3.88% | |||
| TXN - TEXAS INSTRS INC | Reduce 6% $(1.3M) | 1.73% | $21.8M | +9.03% | |||
| AVY - AVERY DENNISON CORP | 1.67% | $21.1M | +4.17% | ||||
| VO - VANGUARD INDEX FDS | Add 17% ($2.9M) | 1.60% | $20.3M | ||||
| GDX - VANECK ETF TRUST | Reduce 25% $(6.0M) | 1.47% | $18.6M | ||||
| JCI - JOHNSON CTLS INTL PLC | Reduce 18% $(3.9M) | 1.44% | $18.2M | ||||
| GLD - SPDR GOLD TR | 1.43% | $18.1M | |||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 1% $(154.4K) | 1.42% | $18.0M | +3.31% | |||
| AMZN - AMAZON COM INC | Reduce 1% $(84.5K) | 1.23% | $15.6M | +4.01% | |||
| KAR - OPENLANE INC | 1.17% | $14.8M | |||||
| CRM - SALESFORCE INC | 1.12% | $14.1M | |||||
| FSK - FS KKR CAP CORP | Reduce 47% $(12.3M) | 1.09% | $13.8M | +4.61% | |||
| QUAL - ISHARES TR | Reduce 2% $(204.7K) | 0.98% | $12.4M | ||||
| AMGN - AMGEN INC | Reduce 2% $(230.9K) | 0.98% | $12.4M | +1.14% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 1% ($160.1K) | 0.94% | $11.9M | +0.01% | |||
| BSCT - INVESCO EXCH TRD SLF IDX FD | Add 2% ($192.7K) | 0.85% | $10.7M | -0.09% | |||
| CEF - SPROTT PHYSICAL GOLD & SILVE | Reduce 66% $(19.9M) | 0.81% | $10.3M | ||||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 1% ($73.7K) | 0.79% | $10.0M | -0.64% | |||
| VTI - VANGUARD INDEX FDS | Add 1% ($112.7K) | 0.72% | $9.1M | +2.76% | |||
| NVDA - NVIDIA CORPORATION | Reduce 15% $(1.6M) | 0.69% | $8.7M | +12.31% | |||
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 18% $(1.9M) | 0.68% | $8.6M | +0.16% | |||
| VBR - VANGUARD INDEX FDS | Reduce 1% $(103.6K) | 0.66% | $8.4M | ||||
| COHR - COHERENT CORP | Reduce 5% $(409.9K) | 0.62% | $7.8M | ||||
| AZO - AUTOZONE INC | Reduce 8% $(648.2K) | 0.56% | $7.1M | +4.65% | |||
| LEN - LENNAR CORP | Reduce 1% $(84.4K) | 0.55% | $7.0M | -3.73% | |||
| XOM - EXXON MOBIL CORP | Add 2% ($121.5K) | 0.55% | $7.0M | -2.36% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.51% | $6.5M | ||||
| UL - UNILEVER PLC | Reduce 1% $(91.8K) | 0.51% | $6.4M | ||||
| MTUM - ISHARES TR | Add 2% ($134.4K) | 0.50% | $6.3M | +3.45% | |||
| TSEL - TOUCHSTONE ETF TRUST | New Purchase | 0.48% | $6.0M | ||||
| CVX - CHEVRON CORP NEW | Add 3% ($155.2K) | 0.46% | $5.9M | ||||
| ICSH - ISHARES TR | Add 1% ($41.7K) | 0.45% | $5.6M | +0.09% | |||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Add 17% ($814.1K) | 0.44% | $5.6M | -0.06% | |||
| VGSH - VANGUARD SCOTTSDALE FDS | Add 9% ($425.6K) | 0.41% | $5.2M | -0.15% | |||
| MET - METLIFE INC | Reduce 1% $(68.6K) | 0.40% | $5.1M | ||||
| WD - WALKER & DUNLOP INC | Reduce 15% $(831.1K) | 0.37% | $4.7M | -5.61% | |||
| DSTL - ETF SER SOLUTIONS | Reduce 100% | 0.00% | $0.00 | ||||
| IBDS - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | PUT | Reduce 100% | 0.00% | $0.00 | |||