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SHUFRO ROSE & CO LLC 13F Holdings
Holdings from the most recent 13F from SHUFRO ROSE & CO LLC
Filed: 2025-08-11 (Q2 2025) | Holdings: 311 | Value: $1.2B | 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 | Reduce 1% $(1.6M) | 9.32% | $116.0M | ||||
| IBDU - ISHARES TR | Reduce 1% $(1.2M) | 6.58% | $81.9M | +1.85% | +1.60% | ||
| IVV - ISHARES TR | Reduce 3% $(1.6M) | 4.52% | $56.3M | +7.15% | +7.38% | ||
| DCRE - DOUBLELINE ETF TRUST | Reduce 1% $(621.3K) | 3.52% | $43.7M | +1.82% | +1.52% | ||
| GLW - CORNING INC | Reduce 1% $(529.0K) | 3.34% | $41.6M | +36.27% | +36.87% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(578.1K) | 3.32% | $41.3M | -8.31% | -2.25% | ||
| AAPL - APPLE INC | Reduce 3% $(1.3M) | 3.27% | $40.7M | +22.17% | +20.06% | ||
| LLY - ELI LILLY & CO | 2.99% | $37.2M | +61.26% | +59.50% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 6% $(1.9M) | 2.46% | $30.6M | +7.30% | +7.92% | ||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(239.2K) | 2.34% | $29.1M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(361.8K) | 2.32% | $28.8M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(271.2K) | 2.29% | $28.5M | +24.27% | +27.69% | ||
| IBDR - ISHARES TR | Reduce 1% $(380.6K) | 2.13% | $26.5M | +1.61% | +1.22% | ||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 1% $(337.5K) | 1.92% | $23.8M | +1.55% | +1.13% | ||
| QCOM - QUALCOMM INC | Reduce 1% $(271.7K) | 1.82% | $22.7M | +21.12% | +19.41% | ||
| TXN - TEXAS INSTRS INC | Reduce 2% $(421.9K) | 1.72% | $21.4M | -2.30% | -11.19% | ||
| AVY - AVERY DENNISON CORP | Reduce 1% $(175.8K) | 1.69% | $21.0M | +7.17% | +1.57% | ||
| VO - VANGUARD INDEX FDS | Reduce 4% $(740.4K) | 1.57% | $19.5M | ||||
| GDX - VANECK ETF TRUST | Reduce 2% $(307.0K) | 1.47% | $18.2M | ||||
| JCI - JOHNSON CTLS INTL PLC | Reduce 1% $(129.5K) | 1.45% | $18.1M | ||||
| GLD - SPDR GOLD TR | Reduce 2% $(414.9K) | 1.42% | $17.7M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 2% $(374.7K) | 1.42% | $17.7M | +31.46% | +33.90% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(226.6K) | 1.24% | $15.4M | +1.78% | +9.89% | ||
| KAR - OPENLANE INC | Reduce 2% $(232.6K) | 1.17% | $14.6M | ||||
| CRM - SALESFORCE INC | Reduce 1% $(206.4K) | 1.12% | $13.9M | ||||
| FSK - FS KKR CAP CORP | Reduce 1% $(141.8K) | 1.10% | $13.7M | -4.33% | -7.08% | ||
| QUAL - ISHARES TR | Reduce 2% $(310.8K) | 0.97% | $12.1M | ||||
| AMGN - AMGEN INC | Reduce 3% $(388.8K) | 0.96% | $12.0M | +13.00% | +18.75% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 2% $(221.1K) | 0.94% | $11.7M | +1.78% | +1.48% | ||
| BSCT - INVESCO EXCH TRD SLF IDX FD | Reduce 1% $(148.7K) | 0.85% | $10.6M | +1.81% | +1.60% | ||
| CEF - SPROTT PHYSICAL GOLD & SILVE | Reduce 2% $(205.1K) | 0.81% | $10.1M | ||||
| VCIT - VANGUARD SCOTTSDALE FDS | Reduce 1% $(79.2K) | 0.80% | $9.9M | +2.54% | +2.44% | ||
| VTI - VANGUARD INDEX FDS | Reduce 1% $(116.5K) | 0.72% | $9.0M | +7.40% | +7.35% | ||
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 1% $(93.4K) | 0.69% | $8.5M | +1.41% | +1.05% | ||
| NVDA - NVIDIA CORPORATION | Reduce 2% $(200.5K) | 0.68% | $8.5M | -4.33% | +5.93% | ||
| VBR - VANGUARD INDEX FDS | Reduce 1% $(42.7K) | 0.67% | $8.4M | ||||
| COHR - COHERENT CORP | Reduce 2% $(177.6K) | 0.62% | $7.7M | ||||
| XOM - EXXON MOBIL CORP | Reduce 2% $(107.0K) | 0.55% | $6.9M | +13.76% | +12.11% | ||
| LEN - LENNAR CORP | Reduce 2% $(149.2K) | 0.55% | $6.9M | -1.42% | +2.51% | ||
| AZO - AUTOZONE INC | Reduce 6% $(427.0K) | 0.54% | $6.7M | -14.74% | -6.26% | ||
| NVDA - NVIDIA CORPORATION | PUT | New Purchase | 0.52% | $6.5M | |||
| UL - UNILEVER PLC | 0.51% | $6.4M | |||||
| MTUM - ISHARES TR | 0.50% | $6.2M | +1.26% | +2.13% | |||
| TSEL - TOUCHSTONE ETF TRUST | Reduce 2% $(93.0K) | 0.48% | $6.0M | ||||
| CVX - CHEVRON CORP NEW | Reduce 1% $(38.6K) | 0.47% | $5.8M | ||||
| ICSH - ISHARES TR | Reduce 1% $(31.6K) | 0.45% | $5.6M | +1.55% | +1.19% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | 0.45% | $5.6M | +1.81% | +1.43% | |||
| MET - METLIFE INC | Reduce 3% $(148.5K) | 0.40% | $4.9M | ||||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 4% $(225.3K) | 0.40% | $4.9M | +1.56% | +1.21% | ||
| WD - WALKER & DUNLOP INC | Reduce 3% $(123.5K) | 0.37% | $4.6M | -19.25% | -14.77% | ||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||