Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIW
Aci Worldwide, Inc.

Technology
228
+ 198.26%
$40.74 - $52.9 $9.29K - $12.1K
343 $18.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.08%
$301.44 - $365.84 $301 - $366
1.18K $382M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
102
+ 4.36%
$97.75 - $100.75 $9.97K - $10.3K
2.44K $245M
PCQ
Pimco California Municipal Income Fund

Financial Services
1.4K
New
$8.19 - $8.8 $11.5K - $12.4K
1.4K $12.2M
ONB
Old National Bancorp

Financial Services
535
+ 72.3%
$20.4 - $23.47 $10.9K - $12.6K
1.28K $28M
O
Realty Income Corp

Real Estate
123
+ 8.31%
$56.13 - $60.79 $6.9K - $7.48K
1.6K $97.4M
CC
Chemours CO

Basic Materials
500
+ 53.02%
$11.5 - $17.53 $5.75K - $8.77K
1.44K $22.9M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
100
+ 0.36%
$8.57 - $9.09 $857 - $909
27.9K $253M
PHG
Koninklijke Philips Nv

Healthcare
275
+ 19.94%
$23.84 - $28.62 $6.56K - $7.87K
1.65K $45.1M
FRPT
Freshpet, Inc.

Consumer Defensive
230
+ 403.51%
$49.25 - $74.51 $11.3K - $17.1K
287 $15.8M
Siriusxm Holdings Inc Common Stock
500
+ 588.24%
N/A
585 $13.6M
CYBR
Cyber Ark Software Ltd.

Technology
20
+ 80.0%
$374.8 - $491.1 $7.5K - $9.82K
45 $21.7M
James Hardie Inds PLC Ord Shs
600
New
N/A
600 $11.5M
TOST
Toast, Inc.

Technology
340
+ 251.85%
$36.51 - $49.3 $12.4K - $16.8K
475 $17.3M
ROK
Rockwell Automation, Inc

Industrials
13
+ 3.41%
$328.67 - $358.52 $4.27K - $4.66K
394 $138M
FROG
J Frog LTD

Technology
230
+ 821.43%
$38.79 - $50.43 $8.92K - $11.6K
258 $12.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
120
+ 17.39%
$81.75 - $84.54 $9.81K - $10.1K
810 $68.1M
BTI
British American Tobacco P.L.C.

Consumer Defensive
72
+ 5.92%
$46.69 - $59.27 $3.36K - $4.27K
1.29K $68.4M
PK
Park Hotels & Resorts Inc.

Real Estate
970
New
$10.17 - $12.13 $9.86K - $11.8K
970 $10.7M
SOFI
So Fi Technologies, Inc.

Financial Services
20
+ 1.62%
$17.64 - $29.81 $353 - $596
1.26K $33.2M
Aegon LTD Amer Reg 1 Cert
578
+ 7.31%
N/A
8.48K $67.8M
BMO
Bank Of Montreal

Financial Services
5
+ 1.0%
$110.44 - $130.66 $552 - $653
503 $65.5M
EMN
Eastman Chemical CO

Basic Materials
229
+ 65.62%
$58.79 - $81.56 $13.5K - $18.7K
578 $36.5M
ALGN
Align Technology Inc

Healthcare
159
+ 106.71%
$124.88 - $207.19 $19.9K - $32.9K
308 $38.6M
CELH
Celsius Holdings, Inc.

Consumer Defensive
163
+ 191.76%
$42.74 - $62.88 $6.97K - $10.2K
248 $14.3M
MMS
Maximus, Inc.

Industrials
83
+ 64.84%
$69.89 - $91.37 $5.8K - $7.58K
211 $19.3M
CRBG
Corebridge Financial, Inc.

Financial Services
325
+ 500.0%
$31.36 - $35.94 $10.2K - $11.7K
390 $12.5M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7
+ 0.43%
$28.71 - $37.46 $201 - $262
1.62K $57.5M
SNY
Sanofi

Healthcare
311
+ 7.48%
$45.07 - $51.35 $14K - $16K
4.47K $211M
ROL
Rollins Inc

Consumer Cyclical
163
+ 77.99%
$55.05 - $58.74 $8.97K - $9.57K
372 $21.9M
STLA
Stellantis N.V.

Consumer Cyclical
1.12K
+ 130.8%
$8.74 - $10.37 $9.76K - $11.6K
1.97K $18.4M
POR
Portland General Electric CO

Utilities
217
+ 310.0%
$39.73 - $44.0 $8.62K - $9.55K
287 $12.6M
BC
Brunswick Corp

Consumer Cyclical
147
+ 272.22%
$56.64 - $66.85 $8.33K - $9.83K
201 $12.7M
Calamos Autocallable Income ETF
354
New
N/A
354 $9.72M
ALGM
Allegro Microsystems, Inc.

Technology
337
+ 842.5%
$29.16 - $37.51 $9.83K - $12.6K
377 $11M
EVRG
Evergy, Inc.

Utilities
57
+ 7.63%
$67.73 - $76.02 $3.86K - $4.33K
804 $61.1M
DOX
Amdocs LTD

Technology
118
+ 786.67%
$81.2 - $92.62 $9.58K - $10.9K
133 $10.9M
STEP
Step Stone Group Inc.

Financial Services
123
+ 82.0%
$55.47 - $67.35 $6.82K - $8.28K
273 $17.8M
SEIC
Sei Investments CO

Financial Services
114
+ 285.0%
$84.85 - $93.8 $9.67K - $10.7K
154 $13.1M
AMH
American Homes 4 Rent

Real Estate
285
+ 770.27%
$32.47 - $36.74 $9.25K - $10.5K
322 $10.7M
XPEL
Xpel, Inc.

Consumer Cyclical
278
+ 505.45%
$31.49 - $39.34 $8.75K - $10.9K
333 $11M
LYV
Live Nation Entertainment, Inc.

Communication Services
47
+ 44.76%
$143.56 - $174.06 $6.75K - $8.18K
152 $24.8M
MFG
Mizuho Financial Group Inc

Financial Services
284
+ 4.6%
$5.42 - $6.85 $1.54K - $1.95K
6.46K $43.2M
AVNW
Aviat Networks, Inc.

Technology
390
+ 7800.0%
$20.86 - $25.57 $8.14K - $9.97K
395 $9.06M
XLV
Select Sector Spdr Fund Health

ETFs
32
+ 3.09%
$129.01 - $139.72 $4.13K - $4.47K
1.07K $149M
STZ
Constellation Brands, Inc.

Consumer Defensive
78
+ 130.0%
$131.78 - $176.09 $10.3K - $13.7K
138 $18.6M
CINF
Cincinnati Financial Corp

Financial Services
40
+ 15.04%
$145.8 - $158.1 $5.83K - $6.32K
306 $48.4M
KGC
Kinross Gold Corp

Basic Materials
350
New
$15.19 - $24.85 $5.32K - $8.7K
350 $8.7M
ONON
On Holding Ag

Consumer Cyclical
204
New
$42.35 - $54.36 $8.64K - $11.1K
204 $8.64M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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