Rothschild Investment LLC Purchases in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC Shs
37
+ 0.41%
N/A
9.14K $4.36B
DE
Deere & CO

Industrials
26
+ 0.34%
$344.84 - $418.0 $8.97K - $10.9K
7.74K $3.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.86K
+ 32.55%
$81.31 - $83.29 $314K - $321K
15.7K $1.31B
XOM
Exxon Mobil Corp

Energy
416
+ 0.3%
$109.72 - $119.0 $45.6K - $49.5K
137K $16B
BJUL
Innovator U.S. Equity Buffer E

ETFs
3.6K
+ 3.96%
$40.26 - $43.68 $145K - $157K
94.6K $4.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.75K
+ 6691.55%
$61.11 - $67.85 $290K - $322K
4.82K $327M
PNW
Pinnacle West Capital Corp

Utilities
5
+ 0.02%
$75.52 - $91.31 $378 - $457
25.1K $2.23B
KMI
Kinder Morgan, Inc.

Energy
139
+ 0.1%
$19.72 - $22.22 $2.74K - $3.09K
135K $2.97B
CGSD
Capital Grp Core Plus Income E
8K
+ 5.14%
N/A
163K $4.24B
DLTR
Dollar Tree, Inc.

Consumer Defensive
7.46K
+ 112.71%
$63.56 - $107.36 $474K - $801K
14.1K $990M
Amentum Holdings Inc Com
8.51K
New
N/A
8.51K $274M
PG
Procter & Gamble CO

Consumer Defensive
424
+ 1.76%
$160.76 - $177.82 $68.2K - $75.4K
24.5K $4.24B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.33K
+ 82.27%
$30.71 - $34.79 $225K - $255K
16.2K $565M
Lam Research Corp Com New
332
New
N/A
332 $271M
K
Kellogg CO

Consumer Defensive
10
+ 0.09%
$56.19 - $80.81 $562 - $808
11.6K $937M
IRBO
Ishares Robotics & Artificial

ETFs
7.77K
New
$30.09 - $34.95 $234K - $272K
7.77K $266M
AEE
Ameren Corp

Utilities
68
+ 0.43%
$70.45 - $87.46 $4.79K - $5.95K
16K $1.4B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.85K
+ 51.86%
$75.88 - $83.21 $216K - $237K
8.34K $694M
NEE
Nextera Energy Inc

Utilities
79
+ 0.43%
$69.9 - $84.97 $5.52K - $6.71K
18.4K $1.56B
RVT
Royce Value Trust, Inc.

Financial Services
2.66K
+ 1.52%
$14.28 - $16.01 $38K - $42.6K
178K $2.8B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.66K
New
$85.03 - $94.56 $226K - $251K
2.66K $247M
CGMS
Capital Grp Core Plus Income E
7.06K
+ 16.63%
N/A
49.5K $1.38B
BJRI
B Js Restaurants Inc

Consumer Cyclical
13.4K
+ 14.29%
$27.81 - $38.02 $372K - $509K
107K $3.49B
DGRO
Ishares Core Dividend Growth E

ETFs
3.5K
+ 114.78%
$57.47 - $62.76 $201K - $220K
6.55K $411M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.63K
+ 13.66%
$51.02 - $52.74 $185K - $191K
30.2K $1.59B
IWM
Ishares Russell 2000 ETF

ETFs
500
+ 7.63%
$200.87 - $224.6 $100K - $112K
7.06K $1.56B
EIX
Edison International

Utilities
380
+ 3.03%
$71.19 - $87.72 $27.1K - $33.3K
12.9K $1.13B
MA
Mastercard Inc

Financial Services
159
+ 6.14%
$429.6 - $500.99 $68.3K - $79.7K
2.75K $1.36B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.76K
+ 152.68%
$22.38 - $23.66 $196K - $207K
14.5K $340M
EFA
Ishares Tr Msci Eafe ETF

ETFs
804
+ 3.14%
$75.32 - $84.37 $60.6K - $67.8K
26.4K $2.21B
MSI
Motorola Solutions, Inc.

Technology
152
+ 7.76%
$385.65 - $450.49 $58.6K - $68.5K
2.11K $949M
MRVL
Marvell Technology, Inc.

Technology
513
+ 0.76%
$56.15 - $76.24 $28.8K - $39.1K
68.3K $4.93B
LOW
Lowes Companies Inc

Consumer Cyclical
219
+ 9.49%
$213.3 - $270.78 $46.7K - $59.3K
2.53K $684M
DHI
Horton D R Inc

Consumer Cyclical
140
+ 4.72%
$135.21 - $197.06 $18.9K - $27.6K
3.11K $593M
IVE
Ishares S&P 500 Value ETF

ETFs
366
+ 5.57%
$181.06 - $197.17 $66.3K - $72.2K
6.93K $1.37B
Capital Group Core Bond ETF
5.55K
+ 31.81%
N/A
23K $620M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.74K
+ 63.99%
$40.48 - $45.39 $151K - $170K
9.57K $421M
OKE
Oneok Inc

Energy
45
+ 0.26%
$78.62 - $95.27 $3.54K - $4.29K
17.2K $1.57B
Bitwise Ethereum ETF
9K
New
N/A
9K $168M
OMFL
Invesco Exchange Traded Self I

ETFs
3.06K
+ 1513.86%
$47.65 - $52.99 $146K - $162K
3.26K $173M
FITB
Fifth Third Bancorp

Financial Services
130
+ 0.53%
$36.01 - $43.64 $4.68K - $5.67K
24.5K $1.05B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.75K
+ 1781.63%
$83.76 - $91.82 $146K - $160K
1.84K $168M
EDV
Vanguard Extended Duration Tre

ETFs
1.95K
+ 312.0%
$70.73 - $83.52 $138K - $163K
2.58K $205M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.99K
+ 3.52%
$11.31 - $11.96 $67.8K - $71.7K
176K $2.11B
TTD
Trade Desk, Inc.

Technology
208
+ 1.84%
$83.08 - $110.79 $17.3K - $23K
11.5K $1.26B
Capital Group Core Balanced ETF
4.8K
+ 152.14%
N/A
7.96K $247M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
465
+ 4.83%
$117.9 - $128.2 $54.8K - $59.6K
10.1K $1.29B
IWV
Ishares Russell 3000 ETF

ETFs
450
+ 314.69%
$294.75 - $326.73 $133K - $147K
593 $194M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.4K
New
$96.3 - $106.49 $134K - $149K
1.4K $146M
Activity Summary
Buys All Purchases 1834 New Holdings 231 Increased Positions 1603 Sells All Sells 510 Reductions 506 Sold out 4 Options Calls 0 Puts 0
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