Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MLI
Mueller Industries Inc

Industrials
3.56K
New
$82.07 - $101.7 $292K - $362K
3.56K $360M
PFE
Pfizer Inc

Healthcare
8.11K
+ 6.59%
$23.29 - $25.88 $189K - $210K
131K $3.34B
INCY
Incyte Corp

Healthcare
4.19K
+ 1708.57%
$67.27 - $86.96 $282K - $364K
4.43K $376M
CHWY
Chewy, Inc.

Consumer Cyclical
8.88K
+ 1530.86%
$34.27 - $42.33 $304K - $376K
9.46K $383M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.14K
+ 5.37%
$87.29 - $93.61 $186K - $200K
41.9K $3.91B
Grayscale Ethereum Trust ETF
500
+ 1.98%
N/A
25.8K $884M
OVV
Ovintiv Inc.

Energy
8.68K
+ 34728.0%
$38.53 - $43.17 $335K - $375K
8.71K $352M
MET
Metlife Inc

Financial Services
2.52K
+ 3.55%
$73.82 - $82.37 $186K - $208K
73.5K $6.05B
UNP
Union Pacific Corp

Industrials
435
+ 1.16%
$214.91 - $237.16 $93.5K - $103K
37.9K $8.95B
RSP
Invesco S&P 500 Equal Weight E

ETFs
16
+ 0.04%
$181.56 - $190.33 $2.9K - $3.05K
42K $7.96B
ESTC
Elastic N.V.

Technology
3.96K
+ 197750.0%
$72.54 - $92.3 $287K - $365K
3.96K $334M
GS
Goldman Sachs Group Inc

Financial Services
132
+ 5.22%
$696.56 - $806.32 $91.9K - $106K
2.66K $2.12B
AZO
Autozone Inc

Consumer Cyclical
67
+ 98.53%
$3649.42 - $4354.54 $245K - $292K
135 $579M
EVR
Evercore Inc.

Financial Services
965
+ 13785.71%
$276.5 - $362.79 $267K - $350K
972 $328M
VTR
Ventas, Inc.

Real Estate
957
+ 2.53%
$62.76 - $69.99 $60.1K - $67K
38.8K $2.71B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.6K
+ 61.17%
$35.42 - $38.65 $269K - $294K
20K $761M
NTRA
Natera, Inc.

Healthcare
2.01K
New
$133.66 - $181.11 $268K - $363K
2.01K $323M
THC
Tenet Healthcare Corp

Healthcare
1.58K
+ 6886.96%
$148.38 - $203.04 $235K - $322K
1.61K $326M
SPOT
Spotify Technology S.A.

Communication Services
476
+ 323.81%
$620.01 - $738.53 $295K - $352K
623 $435M
TFX
Teleflex Inc

Healthcare
2.61K
+ 15323.53%
$109.79 - $132.5 $286K - $345K
2.62K $321M
Amrize LTD Shs
6.56K
New
N/A
6.56K $318M
ROKU
Roku, Inc

Communication Services
3.17K
+ 31670.0%
$79.98 - $101.78 $253K - $322K
3.18K $318M
CEG
Constellation Energy Corp

Utilities
594
+ 3.14%
$298.82 - $354.89 $177K - $211K
19.5K $6.42B
NUE
Nucor Corp

Basic Materials
505
+ 1.21%
$133.3 - $150.33 $67.3K - $75.9K
42.2K $5.72B
DKNG
Draft Kings Inc.

Consumer Cyclical
8.52K
+ 690.19%
$37.4 - $48.23 $319K - $411K
9.75K $365M
LEN
Lennar Corp

Consumer Cyclical
2.44K
+ 1179.71%
$107.73 - $142.4 $263K - $348K
2.65K $334M
EME
Emcor Group, Inc.

Industrials
430
+ 161.05%
$530.88 - $655.83 $228K - $282K
697 $453M
AKAM
Akamai Technologies Inc

Technology
4.06K
+ 15623.08%
N/A
4.09K $310M
EIX
Edison International

Utilities
4.71K
+ 37.44%
$50.42 - $56.35 $238K - $266K
17.3K $956M
RHI
Robert Half International Inc.

Industrials
9.03K
+ 30103.33%
$33.49 - $43.03 $302K - $389K
9.06K $308M
Ge Vernova Inc Com
199
+ 9.48%
N/A
2.3K $1.41B
MKTX
Marketaxess Holdings Inc

Financial Services
1.73K
+ 86700.0%
$174.25 - $223.11 $302K - $387K
1.74K $302M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.52K
+ 11.55%
$82.38 - $83.0 $290K - $292K
34K $2.82B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
20K
+ 8161.63%
$11.64 - $15.79 $233K - $316K
20.2K $297M
PNR
Pentair PLC

Industrials
2.62K
+ 2493.33%
$100.62 - $112.59 $263K - $295K
2.72K $302M
DUOL
Duolingo, Inc.

Technology
866
+ 86600.0%
$271.18 - $403.06 $235K - $349K
867 $279M
Southstate Bk Corp Com
2.8K
New
N/A
2.8K $276M
Sandisk Corp Com
2.3K
+ 2880.0%
N/A
2.38K $267M
PSA
Public Storage

Real Estate
1.29K
+ 5.33%
$271.94 - $298.09 $351K - $384K
25.5K $7.36B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.69K
+ 12.16%
$40.2 - $44.58 $148K - $164K
34K $1.49B
GRMN
Garmin LTD

Technology
1K
+ 258.4%
$211.13 - $246.22 $211K - $246K
1.39K $342M
HAS
Hasbro, Inc.

Consumer Cyclical
3.42K
+ 461.62%
$73.92 - $81.85 $253K - $280K
4.16K $315M
COF
Capital One Financial Corp

Financial Services
1.22K
+ 30.72%
$207.29 - $229.74 $254K - $281K
5.21K $1.11B
MORN
Morningstar, Inc.

Financial Services
1.11K
New
$231.72 - $311.89 $257K - $345K
1.11K $257M
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.92K
+ 56.08%
$86.13 - $119.63 $338K - $469K
10.9K $1.02B
MANH
Manhattan Associates Inc

Technology
1.22K
+ 121500.0%
$196.16 - $227.94 $238K - $277K
1.22K $249M
Capital Group Core Bond ETF
8.25K
+ 8.32%
N/A
107K $2.86B
APH
Amphenol Corp

Technology
1.48K
+ 58.95%
$97.39 - $125.4 $144K - $186K
4K $495M
GNRC
Generac Holdings Inc.

Industrials
537
+ 8.38%
$146.61 - $202.85 $78.7K - $109K
6.94K $1.16B
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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