Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIOT
Riot Blockchain, Inc.

Technology
120
+ 6.76%
$7.31 - $13.54 $877 - $1.62K
1.89K $13.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
6
+ 0.49%
$35.29 - $53.49 $212 - $321
1.24K $41.2M
RF
Regions Financial Corp

Financial Services
1.69K
+ 7.22%
$20.84 - $24.77 $35.3K - $42K
25.2K $547M
DORM
Dorman Products, Inc.

Consumer Cyclical
11
+ 1.49%
$120.71 - $134.79 $1.33K - $1.48K
751 $90.5M
FRT
Federal Realty Investment Trust

Real Estate
5
+ 1.21%
$94.7 - $111.82 $474 - $559
419 $41M
Atmus Filtration Technologies Com
12
+ 0.51%
N/A
2.39K $87.7M
HAL
Halliburton CO

Energy
409
+ 4.69%
$24.15 - $29.9 $9.88K - $12.2K
9.12K $231M
Atlassian Corporation Cl A
3
+ 1.47%
N/A
207 $43.9M
CDW
Cdw Corp

Technology
19
+ 2.97%
$160.26 - $206.13 $3.04K - $3.92K
658 $105M
AMBA
Ambarella Inc

Technology
15
+ 4.84%
$48.94 - $82.94 $734 - $1.24K
325 $16.4M
ADSK
Autodesk, Inc.

Technology
15
+ 4.76%
N/A
330 $86.4M
TTC
Toro CO

Industrials
5
+ 0.5%
$71.86 - $87.28 $359 - $436
1.01K $73.5M
PR
Permian Resources Corporation

Energy
10
+ 0.07%
$12.33 - $16.0 $123 - $160
13.6K $189M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
180
+ 5.14%
$5.62 - $10.15 $1.01K - $1.83K
3.69K $23.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.35%
$4295.4 - $5141.88 $8.59K - $10.3K
48 $221M
RGEN
Repligen Corp

Healthcare
1
+ 0.22%
$127.24 - $174.24 $127 - $174
453 $57.6M
SF
Stifel Financial Corp

Financial Services
15
+ 1.96%
$91.62 - $117.6 $1.37K - $1.76K
780 $73.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
25
+ 2.29%
$161.13 - $209.29 $4.03K - $5.23K
1.12K $184M
EW
Edwards Lifesciences Corp

Healthcare
168
+ 1.29%
$67.95 - $76.19 $11.4K - $12.8K
13.1K $953M
EQAL
Invesco ETF

ETFs
17
+ 0.19%
$46.28 - $50.51 $787 - $859
8.82K $417M
Phinia Inc Common Stock
30
+ 1.74%
N/A
1.75K $74.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
24
+ 6.92%
$161.05 - $222.93 $3.87K - $5.35K
371 $68.1M
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.93%
$183.02 - $207.75 $1.65K - $1.87K
972 $181M
VB
Vanguard Small Cap ETF

ETFs
151
+ 6.47%
$217.89 - $252.64 $32.9K - $38.1K
2.48K $551M
KD
Kyndryl Holdings, Inc.

Technology
8
+ 0.25%
$31.32 - $43.45 $251 - $348
3.2K $100M
SNX
Td Synnex Corp

Technology
1
+ 0.12%
$103.96 - $144.69 $104 - $145
824 $85.7M
UHALB
Amerco Com Ser N
5
+ 0.22%
N/A
2.31K $136M
ASB
Associated Banc Corp

Financial Services
605
+ 3.33%
$21.06 - $25.63 $12.7K - $15.5K
18.8K $423M
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.45%
$192.03 - $242.13 $384 - $484
443 $87.7M
CSX
Csx Corp

Industrials
234
+ 3.49%
$29.11 - $33.67 $6.81K - $7.88K
6.95K $204M
JEF
Jefferies Financial Group Inc.

Financial Services
10
+ 1.94%
$52.22 - $81.31 $522 - $813
526 $28.2M
VITL
Vital Farms, Inc.

Consumer Defensive
1
+ 0.06%
$29.32 - $45.12 $29.3 - $45.1
1.82K $55.3M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
6K
+ 32.88%
$12.48 - $19.82 $74.9K - $119K
24.3K $294M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$21.75 - $24.28 $21.8 - $24.3
12.8K $282M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.03%
$34.43 - $37.49 $172 - $187
15K $548M
LVS
Las Vegas Sands Corp

Consumer Cyclical
66
+ 4.95%
$38.18 - $50.93 $2.52K - $3.36K
1.4K $54M
AAL
American Airlines Group Inc.

Industrials
12
+ 0.53%
N/A
2.26K $23.9M
SPG
Simon Property Group Inc

Real Estate
33
+ 0.93%
$159.48 - $187.78 $5.26K - $6.2K
3.58K $594M
BDC
Belden Inc.

Technology
20
+ 1.29%
$99.82 - $122.07 $2K - $2.44K
1.57K $157M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 4.52%
$203.38 - $274.79 $10.2K - $13.7K
1.16K $237M
PEP
Pepsico Inc

Consumer Defensive
78
+ 0.49%
$142.64 - $156.42 $11.1K - $12.2K
15.9K $2.38B
CIEN
Ciena Corp

Technology
8.19K
+ 38.51%
$60.43 - $98.18 $495K - $804K
29.5K $1.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
+ 1.35%
$102.49 - $119.96 $3.79K - $4.44K
2.77K $290M
CARR
Carrier Global Corp

Industrials
22
+ 0.35%
$62.07 - $70.55 $1.37K - $1.55K
6.34K $402M
UFPT
Ufp Technologies Inc

Healthcare
9
+ 1.21%
$198.85 - $285.04 $1.79K - $2.57K
750 $151M
VCTR
Victory Capital Holdings, Inc.

Financial Services
25
+ 0.59%
$55.84 - $70.58 $1.4K - $1.76K
4.29K $248M
OSBC
Old Second Bancorp Inc

Financial Services
35
+ 0.12%
$16.18 - $19.4 $566 - $679
28.1K $467M
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 1.57%
$554.06 - $615.85 $15.5K - $17.2K
1.81K $1.02B
Blackrock Inc Com
12
+ 2.12%
N/A
579 $548M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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