Rothschild Investment LLC Purchases in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBE
Spdr S&P Bank ETF

ETFs
1.13K
New
$45.47 - $54.71 $51.2K - $61.5K
1.13K $59.5M
Flutter Entmt PLC Shs
200
+ 98.04%
N/A
404 $95.9M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
4.5K
+ 37.5%
$10.89 - $16.24 $49K - $73.1K
16.5K $220M
UHT
Universal Health Realty Income Trust

Real Estate
10
+ 0.12%
$38.06 - $46.56 $381 - $466
8.66K $396M
ODFL
Old Dominion Freight Line, Inc.

Industrials
178
+ 17.89%
$178.41 - $210.18 $31.8K - $37.4K
1.17K $233M
FLQG
Franklin Templeton Libertyq Gl

ETFs
1.12K
New
N/A
1.12K $56.3M
PHM
Pultegroup Inc

Consumer Cyclical
322
+ 113.78%
$103.95 - $144.98 $33.5K - $46.7K
605 $86.8M
PAVE
Global X Fds Us Infrastructure

ETFs
1.3K
New
$36.39 - $41.16 $47.3K - $53.5K
1.3K $53.5M
CME
Cme Group Inc.

Financial Services
23
+ 1.15%
$193.43 - $220.62 $4.45K - $5.07K
2.02K $445M
PHO
Invesco Exchange Traded Fd Tr

ETFs
700
+ 107.69%
$63.82 - $70.54 $44.7K - $49.4K
1.35K $95.2M
PLD
Prologis, Inc.

Real Estate
105
+ 3.88%
$111.95 - $132.43 $11.8K - $13.9K
2.81K $355M
ETN
Eaton Corp PLC

Industrials
30
+ 1.35%
$272.52 - $333.02 $8.18K - $9.99K
2.25K $745M
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
2.5K
+ 5.54%
$10.11 - $10.82 $25.3K - $27.1K
47.6K $509M
CDAY
Ceridian Hcm Holding Inc.

Technology
639
+ 78.4%
N/A
1.45K $89.1M
CHTR
Charter Communications, Inc.

Communication Services
50
+ 3.94%
$290.56 - $383.07 $14.5K - $19.2K
1.32K $427M
NOW
Service Now, Inc.

Technology
15
+ 4.84%
$730.87 - $937.36 $11K - $14.1K
325 $291M
WETF
Wisdom Tree Investments, Inc.

Financial Services
2.84K
+ 1.26%
N/A
228K $2.28B
BFB
Brown Forman Corp Cl B
800
+ 81.63%
N/A
1.78K $87.6M
FUL
Fuller H B CO

Basic Materials
45
+ 0.26%
$75.6 - $86.2 $3.4K - $3.88K
17.1K $1.36B
MAS
Masco Corp

Industrials
39
+ 1.63%
$64.7 - $83.94 $2.52K - $3.27K
2.43K $204M
SNY
Sanofi

Healthcare
66
+ 1.57%
$48.54 - $58.53 $3.2K - $3.86K
4.27K $246M
EBAY
Ebay Inc

Consumer Cyclical
332
+ 18.92%
$52.61 - $65.44 $17.5K - $21.7K
2.09K $136M
EFX
Equifax Inc

Industrials
20
+ 2.94%
$236.42 - $307.13 $4.73K - $6.14K
701 $206M
UFPT
Ufp Technologies Inc

Healthcare
5
+ 0.68%
$283.66 - $358.42 $1.42K - $1.79K
745 $236M
TMUS
T Mobile Us, Inc.

Communication Services
13
+ 1.04%
$175.14 - $206.36 $2.28K - $2.68K
1.26K $260M
FISV
Fiserv Inc

Technology
37
+ 3.4%
N/A
1.13K $202M
BDC
Belden Inc.

Technology
40
+ 2.66%
$89.54 - $117.13 $3.58K - $4.69K
1.55K $181M
VST
Vistra Corp.

Utilities
330
+ 2200.0%
$69.0 - $119.06 $22.8K - $39.3K
345 $40.9M
AFL
Aflac Inc

Financial Services
168
+ 18.16%
$88.52 - $111.8 $14.9K - $18.8K
1.09K $122M
LNG
Cheniere Energy, Inc.

Energy
201
+ 31.07%
$172.24 - $186.09 $34.6K - $37.4K
848 $153M
IWN
Ishares Russell2000 Val ETF

ETFs
158
+ 17.97%
$150.05 - $171.34 $23.7K - $27.1K
1.04K $173M
MCO
Moodys Corp

Financial Services
5
+ 0.74%
$421.49 - $494.67 $2.11K - $2.47K
681 $323M
XLF
Financial Sector Spdr

ETFs
5
+ 0.06%
$40.84 - $45.74 $204 - $229
9.02K $409M
BTI
British American Tobacco P.L.C.

Consumer Defensive
96
+ 1.57%
$31.07 - $39.36 $2.98K - $3.78K
6.21K $227M
MPWR
Monolithic Power Systems Inc

Technology
24
+ 15.58%
$757.04 - $947.16 $18.2K - $22.7K
178 $165M
CI
Cigna Corp

Healthcare
80
+ 13.11%
$319.12 - $367.1 $25.5K - $29.4K
690 $239M
CBRE
Cbre Group, Inc.

Real Estate
44
+ 4.92%
$85.97 - $124.48 $3.78K - $5.48K
938 $117M
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$159.75 - $174.57 $160 - $175
2.61K $455M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
31
+ 0.47%
$39.95 - $45.86 $1.24K - $1.42K
6.59K $301M
VBR
Vanguard Small Cap Value ETF

ETFs
105
+ 12.24%
$179.99 - $201.6 $18.9K - $21.2K
963 $193M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.99K
+ 550.83%
$15.81 - $18.96 $31.5K - $37.8K
2.36K $42.5M
NEM
Newmont Corp

Basic Materials
138
+ 5.66%
$41.65 - $55.85 $5.75K - $7.71K
2.58K $138M
VEA
Vanguard Ftse Developed Market

ETFs
500
+ 18.63%
$47.6 - $53.31 $23.8K - $26.7K
3.18K $168M
WELL
Welltower Inc.

Real Estate
25
+ 1.9%
$104.0 - $129.74 $2.6K - $3.24K
1.34K $172M
VCTR
Victory Capital Holdings, Inc.

Financial Services
30
+ 0.71%
$45.29 - $55.5 $1.36K - $1.67K
4.26K $236M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11
+ 0.07%
$76.38 - $78.87 $840 - $868
16.4K $1.29B
Alto Neuroscience Inc Com Shs
2.89K
New
N/A
2.89K $33M
ANET
Arista Networks, Inc.

Technology
35
+ 5.96%
$311.42 - $388.21 $10.9K - $13.6K
622 $239M
CGXU
Capital Group Intl Focus Equit

ETFs
400
+ 2.48%
$24.27 - $27.46 $9.71K - $11K
16.6K $446M
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email