Rothschild Investment LLC Purchases in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GNRC
Generac Holdings Inc.

Industrials
109
+ 25.83%
$154.28 - $195.11 $16.8K - $21.3K
531 $82.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
230
+ 23.49%
$80.13 - $83.77 $18.4K - $19.3K
1.21K $97M
SPG
Simon Property Group Inc

Real Estate
22
+ 0.62%
$167.23 - $183.84 $3.68K - $4.04K
3.54K $610M
SLV
I Shares Silver Trust

ETFs
1.5K
+ 12.57%
$26.33 - $31.74 $39.5K - $47.6K
13.4K $354M
MET
Metlife Inc

Financial Services
696
+ 0.98%
$78.15 - $88.25 $54.4K - $61.4K
71.5K $5.86B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
185
+ 616.67%
$73.49 - $86.09 $13.6K - $15.9K
215 $16.6M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
50
+ 1.45%
$4.34 - $10.57 $217 - $529
3.51K $30.5M
AXON
Axon Enterprise, Inc.

Industrials
4
+ 6.56%
$399.22 - $689.78 $1.6K - $2.76K
65 $38.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
500
+ 100.0%
$33.77 - $44.09 $16.9K - $22K
1K $33.9M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
167
+ 2385.71%
$81.34 - $96.75 $13.6K - $16.2K
174 $14.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
25
+ 11.52%
$146.47 - $191.01 $3.66K - $4.78K
242 $45.1M
APH
Amphenol Corp

Technology
64
+ 3.23%
$62.07 - $75.35 $3.97K - $4.82K
2.05K $142M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
190
+ 2.76%
$9.95 - $12.23 $1.89K - $2.32K
7.07K $82.9M
CBRE
Cbre Group, Inc.

Real Estate
47
+ 5.01%
$119.22 - $140.71 $5.6K - $6.61K
985 $129M
ITOT
Ishares Core S&P Total U.S. St

ETFs
38
+ 1.51%
$124.26 - $134.12 $4.72K - $5.1K
2.55K $328M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
500
New
$23.17 - $26.26 $11.6K - $13.1K
500 $12M
NICE
Nice Ltd.

Technology
80
+ 18.52%
$164.71 - $199.17 $13.2K - $15.9K
512 $87M
CGUS
Capital Group Core Equity ETF
1
+ 0.01%
$33.96 - $36.24 $34 - $36.2
16.9K $591M
XEL
Xcel Energy Inc

Utilities
151
+ 26.03%
$62.16 - $72.92 $9.39K - $11K
731 $49.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
+ 20.0%
$563.99 - $620.12 $11.3K - $12.4K
120 $68.5M
HBAN
Huntington Bancshares Inc

Financial Services
78
+ 1.21%
$14.18 - $18.2 $1.11K - $1.42K
6.52K $106M
ROM
Proshares Ultra Technology

ETFs
150
New
$63.86 - $75.32 $9.58K - $11.3K
150 $10.5M
Bitwise Bitcoin ETF Trust
200
New
N/A
200 $10.2M
AAON
Aaon, Inc.

Industrials
85
New
$106.25 - $140.75 $9.03K - $12K
85 $10M
PCAR
Paccar Inc

Industrials
61
+ 9.04%
$97.92 - $118.41 $5.97K - $7.22K
736 $76.6M
STRL
Sterling Construction CO Inc

Industrials
55
+ 196.43%
$142.94 - $199.03 $7.86K - $10.9K
83 $14M
ADSK
Autodesk, Inc.

Technology
13
+ 4.3%
N/A
315 $93.1M
ATI
Allegheny Technologies Inc

Industrials
179
New
$52.71 - $65.96 $9.44K - $11.8K
179 $9.85M
SYF
Synchrony Financial

Financial Services
27
+ 5.12%
$49.01 - $68.55 $1.32K - $1.85K
554 $36M
ACN
Accenture PLC

Technology
35
+ 2.17%
$343.9 - $376.86 $12K - $13.2K
1.65K $581M
ABNB
Airbnb, Inc.

Consumer Cyclical
60
+ 16.48%
$125.36 - $147.37 $7.52K - $8.84K
424 $55.7M
MNST
Monster Beverage Corp

Consumer Defensive
176
+ 31.88%
$49.24 - $56.38 $8.67K - $9.92K
728 $38.3M
MFG
Mizuho Financial Group Inc

Financial Services
1.07K
+ 19.1%
$4.05 - $5.26 $4.33K - $5.62K
6.67K $32.6M
ETR
Entergy Corp

Utilities
366
+ 109.91%
$73.19 - $156.4 $26.8K - $57.2K
699 $53M
ADPT
Adaptive Biotechnologies Corp

Healthcare
25
+ 0.24%
$4.37 - $6.78 $109 - $170
10.2K $61.4M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
387
+ 172.77%
$19.11 - $24.18 $7.4K - $9.36K
611 $13.8M
NIC
Nicolet Bankshares Inc

Financial Services
15
+ 1.86%
$90.86 - $115.0 $1.36K - $1.73K
820 $86M
EA
Electronic Arts Inc.

Communication Services
18
+ 0.83%
$140.69 - $167.97 $2.53K - $3.02K
2.2K $322M
VEA
Vanguard Ftse Developed Market

ETFs
513
+ 16.11%
$47.57 - $52.44 $24.4K - $26.9K
3.7K $177M
RGA
Reinsurance Group Of America Inc

Financial Services
40
+ 250.0%
$201.26 - $231.95 $8.05K - $9.28K
56 $12M
CPRT
Copart Inc

Consumer Cyclical
70
+ 8.16%
$51.36 - $63.8 $3.6K - $4.47K
928 $53.3M
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
New
$153.8 - $176.52 $7.69K - $8.83K
50 $8.29M
LDOS
Leidos Holdings, Inc.

Technology
70
+ 71.43%
$143.17 - $201.39 $10K - $14.1K
168 $24.2M
INTU
Intuit Inc

Technology
8
+ 1.92%
$602.01 - $706.25 $4.82K - $5.65K
425 $267M
SBLK
Star Bulk Carriers Corp.

Industrials
500
New
$14.7 - $23.59 $7.35K - $11.8K
500 $7.48M
BKR
Baker Hughes CO

Energy
108
+ 17.82%
$35.98 - $44.88 $3.89K - $4.85K
714 $29.3M
CRDO
Credo Technology Group Holding LTD

Technology
15
+ 8.57%
$30.16 - $77.25 $452 - $1.16K
190 $12.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
223
New
$32.68 - $36.28 $7.29K - $8.09K
223 $7.29M
CBAN
Colony Bankcorp Inc

Financial Services
15
+ 0.13%
$14.83 - $17.83 $222 - $267
11.4K $184M
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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