Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
5.09K
+ 17.37%
$35.34 - $47.21 $180K - $240K
34.4K $1.35B
UTHR
United Therapeutics Corp

Healthcare
186
New
$274.7 - $438.75 $51.1K - $81.6K
186 $78M
EW
Edwards Lifesciences Corp

Healthcare
1.07K
+ 8.09%
$73.75 - $81.83 $78.5K - $87.1K
14.2K $1.11B
CGUS
Capital Group Core Equity ETF
750
+ 4.13%
$36.89 - $39.72 $27.7K - $29.8K
18.9K $747M
Vanguard Short Term Tax Exempt Bond ETF
750
+ 150.0%
N/A
1.25K $127M
PPC
Pilgrims Pride Corp

Consumer Defensive
1.87K
+ 186700.0%
$40.22 - $50.41 $75.1K - $94.1K
1.87K $76.1M
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.29%
$194.44 - $206.51 $3.69K - $3.92K
6.51K $1.35B
LECO
Lincoln Electric Holdings Inc

Industrials
316
+ 3950.0%
$210.22 - $247.76 $66.4K - $78.3K
324 $76.4M
STRL
Sterling Construction CO Inc

Industrials
150
+ 73.53%
$222.54 - $371.84 $33.4K - $55.8K
354 $120M
WBS
Webster Financial Corp

Financial Services
1.19K
+ 3970.0%
$55.19 - $62.92 $65.7K - $74.9K
1.22K $72.6M
DASH
Door Dash, Inc.

Communication Services
211
+ 45.47%
$234.5 - $272.5 $49.5K - $57.5K
675 $184M
Crane Company Common Stock
376
+ 6266.67%
N/A
382 $70.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
459
+ 215.49%
$113.78 - $148.0 $52.2K - $67.9K
672 $92.8M
TDC
Teradata Corp

Technology
3.11K
+ 15525.0%
$20.11 - $23.21 $62.4K - $72.1K
3.13K $67.2M
HLI
Houlihan Lokey, Inc.

Financial Services
324
+ 32400.0%
$181.55 - $209.19 $58.8K - $67.8K
325 $66.7M
ENVX
Enovix Corp

Industrials
8.96K
+ 14.02%
$8.0 - $15.93 $71.7K - $143K
72.9K $726M
CSX
Csx Corp

Industrials
1.38K
+ 23.59%
$32.05 - $36.52 $44.1K - $50.2K
7.2K $256M
RNG
Ring Central, Inc.

Technology
2.32K
New
$23.62 - $32.44 $54.7K - $75.1K
2.32K $65.6M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
875
+ 1590.91%
N/A
930 $68.7M
PTLO
Portillo'S Inc.

Consumer Cyclical
10K
+ 13373.33%
$6.06 - $12.32 $60.8K - $124K
10.1K $65.2M
HAL
Halliburton CO

Energy
770
+ 7.17%
$20.5 - $25.11 $15.8K - $19.3K
11.5K $283M
HSBC
Hsbc Holdings PLC

Financial Services
780
+ 95.82%
$60.27 - $70.98 $47K - $55.4K
1.59K $113M
WELL
Welltower Inc.

Real Estate
157
+ 10.75%
$150.71 - $178.14 $23.7K - $28K
1.62K $288M
GMAB
Genmab A/S

Healthcare
1.79K
+ 240.21%
$20.3 - $30.67 $36.4K - $55K
2.54K $77.8M
VICI
Vici Properties Inc.

Real Estate
1.91K
+ 94.6%
$31.43 - $33.93 $60K - $64.8K
3.93K $128M
EMR
Emerson Electric CO

Industrials
1.08K
+ 2.88%
$128.6 - $149.63 $139K - $162K
38.6K $5.06B
PICK
Ishares Inc Msci Global Select

ETFs
1.38K
New
$37.92 - $44.52 $52.1K - $61.2K
1.38K $61.2M
CGCP
Capital Group Core Plus Income

ETFs
1.5K
+ 1.22%
$22.27 - $22.95 $33.4K - $34.4K
125K $2.83B
TREX
Trex CO Inc

Industrials
1.16K
New
$50.48 - $68.49 $58.7K - $79.6K
1.16K $60M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.2K
New
N/A
1.2K $60M
RIO
Rio Tinto PLC

Basic Materials
199
+ 3.29%
$57.66 - $66.01 $11.5K - $13.1K
6.26K $413M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 0.42%
$435.72 - $463.74 $4.36K - $4.64K
2.39K $1.11B
AMZN
Amazon Com Inc

Consumer Cyclical
176
+ 0.16%
$211.65 - $238.24 $37.3K - $41.9K
111K $24.4B
AFL
Aflac Inc

Financial Services
476
+ 55.67%
$98.09 - $111.7 $46.7K - $53.2K
1.33K $149M
ARMK
Aramark

Industrials
1.52K
+ 3892.31%
$37.46 - $44.15 $56.9K - $67K
1.56K $59.8M
LNW
Light & Wonder, Inc.

Consumer Cyclical
686
New
$77.87 - $101.11 $53.4K - $69.4K
686 $57.6M
FFIV
F5, Inc.

Technology
127
+ 22.56%
$290.76 - $334.59 $36.9K - $42.5K
690 $223M
HRB
H&R Block Inc

Consumer Cyclical
1.13K
New
$49.28 - $56.76 $55.8K - $64.3K
1.13K $57.3M
Ge Healthcare Technologies Inc Common Stock
732
+ 34.35%
N/A
2.86K $215M
SYF
Synchrony Financial

Financial Services
755
+ 96.92%
$67.53 - $76.86 $51K - $58K
1.53K $109M
HWM
Howmet Aerospace Inc.

Industrials
244
+ 27.29%
$171.0 - $196.23 $41.7K - $47.9K
1.14K $223M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
1K
New
$46.93 - $58.5 $46.9K - $58.5K
1K $55.9M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.03K
+ 15.87%
$42.43 - $45.05 $43.9K - $46.6K
7.55K $332M
ALE
Allete Inc

Utilities
835
+ 1043.75%
$62.45 - $66.45 $52.1K - $55.5K
915 $60.8M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.86K
+ 310.17%
$22.95 - $31.03 $42.7K - $57.7K
2.46K $68.7M
HSY
Hershey CO

Consumer Defensive
195
+ 23.67%
$161.95 - $193.45 $31.6K - $37.7K
1.02K $191M
HOMB
Home Bancshares Inc

Financial Services
1.9K
+ 505.87%
$27.55 - $30.19 $52.3K - $57.3K
2.27K $64.3M
CAMT
Camtek LTD

Technology
510
New
$82.04 - $98.93 $41.8K - $50.5K
510 $53.6M
BCS
Barclays PLC

Financial Services
2.4K
+ 130.88%
$17.88 - $21.05 $42.9K - $50.5K
4.23K $87.5M
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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