Rothschild Investment LLC Incresed Positions in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Forward Air Corp Com
270K
+ 337481.25%
N/A
270K $6.92B
NKE
Nike, Inc.

Consumer Cyclical
84.8K
+ 110.07%
$69.24 - $79.24 $5.87M - $6.72M
162K $11.3B
BX
Blackstone Inc.

Financial Services
511
+ 0.26%
$152.77 - $188.68 $78.1K - $96.4K
199K $34B
CGGO
Capital Group Global Growth Eq

ETFs
86K
+ 56.77%
$31.71 - $34.17 $2.73M - $2.94M
238K $8.12B
JNJ
Johnson & Johnson

Healthcare
59
+ 0.06%
$155.17 - $185.42 $9.16K - $10.9K
98K $18.2B
CGDV
Capital Group Divid Value ETF

ETFs
61K
+ 40.51%
$39.59 - $42.21 $2.42M - $2.58M
212K $8.9B
GD
General Dynamics Corp

Industrials
1.11K
+ 2.34%
$293.92 - $341.0 $327K - $380K
48.6K $16.6B
GE
General Electric CO

Industrials
502
+ 1.06%
$244.75 - $305.63 $123K - $153K
47.8K $14.4B
SYLD
Cambria Shareholder Yld ETF

ETFs
18.8K
+ 8.81%
$63.93 - $70.45 $1.2M - $1.33M
232K $16B
Capital Group Dividend Growers ETF
35.8K
+ 6.66%
N/A
573K $19.8B
AVUV
American Centy ETF Tr Avantis

ETFs
1.23K
+ 0.68%
$90.37 - $102.12 $111K - $126K
183K $18.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
380
+ 1.41%
$617.65 - $666.84 $235K - $253K
27.3K $18.2B
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 0.31%
$293.94 - $444.72 $9.41K - $14.2K
10.5K $4.67B
CMI
Cummins Inc

Industrials
537
+ 4.62%
$327.85 - $426.39 $176K - $229K
12.2K $5.14B
DHR
Danaher Corp

Healthcare
6.38K
+ 119.3%
$181.46 - $212.2 $1.16M - $1.35M
11.7K $2.33B
RTX
Raytheon Technologies Corp

Industrials
3.49K
+ 11.25%
$144.19 - $167.33 $503K - $584K
34.5K $5.78B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
288
+ 0.45%
$459.11 - $506.91 $132K - $146K
64.2K $32.3B
HD
Home Depot, Inc.

Consumer Cyclical
427
+ 1.57%
$357.4 - $423.42 $153K - $181K
27.6K $11.2B
INTC
Intel Corp

Technology
25.9K
+ 84.67%
$19.31 - $35.5 $500K - $919K
56.5K $1.9B
WMT
Walmart Inc.

Consumer Defensive
7.2K
+ 8.43%
$94.4 - $104.27 $679K - $750K
92.6K $9.54B
PLTR
Palantir Technologies Inc.

Technology
1.01K
+ 4.82%
$130.68 - $186.97 $131K - $188K
21.8K $3.99B
AMD
Advanced Micro Devices Inc

Technology
1.37K
+ 3.36%
$134.8 - $184.42 $184K - $252K
42.1K $6.81B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.8K
+ 18.04%
$62.54 - $68.42 $676K - $740K
70.7K $4.78B
PSX
Phillips 66

Energy
2.16K
+ 5.55%
$118.37 - $139.46 $256K - $302K
41.1K $5.59B
BLD
Top Build Corp

Industrials
175
+ 1.35%
$343.19 - $443.31 $60.1K - $77.6K
13.2K $5.15B
VIG
Vanguard Dividend Appreciation

ETFs
114
+ 0.14%
N/A
81.3K $17.5B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8.25K
+ 37.26%
$71.86 - $87.45 $592K - $721K
30.4K $2.53B
STX
Seagate Technology Holdings PLC

Technology
51
+ 0.56%
$142.01 - $236.06 $7.24K - $12K
9.18K $2.17B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.34K
+ 2.98%
$65.91 - $70.63 $352K - $377K
185K $12.9B
KR
Kroger CO

Consumer Defensive
12.6K
+ 156.56%
$64.52 - $74.35 $810K - $934K
20.6K $1.39B
ETN
Eaton Corp PLC

Industrials
1.36K
+ 7.87%
$342.99 - $392.76 $467K - $535K
18.7K $6.99B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
11.3K
+ 52.85%
$56.98 - $61.66 $646K - $699K
32.8K $2.01B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.07K
+ 1.03%
$53.81 - $57.52 $111K - $119K
203K $11.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 0.55%
$224.68 - $282.71 $16.2K - $20.4K
13.2K $3.69B
RBLX
Roblox Corp

Communication Services
5.03K
+ 1533.84%
$100.65 - $141.56 $506K - $712K
5.36K $742M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.21K
+ 1337.92%
$171.01 - $228.24 $549K - $733K
3.45K $738M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.13K
+ 201.42%
$185.88 - $207.44 $581K - $649K
4.68K $941M
MRVL
Marvell Technology, Inc.

Technology
1.8K
+ 2.42%
$62.31 - $84.07 $112K - $152K
76.5K $6.43B
WETF
Wisdom Tree Investments, Inc.

Financial Services
416
+ 0.15%
N/A
269K $3.74B
GM
General Motors CO

Consumer Cyclical
8.3K
+ 69.41%
$48.89 - $61.24 $406K - $508K
20.2K $1.23B
SNOW
Snowflake Inc.

Technology
2.82K
+ 64.0%
$191.73 - $241.0 $540K - $679K
7.22K $1.63B
MDB
Mongo Db, Inc.

Technology
542
+ 11.76%
$201.0 - $334.87 $109K - $181K
5.15K $1.6B
VRSN
Verisign Inc

Technology
2.26K
+ 1148.73%
$263.02 - $305.98 $595K - $692K
2.46K $688M
LYFT
Lyft, Inc.

Technology
28.5K
+ 142300.0%
$13.41 - $22.93 $382K - $653K
28.5K $627M
DVN
Devon Energy Corp

Energy
10.4K
+ 13.14%
$31.75 - $36.99 $329K - $383K
89.2K $3.13B
BAC
Bank Of America Corp

Financial Services
871
+ 0.65%
$44.92 - $52.42 $39.1K - $45.7K
135K $6.96B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.6K
+ 5.92%
$52.39 - $53.11 $555K - $563K
189K $10B
QCOM
Qualcomm Inc

Technology
986
+ 1.58%
$145.84 - $173.55 $144K - $171K
63.5K $10.6B
Ishares Bitcoin Trust ETF
6.57K
+ 15.39%
N/A
49.3K $3.2B
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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