Rothschild Investment LLC Incresed Positions in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
120
+ 0.32%
$53.9 - $63.11 $6.47K - $7.57K
37.1K $2.26B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
424
+ 24.41%
$408.78 - $448.82 $173K - $190K
2.16K $907M
ACI
Albertsons Companies, Inc.

Consumer Defensive
5
+ 0.01%
$19.58 - $22.02 $97.9 - $110
69.8K $1.54B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.74K
+ 9.0%
$51.52 - $52.37 $141K - $143K
33.2K $1.74B
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 0.08%
$402.33 - $489.71 $1.21K - $1.47K
3.74K $1.72B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.32K
+ 17.17%
$53.6 - $58.97 $178K - $196K
22.7K $1.24B
NI
Nisource Inc.

Utilities
36
+ 0.08%
$35.57 - $41.23 $1.28K - $1.48K
44.1K $1.77B
IWD
Ishares Russell 1000 Val ETF

ETFs
301
+ 1.04%
$182.82 - $196.21 $55K - $59.1K
29.2K $5.5B
VIG
Vanguard Dividend Appreciation

ETFs
1.49K
+ 1.85%
N/A
81.8K $15.9B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.31K
+ 5.65%
$81.83 - $82.73 $107K - $108K
24.5K $2.03B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.6K
+ 12.53%
$51.45 - $58.51 $391K - $445K
68.2K $3.53B
ENB
Enbridge Inc

Energy
2K
+ 14.42%
$41.54 - $45.45 $83.1K - $90.9K
15.9K $703M
IWB
Ishares Tr Russell 1000 ETF

ETFs
375
+ 68.31%
$302.31 - $337.54 $113K - $127K
924 $283M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.5K
+ 20.83%
$39.61 - $42.65 $99.1K - $107K
14.5K $592M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.1K
+ 23.56%
$91.45 - $91.75 $101K - $101K
5.78K $530M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.1K
+ 74.07%
$31.3 - $34.5 $97K - $107K
7.28K $236M
VLO
Valero Energy Corp

Energy
308
+ 5.14%
$121.76 - $142.99 $37.5K - $44K
6.3K $832M
RYE
Invesco Exchange Traded Fd Tr

ETFs
726
+ 10.57%
N/A
7.59K $622M
STWD
Starwood Property Trust, Inc.

Real Estate
975
+ 1.03%
$18.41 - $20.53 $17.9K - $20K
96K $1.9B
PG
Procter & Gamble CO

Consumer Defensive
136
+ 0.53%
$158.56 - $176.26 $21.6K - $24K
25.9K $4.42B
MDLZ
Mondelez International, Inc.

Consumer Defensive
447
+ 5.71%
$56.12 - $68.15 $25.1K - $30.5K
8.27K $561M
AEP
American Electric Power CO Inc

Utilities
26
+ 0.49%
$90.32 - $109.27 $2.35K - $2.84K
5.33K $583M
INTC
Intel Corp

Technology
457
+ 1.48%
$19.1 - $27.39 $8.73K - $12.5K
31.3K $711M
TRV
Travelers Companies, Inc.

Financial Services
25
+ 0.69%
$232.43 - $265.13 $5.81K - $6.63K
3.66K $968M
EME
Emcor Group, Inc.

Industrials
251
+ 1568.75%
$361.16 - $535.99 $90.7K - $135K
267 $98.7M
NOC
Northrop Grumman Corp

Industrials
13
+ 0.66%
$433.45 - $513.82 $5.63K - $6.68K
1.98K $1.01B
TGT
Target Corp

Consumer Defensive
2.23K
+ 48.29%
$103.65 - $142.5 $231K - $317K
6.84K $714M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.05K
+ 0.82%
$30.59 - $33.02 $32.2K - $34.8K
129K $4.11B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
60
+ 3.49%
$80.53 - $147.57 $4.83K - $8.85K
1.78K $235M
ARCC
Ares Capital Corp

Financial Services
3.32K
+ 5.9%
$21.28 - $23.81 $70.5K - $78.9K
59.5K $1.32B
BAX
Baxter International Inc

Healthcare
481
+ 3.44%
$29.26 - $36.57 $14.1K - $17.6K
14.5K $496M
VEA
Vanguard Ftse Developed Market

ETFs
1.49K
+ 40.3%
$47.4 - $52.99 $70.6K - $79K
5.19K $264M
ELV
Elevance Health, Inc.

Healthcare
102
+ 16.06%
$365.9 - $436.25 $37.3K - $44.5K
737 $321M
PGR
Progressive Corp

Financial Services
56
+ 3.5%
$235.61 - $291.22 $13.2K - $16.3K
1.66K $469M
CME
Cme Group Inc.

Financial Services
55
+ 2.59%
$225.82 - $266.54 $12.4K - $14.7K
2.18K $579M
KMB
Kimberly Clark Corp

Consumer Defensive
110
+ 1.91%
$124.46 - $147.4 $13.7K - $16.2K
5.88K $837M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
270
+ 1.39%
$58.01 - $64.46 $15.7K - $17.4K
19.7K $1.23B
Nano Nuclear Energy Inc Com
2.68K
+ 78.59%
N/A
6.09K $161M
Gsk PLC Sponsored Adr
396
+ 3.33%
N/A
12.3K $475M
CGCP
Capital Group Core Plus Income

ETFs
1.95K
+ 1.63%
$21.94 - $22.64 $42.8K - $44.1K
122K $2.74B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
64
+ 3.61%
$208.48 - $244.03 $13.3K - $15.6K
1.84K $449M
ACHR
Archer Aviation Inc.

Industrials
10.1K
+ 3892.31%
$6.8 - $11.51 $68.8K - $116K
10.4K $73.8M
BSX
Boston Scientific Corp

Healthcare
200
+ 4.55%
$89.38 - $106.18 $17.9K - $21.2K
4.59K $463M
WFC
Wells Fargo & Company

Financial Services
352
+ 1.24%
$66.78 - $81.42 $23.5K - $28.7K
28.7K $2.06B
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 1.06%
$211.3 - $272.83 $2.96K - $3.82K
1.34K $357M
LNG
Cheniere Energy, Inc.

Energy
201
+ 19.73%
$209.32 - $253.66 $42.1K - $51K
1.22K $282M
KR
Kroger CO

Consumer Defensive
155
+ 1.96%
$58.36 - $67.72 $9.05K - $10.5K
8.05K $545M
EVN
Eaton Vance Municipal Income Trust

Financial Services
3K
+ 1.46%
$9.91 - $10.78 $29.7K - $32.3K
208K $2.14B
WMB
Williams Companies, Inc.

Energy
202
+ 2.32%
$54.02 - $61.09 $10.9K - $12.3K
8.91K $533M
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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