Rothschild Investment LLC Incresed Positions in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PINS
Pinterest, Inc.

Communication Services
9
+ 1.64%
$28.24 - $34.15 $254 - $307
559 $16.2M
FNDX
Schwab Fundamental U S Large C

ETFs
5.06K
+ 200.0%
$23.49 - $71.77 $119K - $363K
7.58K $180M
RUN
Sunrun Inc.

Technology
19
+ 7.72%
$9.13 - $17.5 $173 - $333
265 $2.45M
RGEN
Repligen Corp

Healthcare
1
+ 0.22%
$123.41 - $160.92 $123 - $161
452 $65.1M
FIW
First Trust Water ETF

ETFs
1
+ 0.33%
$102.02 - $110.91 $102 - $111
301 $30.7M
HLN
Haleon PLC

Healthcare
221
+ 5.06%
$9.23 - $10.71 $2.04K - $2.37K
4.59K $43.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
35
+ 0.23%
$35.96 - $39.8 $1.26K - $1.39K
15K $562M
EWC
Ishares Msci Canada ETF

ETFs
50
+ 1.37%
$39.64 - $43.28 $1.98K - $2.16K
3.69K $149M
Biohaven LTD Com
20
+ 7.41%
N/A
290 $10.8M
TMDX
Trans Medics Group, Inc.

Healthcare
5
+ 15.63%
$59.28 - $144.9 $296 - $725
37 $2.31M
BXP
Boston Properties Inc

Real Estate
10
+ 1.74%
$73.33 - $89.72 $733 - $897
585 $43.5M
CNC
Centene Corp

Healthcare
138
+ 18.21%
$56.71 - $73.94 $7.83K - $10.2K
896 $54.3M
FTV
Fortive Corp

Technology
18
+ 1.7%
$71.16 - $79.68 $1.28K - $1.43K
1.08K $80.7M
LUMN
Lumen Technologies, Inc.

Communication Services
55
+ 3.13%
$5.31 - $10.12 $292 - $557
1.81K $9.61M
EL
Estee Lauder Companies Inc

Consumer Defensive
96
+ 22.86%
$62.74 - $97.24 $6.02K - $9.34K
516 $38.7M
EUDG
Wisdomtree Tr

ETFs
307
+ 10.64%
$29.79 - $33.83 $9.15K - $10.4K
3.19K $95.1M
DTE
Dte Energy CO

Utilities
58
+ 4.3%
$117.04 - $129.77 $6.79K - $7.53K
1.41K $170M
HPQ
Hp Inc

Technology
43
+ 2.94%
$32.46 - $39.3 $1.4K - $1.69K
1.51K $49.2M
CLF
Cleveland Cliffs Inc.

Basic Materials
6
+ 0.59%
$9.24 - $13.94 $55.4 - $83.6
1.02K $9.54M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.87K
+ 101.25%
$22.63 - $47.53 $42.3K - $88.9K
3.72K $84.4M
IT
Gartner Inc

Technology
3
+ 1.3%
$481.22 - $551.8 $1.44K - $1.66K
233 $113M
ACGL
Arch Capital Group Ltd.

Financial Services
31
+ 9.12%
$88.71 - $114.86 $2.75K - $3.56K
371 $34.3M
XLP
Consumer Staples Sector Spdr

ETFs
5
+ 0.52%
N/A
968 $76.1M
TTE
Total Energies Se

Energy
65
+ 8.56%
N/A
824 $44.9M
Cooper Cos Inc Com
2
+ 0.84%
N/A
240 $22.1M
GUT
Gabelli Utility Trust

Financial Services
590
+ 1.37%
$4.99 - $5.44 $2.94K - $3.21K
43.6K $219M
VICI
Vici Properties Inc.

Real Estate
85
+ 5.06%
$28.27 - $33.19 $2.4K - $2.82K
1.76K $51.5M
EQR
Equity Residential

Real Estate
33
+ 1.27%
$69.12 - $77.48 $2.28K - $2.56K
2.64K $189M
GTY
Getty Realty Corp

Real Estate
15
+ 0.49%
$29.81 - $33.31 $447 - $500
3.07K $92.5M
TECH
Bio Techne Corp

Healthcare
83
+ 5.89%
$66.37 - $78.17 $5.51K - $6.49K
1.49K $108M
VTV
Vanguard Value ETF

ETFs
51
+ 1.96%
$168.32 - $181.87 $8.58K - $9.28K
2.66K $450M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
67
+ 0.46%
$22.39 - $23.45 $1.5K - $1.57K
14.6K $335M
ECL
Ecolab Inc.

Basic Materials
15
+ 3.56%
$234.32 - $261.43 $3.51K - $3.92K
436 $102M
PM
Philip Morris International Inc.

Consumer Defensive
105
+ 0.61%
$118.38 - $133.06 $12.4K - $14K
17.3K $2.08B
CE
Celanese Corp

Basic Materials
110
+ 55.84%
$67.03 - $136.68 $7.37K - $15K
307 $21.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.4K
+ 206.99%
$26.93 - $84.95 $470K - $1.48M
25.9K $707M
CMS
Cms Energy Corp

Utilities
8
+ 0.5%
$65.76 - $71.94 $526 - $576
1.6K $107M
SONY
Sony Group Corp

Technology
5.02K
+ 337.43%
$17.53 - $96.8 $88K - $486K
6.51K $138M
VOD
Vodafone Group Public LTD CO

Communication Services
320
+ 5.53%
$8.37 - $9.95 $2.68K - $3.18K
6.11K $51.9M
TTC
Toro CO

Industrials
5
+ 0.5%
$80.1 - $88.44 $401 - $442
1.01K $80.5M
BDC
Belden Inc.

Technology
5
+ 0.32%
$112.15 - $131.43 $561 - $657
1.55K $175M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
81
+ 3.0%
$44.04 - $49.49 $3.57K - $4.01K
2.78K $122M
CGSD
Capital Grp Core Plus Income E
1.45K
+ 0.89%
N/A
165K $4.23B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
331
+ 1.74%
$56.06 - $61.35 $18.6K - $20.3K
19.3K $1.09B
MHK
Mohawk Industries Inc

Consumer Cyclical
10
+ 4.98%
$116.82 - $161.27 $1.17K - $1.61K
211 $25.1M
VIG
Vanguard Dividend Appreciation

ETFs
868
+ 1.09%
N/A
80.3K $15.7B
EMN
Eastman Chemical CO

Basic Materials
6
+ 1.54%
$90.03 - $110.64 $540 - $664
396 $36.2M
HUM
Humana Inc

Healthcare
33
+ 13.1%
$233.89 - $304.18 $7.72K - $10K
285 $72.3M
AES
Aes Corp

Utilities
7
+ 0.66%
$12.44 - $20.24 $87.1 - $142
1.07K $13.8M
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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