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
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3
+ 25.0%
$125.01 - $201.52 $375 - $605
15 $1.88M
VCYT
Veracyte, Inc.

Healthcare
20
+ 17.39%
$29.65 - $46.14 $593 - $923
135 $4M
TRN
Trinity Industries Inc

Industrials
10
+ 8.2%
$28.06 - $39.45 $281 - $395
132 $3.7M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
35
+ 35.0%
$32.3 - $53.15 $1.13K - $1.86K
135 $4.53M
CABO
Cable One, Inc.

Communication Services
1
+ 11.11%
$226.48 - $373.32 $226 - $373
10 $2.66M
U
Unity Software Inc.

Technology
5
+ 2.04%
$19.44 - $28.34 $97.2 - $142
250 $4.9M
JOBY
Joby Aviation, Inc.

Industrials
210
+ 23.46%
$5.99 - $10.27 $1.26K - $2.16K
1.11K $6.65M
WULF
Terawulf Inc.

Financial Services
100
+ 30.77%
$2.73 - $6.82 $273 - $682
425 $1.16M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
60
+ 22.14%
$18.53 - $29.07 $1.11K - $1.74K
331 $6.28M
Neumora Therapeutics Inc. Com
300
+ 285.71%
N/A
405 $405K
RDNT
Rad Net, Inc.

Healthcare
15
+ 20.0%
$45.92 - $72.75 $689 - $1.09K
90 $4.48M
GERN
Geron Corp

Healthcare
120
+ 23.76%
$1.59 - $3.6 $191 - $432
625 $994K
QS
Quantum Scape Corp

Consumer Cyclical
25
+ 2.86%
$4.15 - $6.58 $104 - $165
900 $3.74M
ALGT
Allegiant Travel CO

Industrials
5
+ 20.0%
$51.65 - $105.3 $258 - $527
30 $1.55M
KEYS
Keysight Technologies, Inc.

Technology
12
+ 5.0%
$148.16 - $185.11 $1.78K - $2.22K
252 $37.7M
CRGY
Crescent Energy CO

Energy
11
+ 3.93%
$10.3 - $16.74 $113 - $184
291 $3.27M
RJF
Raymond James Financial Inc

Financial Services
47
+ 10.49%
$137.62 - $172.64 $6.47K - $8.11K
495 $68.8M
BANR
Banner Corp

Financial Services
10
+ 2.04%
$62.19 - $71.35 $622 - $714
500 $31.9M
PKI
Perkinelmer Inc

Healthcare
2
+ 1.11%
N/A
182 $19.3M
WHD
Cactus, Inc.

Energy
5
+ 5.88%
$43.48 - $63.78 $217 - $319
90 $4.13M
VCV
Invesco California Value Municipal Income Trust

Financial Services
22
+ 0.67%
$10.54 - $11.28 $232 - $248
3.3K $35M
XMTR
Xometry, Inc.

Industrials
15
+ 21.43%
$23.04 - $43.2 $346 - $648
85 $2.12M
Hut 8 Corp Com
5
+ 4.55%
N/A
115 $1.34M
JANX
Janux Therapeutics, Inc.

Healthcare
5
+ 12.5%
$27.0 - $57.81 $135 - $289
45 $1.22M
DXC
Dxc Technology CO

Technology
15
+ 3.7%
$16.43 - $22.61 $246 - $339
420 $7.16M
APP
App Lovin Corp

Technology
1
+ 4.35%
$238.08 - $510.13 $238 - $510
24 $6.36M
WK
Workiva Inc

Technology
10
+ 18.18%
$75.91 - $114.09 $759 - $1.14K
65 $4.93M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2
+ 0.26%
$25.58 - $29.24 $51.2 - $58.5
777 $20.4M
UHAL
Amerco

Industrials
3
+ 0.77%
$62.22 - $74.71 $187 - $224
393 $25.7M
HBI
Hanesbrands Inc.

Consumer Cyclical
155
+ 16.76%
$5.76 - $8.6 $893 - $1.33K
1.08K $6.23M
SITM
Sitime Corp

Technology
3
+ 10.34%
$150.28 - $257.0 $451 - $771
32 $4.89M
INOD
Innodata Inc

Technology
15
+ 2.86%
$33.19 - $64.17 $498 - $963
540 $19.4M
FICO
Fair Isaac Corp

Technology
1
+ 4.55%
$1695.35 - $2030.47 $1.7K - $2.03K
23 $42.4M
GPS
Gap Inc

Consumer Cyclical
5
+ 0.97%
N/A
523 $10.8M
PHM
Pultegroup Inc

Consumer Cyclical
23
+ 3.59%
$101.09 - $118.51 $2.33K - $2.73K
664 $68.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 1.65%
$175.5 - $209.86 $878 - $1.05K
308 $55.9M
GBX
Greenbrier Companies Inc

Industrials
5
+ 2.63%
$51.22 - $70.7 $256 - $354
195 $9.99M
ABCB
Ameris Bancorp

Financial Services
10
+ 2.25%
$55.56 - $68.47 $556 - $685
455 $26.2M
LUMN
Lumen Technologies, Inc.

Communication Services
215
+ 11.88%
$3.92 - $5.92 $843 - $1.27K
2.03K $7.94M
BCO
Brinks CO

Industrials
45
+ 5.33%
$83.39 - $96.29 $3.75K - $4.33K
890 $76.7M
OMC
Omnicom Group Inc.

Communication Services
3
+ 0.48%
$79.43 - $88.34 $238 - $265
629 $52.2M
CRDO
Credo Technology Group Holding LTD

Technology
85
+ 44.74%
$39.45 - $85.5 $3.35K - $7.27K
275 $11M
SPMD
Spdr Portfolio

ETFs
2
+ 0.38%
$50.21 - $57.73 $100 - $115
529 $27M
AAOI
Applied Optoelectronics, Inc.

Technology
15
+ 15.0%
$14.15 - $37.9 $212 - $569
115 $1.77M
FRPT
Freshpet, Inc.

Consumer Defensive
5
+ 13.51%
$83.17 - $162.59 $416 - $813
42 $3.49M
VFC
V F Corp

Consumer Cyclical
15
+ 3.7%
$15.52 - $26.93 $233 - $404
420 $6.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
40
+ 3.03%
$23.16 - $27.04 $926 - $1.08K
1.36K $31.8M
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 2.38%
$460.39 - $552.64 $921 - $1.11K
86 $41.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.37%
$64.88 - $72.1 $195 - $216
808 $53.1M
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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