Rothschild Investment LLC Incresed Positions in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYG
Ishares Tr

ETFs
1.51K
+ 571.97%
$64.2 - $71.76 $96.9K - $108K
1.77K $126M
PLTR
Palantir Technologies Inc.

Technology
968
+ 16.37%
$24.09 - $37.95 $23.3K - $36.7K
6.88K $256M
MSTR
Microstrategy Inc

Technology
3.15K
+ 892.07%
$114.3 - $1800.09 $360K - $5.67M
3.5K $590M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.41K
+ 29.33%
$49.83 - $62.75 $120K - $151K
10.6K $611M
EUDG
Wisdomtree Tr

ETFs
2.83K
+ 5145.45%
$31.48 - $34.45 $89.1K - $97.5K
2.89K $98.4M
CTAS
Cintas Corp

Industrials
2.18K
+ 304.62%
$201.38 - $819.83 $438K - $1.78M
2.89K $595M
GRAB
Grab Holdings LTD

Technology
24.8K
+ 5118.18%
$3.12 - $3.86 $77.3K - $95.6K
25.3K $96M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
1.63K
+ 11.54%
N/A
15.7K $784M
STX
Seagate Technology Holdings PLC

Technology
245
+ 2.52%
$92.1 - $110.76 $22.6K - $27.1K
9.96K $1.09B
EQIX
Equinix Inc

Real Estate
16
+ 2.91%
$749.0 - $890.01 $12K - $14.2K
565 $502M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
4.49K
+ 9.14%
$11.89 - $12.87 $53.4K - $57.8K
53.7K $679M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
4.5K
+ 3.56%
$10.1 - $10.68 $45.5K - $48.1K
131K $1.38B
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
5K
+ 9.96%
$10.22 - $10.92 $51.1K - $54.6K
55.2K $597M
AEP
American Electric Power CO Inc

Utilities
59
+ 1.19%
$87.11 - $104.95 $5.14K - $6.19K
5K $513M
MAA
Mid America Apartment Communities Inc.

Real Estate
68
+ 1.66%
$138.8 - $166.65 $9.44K - $11.3K
4.16K $660M
WRB
Berkley W R Corp

Financial Services
6.16K
+ 49.22%
$51.54 - $79.62 $318K - $491K
18.7K $1.06B
ARKG
Ark Genomic Revolution ETF (De

ETFs
2K
+ 17.94%
$22.89 - $27.41 $45.8K - $54.8K
13.2K $337M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
200
+ 1.06%
$53.41 - $57.9 $10.7K - $11.6K
19K $1.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
196
+ 2.38%
$77.02 - $85.06 $15.1K - $16.7K
8.43K $712M
IYF
Ishares Tr

ETFs
670
+ 257.69%
$93.83 - $105.05 $62.9K - $70.4K
930 $96.6M
RF
Regions Financial Corp

Financial Services
96
+ 0.46%
$19.51 - $23.42 $1.87K - $2.25K
20.9K $489M
ZTS
Zoetis Inc.

Healthcare
9
+ 0.29%
$172.58 - $196.48 $1.55K - $1.77K
3.09K $603M
VMO
Invesco Municipal Opportunity Trust

Financial Services
5.5K
+ 8.69%
$9.87 - $10.38 $54.3K - $57.1K
68.8K $707M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
35
+ 0.27%
$47.78 - $62.75 $1.67K - $2.2K
13K $758M
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 1.67%
$156.14 - $187.2 $5.46K - $6.55K
2.13K $394M
Peakstone Realty Trust Common Shares
4.83K
+ 48250.0%
N/A
4.84K $65.9M
Veralto Corp Com Shs
116
+ 3.6%
N/A
3.34K $373M
IEMG
Ishares Inc

ETFs
1.01K
+ 56.84%
$53.64 - $53.64 $54.4K - $54.4K
2.8K $161M
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.05%
$107.72 - $119.96 $431 - $480
8.45K $1.01B
ICE
Intercontinental Exchange, Inc.

Financial Services
83
+ 4.26%
$136.93 - $162.81 $11.4K - $13.5K
2.03K $326M
Flutter Entmt PLC Shs
200
+ 98.04%
N/A
404 $95.9M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
4.5K
+ 37.5%
$10.89 - $16.24 $49K - $73.1K
16.5K $220M
UHT
Universal Health Realty Income Trust

Real Estate
10
+ 0.12%
$38.06 - $46.56 $381 - $466
8.66K $396M
ODFL
Old Dominion Freight Line, Inc.

Industrials
178
+ 17.89%
$178.41 - $210.18 $31.8K - $37.4K
1.17K $233M
PHM
Pultegroup Inc

Consumer Cyclical
322
+ 113.78%
$103.95 - $144.98 $33.5K - $46.7K
605 $86.8M
CME
Cme Group Inc.

Financial Services
23
+ 1.15%
$193.43 - $220.62 $4.45K - $5.07K
2.02K $445M
PHO
Invesco Exchange Traded Fd Tr

ETFs
700
+ 107.69%
$63.82 - $70.54 $44.7K - $49.4K
1.35K $95.2M
MOD
Modine Manufacturing CO

Consumer Cyclical
99
+ 8.38%
$94.6 - $133.72 $9.37K - $13.2K
1.28K $170M
PLD
Prologis, Inc.

Real Estate
105
+ 3.88%
$111.95 - $132.43 $11.8K - $13.9K
2.81K $355M
ETN
Eaton Corp PLC

Industrials
30
+ 1.35%
$272.52 - $333.02 $8.18K - $9.99K
2.25K $745M
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
2.5K
+ 5.54%
$10.11 - $10.82 $25.3K - $27.1K
47.6K $509M
CDAY
Ceridian Hcm Holding Inc.

Technology
639
+ 78.4%
N/A
1.45K $89.1M
CHTR
Charter Communications, Inc.

Communication Services
50
+ 3.94%
$290.56 - $383.07 $14.5K - $19.2K
1.32K $427M
NOW
Service Now, Inc.

Technology
15
+ 4.84%
$730.87 - $937.36 $11K - $14.1K
325 $291M
WETF
Wisdom Tree Investments, Inc.

Financial Services
2.84K
+ 1.26%
N/A
228K $2.28B
BFB
Brown Forman Corp Cl B
800
+ 81.63%
N/A
1.78K $87.6M
FUL
Fuller H B CO

Basic Materials
45
+ 0.26%
$75.6 - $86.2 $3.4K - $3.88K
17.1K $1.36B
MAS
Masco Corp

Industrials
39
+ 1.63%
$64.7 - $83.94 $2.52K - $3.27K
2.43K $204M
SNY
Sanofi

Healthcare
66
+ 1.57%
$48.54 - $58.53 $3.2K - $3.86K
4.27K $246M
Activity Summary
Buys All Purchases 1834 New Holdings 231 Increased Positions 1603 Sells All Sells 510 Reductions 506 Sold out 4 Options Calls 0 Puts 0
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