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
EXPE
Expedia Group, Inc.

Consumer Cyclical
11
+ 4.55%
$157.11 - $206.52 $1.73K - $2.27K
253 $42.5M
JHX
James Hardie Industries PLC

Basic Materials
82
+ 13.02%
$23.56 - $34.63 $1.93K - $2.84K
712 $16.8M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
50
+ 0.51%
$26.34 - $31.72 $1.32K - $1.59K
9.86K $273M
NXPI
Nxp Semiconductors N.V.

Technology
46
+ 7.07%
$189.99 - $245.86 $8.74K - $11.3K
697 $132M
MCY
Mercury General Corp

Financial Services
20
+ 5.19%
$47.18 - $65.75 $944 - $1.32K
405 $22.6M
DCOM
Dime Community Bancshares, Inc.

Financial Services
10
+ 0.87%
$27.05 - $33.89 $271 - $339
1.15K $32.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
10
+ 5.0%
$103.02 - $140.69 $1.03K - $1.41K
210 $22.2M
ADI
Analog Devices Inc

Technology
26
+ 3.38%
$201.56 - $243.82 $5.24K - $6.34K
795 $160M
TTEK
Tetra Tech Inc

Industrials
5
+ 1.61%
$28.26 - $42.58 $141 - $213
315 $9.21M
SOUN
Soundhound Ai, Inc.

Technology
90
+ 27.27%
$8.12 - $20.62 $731 - $1.86K
420 $3.41M
Biohaven LTD Com
25
+ 8.62%
N/A
315 $7.57M
MOD
Modine Manufacturing CO

Consumer Cyclical
833
+ 48.43%
$76.06 - $142.68 $63.4K - $119K
2.55K $196M
TNET
Trinet Group, Inc.

Industrials
20
+ 4.33%
$66.51 - $95.72 $1.33K - $1.91K
482 $38.2M
AA
Alcoa Corp

Basic Materials
15
+ 2.49%
$30.5 - $39.53 $458 - $593
617 $18.8M
SOFI
So Fi Technologies, Inc.

Financial Services
30
+ 2.64%
$11.18 - $18.03 $335 - $541
1.17K $13.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.99%
$82.81 - $92.93 $1.32K - $1.49K
1.64K $139M
MCO
Moodys Corp

Financial Services
2
+ 0.29%
$437.8 - $527.48 $876 - $1.05K
683 $318M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.61%
$192.6 - $233.2 $193 - $233
164 $32.4M
RIOT
Riot Blockchain, Inc.

Technology
120
+ 6.76%
$7.12 - $13.54 $854 - $1.62K
1.89K $13.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
6
+ 0.49%
$33.21 - $53.49 $199 - $321
1.24K $41.2M
RF
Regions Financial Corp

Financial Services
1.69K
+ 7.22%
$20.84 - $24.77 $35.3K - $42K
25.2K $547M
DORM
Dorman Products, Inc.

Consumer Cyclical
11
+ 1.49%
$120.54 - $134.79 $1.33K - $1.48K
751 $90.5M
FRT
Federal Realty Investment Trust

Real Estate
5
+ 1.21%
$94.7 - $111.82 $474 - $559
419 $41M
Atmus Filtration Technologies Com
12
+ 0.51%
N/A
2.39K $87.7M
HAL
Halliburton CO

Energy
409
+ 4.69%
$24.15 - $29.9 $9.88K - $12.2K
9.12K $231M
Atlassian Corporation Cl A
3
+ 1.47%
N/A
207 $43.9M
CDW
Cdw Corp

Technology
19
+ 2.97%
$160.26 - $206.13 $3.04K - $3.92K
658 $105M
AMBA
Ambarella Inc

Technology
15
+ 4.84%
$48.94 - $82.94 $734 - $1.24K
325 $16.4M
BOH
Bank Of Hawaii Corp

Financial Services
10
+ 0.33%
$65.97 - $75.81 $660 - $758
3.06K $211M
ADSK
Autodesk, Inc.

Technology
15
+ 4.76%
N/A
330 $86.4M
TTC
Toro CO

Industrials
5
+ 0.5%
$71.86 - $87.28 $359 - $436
1.01K $73.5M
PR
Permian Resources Corporation

Energy
10
+ 0.07%
$12.33 - $16.0 $123 - $160
13.6K $189M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
180
+ 5.14%
$5.62 - $10.15 $1.01K - $1.83K
3.69K $23.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.35%
$4295.4 - $5141.88 $8.59K - $10.3K
48 $221M
RGEN
Repligen Corp

Healthcare
1
+ 0.22%
$127.24 - $174.24 $127 - $174
453 $57.6M
SF
Stifel Financial Corp

Financial Services
15
+ 1.96%
$91.62 - $117.6 $1.37K - $1.76K
780 $73.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
25
+ 2.29%
$161.13 - $209.29 $4.03K - $5.23K
1.12K $184M
EW
Edwards Lifesciences Corp

Healthcare
168
+ 1.29%
$67.95 - $76.19 $11.4K - $12.8K
13.1K $953M
EQAL
Invesco ETF

ETFs
17
+ 0.19%
$46.28 - $50.51 $787 - $859
8.82K $417M
Phinia Inc Common Stock
30
+ 1.74%
N/A
1.75K $74.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
24
+ 6.92%
$161.05 - $222.93 $3.87K - $5.35K
371 $68.1M
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.93%
$183.02 - $207.75 $1.65K - $1.87K
972 $181M
VB
Vanguard Small Cap ETF

ETFs
151
+ 6.47%
$217.89 - $252.64 $32.9K - $38.1K
2.48K $551M
KD
Kyndryl Holdings, Inc.

Technology
8
+ 0.25%
$31.32 - $43.45 $251 - $348
3.2K $100M
SNX
Td Synnex Corp

Technology
1
+ 0.12%
$103.96 - $144.69 $104 - $145
824 $85.7M
UHALB
Amerco Com Ser N
5
+ 0.22%
N/A
2.31K $136M
ASB
Associated Banc Corp

Financial Services
605
+ 3.33%
$21.06 - $25.63 $12.7K - $15.5K
18.8K $423M
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.45%
$192.03 - $242.13 $384 - $484
443 $87.7M
CSX
Csx Corp

Industrials
234
+ 3.49%
$29.11 - $33.67 $6.81K - $7.88K
6.95K $204M
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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