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
JEF
Jefferies Financial Group Inc.

Financial Services
10
+ 1.94%
$52.22 - $81.31 $522 - $813
526 $28.2M
VITL
Vital Farms, Inc.

Consumer Defensive
1
+ 0.06%
$29.32 - $45.12 $29.3 - $45.1
1.82K $55.3M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
6K
+ 32.88%
$12.14 - $19.82 $72.8K - $119K
24.3K $294M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$21.75 - $24.28 $21.8 - $24.3
12.8K $282M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.03%
$34.43 - $37.49 $172 - $187
15K $548M
LVS
Las Vegas Sands Corp

Consumer Cyclical
66
+ 4.95%
$38.18 - $50.93 $2.52K - $3.36K
1.4K $54M
AAL
American Airlines Group Inc.

Industrials
12
+ 0.53%
N/A
2.26K $23.9M
SPG
Simon Property Group Inc

Real Estate
33
+ 0.93%
$159.48 - $187.78 $5.26K - $6.2K
3.58K $594M
BDC
Belden Inc.

Technology
20
+ 1.29%
$99.82 - $122.07 $2K - $2.44K
1.57K $157M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 4.52%
$203.38 - $274.79 $10.2K - $13.7K
1.16K $237M
CIEN
Ciena Corp

Technology
8.19K
+ 38.51%
$60.43 - $98.18 $495K - $804K
29.5K $1.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
+ 1.35%
$102.49 - $119.96 $3.79K - $4.44K
2.77K $290M
CARR
Carrier Global Corp

Industrials
22
+ 0.35%
$62.07 - $70.55 $1.37K - $1.55K
6.34K $402M
UFPT
Ufp Technologies Inc

Healthcare
9
+ 1.21%
$198.85 - $285.04 $1.79K - $2.57K
750 $151M
VCTR
Victory Capital Holdings, Inc.

Financial Services
25
+ 0.59%
$55.84 - $70.58 $1.4K - $1.76K
4.29K $248M
OSBC
Old Second Bancorp Inc

Financial Services
35
+ 0.12%
$16.18 - $19.4 $566 - $679
28.1K $467M
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 1.57%
$554.06 - $615.85 $15.5K - $17.2K
1.81K $1.02B
Blackrock Inc Com
12
+ 2.12%
N/A
579 $548M
VRT
Vertiv Holdings CO

Industrials
327
+ 23.21%
N/A
1.74K $125M
Ge Vernova Inc Com
33
+ 1.71%
N/A
1.97K $600M
WTFC
Wintrust Financial Corp

Financial Services
1
+ 0.03%
$107.76 - $136.92 $108 - $137
3.08K $347M
AMP
Ameriprise Financial Inc

Financial Services
17
+ 1.76%
$472.29 - $575.13 $8.03K - $9.78K
983 $476M
CCL
Carnival Corp

Consumer Cyclical
800
+ 7.31%
$19.08 - $28.49 $15.3K - $22.8K
11.7K $229M
Vaneck Bitcoin ETF
10.5K
+ 300.0%
N/A
14K $326M
SIG
Signet Jewelers LTD

Consumer Cyclical
5
+ 0.24%
$46.42 - $78.03 $232 - $390
2.05K $119M
ACN
Accenture PLC

Technology
59
+ 3.57%
$300.91 - $398.25 $17.8K - $23.5K
1.71K $534M
AMAT
Applied Materials Inc

Technology
46
+ 1.35%
$145.06 - $195.51 $6.67K - $8.99K
3.44K $500M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1
+ 0.01%
$99.42 - $126.15 $99.4 - $126
6.99K $741M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.1%
$953.54 - $1132.42 $954 - $1.13K
1K $991M
EQIX
Equinix Inc

Real Estate
9
+ 1.56%
$803.0 - $959.97 $7.23K - $8.64K
585 $477M
GM
General Motors CO

Consumer Cyclical
97
+ 0.81%
$45.22 - $54.92 $4.39K - $5.33K
12K $565M
CNI
Canadian National Railway CO

Industrials
1
+ 0.01%
$95.46 - $106.79 $95.5 - $107
18.9K $1.85B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
116
+ 1.2%
$81.1 - $94.7 $9.41K - $11K
9.77K $792M
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.07%
$92.45 - $106.69 $647 - $747
9.56K $888M
TGLS
Tecnoglass Inc.

Basic Materials
15
+ 0.13%
$64.71 - $86.26 $971 - $1.29K
11.6K $828M
LMT
Lockheed Martin Corp

Industrials
758
+ 6.9%
$423.19 - $506.29 $321K - $384K
11.7K $5.24B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
138
+ 1.28%
$47.79 - $59.89 $6.6K - $8.26K
10.9K $546M
SYLD
Cambria Shareholder Yld ETF

ETFs
11.7K
+ 6.3%
$62.77 - $71.4 $735K - $836K
198K $12.6B
WETF
Wisdom Tree Investments, Inc.

Financial Services
29.4K
+ 12.01%
N/A
274K $2.45B
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 0.91%
$198.1 - $229.79 $12.9K - $14.9K
7.23K $1.44B
MCHP
Microchip Technology Inc

Technology
34
+ 0.2%
$48.41 - $64.3 $1.65K - $2.19K
17.4K $843M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
25
+ 0.19%
$43.82 - $58.86 $1.1K - $1.47K
13K $594M
Ishares Bitcoin Trust ETF
2.39K
+ 5.52%
N/A
45.7K $2.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
874
+ 3.48%
$551.42 - $612.93 $482K - $536K
26K $14.5B
MAR
Marriott International Inc

Consumer Cyclical
18
+ 0.39%
$237.01 - $304.45 $4.27K - $5.48K
4.62K $1.1B
Npk International Inc Com Shs
45
+ 0.04%
N/A
105K $612M
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
+ 1.03%
$468.34 - $539.52 $27.6K - $31.8K
5.77K $2.7B
ENVX
Enovix Corp

Industrials
70
+ 0.11%
$7.21 - $14.33 $505 - $1K
63.7K $468M
MDB
Mongo Db, Inc.

Technology
1
+ 0.02%
$175.4 - $298.52 $175 - $299
4.61K $808M
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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