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
EBAY
Ebay Inc

Consumer Cyclical
332
+ 18.92%
$52.61 - $65.44 $17.5K - $21.7K
2.09K $136M
EFX
Equifax Inc

Industrials
20
+ 2.94%
$236.42 - $307.13 $4.73K - $6.14K
701 $206M
UFPT
Ufp Technologies Inc

Healthcare
5
+ 0.68%
$283.66 - $358.42 $1.42K - $1.79K
745 $236M
TMUS
T Mobile Us, Inc.

Communication Services
13
+ 1.04%
$175.14 - $206.36 $2.28K - $2.68K
1.26K $260M
FISV
Fiserv Inc

Technology
37
+ 3.4%
N/A
1.13K $202M
BDC
Belden Inc.

Technology
40
+ 2.66%
$89.54 - $117.13 $3.58K - $4.69K
1.55K $181M
VST
Vistra Corp.

Utilities
330
+ 2200.0%
$69.0 - $119.06 $22.8K - $39.3K
345 $40.9M
AFL
Aflac Inc

Financial Services
168
+ 18.16%
$88.52 - $111.8 $14.9K - $18.8K
1.09K $122M
LNG
Cheniere Energy, Inc.

Energy
201
+ 31.07%
$172.24 - $186.09 $34.6K - $37.4K
848 $153M
IWN
Ishares Russell2000 Val ETF

ETFs
158
+ 17.97%
$150.05 - $171.34 $23.7K - $27.1K
1.04K $173M
XLF
Financial Sector Spdr

ETFs
5
+ 0.06%
$40.84 - $45.74 $204 - $229
9.02K $409M
BTI
British American Tobacco P.L.C.

Consumer Defensive
96
+ 1.57%
$31.07 - $39.36 $2.98K - $3.78K
6.21K $227M
MPWR
Monolithic Power Systems Inc

Technology
24
+ 15.58%
$757.04 - $947.16 $18.2K - $22.7K
178 $165M
CI
Cigna Corp

Healthcare
80
+ 13.11%
$319.12 - $367.1 $25.5K - $29.4K
690 $239M
CBRE
Cbre Group, Inc.

Real Estate
44
+ 4.92%
$85.97 - $124.48 $3.78K - $5.48K
938 $117M
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$159.75 - $174.57 $160 - $175
2.61K $455M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
31
+ 0.47%
$39.95 - $45.86 $1.24K - $1.42K
6.59K $301M
VBR
Vanguard Small Cap Value ETF

ETFs
105
+ 12.24%
$179.99 - $201.6 $18.9K - $21.2K
963 $193M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.99K
+ 550.83%
$15.81 - $18.96 $31.5K - $37.8K
2.36K $42.5M
NEM
Newmont Corp

Basic Materials
138
+ 5.66%
$41.65 - $55.85 $5.75K - $7.71K
2.58K $138M
VEA
Vanguard Ftse Developed Market

ETFs
500
+ 18.63%
$47.6 - $53.31 $23.8K - $26.7K
3.18K $168M
WELL
Welltower Inc.

Real Estate
25
+ 1.9%
$104.0 - $129.74 $2.6K - $3.24K
1.34K $172M
VCTR
Victory Capital Holdings, Inc.

Financial Services
30
+ 0.71%
$45.29 - $55.5 $1.36K - $1.67K
4.26K $236M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11
+ 0.07%
$76.38 - $78.87 $840 - $868
16.4K $1.29B
ANET
Arista Networks, Inc.

Technology
35
+ 5.96%
$311.42 - $388.21 $10.9K - $13.6K
622 $239M
CGXU
Capital Group Intl Focus Equit

ETFs
400
+ 2.48%
$24.27 - $27.46 $9.71K - $11K
16.6K $446M
SIG
Signet Jewelers LTD

Consumer Cyclical
35
+ 1.74%
$72.58 - $103.15 $2.54K - $3.61K
2.05K $211M
IRM
Iron Mountain Inc

Real Estate
29
+ 3.1%
$89.69 - $119.32 $2.6K - $3.46K
964 $115M
XLV
Select Sector Spdr Fund Health

ETFs
153
+ 17.57%
$143.3 - $157.24 $21.9K - $24.1K
1.02K $158M
FLEX
Flex Ltd.

Technology
417
+ 9.87%
$28.1 - $34.0 $11.7K - $14.2K
4.64K $155M
WMB
Williams Companies, Inc.

Energy
72
+ 0.84%
$41.24 - $46.22 $2.97K - $3.33K
8.62K $394M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1
+ 0.01%
$37.98 - $41.19 $38 - $41.2
12K $495M
EXAS
Exact Sciences Corp

Healthcare
5
+ 0.45%
$42.43 - $70.83 $212 - $354
1.11K $75.3M
SAP
Sap Se

Technology
66
+ 13.98%
$197.21 - $231.0 $13K - $15.2K
538 $123M
UL
Unilever PLC

Consumer Defensive
131
+ 6.72%
$54.7 - $65.59 $7.17K - $8.59K
2.08K $135M
DTE
Dte Energy CO

Utilities
39
+ 2.98%
$108.67 - $128.41 $4.24K - $5.01K
1.35K $173M
BDX
Becton Dickinson & CO

Healthcare
82
+ 7.72%
$221.47 - $242.41 $18.2K - $19.9K
1.14K $276M
FFIV
F5, Inc.

Technology
3
+ 0.54%
$170.44 - $223.6 $511 - $671
556 $122M
EQT
Eqt Corp

Energy
1.15K
+ 2.59%
$30.21 - $37.21 $34.7K - $42.7K
45.5K $1.67B
EEM
Ishares Msci Emerging Markets

ETFs
130
+ 2.06%
$40.42 - $46.7 $5.25K - $6.07K
6.45K $296M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.12%
$257.34 - $294.53 $257 - $295
807 $238M
INTU
Intuit Inc

Technology
62
+ 17.46%
$602.97 - $670.49 $37.4K - $41.6K
417 $259M
Atmus Filtration Technologies Com
75
+ 3.17%
N/A
2.44K $91.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
22
+ 2.04%
$138.85 - $182.81 $3.05K - $4.02K
1.1K $195M
OSBC
Old Second Bancorp Inc

Financial Services
60
+ 0.21%
$14.52 - $17.1 $871 - $1.03K
28.1K $438M
HUN
Huntsman Corp

Basic Materials
380
+ 4.06%
$20.02 - $24.78 $7.61K - $9.42K
9.73K $235M
BOTZ
Global X Fds

ETFs
700
+ 7000.0%
$27.68 - $32.27 $19.4K - $22.6K
710 $22.8M
FICO
Fair Isaac Corp

Technology
9
+ 81.82%
$1496.51 - $1947.38 $13.5K - $17.5K
20 $38.9M
IT
Gartner Inc

Technology
20
+ 9.52%
$441.32 - $516.47 $8.83K - $10.3K
230 $117M
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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