Rothschild Investment LLC Incresed Positions in Q2 2025

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
112
+ 45.53%
$231.64 - $323.08 $25.9K - $36.2K
358 $110M
WRB
Berkley W R Corp

Financial Services
53
+ 0.28%
$64.28 - $75.17 $3.41K - $3.98K
18.8K $1.38B
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.02%
$186.58 - $225.78 $187 - $226
4.53K $988M
ACHR
Archer Aviation Inc.

Industrials
630
+ 6.07%
$6.2 - $13.3 $3.91K - $8.38K
11K $119M
OWL
Blue Owl Capital Inc.

Financial Services
5.01K
+ 8.2%
$15.9 - $21.16 $79.7K - $106K
66.1K $1.27B
SPOT
Spotify Technology S.A.

Communication Services
23
+ 18.55%
$503.3 - $775.9 $11.6K - $17.8K
147 $113M
ADPT
Adaptive Biotechnologies Corp

Healthcare
45
+ 0.44%
$6.83 - $12.16 $307 - $547
10.4K $121M
SPYG
Spdr Portfolio

ETFs
162
+ 8.71%
$71.83 - $95.32 $11.6K - $15.4K
2.02K $193M
DELL
Dell Technologies Inc.

Technology
266
+ 114.16%
$71.63 - $125.98 $19.1K - $33.5K
499 $61.2M
AIQ
Global X Funds Global X Artifi

ETFs
850
+ 1700.0%
$31.5 - $43.69 $26.8K - $37.1K
900 $39.3M
TPR
Tapestry, Inc.

Consumer Cyclical
45
+ 2.41%
$60.6 - $87.81 $2.73K - $3.95K
1.91K $168M
WMB
Williams Companies, Inc.

Energy
142
+ 1.59%
$54.33 - $62.87 $7.71K - $8.93K
9.05K $569M
NEM
Newmont Corp

Basic Materials
127
+ 4.56%
$44.18 - $59.46 $5.61K - $7.55K
2.91K $170M
Celestica Inc Com
65
+ 20.0%
N/A
390 $60.8M
KD
Kyndryl Holdings, Inc.

Technology
32
+ 1.0%
$27.77 - $41.96 $889 - $1.34K
3.23K $136M
DHR
Danaher Corp

Healthcare
366
+ 7.35%
$174.64 - $205.16 $63.9K - $75.1K
5.35K $1.06B
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.29%
$168.34 - $195.42 $3.2K - $3.71K
6.49K $1.27B
EA
Electronic Arts Inc.

Communication Services
20
+ 0.97%
$132.53 - $159.7 $2.65K - $3.19K
2.09K $333M
HCA
Hca Healthcare, Inc.

Healthcare
17
+ 2.33%
$317.61 - $387.52 $5.4K - $6.59K
748 $287M
SMR
Nuscale Power Corp

Industrials
350
+ 45.16%
$12.6 - $43.24 $4.41K - $15.1K
1.13K $44.5M
SLV
I Shares Silver Trust

ETFs
405
+ 3.66%
$27.08 - $33.74 $11K - $13.7K
11.5K $376M
CTSH
Cognizant Technology Solutions Corp

Technology
411
+ 56.07%
$66.47 - $81.81 $27.3K - $33.6K
1.14K $89.3M
CGCP
Capital Group Core Plus Income

ETFs
1.2K
+ 0.98%
$21.92 - $22.56 $26.3K - $27.1K
123K $2.77B
Grayscale Bitcoin Mini Trust ETF
15
+ 0.52%
N/A
2.89K $138M
UPS
United Parcel Service Inc

Industrials
854
+ 14.45%
$91.92 - $110.2 $78.5K - $94.1K
6.76K $683M
OSBC
Old Second Bancorp Inc

Financial Services
100
+ 0.36%
$14.45 - $17.74 $1.45K - $1.77K
28.2K $500M
MCO
Moodys Corp

Financial Services
16
+ 2.34%
$396.7 - $501.59 $6.35K - $8.03K
699 $351M
UFPT
Ufp Technologies Inc

Healthcare
2
+ 0.27%
$186.83 - $253.3 $374 - $507
752 $184M
STM
St Microelectronics N.V.

Technology
929
+ 248.4%
$17.78 - $30.41 $16.5K - $28.3K
1.3K $39.6M
IEFA
Ishares Tr

ETFs
120
+ 4.43%
$67.83 - $84.09 $8.14K - $10.1K
2.83K $236M
STRL
Sterling Construction CO Inc

Industrials
61
+ 42.66%
$104.96 - $231.51 $6.4K - $14.1K
204 $47.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
45
+ 2.22%
$151.62 - $183.47 $6.82K - $8.26K
2.07K $380M
HAS
Hasbro, Inc.

Consumer Cyclical
340
+ 85.0%
$50.71 - $73.82 $17.2K - $25.1K
740 $54.6M
VTV
Vanguard Value ETF

ETFs
105
+ 4.01%
$153.67 - $176.74 $16.1K - $18.6K
2.72K $481M
ALCC
Alt C Acquisition Corp.

Financial Services
290
+ 82.86%
N/A
640 $35.8M
BDC
Belden Inc.

Technology
25
+ 1.59%
$87.1 - $116.54 $2.18K - $2.91K
1.6K $185M
VCTR
Victory Capital Holdings, Inc.

Financial Services
30
+ 0.7%
$51.28 - $64.94 $1.54K - $1.95K
4.32K $275M
SNX
Td Synnex Corp

Technology
4
+ 0.49%
$95.81 - $137.79 $383 - $551
828 $112M
Capital Group International Equity ETF
600
+ 34.29%
N/A
2.35K $77.4M
MTZ
Mastec Inc

Industrials
62
+ 22.46%
$106.07 - $171.99 $6.58K - $10.7K
338 $57.6M
Flutter Entmt PLC Shs
1
+ 0.26%
N/A
388 $111M
MOS
Mosaic CO

Basic Materials
650
+ 650.0%
$22.76 - $36.95 $14.8K - $24K
750 $27.4M
NDAQ
Nasdaq, Inc.

Financial Services
153
+ 20.18%
$66.4 - $89.42 $10.2K - $13.7K
911 $81.5M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$73.09 - $82.77 $73.1 - $82.8
8.4K $686M
DNP
Dnp Select Income Fund Inc

Financial Services
3.2K
+ 4.16%
$8.89 - $9.88 $28.4K - $31.6K
80.2K $785M
PRU
Prudential Financial Inc

Financial Services
233
+ 57.11%
$95.12 - $112.71 $22.2K - $26.3K
641 $68.9M
IEMG
Ishares Inc

ETFs
96
+ 3.54%
N/A
2.81K $169M
UAL
United Airlines Holdings, Inc.

Industrials
158
+ 17.44%
$56.15 - $84.23 $8.87K - $13.3K
1.06K $84.7M
SNPS
Synopsys Inc

Technology
21
+ 15.91%
$380.9 - $517.66 $8K - $10.9K
153 $78.4M
Activity Summary
Buys All Purchases 1597 New Holdings 217 Increased Positions 1380 Sells All Sells 858 Reductions 858 Sold out 0 Options Calls 0 Puts 1
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