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
CORT
Corcept Therapeutics Inc

Healthcare
40
+ 47.06%
$49.85 - $114.22 $1.99K - $4.57K
125 $14.3M
AAON
Aaon, Inc.

Industrials
170
+ 200.0%
$73.52 - $136.95 $12.5K - $23.3K
255 $19.9M
KBE
Spdr S&P Bank ETF

ETFs
240
+ 21.33%
$51.28 - $59.92 $12.3K - $14.4K
1.37K $72.3M
RELX
Relx PLC

Communication Services
23
+ 1.32%
$45.34 - $51.91 $1.04K - $1.19K
1.77K $89.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52
+ 0.77%
$18.36 - $20.51 $955 - $1.07K
6.85K $135M
Nextracker Inc Class A Com
125
+ 15.9%
N/A
911 $38.4M
FFIV
F5, Inc.

Technology
5
+ 0.89%
$251.75 - $310.6 $1.26K - $1.55K
567 $151M
SYF
Synchrony Financial

Financial Services
308
+ 55.6%
$51.9 - $70.63 $16K - $21.8K
862 $45.6M
VSH
Vishay Intertechnology Inc

Technology
625
+ 145.35%
$15.9 - $19.1 $9.94K - $11.9K
1.06K $16.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
130
+ 200.0%
$47.74 - $65.16 $6.21K - $8.47K
195 $12.4M
CTRE
Care Trust Reit, Inc.

Real Estate
240
+ 17.63%
$24.93 - $29.13 $5.98K - $6.99K
1.6K $45.8M
XLK
Technology Sector Spdr

ETFs
81
+ 27.0%
$206.38 - $242.18 $16.7K - $19.6K
381 $78.7M
JCI
Johnson Controls International PLC

Industrials
83
+ 4.33%
$76.12 - $90.6 $6.32K - $7.52K
2K $160M
ABNB
Airbnb, Inc.

Consumer Cyclical
117
+ 27.59%
$119.38 - $161.42 $14K - $18.9K
541 $64.6M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.46%
$229.72 - $269.82 $459 - $540
438 $111M
ETR
Entergy Corp

Utilities
24
+ 3.43%
$75.26 - $87.89 $1.81K - $2.11K
723 $61.8M
HSBC
Hsbc Holdings PLC

Financial Services
57
+ 8.33%
$48.68 - $61.58 $2.77K - $3.51K
741 $42.6M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 27.27%
$1739.0 - $2260.0 $5.22K - $6.78K
14 $27.3M
LYG
Lloyds Banking Group PLC

Financial Services
691
+ 12.79%
$2.58 - $3.9 $1.78K - $2.69K
6.09K $23.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
59
+ 13.29%
$106.22 - $111.09 $6.27K - $6.55K
503 $55.9M
MT
Arcelor Mittal

Basic Materials
27
+ 1.99%
$21.82 - $33.93 $589 - $916
1.38K $39.9M
Research Affiliates Deletions ETF
950
+ 17.15%
N/A
6.49K $150M
O
Realty Income Corp

Real Estate
39
+ 3.05%
$51.67 - $58.49 $2.02K - $2.28K
1.32K $76.4M
MGY
Magnolia Oil & Gas Corp

Energy
315
+ 331.58%
$22.26 - $26.58 $7.01K - $8.37K
410 $10.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
29
+ 0.44%
$42.18 - $45.16 $1.22K - $1.31K
6.66K $295M
IR
Ingersoll Rand Inc.

Industrials
164
+ 33.47%
$79.44 - $94.23 $13K - $15.5K
654 $52.3M
ENPH
Enphase Energy, Inc.

Technology
130
+ 650.0%
$52.87 - $73.51 $6.87K - $9.56K
150 $9.31M
TXN
Texas Instruments Inc

Technology
91
+ 8.29%
N/A
1.19K $214M
Peakstone Realty Trust Common Shares
20
+ 0.41%
N/A
4.9K $61.7M
ES
Eversource Energy

Utilities
41
+ 3.73%
$55.63 - $63.8 $2.28K - $2.62K
1.14K $70.7M
INSM
Insmed Inc

Healthcare
85
+ 54.84%
$65.25 - $83.83 $5.55K - $7.13K
240 $18.3M
RACE
Ferrari N.V.

Consumer Cyclical
17
+ 21.25%
$413.73 - $508.15 $7.03K - $8.64K
97 $41.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
97
+ 29.22%
$92.51 - $102.81 $8.97K - $9.97K
429 $39.7M
Ferrovial Se Ord Shs
122
+ 19.65%
N/A
743 $33.4M
COOP
Mr. Cooper Group Inc.

Financial Services
45
+ 64.29%
$91.4 - $119.6 $4.11K - $5.38K
115 $13.8M
TRGP
Targa Resources Corp.

Energy
13
+ 6.5%
$178.44 - $217.22 $2.32K - $2.82K
213 $42.7M
MPWR
Monolithic Power Systems Inc

Technology
15
+ 9.49%
$565.7 - $720.25 $8.49K - $10.8K
173 $100M
BTI
British American Tobacco P.L.C.

Consumer Defensive
32
+ 2.95%
$35.35 - $42.74 $1.13K - $1.37K
1.12K $46.2M
HII
Huntington Ingalls Industries, Inc.

Industrials
25
+ 24.75%
$159.75 - $208.61 $3.99K - $5.22K
126 $25.7M
SE
Sea LTD

Consumer Cyclical
35
+ 44.3%
$104.87 - $146.31 $3.67K - $5.12K
114 $14.9M
Wk Kellogg CO Com Shs
60
+ 2.22%
N/A
2.76K $55.1M
APH
Amphenol Corp

Technology
214
+ 10.46%
$61.62 - $78.55 $13.2K - $16.8K
2.26K $148M
SPXC
Spx Corp

Industrials
54
+ 108.0%
$128.78 - $154.37 $6.95K - $8.34K
104 $13.4M
AXON
Axon Enterprise, Inc.

Industrials
20
+ 30.77%
$496.65 - $710.01 $9.93K - $14.2K
85 $44.7M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
62
+ 101.64%
$73.71 - $87.55 $4.57K - $5.43K
123 $10.7M
TRNO
Terreno Realty Corp

Real Estate
90
+ 112.5%
$57.4 - $68.5 $5.17K - $6.17K
170 $10.7M
FOXA
Fox Corp

Communication Services
75
+ 34.09%
$47.9 - $58.0 $3.59K - $4.35K
295 $16.7M
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 7.65%
$221.46 - $244.83 $2.88K - $3.18K
183 $44.4M
CDE
Coeur Mining, Inc.

Basic Materials
970
+ 225.58%
$5.02 - $7.29 $4.87K - $7.07K
1.4K $8.29M
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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