Rothschild Investment LLC New Holdings in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EGP
Eastgroup Properties Inc

Real Estate
2.47K
New
$155.63 - $187.46 $384K - $462K
2.47K $434M
Capital Group International Equity ETF
1.75K
New
N/A
1.75K $51.3M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.69K
New
$14.22 - $14.83 $38.3K - $40K
2.69K $39M
USRT
Ishares Core U.S. Reit ETF

ETFs
575
New
$55.14 - $60.29 $31.7K - $34.7K
575 $33.1M
Celestica Inc Com
325
New
N/A
325 $25.6M
Capital Group New Geography Equity ETF
1K
New
N/A
1K $25.2M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.18K
New
$11.96 - $13.56 $14.1K - $16K
1.18K $15.1M
Reddit Inc Cl A
100
New
N/A
100 $10.5M
TPL
Texas Pacific Land Corp

Energy
7
New
$1180.08 - $1431.01 $8.26K - $10K
7 $9.28M
IWP
Ishares Russell Mid Cap Growth

ETFs
77
New
$114.9 - $139.6 $8.85K - $10.7K
77 $9.05M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
662
New
$9.83 - $11.83 $6.51K - $7.83K
662 $6.35M
Nebius Group N.V. Shs Class A
245
New
N/A
245 $5.17M
Select Stoxx Europe Aerospace & Defense ETF
150
New
N/A
150 $5.03M
MIR
Mirion Technologies, Inc.

Industrials
230
New
$13.51 - $18.28 $3.11K - $4.2K
230 $3.34M
CELH
Celsius Holdings, Inc.

Consumer Defensive
85
New
$21.28 - $35.62 $1.81K - $3.03K
85 $3.03M
VVX
V2 X, Inc.

Industrials
50
New
$42.05 - $55.16 $2.1K - $2.76K
50 $2.45M
AKAM
Akamai Technologies Inc

Technology
27
New
N/A
27 $2.17M
RUM
Rumble Inc.

Technology
300
New
$7.24 - $13.77 $2.17K - $4.13K
300 $2.12M
KIDS
Orthopediatrics Corp

Healthcare
80
New
$22.87 - $27.24 $1.83K - $2.18K
80 $1.97M
QBTS
D Wave Quantum Inc.

Technology
250
New
$3.83 - $11.18 $958 - $2.8K
250 $1.9M
CGEM
Cullinan Oncology, Inc.

Healthcare
245
New
$8.0 - $12.68 $1.96K - $3.11K
245 $1.86M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
585
New
N/A
585 $1.78M
Globalstar Inc Com New
84
New
N/A
84 $1.75M
ICFI
Icf International, Inc.

Industrials
20
New
$77.68 - $133.28 $1.55K - $2.67K
20 $1.7M
KOP
Koppers Holdings Inc.

Basic Materials
60
New
$27.81 - $32.34 $1.67K - $1.94K
60 $1.68M
NVMI
Nova Ltd.

Technology
9
New
$186.43 - $273.65 $1.68K - $2.46K
9 $1.66M
Amer Sports Inc Com Shs
60
New
N/A
60 $1.6M
NBR
Nabors Industries LTD

Energy
35
New
$37.04 - $68.1 $1.3K - $2.38K
35 $1.46M
Amplify ETF Tr Altrntv Harv ETF
71
New
N/A
71 $1.39M
PTLO
Portillo'S Inc.

Consumer Cyclical
115
New
$9.2 - $15.39 $1.06K - $1.77K
115 $1.37M
Qiagen Nv Com Shs
34
New
N/A
34 $1.37M
GIC
Global Industrial CO

Industrials
60
New
$22.1 - $25.66 $1.33K - $1.54K
60 $1.34M
Root Inc Cl A New
10
New
N/A
10 $1.33M
EVER
Ever Quote, Inc.

Communication Services
50
New
$17.84 - $29.71 $892 - $1.49K
50 $1.31M
PII
Polaris Inc.

Consumer Cyclical
29
New
$40.9 - $58.36 $1.19K - $1.69K
29 $1.19M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
185
New
$6.0 - $7.54 $1.11K - $1.39K
185 $1.15M
Aptiv PLC Com Shs
19
New
N/A
19 $1.13M
SIGA
Siga Technologies Inc

Healthcare
205
New
$5.39 - $6.47 $1.1K - $1.33K
205 $1.12M
SLDP
Solid Power, Inc.

Industrials
1.02K
New
$1.07 - $2.21 $1.09K - $2.24K
1.02K $1.07M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
100
New
$9.88 - $12.56 $988 - $1.26K
100 $1.03M
BRKR
Bruker Corp

Healthcare
24
New
$41.74 - $62.95 $1K - $1.51K
24 $1M
Talen Energy Corp Com
4
New
N/A
4 $799K
HCI
Hci Group, Inc.

Financial Services
5
New
$110.25 - $150.47 $551 - $752
5 $746K
HIW
Highwoods Properties, Inc.

Real Estate
25
New
$27.69 - $30.78 $692 - $770
25 $741K
SNV
Synovus Financial Corp

Financial Services
15
New
$43.7 - $56.87 $656 - $853
15 $701K
PRCH
Porch Group, Inc.

Technology
95
New
$3.79 - $7.96 $360 - $756
95 $693K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
20
New
$31.92 - $38.83 $638 - $777
20 $662K
PHK
Pimco High Income Fund

Financial Services
126
New
$4.85 - $4.98 $611 - $627
126 $616K
ETWO
E2open Parent Holdings, Inc.

Technology
300
New
$2.09 - $2.92 $627 - $876
300 $600K
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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