Rothschild Investment LLC Reduced Holdings in Q2 2025

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-6
- 1.22%
$315.21 - $437.41 $1.89K - $2.62K
486 $213M
Lam Research Corp Com New
-595
- 13.91%
N/A
3.68K $359M
AMP
Ameriprise Financial Inc

Financial Services
-1
- 0.1%
$422.19 - $533.73 $422 - $534
982 $524M
GWW
W.W. Grainger, Inc.

Industrials
-2
- 0.2%
$919.93 - $1101.66 $1.84K - $2.2K
1K $1.04B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.08%
$4164.15 - $5789.24 $4.16K - $5.79K
47 $272M
PH
Parker Hannifin Corp

Industrials
-62
- 5.93%
$517.23 - $700.54 $32.1K - $43.4K
983 $687M
MGM
Mgm Resorts International

Consumer Cyclical
-460
- 3.14%
$25.79 - $34.95 $11.9K - $16.1K
14.2K $488M
CARR
Carrier Global Corp

Industrials
-50
- 0.79%
$55.55 - $75.83 $2.78K - $3.79K
6.29K $460M
BK
Bank Of New York Mellon Corp

Financial Services
-814
- 4.22%
$73.31 - $91.62 $59.7K - $74.6K
18.5K $1.68B
IVV
Ishares Core S&P 500 ETF

ETFs
-63
- 3.47%
$498.8 - $620.9 $31.4K - $39.1K
1.75K $1.09B
ALLY
Ally Financial Inc.

Financial Services
-765
- 1.85%
$30.09 - $38.95 $23K - $29.8K
40.5K $1.58B
SXT
Sensient Technologies Corp

Basic Materials
-20
- 0.62%
$68.75 - $98.6 $1.38K - $1.97K
3.19K $314M
IWM
Ishares Russell 2000 ETF

ETFs
-144
- 1.99%
$174.82 - $215.79 $25.2K - $31.1K
7.08K $1.53B
CCL
Carnival Corp

Consumer Cyclical
-283
- 2.41%
$16.43 - $28.12 $4.65K - $7.96K
11.5K $322M
URI
United Rentals, Inc.

Industrials
-262
- 11.42%
$551.94 - $753.4 $145K - $197K
2.03K $1.53B
MMM
3 M CO

Industrials
-353
- 1.27%
$126.09 - $154.15 $44.5K - $54.4K
27.4K $4.16B
VT
Vanguard Total World Stk Index

ETFs
-63
- 0.75%
$103.16 - $128.52 $6.5K - $8.1K
8.32K $1.07B
AMAT
Applied Materials Inc

Technology
-100
- 2.9%
$126.95 - $183.52 $12.7K - $18.4K
3.34K $612M
MAR
Marriott International Inc

Consumer Cyclical
-97
- 2.1%
$211.12 - $274.14 $20.5K - $26.6K
4.52K $1.24B
TTD
Trade Desk, Inc.

Technology
-288
- 2.82%
$45.27 - $79.4 $13K - $22.9K
9.91K $713M
MS
Morgan Stanley

Financial Services
-39
- 0.55%
$99.83 - $140.86 $3.89K - $5.49K
7.05K $993M
NSC
Norfolk Southern Corp

Industrials
-82
- 0.75%
$206.34 - $257.46 $16.9K - $21.1K
10.8K $2.77B
NTNX
Nutanix, Inc.

Technology
-2.13K
- 4.02%
$58.17 - $83.07 $124K - $177K
50.8K $3.89B
LMT
Lockheed Martin Corp

Industrials
-2
- 0.02%
$430.82 - $486.45 $862 - $973
11.7K $5.44B
SYK
Stryker Corp

Healthcare
-1.31K
- 4.31%
$337.37 - $395.63 $443K - $519K
29.1K $11.5B
DIS
Walt Disney CO

Communication Services
-4.48K
- 14.84%
$81.72 - $124.01 $366K - $556K
25.7K $3.19B
DE
Deere & CO

Industrials
-142
- 1.91%
$412.99 - $531.48 $58.6K - $75.5K
7.27K $3.7B
GLW
Corning Inc

Technology
-174
- 0.51%
$39.07 - $52.59 $6.8K - $9.15K
34K $1.79B
Te Connectivity PLC Ord Shs
-281
- 2.84%
N/A
9.63K $1.62B
CBOE
Cboe Global Markets, Inc.

Financial Services
-129
- 0.35%
$205.81 - $234.23 $26.5K - $30.2K
37.2K $8.66B
WFC
Wells Fargo & Company

Financial Services
-33
- 0.11%
$60.98 - $80.12 $2.01K - $2.64K
28.7K $2.3B
FLR
Fluor Corp

Industrials
-125
- 0.7%
$30.86 - $51.42 $3.86K - $6.43K
17.8K $911M
QCOM
Qualcomm Inc

Technology
-363
- 0.58%
$124.66 - $159.48 $45.3K - $57.9K
62.6K $9.96B
SNOW
Snowflake Inc.

Technology
-103
- 2.29%
$130.53 - $223.77 $13.4K - $23K
4.4K $985M
VTI
Vanguard Total Stock Market Et

ETFs
-248
- 1.67%
$243.75 - $303.93 $60.5K - $75.4K
14.6K $4.45B
GS
Goldman Sachs Group Inc

Financial Services
-90
- 3.44%
$462.22 - $707.75 $41.6K - $63.7K
2.53K $1.79B
MCHP
Microchip Technology Inc

Technology
-239
- 1.37%
$35.34 - $71.6 $8.45K - $17.1K
17.2K $1.21B
AXP
American Express CO

Financial Services
-54
- 0.68%
$231.39 - $318.98 $12.5K - $17.2K
7.84K $2.5B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-3.35K
- 2.58%
$27.65 - $36.12 $92.5K - $121K
126K $4.56B
Ishares Bitcoin Trust ETF
-2.98K
- 6.52%
N/A
42.7K $2.61B
STX
Seagate Technology Holdings PLC

Technology
-139
- 1.5%
$66.54 - $144.33 $9.25K - $20.1K
9.13K $1.32B
VXF
Vanguard Extended Market ETF

ETFs
-550
- 1.7%
$150.43 - $192.71 $82.7K - $106K
31.7K $6.11B
WETF
Wisdom Tree Investments, Inc.

Financial Services
-5.17K
- 1.89%
N/A
269K $3.1B
GD
General Dynamics Corp

Industrials
-844
- 1.75%
$247.68 - $291.66 $209K - $246K
47.5K $13.9B
VIG
Vanguard Dividend Appreciation

ETFs
-663
- 0.81%
N/A
81.1K $16.6B
WMT
Walmart Inc.

Consumer Defensive
-314
- 0.37%
$81.79 - $99.98 $25.7K - $31.4K
85.4K $8.35B
BJRI
B Js Restaurants Inc

Consumer Cyclical
-4.92K
- 4.47%
$29.82 - $45.99 $147K - $226K
105K $4.69B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-737
- 3.74%
$320.42 - $424.58 $236K - $313K
19K $8.06B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.21K
- 3.64%
$201.28 - $266.34 $243K - $321K
31.9K $8.51B
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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