Rothschild Investment Corp Incresed Positions in Q3 2023

Rothschild Investment Corp

  • $1.19 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
DPZ
Dominos Pizza Inc

Consumer Cyclical
15
+ 0.35%
$333.91 - $402.58 $5.01K - $6.04K
4.35K $1.65M
VO
Vanguard Mid Cap ETF

ETFs
946
+ 96.04%
$206.6 - $228.23 $195K - $216K
1.93K $402K
INTC
Intel Corp

Technology
2.37K
+ 4.95%
$31.85 - $38.86 $75.5K - $92.1K
50.2K $1.78M
IBM
International Business Machines Corp

Technology
251
+ 1.09%
$132.08 - $149.83 $33.2K - $37.6K
23.3K $3.27M
AVUV
American Centy ETF Tr Avantis

ETFs
2.02K
+ 5.07%
$75.9 - $84.23 $153K - $170K
41.8K $3.26M
NVO
Novo Nordisk A S

Healthcare
7.54K
+ 102.6%
$90.94 - $199.54 $686K - $1.5M
14.9K $1.35M
New World Fd Inc New Cl F3
2.97K
+ 20.28%
N/A
17.6K $1.25M
Schwab Charles Family Govt Mon
157K
+ 139.66%
N/A
270K $270K
CNQ
Canadian Natural Resources LTD

Energy
200
+ 1.36%
$54.07 - $66.13 $10.8K - $13.2K
14.9K $965K
NMFC
New Mountain Finance Corp

Financial Services
10K
+ 95.06%
$12.48 - $13.1 $125K - $131K
20.5K $266K
MA
Mastercard Inc

Financial Services
275
+ 16.15%
$388.68 - $417.13 $107K - $115K
1.98K $783K
CMCSA
Comcast Corp

Communication Services
1.69K
+ 13.3%
$41.21 - $47.12 $69.6K - $79.5K
14.4K $638K
HAL
Halliburton CO

Energy
185
+ 1.4%
$33.01 - $42.64 $6.11K - $7.89K
13.4K $544K
EOG
Eog Resources Inc

Energy
175
+ 2.56%
$112.25 - $134.66 $19.6K - $23.6K
7.02K $890K
ADBE
Adobe Inc.

Technology
181
+ 31.1%
$481.29 - $564.88 $87.1K - $102K
763 $389K
GEO
Geo Group Inc

Real Estate
10K
+ 45.45%
$6.95 - $8.18 $69.5K - $81.8K
32K $262K
CME
Cme Group Inc.

Financial Services
397
+ 28.58%
$181.3 - $208.36 $72K - $82.7K
1.79K $358K
CHTR
Charter Communications, Inc.

Communication Services
64
+ 6.43%
$367.65 - $455.73 $23.5K - $29.2K
1.06K $466K
WMT
Walmart Inc.

Consumer Defensive
116
+ 0.41%
$153.49 - $165.25 $17.8K - $19.2K
28.2K $4.5M
PH
Parker Hannifin Corp

Industrials
241
+ 23.44%
$378.96 - $425.12 $91.3K - $102K
1.27K $494K
SLB
Schlumberger Limited

Energy
560
+ 8.87%
$49.12 - $62.1 $27.5K - $34.8K
6.87K $401K
American Fds 2035 Tgt Rtrmt Fd
5.99K
+ 38.49%
N/A
21.5K $353K
HD
Home Depot, Inc.

Consumer Cyclical
880
+ 4.1%
$301.82 - $333.84 $266K - $294K
22.3K $6.75M
MAR
Marriott International Inc

Consumer Cyclical
152
+ 3.59%
$182.04 - $208.51 $27.7K - $31.7K
4.39K $863K
MS
Morgan Stanley

Financial Services
1.17K
+ 21.99%
$81.65 - $94.67 $95.8K - $111K
6.51K $532K
STWD
Starwood Property Trust, Inc.

Real Estate
4K
+ 3.93%
$19.15 - $21.22 $76.6K - $84.9K
106K $2.05M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
32
+ 7.24%
$692.45 - $844.37 $22.2K - $27K
474 $390K
ADP
Automatic Data Processing Inc

Industrials
186
+ 15.49%
$218.73 - $255.75 $40.7K - $47.6K
1.39K $334K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2.64K
+ 9.86%
$51.82 - $56.42 $137K - $149K
29.4K $1.53M
ACN
Accenture PLC

Technology
204
+ 26.09%
$300.77 - $328.2 $61.4K - $67K
986 $303K
Icapital Btas Viii Us Access F
61.8K
+ 53.98%
N/A
176K $176K
CARR
Carrier Global Corp

Industrials
410
+ 5.81%
$49.07 - $59.8 $20.1K - $24.5K
7.46K $412K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
800
+ 7.18%
$47.0 - $51.65 $37.6K - $41.3K
11.9K $590K
ATVI
Activision Blizzard, Inc.

Communication Services
222
+ 5.98%
$82.43 - $94.05 $18.3K - $20.9K
3.93K $368K
KO
Coca Cola CO

Consumer Defensive
2.32K
+ 12.41%
$55.81 - $63.05 $129K - $146K
21K $1.17M
NVS
Novartis Ag

Healthcare
347
+ 2.27%
$94.73 - $105.13 $32.9K - $36.5K
15.6K $1.59M
STX
Seagate Technology Holdings PLC

Technology
170
+ 1.86%
$57.97 - $73.7 $9.85K - $12.5K
9.29K $613K
Icapital Btas Viii Us Access F
46.4K
+ 85.19%
N/A
101K $101K
VTRS
Viatris Inc

Healthcare
4.96K
+ 18.89%
$9.59 - $11.35 $47.5K - $56.2K
31.2K $308K
ETN
Eaton Corp PLC

Industrials
117
+ 7.16%
$197.75 - $238.04 $23.1K - $27.9K
1.75K $373K
PFE
Pfizer Inc

Healthcare
17.2K
+ 11.45%
$32.09 - $37.51 $553K - $647K
168K $5.57M
GE
General Electric CO

Industrials
326
+ 4.42%
$107.37 - $117.16 $35K - $38.2K
7.7K $851K
SHEL
Shell PLC

Energy
216
+ 3.18%
$58.53 - $65.82 $12.6K - $14.2K
7.02K $452K
OXY
Occidental Petroleum Corp

Energy
71
+ 1.24%
$57.61 - $67.3 $4.09K - $4.78K
5.79K $376K
AMAT
Applied Materials Inc

Technology
403
+ 15.2%
$134.04 - $153.99 $54K - $62.1K
3.05K $423K
SCHW
Schwab Charles Corp

Financial Services
1.27K
+ 7.21%
$54.2 - $67.94 $68.9K - $86.4K
18.9K $1.04M
GS
Goldman Sachs Group Inc

Financial Services
98
+ 2.17%
$313.0 - $358.93 $30.7K - $35.2K
4.61K $1.49M
ALLY
Ally Financial Inc.

Financial Services
1.8K
+ 4.57%
$25.92 - $30.54 $46.7K - $55.1K
41.3K $1.1M
DHR
Danaher Corp

Healthcare
1
+ 0.03%
$233.08 - $265.59 $233 - $266
3.84K $954K
Activity Summary
Buys All Purchases 250 New Holdings 29 Increased Positions 221 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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