Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
202
+ 2.32%
$54.02 - $61.09 $10.9K - $12.3K
8.91K $533M
CB
Chubb LTD

Financial Services
34
+ 1.76%
$257.71 - $301.99 $8.76K - $10.3K
1.97K $595M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.88K
+ 15.47%
$33.98 - $39.84 $132K - $155K
29K $992M
CI
Cigna Corp

Healthcare
69
+ 10.31%
$274.49 - $329.0 $18.9K - $22.7K
738 $243M
Lam Research Corp Com New
770
+ 21.94%
N/A
4.28K $311M
PWR
Quanta Services, Inc.

Industrials
328
+ 70.84%
$236.71 - $358.03 $77.6K - $117K
791 $201M
IXUS
Ishares Tr

ETFs
779
+ 4868.75%
$65.06 - $72.31 $50.7K - $56.3K
795 $55.5M
PAA
Plains All American Pipeline LP

Energy
1.28K
+ 13.47%
$17.32 - $20.96 $22.2K - $26.8K
10.8K $216M
NU
Nu Holdings Ltd.

Financial Services
5.28K
+ 46.53%
$10.12 - $13.95 $53.4K - $73.6K
16.6K $170M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.06K
+ 28.82%
$32.49 - $37.99 $67.1K - $78.4K
9.23K $309M
ICE
Intercontinental Exchange, Inc.

Financial Services
16
+ 0.8%
$142.8 - $176.36 $2.28K - $2.82K
2.03K $349M
F
Ford Motor CO

Consumer Cyclical
4.56K
+ 14.13%
$9.12 - $10.43 $41.6K - $47.5K
36.8K $369M
ET
Energy Transfer LP

Energy
3.35K
+ 26.67%
$17.26 - $21.08 $57.8K - $70.6K
15.9K $296M
GPC
Genuine Parts CO

Consumer Cyclical
380
+ 55.07%
$115.91 - $129.02 $44K - $49K
1.07K $127M
VPU
Vanguard Utilities ETF

ETFs
79
+ 1.79%
$161.24 - $173.33 $12.7K - $13.7K
4.49K $767M
DASH
Door Dash, Inc.

Communication Services
247
+ 1452.94%
$168.37 - $213.38 $41.6K - $52.7K
264 $48.3M
WELL
Welltower Inc.

Real Estate
53
+ 3.89%
$124.05 - $156.86 $6.57K - $8.31K
1.42K $217M
IONQ
Ion Q, Inc.

Technology
2.22K
+ 1054.76%
$18.27 - $51.07 $40.5K - $113K
2.43K $53.5M
SLB
Schlumberger Limited

Energy
473
+ 6.65%
$38.4 - $43.74 $18.2K - $20.7K
7.59K $317M
AVAV
Aero Vironment Inc

Industrials
383
+ 890.7%
$120.93 - $186.12 $46.3K - $71.3K
426 $50.8M
SPGI
S&P Global Inc.

Financial Services
32
+ 1.22%
$478.26 - $543.77 $15.3K - $17.4K
2.66K $1.35B
HCA
Hca Healthcare, Inc.

Healthcare
27
+ 3.84%
$296.7 - $345.55 $8.01K - $9.33K
731 $253M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
255
+ 15.7%
$128.74 - $138.67 $32.8K - $35.4K
1.88K $255M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
578
+ 3.07%
$12.89 - $15.19 $7.45K - $8.78K
19.4K $288M
NEM
Newmont Corp

Basic Materials
219
+ 8.53%
$37.79 - $48.39 $8.28K - $10.6K
2.79K $135M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.69K
New
$14.22 - $14.83 $38.3K - $40K
2.69K $39M
SNY
Sanofi

Healthcare
123
+ 2.94%
$48.15 - $59.42 $5.92K - $7.31K
4.31K $239M
CHTR
Charter Communications, Inc.

Communication Services
8
+ 0.61%
$334.89 - $384.77 $2.68K - $3.08K
1.31K $484M
VST
Vistra Corp.

Utilities
379
+ 81.86%
$108.49 - $191.89 $41.1K - $72.7K
842 $98.9M
RSG
Republic Services, Inc.

Industrials
51
+ 9.31%
$200.09 - $242.16 $10.2K - $12.4K
599 $145M
IRT
Independence Realty Trust, Inc.

Real Estate
130
+ 0.57%
$18.23 - $21.8 $2.37K - $2.83K
23.1K $491M
HBAN
Huntington Bancshares Inc

Financial Services
2.86K
+ 43.86%
$14.28 - $17.39 $40.9K - $49.8K
9.38K $141M
BND
Vanguard Bd Index Fd Inc Total

ETFs
378
+ 9.0%
$71.17 - $73.66 $26.9K - $27.8K
4.58K $336M
USRT
Ishares Core U.S. Reit ETF

ETFs
575
New
$55.14 - $60.29 $31.7K - $34.7K
575 $33.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
85
+ 38.46%
$308.86 - $455.36 $26.3K - $38.7K
306 $108M
CTVA
Corteva, Inc.

Basic Materials
9
+ 0.17%
$55.94 - $66.15 $503 - $595
5.31K $334M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35
+ 0.3%
$17.15 - $21.07 $600 - $737
11.8K $236M
HWM
Howmet Aerospace Inc.

Industrials
109
+ 13.1%
$110.79 - $139.39 $12.1K - $15.2K
941 $122M
AES
Aes Corp

Utilities
2.52K
+ 235.35%
$9.93 - $13.23 $25.1K - $33.4K
3.6K $44.7M
FISV
Fiserv Inc

Technology
59
+ 5.16%
N/A
1.2K $265M
DTE
Dte Energy CO

Utilities
43
+ 3.06%
$117.6 - $138.27 $5.06K - $5.95K
1.45K $200M
MTZ
Mastec Inc

Industrials
263
+ 2023.08%
$108.66 - $160.79 $28.6K - $42.3K
276 $32.2M
WDAY
Workday, Inc.

Technology
134
+ 169.62%
$233.53 - $277.82 $31.3K - $37.2K
213 $49.7M
NOW
Service Now, Inc.

Technology
152
+ 43.68%
$783.83 - $1170.39 $119K - $178K
500 $398M
ACM
Aecom

Industrials
425
+ 56.29%
$92.54 - $111.05 $39.3K - $47.2K
1.18K $109M
LNC
Lincoln National Corp

Financial Services
15
+ 0.23%
$30.06 - $39.23 $451 - $588
6.5K $233M
PEG
Public Service Enterprise Group Inc

Utilities
353
+ 42.48%
$78.2 - $90.39 $27.6K - $31.9K
1.18K $97.4M
DGRO
Ishares Core Dividend Growth E

ETFs
390
+ 5.76%
$60.46 - $64.42 $23.6K - $25.1K
7.16K $442M
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 16.63%
$476.63 - $610.45 $38.1K - $48.8K
561 $278M
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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