Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
547
+ 148.24%
$48.33 - $49.5 $26.4K - $27.1K
916 $44.7M
TTWO
Take Two Interactive Software Inc

Communication Services
32
+ 3.83%
$178.61 - $217.95 $5.72K - $6.97K
868 $180M
Celestica Inc Com
325
New
N/A
325 $25.6M
VNQ
Vanguard Specialized Funds Van

ETFs
63
+ 0.46%
$85.55 - $94.34 $5.39K - $5.94K
13.7K $1.24B
YEAR
Ab Active Etfs Inc Ultra Short
500
+ 66.67%
N/A
1.25K $63.3M
Capital Group New Geography Equity ETF
1K
New
N/A
1K $25.2M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.04%
$227.69 - $259.76 $911 - $1.04K
10.9K $2.58B
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.23%
$286.85 - $318.64 $1.15K - $1.27K
1.73K $529M
K
Kellogg CO

Consumer Defensive
55
+ 0.47%
$81.06 - $82.9 $4.46K - $4.56K
11.6K $960M
UMBF
Umb Financial Corp

Financial Services
221
+ 442.0%
$98.0 - $122.56 $21.7K - $27.1K
271 $27.4M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.05K
+ 73.43%
N/A
2.49K $50.3M
CRL
Charles River Laboratories International, Inc.

Healthcare
144
+ 480.0%
$150.52 - $190.14 $21.7K - $27.4K
174 $26.2M
FLS
Flowserve Corp

Industrials
420
+ 8400.0%
$46.47 - $64.75 $19.5K - $27.2K
425 $20.8M
EUDG
Wisdomtree Tr

ETFs
346
+ 10.84%
$29.73 - $34.14 $10.3K - $11.8K
3.54K $115M
HES
Hess Corp

Energy
52
+ 12.29%
$135.42 - $160.52 $7.04K - $8.35K
475 $75.9M
ALLY
Ally Financial Inc.

Financial Services
16
+ 0.04%
$32.99 - $40.09 $528 - $641
41.3K $1.51B
REXR
Rexford Industrial Realty, Inc.

Real Estate
20
+ 0.05%
$37.17 - $41.44 $743 - $829
38K $1.49B
CSGP
Costar Group, Inc.

Real Estate
129
+ 10.79%
$69.29 - $80.37 $8.94K - $10.4K
1.33K $105M
ING
Ing Groep Nv

Financial Services
469
+ 19.03%
$15.51 - $20.74 $7.27K - $9.73K
2.93K $57.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
26
+ 0.24%
$39.65 - $43.35 $1.03K - $1.13K
11K $463M
TDG
Trans Digm Group Inc

Industrials
8
+ 13.11%
$1251.32 - $1394.11 $10K - $11.2K
69 $95.4M
FTNT
Fortinet, Inc.

Technology
175
+ 24.89%
$92.49 - $114.57 $16.2K - $20K
878 $84.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
320
+ 11.52%
$42.5 - $46.71 $13.6K - $14.9K
3.1K $140M
CAH
Cardinal Health Inc

Healthcare
8
+ 0.93%
$118.02 - $137.77 $944 - $1.1K
866 $119M
MOH
Molina Healthcare, Inc.

Healthcare
48
+ 126.32%
$266.57 - $333.27 $12.8K - $16K
86 $28.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.05%
$76.94 - $78.24 $616 - $626
16.5K $1.29B
GVA
Granite Construction Inc

Industrials
285
+ 80.28%
$70.98 - $94.81 $20.2K - $27K
640 $48.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.03%
$27.01 - $28.54 $189 - $200
25.9K $724M
CMS
Cms Energy Corp

Utilities
31
+ 1.93%
$64.99 - $75.11 $2.01K - $2.33K
1.63K $123M
HUBB
Hubbell Inc

Industrials
53
+ 278.95%
$330.91 - $456.86 $17.5K - $24.2K
72 $23.8M
LKQ
Lkq Corp

Consumer Cyclical
335
+ 180.11%
$36.24 - $44.05 $12.1K - $14.8K
521 $22.2M
GNW
Genworth Financial Inc

Financial Services
2.15K
+ 434.55%
$6.44 - $7.42 $13.9K - $16K
2.65K $18.8M
ADPT
Adaptive Biotechnologies Corp

Healthcare
70
+ 0.68%
$6.07 - $8.66 $425 - $606
10.3K $76.6M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.18K
New
$11.96 - $13.56 $14.1K - $16K
1.18K $15.1M
MU
Micron Technology Inc

Technology
115
+ 7.13%
$86.89 - $109.38 $9.99K - $12.6K
1.73K $150M
VICI
Vici Properties Inc.

Real Estate
249
+ 14.12%
$28.21 - $32.68 $7.02K - $8.14K
2.01K $65.7M
FIX
Comfort Systems Usa Inc

Industrials
62
+ 106.9%
$313.26 - $550.27 $19.4K - $34.1K
120 $38.7M
Ge Healthcare Technologies Inc Common Stock
90
+ 3.94%
N/A
2.37K $192M
Super Micro Computer Inc Com New
334
+ 88.59%
N/A
711 $24.3M
EBAY
Ebay Inc

Consumer Cyclical
4
+ 0.19%
$61.61 - $70.93 $246 - $284
2.09K $141M
VOD
Vodafone Group Public LTD CO

Communication Services
700
+ 11.45%
$8.05 - $9.86 $5.64K - $6.9K
6.81K $63.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
60
+ 57.14%
$132.75 - $177.12 $7.97K - $10.6K
165 $25.2M
DFS
Discover Financial Services

Financial Services
111
+ 3.95%
$152.99 - $203.25 $17K - $22.6K
2.92K $499M
SHOP
Shopify Inc.

Technology
125
+ 378.79%
$90.59 - $129.31 $11.3K - $16.2K
158 $15.1M
PAYX
Paychex Inc

Industrials
19
+ 3.17%
$136.06 - $154.52 $2.59K - $2.94K
618 $95.3M
XLI
Industrial Sector Spdr

ETFs
88
+ 35.63%
$128.78 - $141.67 $11.3K - $12.5K
335 $43.9M
TTE
Total Energies Se

Energy
45
+ 5.46%
N/A
869 $56.2M
SXT
Sensient Technologies Corp

Basic Materials
15
+ 0.47%
$67.31 - $77.4 $1.01K - $1.16K
3.21K $239M
CWT
California Water Service Group

Utilities
55
+ 2.08%
$41.88 - $48.25 $2.3K - $2.65K
2.69K $131M
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email