Rothschild Investment LLC Incresed Positions in Q2 2025

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
643
+ 0.92%
$354.56 - $497.45 $228K - $320K
70.5K $35.1B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
146K
+ 438.79%
$51.68 - $52.76 $7.53M - $7.68M
179K $9.43B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
133K
+ 194.9%
$45.88 - $54.4 $6.1M - $7.23M
201K $10.9B
ORCL
Oracle Corp

Technology
685
+ 0.81%
$122.82 - $218.63 $84.1K - $150K
85.7K $18.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
62.4K
+ 1517.3%
$83.97 - $92.85 $5.24M - $5.79M
66.5K $5.87B
META
Meta Platforms, Inc.

Communication Services
213
+ 0.7%
$484.66 - $738.09 $103K - $157K
30.7K $22.7B
AMZN
Amazon Com Inc

Consumer Cyclical
3.28K
+ 3.04%
$167.32 - $223.3 $548K - $732K
111K $24.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
59.6K
+ 18626.25%
$50.08 - $63.14 $2.98M - $3.76M
59.9K $3.78B
AVUV
American Centy ETF Tr Avantis

ETFs
29.7K
+ 19.59%
$75.17 - $91.21 $2.23M - $2.71M
181K $16.5B
GE
General Electric CO

Industrials
1.21K
+ 2.63%
$166.81 - $257.39 $203K - $312K
47.3K $12.2B
CEG
Constellation Energy Corp

Utilities
2.42K
+ 14.68%
$170.96 - $322.76 $414K - $782K
18.9K $6.11B
DLR
Digital Realty Trust, Inc.

Real Estate
1.78K
+ 2.27%
$136.11 - $177.69 $243K - $317K
80.4K $14B
Capital Group Dividend Growers ETF
40K
+ 8.06%
N/A
537K $18.1B
GOOG
Alphabet Inc.

Communication Services
299
+ 0.29%
$146.58 - $180.01 $43.8K - $53.8K
103K $18.2B
BX
Blackstone Inc.

Financial Services
1.93K
+ 0.98%
$120.07 - $151.11 $232K - $292K
199K $29.7B
CAT
Caterpillar Inc

Industrials
1.75K
+ 6.71%
$273.94 - $388.21 $480K - $681K
27.9K $10.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
925
+ 3.56%
$496.48 - $617.85 $459K - $572K
26.9K $16.6B
ETN
Eaton Corp PLC

Industrials
2.01K
+ 13.14%
$246.52 - $356.99 $496K - $718K
17.3K $6.18B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
12.5K
+ 7.5%
$54.98 - $67.95 $688K - $850K
179K $12.1B
NKE
Nike, Inc.

Consumer Cyclical
17.4K
+ 29.14%
$53.27 - $72.04 $926K - $1.25M
77K $5.47B
FYLD
Cambria Foreign Shareholder Yi

ETFs
16.5K
+ 3.21%
$23.46 - $29.42 $387K - $485K
530K $15.5B
AMD
Advanced Micro Devices Inc

Technology
399
+ 0.99%
$78.21 - $143.81 $31.2K - $57.4K
40.7K $5.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 8.21%
$456.74 - $568.03 $586K - $729K
16.9K $9.61B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
21.7K
+ 5058.51%
$67.83 - $92.33 $1.47M - $2M
22.1K $1.61B
MRVL
Marvell Technology, Inc.

Technology
5.19K
+ 7.48%
$49.38 - $79.97 $256K - $415K
74.7K $5.78B
HON
Honeywell International Inc

Industrials
453
+ 0.75%
$182.86 - $232.88 $82.8K - $105K
60.5K $14.1B
EMR
Emerson Electric CO

Industrials
4.28K
+ 12.9%
$94.15 - $133.33 $403K - $571K
37.5K $5B
CGDV
Capital Group Divid Value ETF

ETFs
21.1K
+ 16.27%
$31.93 - $39.49 $673K - $833K
151K $5.95B
SYLD
Cambria Shareholder Yld ETF

ETFs
16K
+ 8.09%
$55.35 - $65.57 $884K - $1.05M
214K $13.9B
CSCO
Cisco Systems, Inc.

Technology
238
+ 0.16%
$53.19 - $69.38 $12.7K - $16.5K
152K $10.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
+ 35.85%
$72.96 - $90.39 $765K - $948K
39.7K $3.55B
BA
Boeing CO

Industrials
1.94K
+ 10.93%
$136.59 - $217.51 $265K - $422K
19.7K $4.12B
IBM
International Business Machines Corp

Technology
160
+ 0.74%
$221.03 - $294.78 $35.4K - $47.2K
21.8K $6.44B
D
Dominion Energy, Inc

Utilities
17.9K
+ 61.16%
$49.66 - $58.0 $887K - $1.04M
47.1K $2.66B
BAC
Bank Of America Corp

Financial Services
4.12K
+ 3.17%
$34.39 - $47.46 $142K - $196K
134K $6.34B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
628
+ 5.02%
$141.37 - $228.57 $88.8K - $144K
13.1K $2.97B
TECH
Bio Techne Corp

Healthcare
17.5K
+ 1211.4%
$46.66 - $58.38 $818K - $1.02M
19K $976M
KLAC
Kla Corp

Technology
556
+ 36.53%
$576.53 - $902.94 $321K - $502K
2.08K $1.86B
BLD
Top Build Corp

Industrials
1.62K
+ 14.18%
$275.93 - $326.59 $446K - $528K
13K $4.21B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.08K
+ 5.21%
$152.93 - $181.74 $318K - $378K
42K $7.62B
COF
Capital One Financial Corp

Financial Services
3.03K
+ 319.03%
$150.57 - $212.76 $457K - $646K
3.99K $848M
QQQ
Invesco Qqq Trust, Series 1

ETFs
334
+ 5.79%
$416.06 - $551.64 $139K - $184K
6.1K $3.37B
UBER
Uber Technologies, Inc

Technology
1.66K
+ 6.73%
$64.62 - $93.3 $107K - $155K
26.3K $2.45B
PYPL
Pay Pal Holdings, Inc.

Financial Services
206
+ 0.29%
$57.41 - $74.81 $11.8K - $15.4K
70.9K $5.27B
KKR
Kkr & Co. Inc.

Financial Services
120
+ 0.33%
$92.79 - $134.29 $11.1K - $16.1K
36.2K $4.82B
TSLA
Tesla, Inc.

Consumer Cyclical
95
+ 0.92%
$221.86 - $362.89 $21.1K - $34.5K
10.5K $3.32B
CIEN
Ciena Corp

Technology
10
+ 0.03%
$53.5 - $83.89 $535 - $839
29.5K $2.4B
BJUL
Innovator U.S. Equity Buffer E

ETFs
4.8K
+ 5.35%
$39.61 - $47.13 $190K - $226K
94.6K $4.46B
ACM
Aecom

Industrials
4.84K
+ 409.75%
$87.19 - $113.06 $422K - $547K
6.02K $679M
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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