Rothschild Investment LLC Incresed Positions in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
45K
+ 59.11%
$88.24 - $99.7 $3.97M - $4.48M
121K $11.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.5K
+ 90.0%
$162.83 - $179.16 $2.2M - $2.42M
28.5K $5.11B
Capital Group Dividend Growers ETF
61K
+ 26.69%
N/A
290K $8.9B
PRF
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 2.55%
$37.33 - $40.63 $552K - $601K
594K $24.1B
GE
General Electric CO

Industrials
9.31K
+ 128.82%
$156.66 - $189.66 $1.46M - $1.77M
16.5K $3.12B
VGIT
Vanguard Intermediate Term Tre

ETFs
31.2K
+ 487.76%
$57.8 - $60.8 $1.81M - $1.9M
37.6K $2.27B
JNJ
Johnson & Johnson

Healthcare
188
+ 0.18%
$145.48 - $167.38 $27.4K - $31.5K
105K $17.1B
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.08%
$333.64 - $405.2 $7.34K - $8.91K
27.1K $11B
FYLD
Cambria Foreign Shareholder Yi

ETFs
35.2K
+ 7.94%
$24.79 - $28.04 $872K - $986K
478K $13.3B
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
+ 2.48%
$182.15 - $182.15 $351K - $351K
79.5K $15.7B
PYPL
Pay Pal Holdings, Inc.

Financial Services
751
+ 1.19%
$57.22 - $80.08 $43K - $60.1K
63.7K $4.97B
MDB
Mongo Db, Inc.

Technology
4.69K
+ 11717.5%
$221.5 - $296.69 $1.04M - $1.39M
4.73K $1.28B
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.1K
+ 7.65%
$54.98 - $59.51 $668K - $723K
171K $10.2B
Jacobs Solutions Inc Com
8.39K
+ 7173.5%
N/A
8.51K $1.11B
CEG
Constellation Energy Corp

Utilities
698
+ 4.61%
$167.08 - $262.86 $117K - $183K
15.8K $4.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.09K
+ 66.34%
$434.77 - $502.96 $908K - $1.05M
5.24K $2.56B
SYLD
Cambria Shareholder Yld ETF

ETFs
4.49K
+ 2.61%
$66.68 - $72.81 $299K - $327K
176K $12.8B
COST
Costco Wholesale Corp

Consumer Defensive
67
+ 0.26%
$801.83 - $917.05 $53.7K - $61.4K
26.3K $23.3B
MMM
3 M CO

Industrials
1.19K
+ 4.91%
$99.69 - $139.42 $118K - $165K
25.4K $3.47B
GDDY
Go Daddy Inc.

Technology
6.14K
+ 153500.0%
$141.41 - $167.41 $868K - $1.03M
6.14K $963M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
25.7K
+ 26.88%
$31.25 - $35.38 $802K - $907K
121K $4.19B
EVN
Eaton Vance Municipal Income Trust

Financial Services
72K
+ 58.49%
$10.28 - $11.24 $740K - $809K
195K $2.14B
AVGO
Broadcom Inc.

Technology
42.7K
+ 922.81%
$136.27 - $1745.86 $5.82M - $74.6M
47.4K $8.17B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.77K
+ 6.85%
$173.36 - $189.8 $306K - $335K
27.6K $5.23B
TSLA
Tesla, Inc.

Consumer Cyclical
145
+ 1.37%
$191.76 - $263.26 $27.8K - $38.2K
10.7K $2.8B
CGDV
Capital Group Divid Value ETF

ETFs
11.2K
+ 12.87%
$32.96 - $36.48 $368K - $407K
97.9K $3.57B
UNH
Unitedhealth Group Inc

Healthcare
309
+ 5.2%
$488.01 - $604.18 $151K - $187K
6.25K $3.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
343
+ 2.17%
$475.2 - $527.7 $163K - $181K
16.1K $8.5B
PECO
Phillips Edison & Company, Inc.

Real Estate
14.9K
+ 59780.0%
$32.1 - $38.93 $480K - $582K
15K $565M
IVV
Ishares Core S&P 500 ETF

ETFs
933
+ 124.57%
$520.18 - $576.82 $485K - $538K
1.68K $970M
SPGI
S&P Global Inc.

Financial Services
825
+ 45.83%
$446.32 - $527.38 $368K - $435K
2.63K $1.36B
V
Visa Inc.

Financial Services
479
+ 1.54%
$253.74 - $291.56 $122K - $140K
31.6K $8.7B
CGCP
Capital Group Core Plus Income

ETFs
21.1K
+ 75.75%
$22.12 - $23.31 $466K - $491K
48.8K $1.13B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.71K
+ 9.06%
$56.88 - $63.65 $268K - $300K
56.7K $3.57B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.6K
+ 96.17%
$90.87 - $102.43 $418K - $471K
9.37K $926M
IRT
Independence Realty Trust, Inc.

Real Estate
22.8K
+ 18274.4%
$18.32 - $21.15 $418K - $483K
23K $471M
IBB
Ishares Biotechnology ETF

ETFs
2.78K
+ 92.63%
$135.09 - $149.47 $375K - $415K
5.78K $841M
DHR
Danaher Corp

Healthcare
1.09K
+ 25.02%
$239.25 - $280.76 $261K - $306K
5.45K $1.51B
RPV
Invesco Exchange Traded Fd Tr

ETFs
342
+ 0.49%
$82.04 - $89.49 $28.1K - $30.6K
70.4K $6.26B
PRDO
Perdoceo Education Corp

Consumer Defensive
18.5K
+ 369880.0%
$20.78 - $25.25 $384K - $467K
18.5K $411M
Global X 1 3 Month T Bill ETF
4K
+ 94.12%
N/A
8.25K $829M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.41K
+ 4577.86%
$52.1 - $59.66 $334K - $382K
6.55K $388M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.87K
+ 1009.19%
$178.94 - $207.0 $334K - $386K
2.05K $412M
Linde PLC Shs
37
+ 0.41%
N/A
9.14K $4.36B
DE
Deere & CO

Industrials
26
+ 0.34%
$344.84 - $418.0 $8.97K - $10.9K
7.74K $3.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.86K
+ 32.55%
$81.31 - $83.29 $314K - $321K
15.7K $1.31B
XOM
Exxon Mobil Corp

Energy
416
+ 0.3%
$109.72 - $119.0 $45.6K - $49.5K
137K $16B
BJUL
Innovator U.S. Equity Buffer E

ETFs
3.6K
+ 3.96%
$40.26 - $43.68 $145K - $157K
94.6K $4.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.75K
+ 6691.55%
$61.11 - $67.85 $290K - $322K
4.82K $327M
Activity Summary
Buys All Purchases 1834 New Holdings 231 Increased Positions 1603 Sells All Sells 510 Reductions 506 Sold out 4 Options Calls 0 Puts 0
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