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
Capital Group Core Bond ETF
20.8K
+ 26.58%
N/A
99.2K $2.61B
VUG
Vanguard Growth ETF

ETFs
31
+ 0.4%
$329.49 - $438.4 $10.2K - $13.6K
7.83K $3.43B
Ge Vernova Inc Com
134
+ 6.82%
N/A
2.1K $1.11B
GNRC
Generac Holdings Inc.

Industrials
3.14K
+ 95.87%
$101.92 - $143.21 $320K - $449K
6.41K $917M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.93K
+ 24.19%
$82.21 - $83.12 $488K - $493K
30.4K $2.52B
CRWD
Crowd Strike Holdings, Inc.

Technology
868
+ 283.66%
$321.63 - $509.31 $279K - $442K
1.17K $598M
T
At&T Inc.

Communication Services
14.4K
+ 15.87%
$26.33 - $28.94 $379K - $416K
105K $3.04B
RTX
Raytheon Technologies Corp

Industrials
323
+ 1.05%
$113.75 - $148.48 $36.7K - $48K
31K $4.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.68K
+ 28.05%
$82.96 - $110.1 $222K - $295K
12.2K $1.35B
MPC
Marathon Petroleum Corp

Energy
153
+ 0.74%
$118.55 - $170.08 $18.1K - $26K
20.8K $3.45B
PM
Philip Morris International Inc.

Consumer Defensive
87
+ 0.5%
$149.23 - $184.95 $13K - $16.1K
17.5K $3.19B
NUE
Nucor Corp

Basic Materials
279
+ 0.67%
$103.22 - $131.43 $28.8K - $36.7K
41.7K $5.4B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.76K
+ 1.02%
N/A
175K $4.1B
VST
Vistra Corp.

Utilities
1.35K
+ 160.1%
$98.07 - $195.04 $132K - $263K
2.19K $424M
UTI
Universal Technical Institute Inc

Consumer Defensive
20
+ 0.05%
$25.25 - $35.9 $505 - $718
38.5K $1.3B
UNH
Unitedhealth Group Inc

Healthcare
5K
+ 85.03%
$274.35 - $599.47 $1.37M - $3M
10.9K $3.39B
V
Visa Inc.

Financial Services
461
+ 1.52%
$308.27 - $373.31 $142K - $172K
30.8K $10.9B
RVT
Royce Value Trust, Inc.

Financial Services
8.9K
+ 4.58%
$12.5 - $15.21 $111K - $135K
203K $3.06B
CGMS
Capital Grp Core Plus Income E
9.5K
+ 10.94%
N/A
96.4K $2.66B
Npk International Inc Com Shs
110
+ 0.1%
N/A
105K $897M
Vaneck Bitcoin ETF
6K
+ 42.86%
N/A
20K $609M
EQT
Eqt Corp

Energy
463
+ 1.01%
$46.11 - $60.44 $21.3K - $28K
46.4K $2.71B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.35K
+ 4.66%
$30.53 - $40.65 $41.2K - $54.9K
30.3K $1.23B
ABT
Abbott Laboratories

Healthcare
872
+ 2.71%
$123.95 - $138.08 $108K - $120K
33.1K $4.5B
NTAP
Net App, Inc.

Technology
1.44K
+ 37.96%
$76.1 - $106.55 $110K - $153K
5.23K $557M
DLX
Deluxe Corp

Communication Services
13K
+ 43476.67%
$13.64 - $16.25 $178K - $212K
13.1K $208M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.61K
+ 32.77%
$37.51 - $45.52 $135K - $164K
14.6K $662M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.56K
+ 7.84%
$46.22 - $57.51 $72.1K - $89.7K
21.5K $1.23B
CNI
Canadian National Railway CO

Industrials
678
+ 3.58%
$92.66 - $108.13 $62.8K - $73.3K
19.6K $2.04B
ENVX
Enovix Corp

Industrials
145
+ 0.23%
$5.46 - $10.53 $792 - $1.53K
63.9K $661M
NOW
Service Now, Inc.

Technology
69
+ 13.8%
$721.65 - $1040.18 $49.8K - $71.8K
569 $585M
LNG
Cheniere Energy, Inc.

Energy
673
+ 55.16%
$197.25 - $244.33 $133K - $164K
1.89K $461M
KMI
Kinder Morgan, Inc.

Energy
1.7K
+ 1.29%
$25.21 - $29.4 $42.9K - $50K
133K $3.92B
NVS
Novartis Ag

Healthcare
48
+ 0.29%
$101.96 - $121.01 $4.89K - $5.81K
16.6K $2.01B
YEAR
Ab Active Etfs Inc Ultra Short
3.2K
+ 256.0%
N/A
4.45K $225M
STT
State Street Corp

Financial Services
159
+ 1.84%
$75.33 - $106.34 $12K - $16.9K
8.79K $935M
NTRS
Northern Trust Corp

Financial Services
34
+ 0.62%
$84.45 - $126.79 $2.87K - $4.31K
5.55K $704M
MDB
Mongo Db, Inc.

Technology
1
+ 0.02%
$145.85 - $225.38 $146 - $225
4.61K $968M
VGT
Vanguard Information Technolog

ETFs
90
+ 11.8%
$470.37 - $663.28 $42.3K - $59.7K
853 $566M
VEA
Vanguard Ftse Developed Market

ETFs
1.91K
+ 36.75%
$45.65 - $57.01 $87K - $109K
7.09K $404M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
214
+ 9.9%
$376.48 - $440.65 $80.6K - $94.3K
2.38K $1.05B
DLTR
Dollar Tree, Inc.

Consumer Defensive
51
+ 0.92%
$67.22 - $100.51 $3.43K - $5.13K
5.62K $557M
PPTA
Perpetua Resources Corp.

Basic Materials
9.06K
+ 53.18%
$8.98 - $17.13 $81.4K - $155K
26.1K $317M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 2.16%
$177.93 - $313.14 $4.45K - $7.83K
1.18K $370M
CRM
Salesforce, Inc.

Technology
427
+ 12.31%
$236.26 - $291.15 $101K - $124K
3.9K $1.06B
MO
Altria Group, Inc.

Consumer Defensive
2.76K
+ 12.02%
$55.56 - $60.91 $153K - $168K
25.7K $1.51B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.2K
+ 34.69%
$29.52 - $35.31 $94.5K - $113K
12.4K $438M
Performance Trust Short Term Bond ETF
5K
+ 18.52%
N/A
32K $811M
VNQ
Vanguard Specialized Funds Van

ETFs
1.66K
+ 12.11%
$79.79 - $91.42 $132K - $152K
15.4K $1.37B
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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