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
PNW
Pinnacle West Capital Corp

Utilities
5
+ 0.02%
$75.52 - $91.31 $378 - $457
25.1K $2.23B
KMI
Kinder Morgan, Inc.

Energy
139
+ 0.1%
$19.72 - $22.22 $2.74K - $3.09K
135K $2.97B
CGSD
Capital Grp Core Plus Income E
8K
+ 5.14%
N/A
163K $4.24B
DLTR
Dollar Tree, Inc.

Consumer Defensive
7.46K
+ 112.71%
$63.56 - $107.36 $474K - $801K
14.1K $990M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.98K
+ 398.19%
$127.29 - $141.5 $251K - $279K
2.47K $345M
PG
Procter & Gamble CO

Consumer Defensive
424
+ 1.76%
$160.76 - $177.82 $68.2K - $75.4K
24.5K $4.24B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.33K
+ 82.27%
$30.71 - $34.79 $225K - $255K
16.2K $565M
K
Kellogg CO

Consumer Defensive
10
+ 0.09%
$56.19 - $80.81 $562 - $808
11.6K $937M
AEE
Ameren Corp

Utilities
68
+ 0.43%
$70.45 - $87.46 $4.79K - $5.95K
16K $1.4B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.85K
+ 51.86%
$75.88 - $83.21 $216K - $237K
8.34K $694M
RVT
Royce Value Trust, Inc.

Financial Services
2.66K
+ 1.52%
$14.28 - $16.01 $38K - $42.6K
178K $2.8B
CGMS
Capital Grp Core Plus Income E
7.06K
+ 16.63%
N/A
49.5K $1.38B
BJRI
B Js Restaurants Inc

Consumer Cyclical
13.4K
+ 14.29%
$27.81 - $38.02 $372K - $509K
107K $3.49B
DGRO
Ishares Core Dividend Growth E

ETFs
3.5K
+ 114.78%
$57.47 - $62.76 $201K - $220K
6.55K $411M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.63K
+ 13.66%
$51.02 - $52.74 $185K - $191K
30.2K $1.59B
IWM
Ishares Russell 2000 ETF

ETFs
500
+ 7.63%
$200.87 - $224.6 $100K - $112K
7.06K $1.56B
EIX
Edison International

Utilities
380
+ 3.03%
$71.19 - $87.72 $27.1K - $33.3K
12.9K $1.13B
MA
Mastercard Inc

Financial Services
159
+ 6.14%
$429.6 - $500.99 $68.3K - $79.7K
2.75K $1.36B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.76K
+ 152.68%
$22.38 - $23.66 $196K - $207K
14.5K $340M
EFA
Ishares Tr Msci Eafe ETF

ETFs
804
+ 3.14%
$75.32 - $84.37 $60.6K - $67.8K
26.4K $2.21B
MSI
Motorola Solutions, Inc.

Technology
152
+ 7.76%
$385.65 - $450.49 $58.6K - $68.5K
2.11K $949M
MRVL
Marvell Technology, Inc.

Technology
513
+ 0.76%
$56.15 - $76.24 $28.8K - $39.1K
68.3K $4.93B
LOW
Lowes Companies Inc

Consumer Cyclical
219
+ 9.49%
$213.3 - $270.78 $46.7K - $59.3K
2.53K $684M
DHI
Horton D R Inc

Consumer Cyclical
140
+ 4.72%
$135.21 - $197.06 $18.9K - $27.6K
3.11K $593M
IVE
Ishares S&P 500 Value ETF

ETFs
366
+ 5.57%
$181.06 - $197.17 $66.3K - $72.2K
6.93K $1.37B
Capital Group Core Bond ETF
5.55K
+ 31.81%
N/A
23K $620M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.74K
+ 63.99%
$40.48 - $45.39 $151K - $170K
9.57K $421M
OKE
Oneok Inc

Energy
45
+ 0.26%
$78.62 - $95.27 $3.54K - $4.29K
17.2K $1.57B
OMFL
Invesco Exchange Traded Self I

ETFs
3.06K
+ 1513.86%
$47.65 - $52.99 $146K - $162K
3.26K $173M
FITB
Fifth Third Bancorp

Financial Services
130
+ 0.53%
$36.01 - $43.64 $4.68K - $5.67K
24.5K $1.05B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.75K
+ 1781.63%
$83.76 - $91.82 $146K - $160K
1.84K $168M
EDV
Vanguard Extended Duration Tre

ETFs
1.95K
+ 312.0%
$70.73 - $83.52 $138K - $163K
2.58K $205M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.99K
+ 3.52%
$11.31 - $11.96 $67.8K - $71.7K
176K $2.11B
TTD
Trade Desk, Inc.

Technology
208
+ 1.84%
$83.08 - $110.79 $17.3K - $23K
11.5K $1.26B
Capital Group Core Balanced ETF
4.8K
+ 152.14%
N/A
7.96K $247M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
465
+ 4.83%
$117.9 - $128.2 $54.8K - $59.6K
10.1K $1.29B
IWV
Ishares Russell 3000 ETF

ETFs
450
+ 314.69%
$294.75 - $326.73 $133K - $147K
593 $194M
CMCSA
Comcast Corp

Communication Services
577
+ 1.28%
$37.33 - $41.78 $21.5K - $24.1K
45.7K $1.91B
STWD
Starwood Property Trust, Inc.

Real Estate
23
+ 0.02%
$18.75 - $21.11 $431 - $486
95K $1.94B
Ishares Bitcoin Trust ETF
1.5K
+ 3.8%
N/A
41K $1.48B
VKQ
Invesco Municipal Trust

Financial Services
10K
+ 10.93%
$9.81 - $10.44 $98.1K - $104K
102K $1.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
708
+ 202.87%
$162.64 - $179.3 $115K - $127K
1.06K $190M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.71K
+ 2067.94%
$39.47 - $49.4 $107K - $134K
2.84K $135M
STT
State Street Corp

Financial Services
35
+ 0.4%
$73.37 - $89.31 $2.57K - $3.13K
8.71K $771M
ACN
Accenture PLC

Technology
151
+ 10.31%
$295.44 - $355.81 $44.6K - $53.7K
1.62K $571M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.77K
+ 204.65%
$36.98 - $41.55 $103K - $115K
4.13K $170M
CB
Chubb LTD

Financial Services
204
+ 11.58%
$252.51 - $292.2 $51.5K - $59.6K
1.97K $567M
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.31%
$201.87 - $242.35 $2.22K - $2.67K
3.61K $846M
OWL
Blue Owl Capital Inc.

Financial Services
5.64K
+ 223.17%
$15.81 - $19.83 $89.1K - $112K
8.16K $158M
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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