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
ARCC
Ares Capital Corp

Financial Services
111
+ 0.19%
$18.91 - $22.43 $2.1K - $2.49K
59.7K $1.31B
NSA
National Storage Affiliates Trust

Real Estate
35
+ 2.44%
$31.82 - $39.04 $1.11K - $1.37K
1.47K $47M
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.78%
$128.77 - $144.3 $1.03K - $1.15K
1.04K $140M
OGN
Organon & Co.

Healthcare
20
+ 0.9%
$8.04 - $14.72 $161 - $294
2.25K $21.8M
HAL
Halliburton CO

Energy
1.61K
+ 17.62%
$19.26 - $25.7 $31K - $41.3K
10.7K $219M
PFG
Principal Financial Group Inc

Financial Services
14
+ 0.46%
$69.56 - $86.19 $974 - $1.21K
3.08K $245M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.98%
$421.16 - $509.5 $1.68K - $2.04K
413 $184M
SPG
Simon Property Group Inc

Real Estate
12
+ 0.34%
$140.37 - $171.44 $1.68K - $2.06K
3.59K $577M
SSNC
Ss&C Technologies Holdings Inc

Technology
3
+ 0.01%
$71.96 - $83.42 $216 - $250
24.2K $2B
WTW
Willis Towers Watson PLC

Financial Services
5
+ 0.63%
$295.96 - $337.43 $1.48K - $1.69K
798 $245M
RYE
Invesco Exchange Traded Fd Tr

ETFs
304
+ 4.0%
N/A
7.9K $588M
TGNA
Tegna Inc

Communication Services
115
+ 0.47%
$15.42 - $18.98 $1.77K - $2.18K
24.7K $414M
PSX
Phillips 66

Energy
1.01K
+ 2.65%
$92.87 - $125.73 $93.5K - $127K
38.9K $4.65B
WTRG
Essential Utilities, Inc.

Utilities
205
+ 1.06%
$36.92 - $41.39 $7.57K - $8.48K
19.5K $725M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.75%
$483.07 - $625.6 $1.45K - $1.88K
403 $212M
DUK
Duke Energy Corp

Utilities
578
+ 1.72%
$112.46 - $124.05 $65K - $71.7K
34.3K $4.04B
FANG
Diamondback Energy, Inc.

Energy
1.12K
+ 9.45%
$119.25 - $161.49 $134K - $181K
13K $1.79B
REXR
Rexford Industrial Realty, Inc.

Real Estate
35
+ 0.09%
$31.57 - $39.41 $1.1K - $1.38K
38.1K $1.35B
BP
Bp PLC

Energy
4.89K
+ 6.69%
$26.11 - $33.81 $128K - $165K
78K $2.33B
PNW
Pinnacle West Capital Corp

Utilities
10
+ 0.04%
$88.3 - $95.43 $883 - $954
24.8K $2.22B
CTRA
Coterra Energy Inc.

Energy
2.49K
+ 4.09%
$22.6 - $29.07 $56.3K - $72.4K
63.3K $1.61B
AIG
American International Group, Inc.

Financial Services
39
+ 0.03%
$77.56 - $87.72 $3.02K - $3.42K
132K $11.3B
PEP
Pepsico Inc

Consumer Defensive
351
+ 2.21%
$128.02 - $151.37 $44.9K - $53.1K
16.2K $2.14B
OXY
Occidental Petroleum Corp

Energy
2.07K
+ 4.44%
$36.11 - $49.33 $74.9K - $102K
48.8K $2.05B
ED
Consolidated Edison Inc

Utilities
29
+ 0.1%
$98.05 - $113.3 $2.84K - $3.29K
28.8K $2.89B
COP
Conocophillips

Energy
331
+ 1.5%
$82.66 - $106.1 $27.4K - $35.1K
22.4K $2.01B
LLY
Eli Lilly & CO

Healthcare
215
+ 2.07%
$713.71 - $898.95 $153K - $193K
10.6K $8.27B
XOM
Exxon Mobil Corp

Energy
397
+ 0.27%
$99.93 - $119.04 $39.7K - $47.3K
145K $15.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
482
+ 0.76%
$483.48 - $539.8 $233K - $260K
64K $31.1B
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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