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
PPG
Ppg Industries Inc

Basic Materials
184
+ 184.0%
$91.66 - $115.04 $16.9K - $21.2K
284 $32.3M
Capital Group Core Balanced ETF
65
+ 0.86%
N/A
7.62K $255M
ADM
Archer Daniels Midland CO

Consumer Defensive
198
+ 9.73%
$41.79 - $54.16 $8.27K - $10.7K
2.23K $118M
PNC
Pnc Financial Services Group, Inc.

Financial Services
20
+ 1.3%
$149.76 - $186.42 $3K - $3.73K
1.55K $290M
GVA
Granite Construction Inc

Industrials
86
+ 13.44%
$71.89 - $93.51 $6.18K - $8.04K
726 $67.9M
XLK
Technology Sector Spdr

ETFs
7
+ 1.84%
$179.73 - $253.23 $1.26K - $1.77K
388 $98.3M
WDS
Woodside Energy Group LTD

Energy
1.2K
+ 137.73%
$11.5 - $16.77 $13.8K - $20.1K
2.07K $32M
HBAN
Huntington Bancshares Inc

Financial Services
171
+ 1.82%
$12.49 - $16.76 $2.14K - $2.87K
9.56K $160M
MET
Metlife Inc

Financial Services
122
+ 0.17%
$68.42 - $82.49 $8.35K - $10.1K
70.9K $5.7B
EBAY
Ebay Inc

Consumer Cyclical
64
+ 3.07%
$59.52 - $79.36 $3.81K - $5.08K
2.15K $160M
Gsk PLC Sponsored Adr
590
+ 4.81%
N/A
12.9K $494M
ALGN
Align Technology Inc

Healthcare
87
+ 140.32%
$144.32 - $190.42 $12.6K - $16.6K
149 $28.2M
EQAL
Invesco ETF

ETFs
16
+ 0.18%
$41.38 - $49.24 $662 - $788
8.84K $435M
TRV
Travelers Companies, Inc.

Financial Services
26
+ 0.71%
$233.83 - $276.34 $6.08K - $7.18K
3.69K $986M
DGRO
Ishares Core Dividend Growth E

ETFs
32
+ 0.45%
$55.22 - $63.94 $1.77K - $2.05K
7.19K $460M
BXP
Boston Properties Inc

Real Estate
255
+ 67.11%
$56.86 - $74.12 $14.5K - $18.9K
635 $42.8M
SHAK
Shake Shack Inc.

Consumer Cyclical
80
+ 69.57%
$75.85 - $140.6 $6.07K - $11.2K
195 $27.4M
WDC
Western Digital Corp

Technology
111
+ 26.18%
$30.54 - $63.99 $3.39K - $7.1K
535 $34.2M
IQV
Iqvia Holdings Inc.

Healthcare
124
+ 85.52%
$137.0 - $174.37 $17K - $21.6K
269 $42.4M
ADSK
Autodesk, Inc.

Technology
3
+ 0.91%
N/A
333 $103M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
35
+ 1.77%
$58.52 - $71.7 $2.05K - $2.51K
2.02K $138M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
104
+ 63.03%
$108.06 - $135.3 $11.2K - $14.1K
269 $36.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16
+ 0.23%
$17.76 - $22.1 $284 - $354
6.86K $152M
VITL
Vital Farms, Inc.

Consumer Defensive
25
+ 1.38%
$30.52 - $38.52 $763 - $963
1.84K $70.9M
RBLX
Roblox Corp

Communication Services
3
+ 0.92%
$51.22 - $105.59 $154 - $317
328 $34.5M
DTE
Dte Energy CO

Utilities
180
+ 12.42%
$127.39 - $139.49 $22.9K - $25.1K
1.63K $216M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
31
+ 10.06%
$160.22 - $209.35 $4.97K - $6.49K
339 $71M
BKR
Baker Hughes CO

Energy
496
+ 66.58%
$35.0 - $44.92 $17.4K - $22.3K
1.24K $47.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
90
+ 14.29%
$27.82 - $46.45 $2.5K - $4.18K
720 $33.4M
Nextracker Inc Class A Com
60
+ 6.59%
N/A
971 $52.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
81
+ 30.45%
$141.87 - $164.49 $11.5K - $13.3K
347 $57.1M
NET
Cloudflare, Inc.

Technology
7
+ 4.49%
$97.08 - $195.83 $680 - $1.37K
163 $31.9M
RGTI
Rigetti Computing, Inc.

Technology
1.13K
+ 594.74%
$7.5 - $14.29 $8.48K - $16.1K
1.32K $15.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
9
+ 2.04%
$219.76 - $276.94 $1.98K - $2.49K
450 $125M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
33
+ 660.0%
$299.15 - $396.54 $9.87K - $13.1K
38 $15.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
85
+ 0.21%
$10.59 - $11.48 $900 - $976
39.8K $457M
DAL
Delta Air Lines, Inc.

Industrials
117
+ 9.05%
$35.88 - $52.99 $4.2K - $6.2K
1.41K $69.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
241
+ 2.91%
$63.54 - $68.5 $15.3K - $16.5K
8.51K $574M
AVPT
Ave Point, Inc.

Technology
595
+ 216.36%
$13.33 - $19.99 $7.93K - $11.9K
870 $16.8M
NIC
Nicolet Bankshares Inc

Financial Services
5
+ 0.6%
$100.68 - $125.35 $503 - $627
835 $103M
MDT
Medtronic PLC

Healthcare
631
+ 4.0%
$80.68 - $88.86 $50.9K - $56.1K
16.4K $1.43B
TDG
Trans Digm Group Inc

Industrials
2
+ 2.9%
$1231.75 - $1520.64 $2.46K - $3.04K
71 $108M
SPMD
Spdr Portfolio

ETFs
198
+ 37.43%
$44.89 - $54.38 $8.89K - $10.8K
727 $39.5M
OKTA
Okta, Inc.

Technology
130
+ 127.45%
$91.24 - $127.3 $11.9K - $16.5K
232 $23.2M
IRM
Iron Mountain Inc

Real Estate
18
+ 2.81%
$76.93 - $105.25 $1.38K - $1.89K
658 $67.5M
EFX
Equifax Inc

Industrials
6
+ 0.89%
$205.5 - $280.54 $1.23K - $1.68K
683 $177M
PODD
Insulet Corp

Healthcare
1
+ 0.43%
$238.57 - $327.47 $239 - $327
231 $72.6M
MRNA
Moderna, Inc.

Healthcare
446
+ 94.09%
$23.65 - $28.54 $10.5K - $12.7K
920 $25.4M
SHOP
Shopify Inc.

Technology
75
+ 47.47%
$76.89 - $115.35 $5.77K - $8.65K
233 $26.9M
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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