Rothschild Investment LLC New Holdings in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PICK
Ishares Inc Msci Global Select

ETFs
70
New
$34.86 - $43.59 $2.44K - $3.05K
70 $2.45M
Concentra Group Holdings Paren Common Stock
119
New
N/A
119 $2.35M
BBUS
J P Morgan Exchg Traded Fd

ETFs
22
New
$102.46 - $110.17 $2.25K - $2.42K
22 $2.33M
DWAC
Digital World Acquisition Corp.

Financial Services
65
New
N/A
65 $2.22M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
29
New
$70.54 - $79.61 $2.05K - $2.31K
29 $2.21M
Perimeter Solutions Inc Common Stock
170
New
N/A
170 $2.17M
Curbline Pptys Corp Com
90
New
N/A
90 $2.09M
AIQ
Global X Funds Global X Artifi

ETFs
50
New
$36.57 - $40.57 $1.83K - $2.03K
50 $1.93M
MTZ
Mastec Inc

Industrials
13
New
$119.94 - $147.94 $1.56K - $1.92K
13 $1.77M
PFBC
Preferred Bank

Financial Services
20
New
$78.18 - $96.73 $1.56K - $1.93K
20 $1.73M
APLD
Applied Blockchain, Inc.

Financial Services
220
New
$5.97 - $10.68 $1.31K - $2.35K
220 $1.68M
ESS
Essex Property Trust, Inc.

Real Estate
5
New
N/A
5 $1.43M
BHRB
Burke Herbert Finl Svcs Corp C
20
New
N/A
20 $1.25M
Hamilton Insurance Group Ltd. Cl B
65
New
N/A
65 $1.24M
TBPH
Theravance Biopharma, Inc.

Healthcare
125
New
$7.93 - $10.08 $991 - $1.26K
125 $1.18M
PL
Planet Labs Pbc

Industrials
285
New
$2.1 - $4.52 $599 - $1.29K
285 $1.15M
RGTI
Rigetti Computing, Inc.

Technology
75
New
$0.74 - $17.08 $55.5 - $1.28K
75 $1.15M
CASS
Cass Information Systems Inc

Industrials
25
New
$39.91 - $46.17 $998 - $1.15K
25 $1.02M
HTBI
Home Trust Bancshares, Inc.

Financial Services
30
New
$31.94 - $38.27 $958 - $1.15K
30 $1.01M
TTI
Tetra Technologies Inc

Energy
280
New
$2.95 - $4.04 $826 - $1.13K
280 $1M
South Bow Corp Com
38
New
N/A
38 $896K
CLW
Clearwater Paper Corp

Basic Materials
30
New
$24.53 - $32.66 $736 - $980
30 $893K
DGIN
Vaneck Fds Digital India ETF
20
New
N/A
20 $887K
GTLB
Gitlab Inc.

Technology
15
New
$48.76 - $67.19 $731 - $1.01K
15 $845K
TBI
True Blue, Inc.

Industrials
100
New
N/A
100 $840K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
120
New
$4.8 - $10.36 $576 - $1.24K
120 $833K
SAFT
Safety Insurance Group Inc

Financial Services
10
New
$78.13 - $88.3 $781 - $883
10 $824K
VPG
Vishay Precision Group, Inc.

Technology
35
New
$21.09 - $25.3 $738 - $886
35 $821K
FLIC
First Of Long Island Corp

Financial Services
70
New
$11.68 - $14.96 $818 - $1.05K
70 $818K
PRME
Prime Medicine, Inc.
280
New
$2.64 - $4.46 $739 - $1.25K
280 $818K
EGHT
8 X8 Inc

Technology
300
New
$1.85 - $3.19 $555 - $957
300 $801K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
35
New
$21.59 - $27.03 $756 - $946
35 $779K
Ouster Inc Com New
60
New
N/A
60 $733K
MOFG
Mid West One Financial Group, Inc.

Financial Services
25
New
$27.02 - $33.7 $676 - $843
25 $728K
BSRR
Sierra Bancorp

Financial Services
25
New
$27.32 - $34.59 $683 - $865
25 $723K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
75
New
$8.96 - $10.36 $672 - $777
75 $696K
Magnera Corp Com Shs
38
New
N/A
38 $690K
USLM
United States Lime & Minerals Inc

Basic Materials
5
New
$91.63 - $157.45 $458 - $787
5 $664K
Ibotta Inc Class A Com Shs
10
New
N/A
10 $651K
ALXO
Alx Oncology Holdings Inc

Healthcare
390
New
$1.21 - $1.87 $472 - $729
390 $651K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
17
New
$37.66 - $39.1 $640 - $665
17 $650K
Smurfit Westrock PLC Shs
12
New
N/A
12 $646K
SKYT
Sky Water Technology, Inc

Technology
45
New
$7.9 - $16.06 $356 - $723
45 $621K
RYN
Rayonier Inc

Real Estate
23
New
$25.89 - $32.34 $595 - $744
23 $600K
HLVX
Hille Vax, Inc.

Healthcare
285
New
$1.72 - $2.06 $490 - $587
285 $590K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
13
New
N/A
13 $587K
Community West Bancshares New Com
30
New
N/A
30 $581K
MGTX
Meira G Tx Holdings PLC

Healthcare
95
New
$4.03 - $7.1 $383 - $675
95 $579K
TFSL
Tfs Financial Corp

Financial Services
46
New
$12.52 - $14.53 $576 - $668
46 $578K
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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