Rothschild Investment LLC Sells in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
-19
- 0.62%
$76.34 - $89.04 $1.45K - $1.69K
3.07K $259M
SONY
Sony Group Corp

Technology
-267
- 4.1%
$19.88 - $25.64 $5.31K - $6.85K
6.24K $158M
MAA
Mid America Apartment Communities Inc.

Real Estate
-195
- 4.69%
$146.9 - $170.92 $28.6K - $33.3K
3.97K $664M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-16
- 0.8%
$46.15 - $63.53 $738 - $1.02K
1.98K $122M
AZO
Autozone Inc

Consumer Cyclical
-5
- 6.94%
$3193.96 - $3828.11 $16K - $19.1K
67 $255M
Solventum Corp Com Shs
-119
- 3.47%
N/A
3.31K $252M
CTAS
Cintas Corp

Industrials
-194
- 6.73%
$182.09 - $208.14 $35.3K - $40.4K
2.69K $553M
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.08%
$123.25 - $162.53 $123 - $163
1.18K $186M
GLD
Spdr Gold Trust

ETFs
-225
- 10.17%
$243.19 - $288.14 $54.7K - $64.8K
1.99K $573M
OTIS
Otis Worldwide Corp

Industrials
-2
- 0.05%
$90.77 - $104.01 $182 - $208
3.78K $390M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-105
- 1.08%
$61.25 - $72.83 $6.43K - $7.65K
9.63K $680M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.19K
- 7.43%
$9.19 - $12.93 $29.3K - $41.2K
39.7K $443M
EAT
Brinker International, Inc

Consumer Cyclical
-60
- 1.89%
$133.46 - $189.14 $8.01K - $11.3K
3.12K $464M
CPT
Camden Property Trust

Real Estate
-24
- 0.32%
$109.16 - $125.53 $2.62K - $3.01K
7.57K $926M
WTRG
Essential Utilities, Inc.

Utilities
-208
- 1.07%
$33.49 - $40.57 $6.97K - $8.44K
19.3K $764M
SHEL
Shell PLC

Energy
-80
- 1.35%
$62.84 - $73.29 $5.03K - $5.86K
5.86K $429M
IGE
Ishares Tr North Amern Nat Res

ETFs
-595
- 1.8%
$42.6 - $46.27 $25.3K - $27.5K
32.5K $1.48B
SCHW
Schwab Charles Corp

Financial Services
-297
- 1.42%
$71.24 - $83.64 $21.2K - $24.8K
20.5K $1.61B
COP
Conocophillips

Energy
-560
- 2.48%
$88.6 - $105.85 $49.6K - $59.3K
22.1K $2.32B
DNP
Dnp Select Income Fund Inc

Financial Services
-180
- 0.23%
$8.93 - $9.92 $1.61K - $1.79K
77K $761M
GILD
Gilead Sciences, Inc.

Healthcare
-8
- 0.18%
$89.14 - $117.41 $713 - $939
4.46K $499M
AJG
Arthur J. Gallagher & Co.

Financial Services
-64
- 3.55%
$275.89 - $345.24 $17.7K - $22.1K
1.74K $601M
XLE
Energy Sector Spdr

ETFs
-71
- 0.57%
$85.7 - $93.96 $6.08K - $6.67K
12.4K $1.16B
DRI
Darden Restaurants Inc

Consumer Cyclical
-15
- 0.33%
$180.02 - $208.56 $2.7K - $3.13K
4.53K $942M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-428
- 0.62%
$89.33 - $95.17 $38.2K - $40.7K
69.1K $6.38B
KMI
Kinder Morgan, Inc.

Energy
-1.22K
- 0.92%
$26.1 - $31.22 $31.9K - $38.2K
131K $3.75B
BK
Bank Of New York Mellon Corp

Financial Services
-24
- 0.12%
$75.42 - $88.95 $1.81K - $2.13K
19.3K $1.62B
NFLX
Netflix Inc

Communication Services
-354
- 3.1%
$828.4 - $1058.6 $293K - $375K
11.1K $10.3B
Kenvue Inc Com
-28.9K
- 8.97%
N/A
293K $7.03B
PPL
Ppl Corp

Utilities
-37
- 0.08%
$31.68 - $36.11 $1.17K - $1.34K
45.5K $1.64B
MO
Altria Group, Inc.

Consumer Defensive
-109
- 0.47%
$50.81 - $60.02 $5.54K - $6.54K
23K $1.38B
AEE
Ameren Corp

Utilities
-26
- 0.16%
$86.87 - $103.67 $2.26K - $2.7K
15.8K $1.58B
SBUX
Starbucks Corp

Consumer Cyclical
-330
- 1.06%
$91.75 - $115.81 $30.3K - $38.2K
30.7K $3.01B
SSNC
Ss&C Technologies Holdings Inc

Technology
-31
- 0.13%
$74.75 - $89.13 $2.32K - $2.76K
24.2K $2.02B
KO
Coca Cola CO

Consumer Defensive
-24
- 0.12%
$60.81 - $72.32 $1.46K - $1.74K
20K $1.43B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-925
- 0.53%
N/A
173K $3.77B
DE
Deere & CO

Industrials
-294
- 3.81%
$408.57 - $509.27 $120K - $150K
7.42K $3.48B
CSCO
Cisco Systems, Inc.

Technology
-2.8K
- 1.81%
$58.74 - $64.87 $164K - $182K
152K $9.38B
NVS
Novartis Ag

Healthcare
-149
- 0.89%
$97.14 - $115.57 $14.5K - $17.2K
16.5K $1.84B
WM
Waste Management Inc

Industrials
-401
- 3.71%
$200.54 - $233.78 $80.4K - $93.7K
10.4K $2.41B
SYK
Stryker Corp

Healthcare
-367
- 1.19%
$355.18 - $399.9 $130K - $147K
30.4K $11.3B
PNW
Pinnacle West Capital Corp

Utilities
-100
- 0.4%
$81.76 - $95.25 $8.18K - $9.53K
24.8K $2.36B
ALL
Allstate Corp

Financial Services
-271
- 1.07%
$180.99 - $210.18 $49K - $57K
25.1K $5.19B
EQT
Eqt Corp

Energy
-273
- 0.59%
$46.16 - $54.25 $12.6K - $14.8K
46K $2.46B
EXC
Exelon Corp

Utilities
-52
- 0.13%
$37.3 - $46.08 $1.94K - $2.4K
39.5K $1.82B
PSX
Phillips 66

Energy
-216
- 0.57%
$113.93 - $131.55 $24.6K - $28.4K
37.9K $4.68B
GD
General Dynamics Corp

Industrials
-235
- 0.48%
$241.94 - $272.58 $56.9K - $64.1K
48.3K $13.2B
WEC
Wec Energy Group, Inc.

Utilities
-132
- 0.49%
$92.12 - $108.98 $12.2K - $14.4K
26.9K $2.93B
Linde PLC Shs
-39
- 0.45%
N/A
8.69K $4.04B
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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