Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
155K
+ 86.55%
$56.17 - $59.71 $8.71M - $9.26M
334K $19.1B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
109K
+ 188.35%
$56.44 - $64.13 $6.15M - $6.98M
167K $10.3B
GE
General Electric CO

Industrials
29.5K
+ 178.36%
$168.59 - $212.13 $4.98M - $6.26M
46.1K $9.23B
CAT
Caterpillar Inc

Industrials
16.8K
+ 180.89%
$326.75 - $407.63 $5.5M - $6.86M
26.1K $8.62B
Capital Group Dividend Growers ETF
109K
+ 28.2%
N/A
497K $15.4B
BLD
Top Build Corp

Industrials
11.4K
+ 59873.68%
$295.17 - $354.82 $3.36M - $4.04M
11.4K $3.47B
AMGN
Amgen Inc

Healthcare
691
+ 1.15%
$258.59 - $327.36 $179K - $226K
61K $19B
CVX
Chevron Corp

Energy
660
+ 0.49%
$146.71 - $167.97 $96.8K - $111K
135K $22.6B
ETN
Eaton Corp PLC

Industrials
12.1K
+ 377.88%
$271.83 - $371.23 $3.29M - $4.49M
15.3K $4.16B
NKE
Nike, Inc.

Consumer Cyclical
46.4K
+ 352.21%
$63.29 - $81.72 $2.94M - $3.8M
59.6K $3.79B
CGGO
Capital Group Global Growth Eq

ETFs
66.9K
+ 1151.6%
$28.33 - $30.84 $1.9M - $2.06M
72.7K $2.06B
XOM
Exxon Mobil Corp

Energy
1.27K
+ 0.89%
$105.44 - $118.93 $134K - $151K
145K $17.2B
FYLD
Cambria Foreign Shareholder Yi

ETFs
35.3K
+ 7.39%
$24.97 - $27.67 $881K - $977K
513K $13.8B
ORCC
Owl Rock Capital Corp

Financial Services
95.3K
+ 2383.1%
N/A
99.3K $1.46B
SO
Southern CO

Utilities
2.61K
+ 2.66%
$80.96 - $92.96 $212K - $243K
101K $9.29B
CBOE
Cboe Global Markets, Inc.

Financial Services
5
+ 0.01%
$190.84 - $226.29 $954 - $1.13K
37.3K $8.44B
PLTR
Palantir Technologies Inc.

Technology
12.6K
+ 149.21%
$64.98 - $124.62 $820K - $1.57M
21.1K $1.78B
VZ
Verizon Communications Inc

Communication Services
1.27K
+ 0.64%
$37.81 - $46.49 $47.8K - $58.8K
199K $9.01B
CLF
Cleveland Cliffs Inc.

Basic Materials
120K
+ 11811.23%
$8.22 - $12.02 $985K - $1.44M
121K $994M
LLY
Eli Lilly & CO

Healthcare
533
+ 5.41%
$725.72 - $929.72 $387K - $496K
10.4K $8.58B
PRF
Invesco Exchange Traded Fd Tr

ETFs
22.4K
+ 3.74%
$39.4 - $42.61 $882K - $954K
620K $25.1B
Capital Group Core Bond ETF
32.8K
+ 72.03%
N/A
78.4K $2.06B
CGDV
Capital Group Divid Value ETF

ETFs
22K
+ 20.43%
$34.95 - $37.36 $768K - $821K
130K $4.62B
PM
Philip Morris International Inc.

Consumer Defensive
140
+ 0.81%
$117.15 - $158.79 $16.4K - $22.2K
17.4K $2.76B
Performance Trust Short Term Bond ETF
26.2K
+ 3383.87%
N/A
27K $683M
IBM
International Business Machines Corp

Technology
27
+ 0.12%
$217.4 - $264.74 $5.87K - $7.15K
21.7K $5.39B
MPC
Marathon Petroleum Corp

Energy
3.6K
+ 21.13%
$134.72 - $159.03 $485K - $572K
20.6K $3.01B
DUK
Duke Energy Corp

Utilities
1.4K
+ 4.32%
$105.87 - $121.97 $148K - $170K
33.7K $4.11B
CGMS
Capital Grp Core Plus Income E
21.9K
+ 33.77%
N/A
86.9K $2.37B
DVN
Devon Energy Corp

Energy
5.45K
+ 6.85%
$33.15 - $38.55 $181K - $210K
85K $3.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.28K
+ 39.33%
$126.11 - $135.06 $539K - $578K
15.1K $1.95B
MMM
3 M CO

Industrials
544
+ 2.0%
$129.7 - $155.12 $70.6K - $84.4K
27.7K $4.07B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.28K
+ 8.96%
$169.43 - $182.84 $556K - $600K
39.9K $6.91B
MDT
Medtronic PLC

Healthcare
3.59K
+ 29.46%
$79.84 - $94.5 $286K - $339K
15.8K $1.42B
OWL
Blue Owl Capital Inc.

Financial Services
27.2K
+ 80.04%
$18.49 - $26.68 $503K - $725K
61.1K $1.23B
EGP
Eastgroup Properties Inc

Real Estate
2.47K
New
$155.63 - $187.46 $384K - $462K
2.47K $434M
OXY
Occidental Petroleum Corp

Energy
8.42K
+ 21.98%
$45.45 - $52.7 $382K - $443K
46.7K $2.31B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.84K
+ 10.74%
$74.85 - $84.89 $212K - $241K
29.2K $2.39B
UBER
Uber Technologies, Inc

Technology
1.38K
+ 5.94%
$63.17 - $81.49 $87.2K - $112K
24.6K $1.79B
NUE
Nucor Corp

Basic Materials
2K
+ 5.07%
$114.48 - $142.52 $229K - $285K
41.4K $4.99B
BP
Bp PLC

Energy
2.18K
+ 3.07%
$29.93 - $35.31 $65.2K - $76.9K
73.1K $2.47B
GNRC
Generac Holdings Inc.

Industrials
2.74K
+ 515.82%
$126.65 - $164.06 $347K - $449K
3.27K $414M
ADBE
Adobe Inc.

Technology
1.03K
+ 94.25%
$377.84 - $464.11 $390K - $479K
2.13K $817M
UNP
Union Pacific Corp

Industrials
26
+ 0.07%
$225.21 - $254.42 $5.86K - $6.61K
39.4K $9.31B
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 14.35%
$271.18 - $303.12 $507K - $566K
14.9K $4.09B
WRB
Berkley W R Corp

Financial Services
31
+ 0.17%
$56.7 - $71.27 $1.76K - $2.21K
18.7K $1.33B
KLAC
Kla Corp

Technology
255
+ 20.13%
$636.62 - $777.63 $162K - $198K
1.52K $1.03B
CTRA
Coterra Energy Inc.

Energy
26
+ 0.04%
$25.51 - $29.83 $663 - $776
60.8K $1.76B
ORI
Old Republic International Corp

Financial Services
52
+ 0.08%
$33.46 - $39.22 $1.74K - $2.04K
61.5K $2.41B
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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