Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
230
+ 26.96%
$656.44 - $753.15 $151K - $173K
1.08K $809M
MHK
Mohawk Industries Inc

Consumer Cyclical
1.84K
+ 899.51%
$107.23 - $139.75 $198K - $258K
2.05K $264M
BA
Boeing CO

Industrials
540
+ 2.74%
$209.79 - $237.38 $113K - $128K
20.2K $4.36B
MS
Morgan Stanley

Financial Services
699
+ 9.91%
$139.09 - $161.16 $97.2K - $113K
7.75K $1.23B
MSCI
Msci Inc.

Financial Services
418
+ 674.19%
$526.48 - $588.0 $220K - $246K
480 $272M
AR
Antero Resources Corp

Energy
7.04K
+ 28176.0%
$29.87 - $37.66 $210K - $265K
7.07K $237M
OTIS
Otis Worldwide Corp

Industrials
2.89K
+ 76.94%
$84.93 - $101.07 $245K - $292K
6.64K $607M
HII
Huntington Ingalls Industries, Inc.

Industrials
789
+ 621.26%
$246.31 - $287.91 $194K - $227K
916 $264M
KMX
Carmax Inc

Consumer Cyclical
5.25K
+ 4769.09%
$44.86 - $71.57 $235K - $375K
5.36K $240M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
889
+ 6.43%
$132.9 - $142.03 $118K - $126K
14.7K $2.07B
BPOP
Popular, Inc.

Financial Services
1.81K
New
$111.3 - $128.04 $201K - $232K
1.81K $230M
NFG
National Fuel Gas CO

Energy
2.48K
+ 49580.0%
$82.19 - $93.72 $204K - $232K
2.48K $229M
SWK
Stanley Black & Decker, Inc.

Industrials
2.95K
+ 202.26%
$66.98 - $79.52 $197K - $234K
4.4K $327M
ARW
Arrow Electronics Inc

Technology
1.87K
+ 187100.0%
$114.66 - $133.24 $215K - $249K
1.87K $227M
UNM
Unum Group

Financial Services
2.92K
+ 1331.51%
$68.55 - $82.12 $200K - $239K
3.14K $244M
STT
State Street Corp

Financial Services
1.22K
+ 13.82%
$102.01 - $117.25 $124K - $142K
10K $1.16B
PCTY
Paylocity Holding Corp

Technology
1.46K
+ 486.33%
$159.27 - $190.36 $232K - $278K
1.76K $280M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
475
+ 22.12%
$103.83 - $179.9 $49.3K - $85.5K
2.62K $469M
MO
Altria Group, Inc.

Consumer Defensive
497
+ 1.93%
$57.75 - $67.68 $28.7K - $33.6K
26.2K $1.73B
Arista Networks Inc Com Shs
803
+ 32.68%
N/A
3.26K $475M
SAM
Boston Beer CO Inc

Consumer Defensive
1.05K
New
$191.38 - $226.97 $202K - $239K
1.05K $223M
HST
Host Hotels & Resorts, Inc.

Real Estate
13K
+ 2617.58%
$15.27 - $17.68 $198K - $229K
13.5K $229M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
7.68K
New
$27.79 - $32.38 $213K - $249K
7.68K $220M
NOC
Northrop Grumman Corp

Industrials
16
+ 0.83%
$498.9 - $609.32 $7.98K - $9.75K
1.94K $1.18B
STE
Steris PLC

Healthcare
884
+ 803.64%
$221.21 - $252.43 $196K - $223K
994 $246M
FISV
Fiserv Inc

Technology
2.19K
+ 147.51%
N/A
3.68K $474M
NYT
New York Times CO

Communication Services
3.77K
+ 37670.0%
$51.43 - $61.95 $194K - $233K
3.78K $217M
AWI
Armstrong World Industries Inc

Industrials
1.09K
New
$163.99 - $199.13 $179K - $217K
1.09K $214M
NEU
Newmarket Corp

Basic Materials
257
New
$680.5 - $848.94 $175K - $218K
257 $213M
IONQ
Ion Q, Inc.

Technology
2.64K
+ 97.06%
$36.79 - $75.14 $97.1K - $198K
5.36K $330M
ILMN
Illumina, Inc.

Healthcare
2.24K
+ 514.94%
$91.69 - $109.88 $205K - $246K
2.68K $254M
RRC
Range Resources Corp

Energy
5.64K
+ 22568.0%
$32.79 - $39.33 $185K - $222K
5.67K $213M
DUK
Duke Energy Corp

Utilities
114
+ 0.33%
$116.31 - $125.93 $13.3K - $14.4K
34.4K $4.25B
AL
Air Lease Corp

Industrials
3.3K
+ 32960.0%
$54.35 - $64.28 $179K - $212K
3.31K $210M
CROX
Crocs, Inc.

Consumer Cyclical
2.5K
+ 8336.67%
$74.39 - $108.79 $186K - $272K
2.53K $211M
AXS
Axis Capital Holdings LTD

Financial Services
2.16K
+ 21590.0%
$93.33 - $102.44 $201K - $221K
2.17K $208M
NDAQ
Nasdaq, Inc.

Financial Services
2.33K
+ 255.65%
$86.73 - $96.94 $202K - $226K
3.24K $287M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.02K
New
$97.53 - $115.95 $197K - $234K
2.02K $202M
PINS
Pinterest, Inc.

Communication Services
6.3K
+ 1117.73%
$32.17 - $39.17 $203K - $247K
6.87K $221M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.83K
+ 40.89%
$52.62 - $61.93 $202K - $237K
13.2K $715M
EXEL
Exelixis, Inc.

Healthcare
4.83K
+ 96540.0%
$36.22 - $46.25 $175K - $223K
4.83K $200M
Veralto Corp Com Shs
1.7K
+ 54.28%
N/A
4.84K $515M
GLD
Spdr Gold Trust

ETFs
250
+ 11.53%
$300.96 - $355.47 $75.2K - $88.9K
2.42K $860M
PB
Prosperity Bancshares Inc

Financial Services
2.99K
New
$65.12 - $74.71 $195K - $223K
2.99K $198M
COP
Conocophillips

Energy
945
+ 4.22%
$91.0 - $98.99 $86K - $93.5K
23.3K $2.21B
CHK
Chesapeake Energy Corp

Energy
1.83K
+ 4948.65%
N/A
1.87K $198M
GPS
Gap Inc

Consumer Cyclical
8.84K
+ 1723.0%
N/A
9.35K $200M
TTC
Toro CO

Industrials
2.39K
+ 235.57%
$72.64 - $82.54 $174K - $197K
3.41K $260M
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 21.27%
$103.26 - $115.0 $125K - $139K
6.91K $777M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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