Rothschild Investment LLC Incresed Positions in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
5.76K
+ 9.1%
$23.09 - $25.45 $133K - $147K
69.1K $1.63B
BCO
Brinks CO

Industrials
20
+ 2.27%
$85.19 - $117.52 $1.7K - $2.35K
900 $105M
FRT
Federal Realty Investment Trust

Real Estate
235
+ 54.78%
$90.61 - $102.67 $21.3K - $24.1K
664 $67.3M
ASH
Ashland Global Holdings Inc

Basic Materials
551
+ 3673.33%
$47.62 - $56.6 $26.2K - $31.2K
566 $27.1M
GIS
General Mills Inc

Consumer Defensive
718
+ 10.11%
$48.44 - $53.83 $34.8K - $38.6K
7.82K $394M
ALV
Autoliv Inc

Consumer Cyclical
26
+ 1.33%
$110.31 - $127.65 $2.87K - $3.32K
1.98K $244M
VMC
Vulcan Materials CO

Basic Materials
11
+ 2.32%
$260.62 - $307.62 $2.87K - $3.38K
486 $150M
EQAL
Invesco ETF

ETFs
18
+ 0.2%
$49.29 - $52.39 $887 - $943
8.86K $461M
AVAV
Aero Vironment Inc

Industrials
36
+ 7.79%
$226.08 - $314.89 $8.14K - $11.3K
498 $157M
Nextracker Inc Class A Com
80
+ 8.24%
N/A
1.05K $77.8M
Liberty Global LTD Com Cl A
2.01K
+ 207.42%
N/A
2.98K $34.2M
VIRT
Virtu Financial, Inc.

Financial Services
692
+ 3460.0%
$34.87 - $45.12 $24.1K - $31.2K
712 $25.3M
LEU
Centrus Energy Corp

Energy
45
+ 54.88%
$166.58 - $315.62 $7.5K - $14.2K
127 $39.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$24.46 - $26.5 $24.5 - $26.5
12.8K $336M
PLD
Prologis, Inc.

Real Estate
22
+ 0.95%
$104.08 - $115.35 $2.29K - $2.54K
2.33K $267M
BHP
Bhp Group LTD

Basic Materials
340
+ 49.93%
$48.67 - $56.22 $16.5K - $19.1K
1.02K $56.9M
MKC
Mccormick & CO Inc

Consumer Defensive
406
+ 114.04%
$64.3 - $77.17 $26.1K - $31.3K
762 $51M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
585
+ 4875.0%
$39.13 - $48.22 $22.9K - $28.2K
597 $23.6M
VLUE
Ishares Msci Usa Value Factor

ETFs
160
+ 64.0%
$111.55 - $125.05 $17.8K - $20K
410 $51.3M
MA
Mastercard Inc

Financial Services
6
+ 0.21%
$550.18 - $598.96 $3.3K - $3.59K
2.85K $1.62B
Nebius Group N.V. Shs Class A
80
+ 32.65%
N/A
325 $36.5M
Capital Group International Equity ETF
623
+ 26.51%
N/A
2.97K $100M
XEL
Xcel Energy Inc

Utilities
205
+ 45.05%
$67.56 - $80.65 $13.8K - $16.5K
660 $53.2M
ED
Consolidated Edison Inc

Utilities
171
+ 0.59%
$95.57 - $105.36 $16.3K - $18K
28.9K $2.91B
FRSH
Freshworks Inc.

Technology
1.93K
+ 560.0%
$11.77 - $15.36 $22.7K - $29.7K
2.28K $26.8M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.11%
$56.02 - $60.3 $448 - $482
7.1K $425M
HQH
Tekla Healthcare Investors

Financial Services
180
+ 3.07%
$15.58 - $18.46 $2.8K - $3.32K
6.05K $112M
SE
Sea LTD

Consumer Cyclical
106
+ 113.98%
$146.23 - $196.5 $15.5K - $20.8K
199 $35.6M
ADMA
Adma Biologics, Inc.

Healthcare
1.5K
+ 373.75%
$14.66 - $19.91 $21.9K - $29.8K
1.9K $27.8M
CMC
Commercial Metals CO

Basic Materials
324
+ 169.63%
$50.28 - $59.79 $16.3K - $19.4K
515 $29.5M
UBSI
United Bankshares Inc

Financial Services
533
+ 174.75%
$35.03 - $38.73 $18.7K - $20.6K
838 $31.2M
VRRM
Verra Mobility Corp

Industrials
822
+ 238.26%
$23.49 - $25.65 $19.3K - $21.1K
1.17K $28.8M
PNW
Pinnacle West Capital Corp

Utilities
169
+ 0.68%
$85.87 - $94.45 $14.5K - $16K
24.9K $2.24B
OGN
Organon & Co.

Healthcare
1.65K
+ 73.06%
$8.4 - $10.85 $13.8K - $17.9K
3.9K $41.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
243
+ 60.75%
$78.96 - $80.04 $19.2K - $19.4K
643 $51.4M
TBBK
Bancorp, Inc.

Financial Services
235
+ 213.64%
$58.16 - $79.6 $13.7K - $18.7K
345 $25.8M
AZN
Astrazeneca PLC

Healthcare
165
+ 17.33%
$68.72 - $82.11 $11.3K - $13.5K
1.12K $85.7M
CPB
Campbell Soup CO

Consumer Defensive
586
+ 85.55%
$30.41 - $34.03 $17.8K - $19.9K
1.27K $40.1M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
149
+ 2980.0%
$123.13 - $140.8 $18.3K - $21K
154 $19.8M
CG
Carlyle Group Inc.

Financial Services
76
+ 6.06%
$52.82 - $69.35 $4.01K - $5.27K
1.33K $83.5M
SPYG
Spdr Portfolio

ETFs
2
+ 0.1%
$94.33 - $105.31 $189 - $211
2.02K $211M
VEU
Vanguard Ftse All World Ex Us

ETFs
78
+ 2.46%
$66.38 - $71.68 $5.18K - $5.59K
3.25K $232M
FAST
Fastenal CO

Industrials
1
+ 0.04%
$42.47 - $50.39 $42.5 - $50.4
2.63K $129M
ASGN
Asgn Inc

Technology
393
+ 561.43%
$47.05 - $55.65 $18.5K - $21.9K
463 $21.9M
JEF
Jefferies Financial Group Inc.

Financial Services
191
+ 34.73%
$54.67 - $70.36 $10.4K - $13.4K
741 $48.5M
VTRS
Viatris Inc

Healthcare
137
+ 0.78%
$8.74 - $10.69 $1.2K - $1.46K
17.6K $175M
XLK
Technology Sector Spdr

ETFs
25
+ 6.44%
$250.97 - $282.66 $6.27K - $7.07K
413 $116M
RLI
Rli Corp

Financial Services
278
+ 5560.0%
$64.17 - $71.7 $17.8K - $19.9K
283 $18.5M
CBRE
Cbre Group, Inc.

Real Estate
4
+ 0.4%
$137.04 - $165.9 $548 - $664
994 $157M
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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