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
MRK
Merck & Co., Inc.

Healthcare
2.05K
+ 2.42%
$77.6 - $87.37 $159K - $179K
86.9K $7.29B
MPC
Marathon Petroleum Corp

Energy
74
+ 0.36%
$158.59 - $198.69 $11.7K - $14.7K
20.9K $4.02B
JBHT
Hunt J B Transport Services Inc

Industrials
4.12K
+ 14714.29%
$130.65 - $154.66 $538K - $637K
4.15K $557M
RVT
Royce Value Trust, Inc.

Financial Services
20.5K
+ 10.1%
$14.94 - $16.5 $307K - $339K
224K $3.61B
FDX
Fedex Corp

Industrials
1.8K
+ 13.07%
$217.1 - $243.2 $391K - $438K
15.6K $3.68B
VXF
Vanguard Extended Market ETF

ETFs
39
+ 0.12%
$193.58 - $213.07 $7.55K - $8.31K
31.8K $6.65B
CVS
Cvs Health Corp

Healthcare
2.28K
+ 4.05%
$58.75 - $76.5 $134K - $174K
58.5K $4.41B
DHI
Horton D R Inc

Consumer Cyclical
2.57K
+ 113.23%
$129.82 - $184.04 $333K - $472K
4.83K $819M
TAGG
T Rowe Price Exchange Traded F

ETFs
12.1K
+ 255.26%
$42.21 - $43.44 $512K - $527K
16.9K $727M
BBY
Best Buy CO Inc

Consumer Cyclical
6.82K
+ 1521.65%
$64.12 - $78.46 $437K - $535K
7.27K $549M
HUBS
Hubspot Inc

Technology
1.09K
+ 36200.0%
$420.79 - $560.9 $457K - $609K
1.09K $509M
CGMS
Capital Grp Core Plus Income E
17.6K
+ 18.29%
N/A
114K $3.16B
ITB
Ishares Tr

ETFs
130
+ 0.38%
$94.18 - $117.14 $12.2K - $15.2K
34.7K $3.72B
MOH
Molina Healthcare, Inc.

Healthcare
2.62K
+ 10484.0%
$152.31 - $306.29 $399K - $803K
2.65K $506M
CB
Chubb LTD

Financial Services
1.81K
+ 95.97%
$265.99 - $289.59 $482K - $524K
3.7K $1.04B
D
Dominion Energy, Inc

Utilities
4.48K
+ 9.52%
$56.32 - $62.1 $252K - $278K
51.6K $3.15B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.08K
+ 53800.0%
$311.12 - $482.13 $335K - $519K
1.08K $492M
MU
Micron Technology Inc

Technology
2.4K
+ 138.64%
$104.88 - $168.89 $252K - $406K
4.14K $692M
ORI
Old Republic International Corp

Financial Services
5.47K
+ 9.03%
$35.74 - $42.47 $195K - $232K
66.1K $2.81B
RE
Everest Re Group LTD

Financial Services
1.36K
+ 8475.0%
N/A
1.37K $481M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.93K
+ 760.74%
$118.3 - $142.16 $465K - $559K
4.45K $540M
ZS
Zscaler, Inc.

Technology
1.58K
+ 31500.0%
$267.68 - $316.5 $422K - $498K
1.58K $473M
Lam Research Corp Com New
2.51K
+ 68.0%
N/A
6.19K $829M
PEP
Pepsico Inc

Consumer Defensive
2.33K
+ 14.36%
$133.81 - $152.16 $312K - $355K
18.6K $2.61B
UNH
Unitedhealth Group Inc

Healthcare
291
+ 2.68%
$237.77 - $353.61 $69.2K - $103K
11.2K $3.86B
FTI
Technip Fmc PLC

Energy
11.5K
+ 25468.89%
$32.19 - $40.89 $369K - $469K
11.5K $454M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.4K
+ 64.27%
$45.07 - $47.56 $424K - $447K
24K $1.1B
FIX
Comfort Systems Usa Inc

Industrials
490
+ 426.09%
$521.66 - $825.18 $256K - $404K
605 $499M
ZM
Zoom Video Communications, Inc.

Technology
5.19K
+ 34600.0%
$69.77 - $86.83 $362K - $451K
5.21K $429M
NEM
Newmont Corp

Basic Materials
4.13K
+ 141.92%
$57.35 - $85.25 $237K - $352K
7.05K $594M
Atlassian Corporation Cl A
2.67K
+ 1301.95%
N/A
2.87K $459M
PKG
Packaging Corp Of America

Consumer Cyclical
1.77K
+ 390.93%
$191.41 - $220.25 $338K - $389K
2.22K $484M
IVZ
Invesco Ltd.

Financial Services
3.8K
+ 8.84%
$16.17 - $23.0 $61.5K - $87.5K
46.8K $1.07B
BK
Bank Of New York Mellon Corp

Financial Services
579
+ 3.13%
$90.65 - $109.75 $52.5K - $63.5K
19.1K $2.08B
PCG
Pg&E Corp

Utilities
26K
+ 13762.96%
$13.0 - $15.73 $338K - $409K
26.2K $395M
BWA
Borgwarner Inc

Consumer Cyclical
8.11K
+ 253.1%
$34.53 - $44.44 $280K - $360K
11.3K $497M
KLAC
Kla Corp

Technology
9
+ 0.43%
$843.9 - $1078.6 $7.6K - $9.71K
2.09K $2.25B
SNV
Synovus Financial Corp

Financial Services
7.71K
+ 77070.0%
$46.55 - $59.6 $359K - $459K
7.72K $379M
OWL
Blue Owl Capital Inc.

Financial Services
31.2K
+ 47.18%
$16.93 - $20.8 $528K - $649K
97.4K $1.65B
FNF
Fidelity National Financial, Inc.

Financial Services
6.14K
+ 24556.0%
$51.22 - $61.07 $314K - $375K
6.16K $373M
QQQ
Invesco Qqq Trust, Series 1

ETFs
122
+ 2.0%
$546.99 - $602.2 $66.7K - $73.5K
6.22K $3.74B
MTCH
Match Group, Inc.

Communication Services
10.4K
+ 17388.33%
$31.83 - $38.77 $332K - $404K
10.5K $371M
MOS
Mosaic CO

Basic Materials
10.5K
+ 1403.73%
$30.93 - $37.81 $326K - $398K
11.3K $391M
PFE
Pfizer Inc

Healthcare
8.11K
+ 6.59%
$23.29 - $25.88 $189K - $210K
131K $3.34B
INCY
Incyte Corp

Healthcare
4.19K
+ 1708.57%
$67.27 - $86.96 $282K - $364K
4.43K $376M
CHWY
Chewy, Inc.

Consumer Cyclical
8.88K
+ 1530.86%
$34.27 - $42.33 $304K - $376K
9.46K $383M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.14K
+ 5.37%
$87.29 - $93.61 $186K - $200K
41.9K $3.91B
Grayscale Ethereum Trust ETF
500
+ 1.98%
N/A
25.8K $884M
OVV
Ovintiv Inc.

Energy
8.68K
+ 34728.0%
$38.53 - $43.17 $335K - $375K
8.71K $352M
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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