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
EQH
Equitable Holdings, Inc.

Financial Services
389
+ 4.46%
$50.09 - $55.88 $19.5K - $21.7K
9.11K $463M
IRT
Independence Realty Trust, Inc.

Real Estate
105
+ 0.46%
$16.35 - $18.11 $1.72K - $1.9K
23K $378M
BSX
Boston Scientific Corp

Healthcare
167
+ 3.65%
$97.03 - $108.14 $16.2K - $18.1K
4.74K $463M
ICE
Intercontinental Exchange, Inc.

Financial Services
6
+ 0.29%
$167.28 - $188.45 $1K - $1.13K
2.08K $350M
BXSL
Blackstone Secured Lending Fund

Financial Services
104
+ 1.41%
$26.07 - $32.55 $2.71K - $3.39K
7.5K $195M
CARR
Carrier Global Corp

Industrials
690
+ 10.98%
$58.75 - $80.73 $40.5K - $55.7K
6.98K $416M
PANW
Palo Alto Networks Inc

Technology
172
+ 0.22%
$167.06 - $208.19 $28.7K - $35.8K
77.6K $15.8B
ARCC
Ares Capital Corp

Financial Services
2.35K
+ 3.94%
$20.41 - $23.25 $48K - $54.7K
62K $1.27B
DLR
Digital Realty Trust, Inc.

Real Estate
308
+ 0.38%
$161.21 - $180.02 $49.7K - $55.4K
80.7K $13.9B
DRI
Darden Restaurants Inc

Consumer Cyclical
324
+ 7.15%
$184.73 - $220.27 $59.9K - $71.4K
4.86K $925M
WM
Waste Management Inc

Industrials
23
+ 0.23%
$213.88 - $237.1 $4.92K - $5.45K
9.86K $2.18B
KKR
Kkr & Co. Inc.

Financial Services
255
+ 0.7%
$129.95 - $152.16 $33.1K - $38.8K
36.5K $4.74B
CSCO
Cisco Systems, Inc.

Technology
879
+ 0.58%
$66.2 - $71.79 $58.2K - $63.1K
153K $10.5B
SPGI
S&P Global Inc.

Financial Services
39
+ 1.48%
$484.94 - $564.15 $18.9K - $22K
2.67K $1.3B
DVA
Davita Inc.

Healthcare
6
+ 0.05%
$127.69 - $151.32 $766 - $908
11.6K $1.55B
ORCC
Owl Rock Capital Corp

Financial Services
4.05K
+ 3.76%
N/A
112K $1.43B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
46
+ 0.42%
$38.58 - $58.24 $1.77K - $2.68K
11.1K $436M
MSTR
Microstrategy Inc

Technology
41
+ 1.63%
$300.7 - $455.9 $12.3K - $18.7K
2.55K $823M
GDDY
Go Daddy Inc.

Technology
1.87K
+ 16.4%
$133.35 - $178.59 $249K - $334K
13.3K $1.82B
PM
Philip Morris International Inc.

Consumer Defensive
356
+ 2.04%
$157.77 - $183.27 $56.2K - $65.2K
17.8K $2.89B
V
Visa Inc.

Financial Services
252
+ 0.82%
$332.09 - $358.86 $83.7K - $90.4K
31.1K $10.6B
AIG
American International Group, Inc.

Financial Services
450
+ 0.34%
$76.34 - $85.87 $34.4K - $38.6K
133K $10.4B
HON
Honeywell International Inc

Industrials
1.24K
+ 2.04%
$207.7 - $240.4 $257K - $297K
61.8K $13B
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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