Rothschild Investment LLC Incresed Positions in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCTR
Victory Capital Holdings, Inc.

Financial Services
5
+ 0.12%
$54.76 - $72.24 $274 - $361
4.27K $279M
AIG
American International Group, Inc.

Financial Services
1.35K
+ 1.03%
$70.0 - $79.22 $94.4K - $107K
132K $9.6B
SHW
Sherwin Williams CO

Basic Materials
386
+ 18.08%
$338.75 - $399.71 $131K - $154K
2.52K $857M
EQIX
Equinix Inc

Real Estate
11
+ 1.95%
$865.69 - $985.0 $9.52K - $10.8K
576 $543M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
537
+ 134.25%
$77.86 - $79.27 $41.8K - $42.6K
937 $73.1M
KR
Kroger CO

Consumer Defensive
184
+ 2.39%
$55.21 - $63.3 $10.2K - $11.6K
7.89K $483M
Research Affiliates Deletions ETF
1.7K
+ 44.27%
N/A
5.54K $142M
HWM
Howmet Aerospace Inc.

Industrials
316
+ 61.24%
$99.72 - $120.09 $31.5K - $37.9K
832 $91M
VRT
Vertiv Holdings CO

Industrials
194
+ 15.97%
N/A
1.41K $160M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.22%
$4100.99 - $5300.34 $4.1K - $5.3K
46 $229M
MMM
3 M CO

Industrials
1.79K
+ 7.04%
$124.74 - $137.12 $223K - $245K
27.2K $3.51B
UAL
United Airlines Holdings, Inc.

Industrials
6
+ 0.66%
$55.62 - $102.44 $334 - $615
915 $88.8M
DG
Dollar General Corp

Consumer Defensive
798
+ 29.67%
$73.27 - $84.47 $58.5K - $67.4K
3.49K $264M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
141
+ 1.33%
$55.73 - $66.16 $7.86K - $9.33K
10.7K $648M
TPR
Tapestry, Inc.

Consumer Cyclical
15
+ 0.77%
$43.54 - $66.18 $653 - $993
1.96K $128M
USB
Us Bancorp \De\

Financial Services
273
+ 2.49%
$43.98 - $53.66 $12K - $14.6K
11.2K $537M
ADP
Automatic Data Processing Inc

Industrials
28
+ 1.65%
$280.08 - $307.97 $7.84K - $8.62K
1.73K $506M
WRB
Berkley W R Corp

Financial Services
12
+ 0.06%
$56.48 - $64.94 $678 - $779
18.7K $1.09B
IP
International Paper CO

Consumer Cyclical
96
+ 1.7%
$46.64 - $59.57 $4.48K - $5.72K
5.76K $310M
FISV
Fiserv Inc

Technology
18
+ 1.6%
N/A
1.14K $235M
TMUS
T Mobile Us, Inc.

Communication Services
66
+ 5.24%
$206.1 - $246.94 $13.6K - $16.3K
1.33K $293M
C
Citigroup Inc

Financial Services
105
+ 3.26%
$61.31 - $72.5 $6.44K - $7.61K
3.32K $234M
COF
Capital One Financial Corp

Financial Services
26
+ 2.67%
$145.19 - $192.01 $3.77K - $4.99K
999 $178M
TJX
Tjx Companies Inc

Consumer Cyclical
164
+ 4.3%
$112.15 - $127.2 $18.4K - $20.9K
3.98K $480M
ITA
Ishares Tr

ETFs
228
+ 95.8%
$144.31 - $157.31 $32.9K - $35.9K
466 $67.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
160
+ 1.23%
$7.33 - $12.37 $1.17K - $1.98K
13.1K $139M
BSX
Boston Scientific Corp

Healthcare
80
+ 1.85%
$83.62 - $91.5 $6.69K - $7.32K
4.39K $392M
TRV
Travelers Companies, Inc.

Financial Services
21
+ 0.58%
$225.97 - $266.66 $4.75K - $5.6K
3.63K $875M
MOD
Modine Manufacturing CO

Consumer Cyclical
440
+ 34.38%
$109.77 - $143.22 $48.3K - $63K
1.72K $199M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.12%
$328.51 - $401.37 $329 - $401
837 $314M
MSI
Motorola Solutions, Inc.

Technology
5
+ 0.24%
$449.08 - $504.6 $2.25K - $2.52K
2.12K $978M
MATX
Matson, Inc.

Industrials
253
+ 31.39%
$131.18 - $167.37 $33.2K - $42.3K
1.06K $143M
XLF
Financial Sector Spdr

ETFs
6
+ 0.07%
$44.89 - $51.34 $269 - $308
9.02K $436M
BHP
Bhp Group LTD

Basic Materials
708
+ 119.39%
$48.78 - $62.43 $34.5K - $44.2K
1.3K $63.5M
IBM
International Business Machines Corp

Technology
241
+ 1.13%
$204.9 - $238.04 $49.4K - $57.4K
21.7K $4.76B
HES
Hess Corp

Energy
188
+ 80.0%
$127.66 - $148.65 $24K - $27.9K
423 $56.3M
OSK
Oshkosh Corp

Industrials
364
+ 18.2%
$93.84 - $115.52 $34.2K - $42K
2.36K $225M
IWM
Ishares Russell 2000 ETF

ETFs
105
+ 1.49%
$216.13 - $242.4 $22.7K - $25.5K
7.16K $1.58B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.41K
+ 14.76%
$40.41 - $45.12 $57.1K - $63.8K
11K $445M
ZBRA
Zebra Technologies Corp

Technology
1
+ 0.07%
$360.09 - $411.94 $360 - $412
1.43K $552M
WAT
Waters Corp

Healthcare
55
+ 23.11%
$323.11 - $392.01 $17.8K - $21.6K
293 $109M
VST
Vistra Corp.

Utilities
118
+ 34.2%
$115.74 - $166.61 $13.7K - $19.7K
463 $63.8M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
775
+ 1.84%
$8.24 - $11.07 $6.39K - $8.58K
42.9K $400M
VB
Vanguard Small Cap ETF

ETFs
65
+ 2.87%
$233.76 - $261.58 $15.2K - $17K
2.33K $561M
GRMN
Garmin LTD

Technology
34
+ 7.2%
$161.91 - $220.77 $5.5K - $7.51K
506 $104M
APA
Apa Corp

Energy
970
+ 86.84%
$20.47 - $27.07 $19.9K - $26.3K
2.09K $48.2M
INOD
Innodata Inc

Technology
510
+ 3400.0%
$15.45 - $46.23 $7.88K - $23.6K
525 $20.7M
HEI
Heico Corp

Industrials
101
+ 66.89%
$237.06 - $279.02 $23.9K - $28.2K
252 $59.9M
CGGO
Capital Group Global Growth Eq

ETFs
850
+ 17.14%
$29.21 - $30.67 $24.8K - $26.1K
5.81K $170M
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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