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
ARKG
Ark Genomic Revolution ETF (De

ETFs
2K
+ 15.21%
$22.66 - $27.11 $45.3K - $54.2K
15.2K $357M
EOG
Eog Resources Inc

Energy
192
+ 1.92%
$118.22 - $136.54 $22.7K - $26.2K
10.2K $1.25B
FFIV
F5, Inc.

Technology
6
+ 1.08%
$213.56 - $263.36 $1.28K - $1.58K
562 $141M
CDAY
Ceridian Hcm Holding Inc.

Technology
30
+ 2.06%
N/A
1.48K $108M
PWR
Quanta Services, Inc.

Industrials
34
+ 7.93%
$296.05 - $346.6 $10.1K - $11.8K
463 $146M
BIIB
Biogen Inc.

Healthcare
136
+ 215.87%
$146.47 - $191.55 $19.9K - $26.1K
199 $30.4M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 1.48%
$471.27 - $550.62 $3.3K - $3.85K
481 $251M
WDAY
Workday, Inc.

Technology
69
+ 690.0%
$233.85 - $279.91 $16.1K - $19.3K
79 $20.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
153
+ 4.34%
$62.09 - $82.32 $9.5K - $12.6K
3.68K $246M
CDNS
Cadence Design Systems Inc

Technology
13
+ 2.83%
$249.1 - $324.54 $3.24K - $4.22K
472 $142M
NET
Cloudflare, Inc.

Technology
153
+ 7650.0%
$78.11 - $117.56 $12K - $18K
155 $16.7M
FTNT
Fortinet, Inc.

Technology
57
+ 8.82%
$76.49 - $99.21 $4.36K - $5.65K
703 $66.4M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.1%
$1023.06 - $1220.93 $1.02K - $1.22K
1K $1.06B
ZG
Zillow Group, Inc.

Communication Services
195
+ 79.59%
$56.08 - $82.33 $10.9K - $16.1K
440 $31.2M
TIPT
Tiptree Inc.

Financial Services
760
+ 5066.67%
$19.02 - $22.95 $14.5K - $17.4K
775 $16.2M
LIT
Global X Fds Global X Lithium

ETFs
450
+ 50.45%
$40.78 - $48.97 $18.4K - $22K
1.34K $54.7M
BXSL
Blackstone Secured Lending Fund

Financial Services
99
+ 2.42%
$29.25 - $33.27 $2.9K - $3.29K
4.18K $135M
CAH
Cardinal Health Inc

Healthcare
79
+ 10.14%
$107.89 - $125.33 $8.52K - $9.9K
858 $101M
GNRC
Generac Holdings Inc.

Industrials
109
+ 25.83%
$154.28 - $195.11 $16.8K - $21.3K
531 $82.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
230
+ 23.49%
$80.13 - $83.77 $18.4K - $19.3K
1.21K $97M
SPG
Simon Property Group Inc

Real Estate
22
+ 0.62%
$167.23 - $183.84 $3.68K - $4.04K
3.54K $610M
SLV
I Shares Silver Trust

ETFs
1.5K
+ 12.57%
$26.33 - $31.74 $39.5K - $47.6K
13.4K $354M
MET
Metlife Inc

Financial Services
696
+ 0.98%
$78.15 - $88.25 $54.4K - $61.4K
71.5K $5.86B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
185
+ 616.67%
$73.49 - $86.09 $13.6K - $15.9K
215 $16.6M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
50
+ 1.45%
$4.34 - $10.57 $217 - $529
3.51K $30.5M
AXON
Axon Enterprise, Inc.

Industrials
4
+ 6.56%
$399.22 - $689.78 $1.6K - $2.76K
65 $38.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
500
+ 100.0%
$33.77 - $44.09 $16.9K - $22K
1K $33.9M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
167
+ 2385.71%
$81.34 - $96.75 $13.6K - $16.2K
174 $14.2M
DAL
Delta Air Lines, Inc.

Industrials
11
+ 0.84%
$47.46 - $65.77 $522 - $723
1.33K $80.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
25
+ 11.52%
$146.47 - $191.01 $3.66K - $4.78K
242 $45.1M
APH
Amphenol Corp

Technology
64
+ 3.23%
$62.07 - $75.35 $3.97K - $4.82K
2.05K $142M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
190
+ 2.76%
$9.95 - $12.23 $1.89K - $2.32K
7.07K $82.9M
CBRE
Cbre Group, Inc.

Real Estate
47
+ 5.01%
$119.22 - $140.71 $5.6K - $6.61K
985 $129M
ITOT
Ishares Core S&P Total U.S. St

ETFs
38
+ 1.51%
$124.26 - $134.12 $4.72K - $5.1K
2.55K $328M
NICE
Nice Ltd.

Technology
80
+ 18.52%
$164.71 - $199.17 $13.2K - $15.9K
512 $87M
CGUS
Capital Group Core Equity ETF
1
+ 0.01%
$33.96 - $36.24 $34 - $36.2
16.9K $591M
XEL
Xcel Energy Inc

Utilities
151
+ 26.03%
$62.16 - $72.92 $9.39K - $11K
731 $49.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
+ 20.0%
$563.99 - $620.12 $11.3K - $12.4K
120 $68.5M
HBAN
Huntington Bancshares Inc

Financial Services
78
+ 1.21%
$14.18 - $18.2 $1.11K - $1.42K
6.52K $106M
PCAR
Paccar Inc

Industrials
61
+ 9.04%
$97.92 - $118.41 $5.97K - $7.22K
736 $76.6M
STRL
Sterling Construction CO Inc

Industrials
55
+ 196.43%
$142.94 - $199.03 $7.86K - $10.9K
83 $14M
ADSK
Autodesk, Inc.

Technology
13
+ 4.3%
N/A
315 $93.1M
SYF
Synchrony Financial

Financial Services
27
+ 5.12%
$49.01 - $68.55 $1.32K - $1.85K
554 $36M
ACN
Accenture PLC

Technology
35
+ 2.17%
$343.9 - $376.86 $12K - $13.2K
1.65K $581M
ABNB
Airbnb, Inc.

Consumer Cyclical
60
+ 16.48%
$125.36 - $147.37 $7.52K - $8.84K
424 $55.7M
MNST
Monster Beverage Corp

Consumer Defensive
176
+ 31.88%
$49.24 - $56.38 $8.67K - $9.92K
728 $38.3M
MFG
Mizuho Financial Group Inc

Financial Services
1.07K
+ 19.1%
$4.05 - $5.26 $4.33K - $5.62K
6.67K $32.6M
ETR
Entergy Corp

Utilities
366
+ 109.91%
$73.19 - $156.4 $26.8K - $57.2K
699 $53M
ADPT
Adaptive Biotechnologies Corp

Healthcare
25
+ 0.24%
$4.37 - $6.78 $109 - $170
10.2K $61.4M
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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