Rothschild Investment LLC Sells in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TGLS
Tecnoglass Inc.

Basic Materials
-530
- 4.58%
$65.7 - $83.06 $34.8K - $44K
11.1K $739M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.86K
- 35.48%
$90.62 - $107.71 $168K - $200K
3.38K $333M
OKE
Oneok Inc

Energy
-219
- 1.49%
$71.36 - $83.47 $15.6K - $18.3K
14.5K $1.06B
BEN
Franklin Resources Inc

Financial Services
-5.86K
- 63.97%
$23.13 - $26.03 $135K - $152K
3.3K $76.3M
CCI
Crown Castle International Corp

Real Estate
-643
- 5.14%
$92.96 - $113.91 $59.8K - $73.2K
11.9K $1.15B
CI
Cigna Corp

Healthcare
-376
- 50.27%
$262.23 - $334.39 $98.6K - $126K
372 $107M
EOG
Eog Resources Inc

Energy
-856
- 14.68%
$112.12 - $126.1 $96K - $108K
4.98K $558M
DOW
Dow Inc.

Basic Materials
-1.98K
- 8.33%
$20.87 - $30.37 $41.4K - $60.2K
21.8K $500M
Performance Trust Short Term Bond ETF
-4.82K
- 15.06%
N/A
27.2K $692M
ABT
Abbott Laboratories

Healthcare
-370
- 1.12%
$120.51 - $136.62 $44.6K - $50.5K
32.7K $4.38B
VZ
Verizon Communications Inc

Communication Services
-5.57K
- 2.88%
$40.84 - $45.06 $228K - $251K
188K $8.26B
UTI
Universal Technical Institute Inc

Consumer Defensive
-1.78K
- 4.63%
$25.5 - $33.42 $45.5K - $59.6K
36.7K $1.19B
BAX
Baxter International Inc

Healthcare
-136
- 0.98%
$21.71 - $31.23 $2.95K - $4.25K
13.8K $313M
CRWD
Crowd Strike Holdings, Inc.

Technology
-165
- 14.05%
$412.46 - $514.1 $68.1K - $84.8K
1.01K $495M
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
-12.1K
- 25.42%
$9.28 - $10.08 $112K - $122K
35.5K $357M
CXH
Mfs Investment Grade Municipal Trust

Financial Services
-12.9K
- 33.37%
$7.35 - $7.92 $94.4K - $102K
25.7K $202M
TGT
Target Corp

Consumer Defensive
-309
- 4.31%
$86.56 - $107.43 $26.7K - $33.2K
6.86K $615M
USB
Us Bancorp \De\

Financial Services
-2.55K
- 23.69%
$43.94 - $50.41 $112K - $128K
8.2K $396M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-5.5K
- 80.88%
$16.02 - $16.74 $88.1K - $92.1K
1.3K $21.6M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.1%
$932.44 - $1059.49 $932 - $1.06K
1K $953M
CVI
Cvr Energy Inc

Energy
-3.07K
- 97.92%
$24.93 - $36.82 $76.4K - $113K
65 $2.37M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.38K
- 16.5%
$42.39 - $44.63 $101K - $106K
12K $536M
ISRG
Intuitive Surgical Inc

Healthcare
-52
- 9.54%
$433.66 - $544.47 $22.6K - $28.3K
493 $220M
CIEN
Ciena Corp

Technology
-13.5K
- 45.87%
$77.75 - $145.67 $1.05M - $1.97M
15.9K $2.32B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-404
- 4.16%
$20.56 - $31.65 $8.31K - $12.8K
9.3K $196M
NOW
Service Now, Inc.

Technology
-7
- 1.23%
$850.86 - $1044.69 $5.96K - $7.31K
562 $517M
CL
Colgate Palmolive CO

Consumer Defensive
-103
- 1.92%
$79.36 - $93.33 $8.17K - $9.61K
5.27K $421M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-3K
- 75.0%
$21.84 - $22.63 $65.5K - $67.9K
1K $22.5M
CPT
Camden Property Trust

Real Estate
-248
- 3.85%
$104.05 - $115.69 $25.8K - $28.7K
6.19K $661M
MMM
3 M CO

Industrials
-907
- 3.32%
$144.41 - $160.2 $131K - $145K
26.4K $4.1B
ZTS
Zoetis Inc.

Healthcare
-235
- 8.76%
$141.13 - $159.19 $33.2K - $37.4K
2.45K $358M
Vaneck Bitcoin ETF
-3K
- 15.0%
N/A
17K $550M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-257
- 3.02%
$60.9 - $70.75 $15.7K - $18.2K
8.26K $516M
CSGP
Costar Group, Inc.

Real Estate
-742
- 60.23%
$81.42 - $96.83 $60.4K - $71.8K
490 $41.3M
KHC
Kraft Heinz CO

Consumer Defensive
-2.49K
- 6.43%
$25.63 - $28.94 $63.9K - $72.1K
36.3K $944M
F
Ford Motor CO

Consumer Cyclical
-7.41K
- 24.39%
$10.82 - $12.09 $80.2K - $89.6K
23K $275M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.9K
- 8.08%
$55.15 - $58.11 $105K - $110K
21.6K $1.24B
ROP
Roper Technologies Inc

Industrials
-52
- 13.33%
$495.03 - $573.0 $25.7K - $29.8K
338 $169M
OLED
Universal Display Corp Pa

Technology
-117
- 3.58%
$134.16 - $161.44 $15.7K - $18.9K
3.15K $453M
ETR
Entergy Corp

Utilities
-687
- 49.04%
$80.93 - $93.55 $55.6K - $64.3K
714 $66.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-67
- 16.22%
$366.54 - $479.53 $24.6K - $32.1K
346 $136M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 10.64%
$5364.25 - $5815.92 $26.8K - $29.1K
42 $227M
ADP
Automatic Data Processing Inc

Industrials
-65
- 3.73%
$288.69 - $310.94 $18.8K - $20.2K
1.68K $493M
CGEN
Compugen LTD

Healthcare
-5K
- 2.76%
$1.33 - $1.76 $6.65K - $8.8K
176K $259M
ELV
Elevance Health, Inc.

Healthcare
-63
- 18.81%
$274.66 - $395.76 $17.3K - $24.9K
272 $87.9M
MCO
Moodys Corp

Financial Services
-51
- 7.3%
$472.69 - $521.32 $24.1K - $26.6K
648 $309M
JHS
John Hancock Income Securities Trust

Financial Services
-6.9K
- 6.91%
$11.17 - $11.81 $77.1K - $81.5K
92.9K $1.08B
GMED
Globus Medical Inc

Healthcare
-415
- 4.26%
$51.89 - $62.79 $21.5K - $26.1K
9.33K $535M
NICE
Nice Ltd.

Technology
-204
- 45.03%
$127.85 - $171.98 $26.1K - $35.1K
249 $36.1M
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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