Rothschild Investment LLC Sells in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-60
- 8.33%
$43.07 - $91.37 $2.58K - $5.48K
660 $60.3M
WRB
Berkley W R Corp

Financial Services
-418
- 2.23%
$67.78 - $76.62 $28.3K - $32K
18.4K $1.41B
EEM
Ishares Msci Emerging Markets

ETFs
-65
- 1.08%
$48.07 - $53.4 $3.12K - $3.47K
5.94K $317M
CGXU
Capital Group Intl Focus Equit

ETFs
-400
- 2.51%
$26.49 - $29.62 $10.6K - $11.8K
15.6K $461M
TFC
Truist Financial Corp

Financial Services
-5
- 0.05%
$42.83 - $47.07 $214 - $235
10.3K $471M
SRE
Sempra Energy

Utilities
-290
- 7.57%
$74.14 - $89.98 $21.5K - $26.1K
3.54K $319M
SIG
Signet Jewelers LTD

Consumer Cyclical
-15
- 0.71%
$74.31 - $96.87 $1.11K - $1.45K
2.09K $200M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-70
- 0.68%
$10.24 - $14.96 $717 - $1.05K
10.3K $154M
DLX
Deluxe Corp

Communication Services
-534
- 4.08%
$15.59 - $20.08 $8.33K - $10.7K
12.5K $243M
TROW
Price T Rowe Group Inc

Financial Services
-92
- 1.26%
$98.67 - $111.52 $9.08K - $10.3K
7.23K $742M
AMAT
Applied Materials Inc

Technology
-160
- 4.79%
$156.25 - $204.95 $25K - $32.8K
3.18K $652M
NEE
Nextera Energy Inc

Utilities
-659
- 4.44%
$69.77 - $77.54 $46K - $51.1K
14.2K $1.07B
ROST
Ross Stores, Inc.

Consumer Cyclical
-18
- 0.98%
$127.59 - $152.81 $2.3K - $2.75K
1.82K $277M
Linde PLC Shs
-15
- 0.17%
N/A
8.72K $4.14B
PPL
Ppl Corp

Utilities
-2.6K
- 5.72%
$33.54 - $37.24 $87.2K - $96.8K
42.8K $1.59B
EPD
Enterprise Products Partners L.P.

Energy
-150
- 0.07%
$30.74 - $32.14 $4.61K - $4.82K
218K $6.83B
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-30
- 0.28%
$46.25 - $56.87 $1.39K - $1.71K
10.8K $542M
TECH
Bio Techne Corp

Healthcare
-370
- 1.95%
$49.87 - $58.78 $18.5K - $21.7K
18.6K $1.04B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-410
- 0.12%
$55.61 - $57.37 $22.8K - $23.5K
330K $18.9B
EXC
Exelon Corp

Utilities
-55
- 0.14%
$42.73 - $45.54 $2.35K - $2.5K
39.4K $1.78B
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 1.37%
$620.67 - $670.08 $14.9K - $16.1K
1.73K $1.16B
AXP
American Express CO

Financial Services
-97
- 1.24%
$294.27 - $342.31 $28.5K - $33.2K
7.75K $2.57B
VUG
Vanguard Growth ETF

ETFs
-499
- 6.38%
$433.97 - $484.08 $217K - $242K
7.33K $3.51B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-1.39K
- 1.11%
$35.94 - $38.52 $50.1K - $53.7K
125K $4.64B
MOD
Modine Manufacturing CO

Consumer Cyclical
-180
- 6.51%
$90.02 - $158.57 $16.2K - $28.5K
2.58K $367M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-233
- 1.8%
$10.78 - $19.82 $2.51K - $4.62K
12.7K $249M
NI
Nisource Inc.

Utilities
-677
- 1.55%
$39.0 - $43.33 $26.4K - $29.3K
43.1K $1.87B
SSNC
Ss&C Technologies Holdings Inc

Technology
-334
- 1.38%
$81.85 - $90.2 $27.3K - $30.1K
23.9K $2.12B
IGE
Ishares Tr North Amern Nat Res

ETFs
-895
- 2.68%
$44.5 - $49.6 $39.8K - $44.4K
32.5K $1.59B
IVW
Ishares S&P 500 Growth ETF

ETFs
-81
- 0.66%
$108.97 - $121.65 $8.83K - $9.85K
12.2K $1.47B
MCD
Mcdonalds Corp

Consumer Cyclical
-486
- 2.05%
$291.67 - $316.99 $142K - $154K
23.2K $7.04B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-87
- 1.0%
$83.08 - $100.2 $7.23K - $8.72K
8.61K $863M
IWD
Ishares Russell 1000 Val ETF

ETFs
-588
- 2.08%
$192.76 - $203.86 $113K - $120K
27.7K $5.64B
IWM
Ishares Russell 2000 ETF

ETFs
-65
- 0.92%
$214.92 - $244.84 $14K - $15.9K
7.02K $1.7B
Jacobs Solutions Inc Com
-229
- 2.0%
N/A
11.2K $1.68B
URI
United Rentals, Inc.

Industrials
-239
- 11.76%
$774.14 - $975.23 $185K - $233K
1.79K $1.71B
ALL
Allstate Corp

Financial Services
-710
- 2.83%
$192.0 - $214.65 $136K - $152K
24.3K $5.22B
VLO
Valero Energy Corp

Energy
-388
- 5.58%
$131.77 - $175.63 $51.1K - $68.1K
6.57K $1.12B
REXR
Rexford Industrial Realty, Inc.

Real Estate
-539
- 1.42%
$35.43 - $43.53 $19.1K - $23.5K
37.5K $1.54B
ALB
Albemarle Corp

Basic Materials
-189
- 1.66%
$62.9 - $88.1 $11.9K - $16.7K
11.2K $907M
WEC
Wec Energy Group, Inc.

Utilities
-719
- 2.67%
$103.66 - $114.59 $74.5K - $82.4K
26.2K $3B
OXY
Occidental Petroleum Corp

Energy
-694
- 1.42%
$42.54 - $48.1 $29.5K - $33.4K
48.1K $2.27B
BJUL
Innovator U.S. Equity Buffer E

ETFs
-250
- 0.26%
$47.14 - $49.66 $11.8K - $12.4K
94.4K $4.69B
LMT
Lockheed Martin Corp

Industrials
-377
- 3.21%
$410.74 - $499.21 $155K - $188K
11.4K $5.67B
Npk International Inc Com Shs
-4.14K
- 3.93%
N/A
101K $1.15B
SO
Southern CO

Utilities
-404
- 0.41%
$90.83 - $96.0 $36.7K - $38.8K
98.4K $9.33B
PRDO
Perdoceo Education Corp

Consumer Defensive
-1.27K
- 1.92%
$28.08 - $37.66 $35.5K - $47.6K
64.5K $2.43B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2.01K
- 1.15%
N/A
173K $4.4B
BP
Bp PLC

Energy
-1.1K
- 1.41%
$30.25 - $35.69 $33.2K - $39.2K
76.9K $2.65B
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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