Rothschild Investment LLC Sells in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-40.8K
- 92.06%
$270.87 - $367.87 $11.1M - $15M
3.52K $1.18B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-319
- 1.16%
$501.29 - $612.85 $160K - $195K
27.2K $14.1B
GD
General Dynamics Corp

Industrials
-2.03K
- 4.01%
$260.28 - $314.03 $528K - $637K
48.6K $12.8B
AMT
American Tower Corp

Real Estate
-5.35K
- 18.54%
$179.4 - $232.01 $960K - $1.24M
23.5K $4.31B
ABBV
Abb Vie Inc.

Healthcare
-1.21K
- 1.12%
$164.99 - $203.87 $200K - $247K
107K $19B
SWK
Stanley Black & Decker, Inc.

Industrials
-8.06K
- 14.69%
$79.07 - $109.36 $637K - $881K
46.8K $3.76B
JNJ
Johnson & Johnson

Healthcare
-986
- 0.94%
$143.34 - $165.86 $141K - $164K
104K $15.1B
INVH
Invitation Homes Inc.

Real Estate
-34.5K
- 15.78%
$31.4 - $34.69 $1.08M - $1.2M
184K $5.89B
PSA
Public Storage

Real Estate
-453
- 1.78%
$289.33 - $360.21 $131K - $163K
25K $7.48B
AMD
Advanced Micro Devices Inc

Technology
-443
- 1.16%
$118.88 - $172.8 $52.7K - $76.6K
37.7K $4.55B
MRK
Merck & Co., Inc.

Healthcare
-777
- 0.83%
$96.31 - $114.76 $74.8K - $89.2K
92.9K $9.24B
FUL
Fuller H B CO

Basic Materials
-17.1K
- 99.8%
$67.09 - $80.64 $1.15M - $1.38M
35 $2.36M
Super Micro Computer Inc Com New
-2.89K
- 88.47%
N/A
377 $11.5M
FYLD
Cambria Foreign Shareholder Yi

ETFs
-209
- 0.04%
$24.86 - $27.99 $5.2K - $5.85K
478K $12B
QCOM
Qualcomm Inc

Technology
-454
- 0.71%
$150.4 - $178.04 $68.3K - $80.8K
63.8K $9.8B
LMT
Lockheed Martin Corp

Industrials
-24
- 0.22%
$479.66 - $614.62 $11.5K - $14.8K
11K $5.34B
DOW
Dow Inc.

Basic Materials
-10.4K
- 23.44%
$39.1 - $55.34 $406K - $575K
33.9K $1.36B
PFF
Ishares Trust Ishares Pfd And

ETFs
-19.7K
- 9.24%
$31.23 - $33.51 $615K - $660K
193K $6.08B
Annaly Capital Management Inc Com New
-38.6K
- 26.2%
N/A
109K $1.99B
UNP
Union Pacific Corp

Industrials
-743
- 1.85%
$223.15 - $249.32 $166K - $185K
39.4K $8.98B
ITB
Ishares Tr

ETFs
-25
- 0.07%
$103.31 - $129.34 $2.58K - $3.23K
34.5K $3.57B
SO
Southern CO

Utilities
-253
- 0.26%
$81.5 - $94.15 $20.6K - $23.8K
98.4K $8.1B
Kenvue Inc Com
-9.05K
- 2.73%
N/A
322K $6.88B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.54K
- 16.0%
$72.97 - $96.75 $258K - $342K
18.6K $1.38B
Linde PLC Shs
-420
- 4.59%
N/A
8.72K $3.65B
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-19.8K
- 66.87%
$27.67 - $31.93 $548K - $632K
9.81K $276M
ITW
Illinois Tool Works Inc

Industrials
-683
- 1.28%
$253.56 - $278.5 $173K - $190K
52.9K $13.4B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-7.47K
- 42.22%
$87.56 - $119.8 $654K - $895K
10.2K $1.12B
TSCO
Tractor Supply CO

Consumer Cyclical
-873
- 38.54%
$52.59 - $303.74 $45.9K - $265K
1.39K $73.9M
ORCL
Oracle Corp

Technology
-1.31K
- 1.51%
$165.41 - $192.43 $217K - $252K
85.8K $14.3B
CAG
Conagra Brands Inc.

Consumer Defensive
-15.2K
- 61.87%
$26.48 - $32.72 $403K - $498K
9.38K $260M
CAL
Caleres Inc

Consumer Cyclical
-20
- 0.04%
$22.45 - $33.92 $449 - $678
52.2K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-427
- 1.7%
$288.47 - $316.54 $123K - $135K
24.7K $7.15B
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-8.7K
- 5.48%
$14.79 - $17.23 $129K - $150K
150K $2.26B
SYK
Stryker Corp

Healthcare
-1.19K
- 3.72%
$345.14 - $392.15 $410K - $466K
30.8K $11.1B
PFE
Pfizer Inc

Healthcare
-3.6K
- 2.47%
$24.8 - $30.19 $89.3K - $109K
142K $3.77B
CBOE
Cboe Global Markets, Inc.

Financial Services
-436
- 1.16%
$191.61 - $217.84 $83.5K - $95K
37.3K $7.28B
CNHI
Cnh Industrial N.V.

Industrials
-39K
- 71.78%
N/A
15.3K $174M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-6K
- 3.01%
$17.87 - $19.48 $107K - $117K
193K $3.48B
MCHP
Microchip Technology Inc

Technology
-16
- 0.09%
$55.51 - $79.05 $888 - $1.26K
17.4K $997M
CCI
Crown Castle International Corp

Real Estate
-123
- 1.0%
$89.78 - $119.11 $11K - $14.7K
12.2K $1.11B
DHR
Danaher Corp

Healthcare
-287
- 5.27%
$226.16 - $274.52 $64.9K - $78.8K
5.16K $1.18B
VTR
Ventas, Inc.

Real Estate
-1.35K
- 2.84%
$57.73 - $66.48 $78.1K - $89.9K
46.2K $2.72B
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
-40K
- 35.49%
$6.9 - $7.5 $276K - $300K
72.7K $516M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.87K
- 1.06%
N/A
174K $3.57B
Gsk PLC Sponsored Adr
-5.14K
- 30.21%
N/A
11.9K $402M
NEE
Nextera Energy Inc

Utilities
-796
- 4.32%
$69.77 - $85.43 $55.5K - $68K
17.6K $1.26B
STX
Seagate Technology Holdings PLC

Technology
-689
- 6.92%
$86.31 - $112.64 $59.5K - $77.6K
9.27K $800M
DUK
Duke Energy Corp

Utilities
-358
- 1.1%
$105.76 - $120.76 $37.9K - $43.2K
32.3K $3.48B
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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