Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025)

About Rothschild Capital Partners, LLC

Investment Activity

Rothschild Capital Partners, LLC has $381.01 million in total holdings as of December 31, 2024.
Rothschild Capital Partners, LLC owns shares of 91 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 3.43% of the portfolio was purchased this quarter.
About 11.21% of the portfolio was sold this quarter.
This quarter, Rothschild Capital Partners, LLC has purchased 91 new stocks and bought additional shares in 22 stocks.
Rothschild Capital Partners, LLC sold shares of 16 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $33,185,418
Amazon.com: $31,850,602
Apple: $31,362,902
Microsoft: $28,628,433
Industrial Select Sector SPDR Fund: $25,413,271

Largest New Holdings this Quarter

002824100 - Abbott Laboratories: $292,422 Holding
38141G104 - The Goldman Sachs Group: $247,713 Holding
464287432 - iShares 20+ Year Treasury Bond ETF: $238,981 Holding
45866F104 - Intercontinental Exchange: $223,834 Holding
14149Y108 - Cardinal Health: $213,360 Holding

Largest Purchases this Quarter

PROSHARES TR: 193,374 shares (about $7.67M)
Vanguard Total Bond Market ETF: 21,301 shares (about $1.57M)
Utilities Select Sector SPDR Fund: 7,190 shares (about $587.14K)
Consumer Staples Select Sector SPDR Fund: 5,902 shares (about $477.89K)
Abbott Laboratories: 2,150 shares (about $292.42K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 55,504 shares (about $14.06M)
Consumer Discretionary Select Sector SPDR Fund: 61,165 shares (about $13.29M)
UnitedHealth Group: 15,806 shares (about $4.93M)
Financial Select Sector SPDR Fund: 23,450 shares (about $1.23M)
Apple: 5,095 shares (about $1.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPM JPMorgan Chase & Co.	$33,185,418		0.0%	114,468	8.7%	Finance
AMZN Amazon.com	$31,850,602	$30,715 ▲	0.1%	145,178	8.4%	Retail/Wholesale
AAPL Apple	$31,362,902	$1,045,341 ▼	-3.2%	152,863	8.2%	Computer and Technology
MSFT Microsoft	$28,628,433	$28,850 ▲	0.1%	57,555	7.5%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$25,413,271	$654,989 ▼	-2.5%	172,270	6.7%	ETF
GLD SPDR Gold Shares	$23,675,842	$59,137 ▲	0.3%	77,669	6.2%	Finance
GOOGL Alphabet	$21,753,127		0.0%	123,436	5.7%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$18,098,430	$477,885 ▲	2.7%	223,520	4.8%	ETF
PROSHARES TR	$17,369,365	$7,673,081 ▲	79.1%	437,736	4.6%	SHORT S&P 500 NE
XLV Health Care Select Sector SPDR Fund	$15,536,547	$1,348 ▲	0.0%	115,265	4.1%	ETF
SMH VanEck Semiconductor ETF	$15,244,697		0.0%	54,664	4.0%	Manufacturing
V Visa	$14,829,019		0.0%	41,766	3.9%	Business Services
ECL Ecolab	$14,808,423		0.0%	54,960	3.9%	Basic Materials
XLU Utilities Select Sector SPDR Fund	$11,752,589	$587,135 ▲	5.3%	143,921	3.1%	ETF
XLK Technology Select Sector SPDR Fund	$9,356,029	$14,055,188 ▼	-60.0%	36,947	2.5%	ETF
EPD Enterprise Products Partners	$7,781,526		0.0%	250,936	2.0%	Energy
GOOG Alphabet	$7,447,365		0.0%	41,983	2.0%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$4,773,863	$45,479 ▼	-0.9%	115,255	1.3%	ETF
BND Vanguard Total Bond Market ETF	$4,100,602	$1,568,393 ▲	61.9%	55,692	1.1%	ETF
DCI Donaldson	$3,769,381		0.0%	54,353	1.0%	Industrials
NVDA NVIDIA	$3,538,976		0.0%	22,400	0.9%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$3,407,242	$4,580 ▲	0.1%	40,175	0.9%	ETF
META Meta Platforms	$1,896,892		0.0%	2,570	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,618,400	$574,034 ▼	-26.2%	28,388	0.4%	ETF
BRK.B Berkshire Hathaway	$1,607,899		0.0%	3,310	0.4%	Finance
AVGO Broadcom	$1,419,598		0.0%	5,150	0.4%	Computer and Technology
NFLX Netflix	$1,232,000	$174,087 ▲	16.5%	920	0.3%	Consumer Discretionary
XLF Financial Select Sector SPDR Fund	$1,064,159	$1,228,077 ▼	-53.6%	20,320	0.3%	ETF
LLY Eli Lilly and Company	$946,350		0.0%	1,214	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$828,606	$15,448 ▲	1.9%	1,341	0.2%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$820,860	$2,266 ▲	0.3%	1,449	0.2%	ETF
VTV Vanguard Value ETF	$819,897	$27,571 ▲	3.5%	4,639	0.2%	ETF
VOO Vanguard S&P 500 ETF	$771,953	$39,194 ▼	-4.8%	1,359	0.2%	ETF
DGX Quest Diagnostics	$672,176		0.0%	3,742	0.2%	Medical
WMT Walmart	$652,193		0.0%	6,670	0.2%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$649,038	$154,787 ▲	31.3%	8,164	0.2%	ETF
VGSH Vanguard Short-Term Treasury ETF	$633,825	$142,248 ▲	28.9%	10,783	0.2%	ETF
IVV iShares Core S&P 500 ETF	$612,208	$24,836 ▲	4.2%	986	0.2%	ETF
COST Costco Wholesale	$544,467		0.0%	550	0.1%	Retail/Wholesale
BSX Boston Scientific	$544,140		0.0%	5,066	0.1%	Medical
MA Mastercard	$539,463		0.0%	960	0.1%	Business Services
PG Procter & Gamble	$487,998		0.0%	3,063	0.1%	Consumer Staples
ABBV AbbVie	$480,756		0.0%	2,590	0.1%	Medical
XOM Exxon Mobil	$464,079	$104,566 ▲	29.1%	4,305	0.1%	Energy
SYK Stryker	$458,931		0.0%	1,160	0.1%	Medical
GE GE Aerospace	$458,155		0.0%	1,780	0.1%	Aerospace
UBER Uber Technologies	$425,448		0.0%	4,560	0.1%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$409,159		0.0%	3,770	0.1%	ETF
IWB iShares Russell 1000 ETF	$397,446	$679 ▲	0.2%	1,170	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$396,323	$224,449 ▼	-36.2%	8,013	0.1%	ETF
WELL Welltower	$388,015		0.0%	2,524	0.1%	Finance
IGOV iShares International Treasury Bond ETF	$374,927	$137,360 ▲	57.8%	8,699	0.1%	ETF
CSCO Cisco Systems	$363,552		0.0%	5,240	0.1%	Computer and Technology
KO CocaCola	$356,580		0.0%	5,040	0.1%	Consumer Staples
ORCL Oracle	$354,181		0.0%	1,620	0.1%	Computer and Technology
SCHW Charles Schwab	$352,187		0.0%	3,860	0.1%	Finance
DE Deere & Company	$350,859		0.0%	690	0.1%	Industrials
XLY Consumer Discretionary Select Sector SPDR Fund	$344,251	$13,293,000 ▼	-97.5%	1,584	0.1%	Finance
CRM Salesforce	$332,682		0.0%	1,220	0.1%	Computer and Technology
MDT Medtronic	$323,401		0.0%	3,710	0.1%	Medical
CGW Invesco S&P Global Water Index ETF	$321,165		0.0%	5,139	0.1%	ETF
IBM International Business Machines	$315,415		0.0%	1,070	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$302,100	$75,603 ▼	-20.0%	4,871	0.1%	ETF
MMC Marsh & McLennan Companies	$301,724		0.0%	1,380	0.1%	Finance
UNH UnitedHealth Group	$299,492	$4,931,011 ▼	-94.3%	960	0.1%	Medical
ABT Abbott Laboratories	$292,422	$292,422 ▲	New Holding	2,150	0.1%	Medical
RTX RTX	$292,040		0.0%	2,000	0.1%	Aerospace
BKNG Booking	$289,462		0.0%	50	0.1%	Retail/Wholesale
HD Home Depot	$282,313		0.0%	770	0.1%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$269,870	$4,424 ▲	1.7%	3,233	0.1%	ETF
MCD McDonald's	$268,797		0.0%	920	0.1%	Retail/Wholesale
COWZ Pacer US Cash Cows 100 ETF	$267,897	$109,374 ▼	-29.0%	4,862	0.1%	ETF
NOW ServiceNow	$267,301	$102,808 ▼	-27.8%	260	0.1%	Computer and Technology
FI Fiserv	$265,512		0.0%	1,540	0.1%	Business Services
SPGI S&P Global	$258,373		0.0%	490	0.1%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$250,873	$161,701 ▼	-39.2%	1,809	0.1%	ETF
MMM 3M	$249,674		0.0%	1,640	0.1%	Multi-Sector Conglomerates
TJX TJX Companies	$248,215		0.0%	2,010	0.1%	Retail/Wholesale
GS The Goldman Sachs Group	$247,713	$247,713 ▲	New Holding	350	0.1%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$238,981	$238,981 ▲	New Holding	2,708	0.1%	ETF
TXN Texas Instruments	$236,687		0.0%	1,140	0.1%	Computer and Technology
ETN Eaton	$230,259	$96,387 ▼	-29.5%	645	0.1%	Industrials
IEUR iShares Core MSCI Europe ETF	$227,110	$4,038 ▲	1.8%	3,431	0.1%	ETF
ICE Intercontinental Exchange	$223,834	$223,834 ▲	New Holding	1,220	0.1%	Finance
VZ Verizon Communications	$223,274		0.0%	5,160	0.1%	Computer and Technology
AZO AutoZone	$222,734		0.0%	60	0.1%	Retail/Wholesale
ORLY O'Reilly Automotive	$216,312	$201,891 ▲	1,400.0%	2,400	0.1%	Retail/Wholesale
CAH Cardinal Health	$213,360	$213,360 ▲	New Holding	1,270	0.1%	Medical
DIS Walt Disney	$205,857	$62,005 ▼	-23.1%	1,660	0.1%	Consumer Discretionary
T AT&T	$204,606	$204,606 ▲	New Holding	7,070	0.1%	Computer and Technology
CME CME Group	$203,959	$203,959 ▲	New Holding	740	0.1%	Finance
BLACKROCK INC	$0	$4,206,158 ▼	-100.0%	0	0.0%	COM
TSLA Tesla	$0	$552,011 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
IJR iShares Core S&P Small-Cap ETF	$0	$329,291 ▼	-100.0%	0	0.0%	ETF
IWO iShares Russell 2000 Growth ETF	$0	$249,398 ▼	-100.0%	0	0.0%	ETF
VBR Vanguard Small-Cap Value ETF	$0	$230,255 ▼	-100.0%	0	0.0%	ETF
HON Honeywell International	$0	$222,338 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
OKE ONEOK	$0	$208,065 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025)

About Rothschild Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025)

About Rothschild Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRothschild Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools