Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025) About Rothschild Capital Partners, LLCInvestment ActivityRothschild Capital Partners, LLC has $407.66 million in total holdings as of December 31, 2024.Rothschild Capital Partners, LLC owns shares of 88 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.40% of the portfolio was purchased this quarter.About 10.82% of the portfolio was sold this quarter.This quarter, Rothschild Capital Partners, LLC has purchased 86 new stocks and bought additional shares in 36 stocks.Rothschild Capital Partners, LLC sold shares of 22 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $35,740,240Alphabet $30,975,685JPMorgan Chase & Co. $30,325,837SPDR Gold Shares $29,933,985Amazon.com $27,016,785 Largest New Holdings this Quarter 74349Y753 - PROSHARES TR $9,443,357 Holding464287655 - iShares Russell 2000 ETF $1,584,199 Holding46641Q670 - JPMorgan Core Plus Bond ETF $1,374,454 Holding778296103 - Ross Stores $1,353,071 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $1,237,376 Holding Largest Purchases this Quarter PROSHARES TR 248,968 shares (about $9.44M)Invesco S&P 500 Equal Weight ETF 18,879 shares (about $3.62M)NVIDIA 20,598 shares (about $3.59M)iShares Core S&P Mid-Cap ETF 49,248 shares (about $3.33M)VanEck Semiconductor ETF 4,689 shares (about $1.80M) Largest Sales this Quarter Technology Select Sector SPDR Fund 68,903 shares (about $9.16M)Industrial Select Sector SPDR Fund 51,617 shares (about $8.35M)Health Care Select Sector SPDR Fund 27,134 shares (about $3.98M)Utilities Select Sector SPDR Fund 47,446 shares (about $2.18M)Consumer Staples Select Sector SPDR Fund 23,351 shares (about $1.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRothschild Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$35,740,240$1,337,220 â–¼-3.6%140,8268.8%Computer and TechnologyGOOGLAlphabet$30,975,685$927,956 â–¼-2.9%107,7197.6%Computer and TechnologyJPMJPMorgan Chase & Co.$30,325,837$271,510 â–²0.9%103,0937.4%FinanceGLDSPDR Gold Shares$29,933,985$25,817 â–²0.1%69,5677.3%FinanceAMZNAmazon.com$27,016,785$192,025 â–¼-0.7%129,7206.6%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$25,070,935$3,978,122 â–¼-13.7%171,0046.1%ETFSMHVanEck Semiconductor ETF$20,141,153$1,797,763 â–²9.8%52,5334.9%ManufacturingMSFTMicrosoft$18,580,325$631,510 â–¼-3.3%50,1944.6%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$13,916,376$1,914,318 â–¼-12.1%169,7533.4%ETFECLEcolab$13,607,456$712,934 â–²5.5%51,1523.3%Basic MaterialsXLIIndustrial Select Sector SPDR Fund$11,239,265$8,348,018 â–¼-42.6%69,4942.8%ETFRSPInvesco S&P 500 Equal Weight ETF$10,901,440$3,623,258 â–²49.8%56,8022.7%ETFVVisa$10,492,262$764,667 â–¼-6.8%34,7152.6%Business ServicesGOOGAlphabet$10,299,1350.0%35,9032.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,712,622$9,157,232 â–¼-48.5%73,0822.4%ETFPROSHARES TR$9,443,357$9,443,357 â–²New Holding248,9682.3%SHORT S&P 500 NEXLUUtilities Select Sector SPDR Fund$8,880,129$2,177,297 â–¼-19.7%193,5092.2%ETFEPDEnterprise Products Partners$8,821,186$631,436 â–²7.7%233,1182.2%EnergyACWIiShares MSCI ACWI ETF$7,186,5230.0%51,9371.8%ManufacturingBNDVanguard Total Bond Market ETF$6,948,993$835,523 â–¼-10.7%94,3641.7%ETFNVDANVIDIA$5,266,532$3,592,292 â–²214.6%30,1981.3%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$3,954,958$250,819 â–¼-6.0%96,8641.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,784,112$3,325,718 â–²725.5%56,0360.9%ETFDCIDonaldson$3,491,2980.0%41,1370.9%IndustrialsXLEEnergy Select Sector SPDR Fund$3,214,313$1,560,231 â–¼-32.7%52,4700.8%ETFVEAVanguard FTSE Developed Markets ETF$2,625,743$139,630 â–²5.6%40,9760.6%ETFWALMART INC$2,620,817$652,222 â–²33.1%21,0880.6%COMIWMiShares Russell 2000 ETF$1,584,199$1,584,199 â–²New Holding6,3880.4%FinanceJCPBJPMorgan Core Plus Bond ETF$1,374,454$1,374,454 â–²New Holding29,1940.3%ETFROSTRoss Stores$1,353,071$1,353,071 â–²New Holding6,2460.3%Retail/WholesaleMETAMeta Platforms$1,284,4320.0%2,2450.3%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$1,278,975$204,479 â–²19.0%21,8480.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,275,777$239,793 â–²23.1%16,0940.3%ETFJNJJohnson & Johnson$1,262,044$708,143 â–²127.8%5,1630.3%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$1,237,376$1,237,376 â–²New Holding24,3530.3%ETFAVGOBroadcom$1,132,498$580,641 â–¼-33.9%3,6590.3%Computer and TechnologyNFLXNetflix$1,108,033$241,913 â–¼-17.9%11,5240.3%Consumer DiscretionaryXOMExxonMobil$1,062,581$123,513 â–²13.2%6,2630.3%EnergyBRK.BBerkshire Hathaway$936,836$649,316 â–¼-40.9%1,9550.2%FinanceNOWServiceNow$926,000$926,000 â–²New Holding8,8570.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$905,110$6,782 â–²0.8%1,4680.2%ETFSPYSPDR S&P 500 ETF Trust$872,252$1,951 â–²0.2%1,3410.2%FinanceTEMA ETF TRUST$839,291$839,291 â–²New Holding24,5120.2%ELECTRIFICATIONVTVVanguard Value ETF$805,794$85,151 â–²11.8%4,1070.2%ETFRTXRTX$788,769$402,969 â–²104.5%4,0890.2%AerospaceCVXChevron$779,600$779,600 â–²New Holding3,7680.2%EnergyLLYEli Lilly and Company$769,848$622,685 â–¼-44.7%8370.2%MedicalIGViShares Expanded Tech-Software Sector ETF$751,190$751,190 â–²New Holding9,3840.2%ETFIGOViShares International Treasury Bond ETF$750,988$112,833 â–²17.7%18,2900.2%ETFAKAMAkamai Technologies$746,870$746,870 â–²New Holding6,5030.2%Computer and TechnologyTMOThermo Fisher Scientific$728,448$541,666 â–²290.0%1,4820.2%MedicalHALHalliburton$727,281$727,281 â–²New Holding18,6530.2%EnergyCATCaterpillar$704,210$249,378 â–²54.8%9940.2%IndustrialsUBERUber Technologies$692,471$221,617 â–²47.1%9,6270.2%Computer and TechnologyDEDeere & Company$674,834$286,157 â–²73.6%1,1980.2%IndustrialsMCKMcKesson$664,597$439,603 â–²195.4%7680.2%MedicalCSCOCisco Systems$657,809$657,809 â–²New Holding8,4780.2%Computer and TechnologyREMXVanEck Rare Earth and Strategic Metals ETF$640,552$640,552 â–²New Holding7,2790.2%ETFSTESTERIS$636,192$636,192 â–²New Holding2,8770.2%MedicalDGXQuest Diagnostics$631,448$101,910 â–¼-13.9%3,2220.2%MedicalMCDMcDonald's$626,553$340,626 â–²119.1%2,0160.2%Retail/WholesaleCLColgate-Palmolive$626,526$626,526 â–²New Holding7,3510.2%Consumer StaplesBANK NEW YORK MELLON CORP$620,198$620,198 â–²New Holding5,2280.2%COMVOOVanguard S&P 500 ETF$614,282$11,353 â–¼-1.8%1,0280.2%ETFIDXXIDEXX Laboratories$601,785$601,785 â–²New Holding1,0710.1%MedicalCMICummins$578,910$578,910 â–²New Holding1,0760.1%Auto/Tires/TrucksLYVLive Nation Entertainment$574,488$574,488 â–²New Holding3,7590.1%Consumer DiscretionaryMLMMartin Marietta Materials$572,197$572,197 â–²New Holding9720.1%ConstructionSCHWCharles Schwab$570,459$207,696 â–²57.3%6,0700.1%FinanceVWOVanguard FTSE Emerging Markets ETF$567,850$76,427 â–²15.6%10,5060.1%ETFGSThe Goldman Sachs Group$557,508$144,664 â–¼-20.6%6590.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$543,318$543,318 â–²New Holding5,2530.1%ETFDISWalt Disney$540,596$337,716 â–²166.5%5,6090.1%Consumer DiscretionaryHCAHCA Healthcare$532,869$296,249 â–²125.2%1,1260.1%MedicalIVViShares Core S&P 500 ETF$497,747$98,635 â–²24.7%7620.1%ETFCOWZPacer US Cash Cows 100 ETF$424,845$60,933 â–²16.7%6,7910.1%ETFIWBiShares Russell 1000 ETF$420,422$1,070 â–²0.3%1,1790.1%ETFTLTiShares 20+ Year Treasury Bond ETF$416,979$34,069 â–²8.9%4,8100.1%ETFPALANTIR TECHNOLOGIES INC$416,021$211,229 â–²103.1%2,8440.1%CL AWELLWelltower$358,646$140,374 â–¼-28.1%1,8140.1%FinanceCGWInvesco S&P Global Water Index ETF$333,2970.0%5,2130.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$304,861$304,861 â–²New Holding5,9800.1%ETFIEFAiShares Core MSCI EAFE ETF$297,8560.0%3,2900.1%ETFIJRiShares Core S&P Small-Cap ETF$277,833$23,246 â–²9.1%2,2350.1%ETFVBRVanguard Small-Cap Value ETF$273,301$52,575 â–²23.8%1,2580.1%ETFIWPiShares Russell Mid-Cap Growth ETF$263,415$26,649 â–¼-9.2%2,0560.1%ETFIEURiShares Core MSCI Europe ETF$243,7560.0%3,4690.1%ETFVRTVertiv$232,288$232,288 â–²New Holding9270.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$0$1,882,977 â–¼-100.0%00.0%FinanceXLFFinancial Select Sector SPDR Fund$0$1,533,068 â–¼-100.0%00.0%ETFABBVAbbVie$0$591,790 â–¼-100.0%00.0%MedicalGEGE Aerospace$0$548,294 â–¼-100.0%00.0%AerospaceMAMastercard$0$548,045 â–¼-100.0%00.0%Business ServicesBSXBoston Scientific$0$483,044 â–¼-100.0%00.0%MedicalBLACKROCK INC$0$374,619 â–¼-100.0%00.0%COMMDTMedtronic$0$356,383 â–¼-100.0%00.0%MedicalCRWDCrowdStrike$0$317,820 â–¼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$316,945 â–¼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$269,374 â–¼-100.0%00.0%MedicalMMM3M$0$262,564 â–¼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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