Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025) About Rothschild Capital Partners, LLCInvestment ActivityRothschild Capital Partners, LLC has $466.61 million in total holdings as of December 31, 2024.Rothschild Capital Partners, LLC owns shares of 89 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Rothschild Capital Partners, LLC has purchased 88 new stocks and bought additional shares in 56 stocks.Rothschild Capital Partners, LLC sold shares of 7 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $40,892,946Alphabet $39,056,623VanEck Semiconductor ETF $34,455,870JPMorgan Chase & Co. $34,009,915Amazon.com $30,407,179 Largest New Holdings this Quarter 74349Y837 - PROSHARES TR $7,769,427 Holding88160R101 - Tesla $3,358,912 Holding464287630 - iShares Russell 2000 Value ETF $1,635,774 Holding91324P102 - UnitedHealth Group $997,512 Holding191216100 - CocaCola $707,131 Holding Largest Purchases this Quarter PROSHARES TR 310,033 shares (about $7.77M)Tesla 7,986 shares (about $3.36M)Vanguard Total Bond Market ETF 22,500 shares (about $1.65M)iShares Russell 2000 Value ETF 7,395 shares (about $1.64M)Utilities Select Sector SPDR Fund 31,521 shares (about $1.43M) Largest Sales this Quarter PROSHARES TR 227,141 shares (about $7.50M)Health Care Select Sector SPDR Fund 3,775 shares (about $598.94K)Amazon.com 2,141 shares (about $510.29K)Meta Platforms 843 shares (about $474.85K)Microsoft 1,262 shares (about $470.75K) 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$40,892,946$143,523 â–²0.4%141,3228.8%TechnologyGOOGLAlphabet$39,056,623$561,071 â–²1.5%109,2898.4%Communication ServicesSMHVanEck Semiconductor ETF$34,455,8700.0%52,5337.4%ETFJPMJPMorgan Chase & Co.$34,009,915$264,483 â–²0.8%103,9017.3%FinanceAMZNAmazon.com$30,407,179$510,286 â–¼-1.7%127,5796.5%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$26,532,627$598,943 â–¼-2.2%167,2295.7%ETFGLDSPDR Gold Shares$25,852,541$225,449 â–²0.9%70,1795.5%ETFMSFTMicrosoft$18,252,628$470,752 â–¼-2.5%48,9323.9%TechnologyXLKTechnology Select Sector SPDR Fund$14,355,527$431,910 â–²3.1%75,3493.1%ETFECLEcolab$14,251,4590.0%51,1523.1%MaterialsXLPConsumer Staples Select Sector SPDR Fund$14,216,179$114,803 â–²0.8%171,1353.0%ETFXLIIndustrial Select Sector SPDR Fund$12,971,657$99,283 â–²0.8%70,0302.8%ETFGOOGAlphabet$12,748,500$62,893 â–²0.5%36,0812.7%Communication ServicesRSPInvesco S&P 500 Equal Weight ETF$12,085,7620.0%56,8022.6%ETFVVisa$11,920,319$9,950 â–²0.1%34,7442.6%FinanceXLUUtilities Select Sector SPDR Fund$10,202,861$1,429,162 â–²16.3%225,0302.2%ETFEPDEnterprise Products Partners$8,587,798$18,380 â–²0.2%233,6181.8%EnergyBNDVanguard Total Bond Market ETF$8,578,950$1,651,718 â–²23.8%116,8641.8%ETFACWIiShares MSCI ACWI ETF$8,152,5510.0%51,9371.7%ETFPROSHARES TR$7,769,427$7,769,427 â–²New Holding310,0331.7%SHORT QQQNVDANVIDIA$6,383,568$115,001 â–²1.8%30,7521.4%TechnologyXLREReal Estate Select Sector SPDR Fund$5,086,830$821,908 â–²19.3%115,5311.1%ETFIJHiShares Core S&P Mid-Cap ETF$4,559,669$238,733 â–²5.5%59,1321.0%ETFVEAVanguard FTSE Developed Markets ETF$4,156,725$1,237,185 â–²42.4%58,3400.9%ETFDCIDonaldson$3,692,8690.0%41,1370.8%IndustrialsTSLATesla$3,358,912$3,358,912 â–²New Holding7,9860.7%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$2,806,758$20,076 â–²0.7%52,8480.6%ETFJCPBJPMorgan Core Plus Bond ETF$2,696,187$1,325,820 â–²96.7%57,4390.6%ETFWALMART INC$2,390,919$2,492 â–²0.1%21,1100.5%COMIWMiShares Russell 2000 ETF$1,919,572$300 â–²0.0%6,3890.4%ETFVGSHVanguard Short-Term Treasury ETF$1,676,749$405,190 â–²31.9%28,8100.4%ETFIWNiShares Russell 2000 Value ETF$1,635,774$1,635,774 â–²New Holding7,3950.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,434,8790.0%24,3530.3%ETFAVGOBroadcom$1,422,607$40,419 â–²2.9%3,7660.3%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,368,715$96,811 â–²7.6%17,3190.3%ETFJNJJohnson & Johnson$1,338,676$27,429 â–²2.1%5,2710.3%HealthcareROSTRoss Stores$1,330,313$851 â–²0.1%6,2500.3%Consumer DiscretionaryLLYEli Lilly and Company$1,235,413$231,490 â–²23.1%1,0300.3%HealthcareVTVVanguard Value ETF$1,189,680$294,641 â–²32.9%5,4590.3%ETFIGOViShares International Treasury Bond ETF$1,062,431$311,992 â–²41.6%25,8940.2%ETFCATCaterpillar$1,060,641$2,130 â–²0.2%9960.2%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$1,034,341$2,109 â–²0.2%1,4710.2%ETFTEMA ETF TRUST$1,026,8080.0%24,5120.2%ELECTRIFICATIONSPYSPDR S&P 500 ETF Trust$1,003,889$2,241 â–²0.2%1,3440.2%ETFCSCOCisco Systems$998,058$2,232 â–²0.2%8,4970.2%TechnologyUNHUnitedHealth Group$997,512$997,512 â–²New Holding2,4000.2%HealthcareBANK OF NY MELLON CORP$986,096$230,075 â–²30.4%6,8190.2%COMBRK.BBerkshire Hathaway$981,265$3,002 â–²0.3%1,9610.2%FinanceXOMExxonMobil$932,704$76,426 â–²8.9%6,8220.2%EnergyVWOVanguard FTSE Emerging Markets ETF$878,100$250,997 â–²40.0%14,7110.2%ETFMETAMeta Platforms$789,733$474,854 â–¼-37.6%1,4020.2%Communication ServicesVOOVanguard S&P 500 ETF$788,458$82,417 â–²11.7%1,1480.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$786,428$249,781 â–²46.5%7,6980.2%ETFRTXRTX$776,945$1,138 â–²0.1%4,0950.2%IndustrialsCMICummins$767,4140.0%1,0760.2%IndustrialsDEDeere & Company$760,562$634 â–²0.1%1,1990.2%IndustrialsPROSHARES TR$720,728$7,500,201 â–¼-91.2%21,8270.2%SHOR S&P 500 NEWKOCocaCola$707,131$707,131 â–²New Holding8,7010.2%Consumer StaplesDGXQuest Diagnostics$683,115$212 â–²0.0%3,2230.1%HealthcareCLColgate-Palmolive$674,215$275 â–²0.0%7,3540.1%Consumer StaplesGSThe Goldman Sachs Group$667,505$1,011 â–²0.2%6600.1%FinanceIVViShares Core S&P 500 ETF$666,513$95,858 â–²16.8%8900.1%ETFREMXVanEck Rare Earth and Strategic Metals ETF$644,1920.0%7,2790.1%ETFCOWZPacer US Cash Cows 100 ETF$642,837$220,437 â–²52.2%10,3350.1%ETFHALHalliburton$633,2700.0%18,6530.1%EnergyCVXChevron$624,750$166 â–²0.0%3,7690.1%EnergyTJXTJX Companies$591,305$591,305 â–²New Holding3,9030.1%Consumer DiscretionaryIDXXIDEXX Laboratories$563,8180.0%1,0710.1%HealthcareSCHWCharles Schwab$560,725$646 â–²0.1%6,0770.1%FinanceMLMMartin Marietta Materials$560,5530.0%9720.1%MaterialsMCDMcDonald's$559,542$14,597 â–²2.7%2,0700.1%Consumer DiscretionaryDISWalt Disney$540,348$481 â–²0.1%5,6140.1%Communication ServicesIWBiShares Russell 1000 ETF$483,764$819 â–²0.2%1,1810.1%ETFIJRiShares Core S&P Small-Cap ETF$465,694$134,221 â–²40.5%3,1400.1%ETFVBRVanguard Small-Cap Value ETF$460,953$155,271 â–²50.8%1,8970.1%ETFIWPiShares Russell Mid-Cap Growth ETF$430,739$129,719 â–²43.1%2,9420.1%ETFWELLWelltower$413,086$1,362 â–²0.3%1,8200.1%Real EstateNFLXNetflix$404,910$417,905 â–¼-50.8%5,6710.1%Communication ServicesXLFFinancial Select Sector SPDR Fund$376,504$376,504 â–²New Holding7,0230.1%ETFTLTiShares 20+ Year Treasury Bond ETF$347,495$68,185 â–¼-16.4%4,0210.1%ETFCGWInvesco S&P Global Water Index ETF$342,6280.0%5,2130.1%ETFIWOiShares Russell 2000 Growth ETF$327,381$327,381 â–²New Holding8310.1%ETFIEFAiShares Core MSCI EAFE ETF$322,525$4,733 â–²1.5%3,3390.1%ETFVRTVertiv$310,3790.0%9270.1%IndustrialsJMSTJPMorgan Ultra-Short Municipal ETF$304,9800.0%5,9800.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$288,627$288,627 â–²New Holding2,4610.1%ETFIEURiShares Core MSCI Europe ETF$265,738$4,961 â–²1.9%3,5350.1%ETFGE VERNOVA INC$202,076$202,076 â–²New Holding1720.0%COMXLCCommunication Services Select Sector SPDR Fund$201,941$201,941 â–²New Holding1,8850.0%ETFNOWServiceNow$0$926,000 â–¼-100.0%00.0%TechnologyIGViShares Expanded Tech-Software Sector ETF$0$751,190 â–¼-100.0%00.0%ETFAKAMAkamai Technologies$0$746,870 â–¼-100.0%00.0%TechnologyTMOThermo Fisher Scientific$0$728,448 â–¼-100.0%00.0%HealthcareUBERUber Technologies$0$692,471 â–¼-100.0%00.0%IndustrialsMCKMcKesson$0$664,597 â–¼-100.0%00.0%HealthcareSTESTERIS$0$636,192 â–¼-100.0%00.0%HealthcareLYVLive Nation Entertainment$0$574,488 â–¼-100.0%00.0%Communication ServicesHCAHCA Healthcare$0$532,869 â–¼-100.0%00.0%HealthcarePALANTIR TECHNOLOGIES INC$0$416,021 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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