Rothschild Capital Partners, LLC Top Holdings and 13F Report (2025) About Rothschild Capital Partners, LLCInvestment ActivityRothschild Capital Partners, LLC has $412.24 million in total holdings as of December 31, 2024.Rothschild Capital Partners, LLC owns shares of 93 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.56% of the portfolio was purchased this quarter.About 5.92% of the portfolio was sold this quarter.This quarter, Rothschild Capital Partners, LLC has purchased 49 new stocks and bought additional shares in 27 stocks.Rothschild Capital Partners, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $49,069,049Amazon.com $30,435,756JPMorgan Chase & Co. $26,426,350Microsoft $23,587,140Alphabet $23,363,217 Largest New Holdings this Quarter BLACKROCK INC $5,391,054 HoldingNVIDIA $3,014,440 HoldingFinancial Select Sector SPDR Fund $1,926,917 HoldingMeta Platforms $1,504,761 HoldingBroadcom $1,397,308 Holding Largest Purchases this Quarter Consumer Discretionary Select Sector SPDR Fund 35,323 shares (about $7.92M)Technology Select Sector SPDR Fund 28,050 shares (about $6.52M)BLACKROCK INC 5,259 shares (about $5.39M)Apple 16,469 shares (about $4.12M)Microsoft 8,946 shares (about $3.77M) Largest Sales this Quarter Alphabet 51,637 shares (about $9.77M)Invesco S&P 500 Equal Weight ETF 16,003 shares (about $2.80M)Medtronic 33,933 shares (about $2.71M)iShares Russell Mid-Cap Growth ETF 612 shares (about $77.57K)Energy Select Sector SPDR Fund 821 shares (about $70.33K) 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$49,069,049$4,124,167 ▲9.2%195,94711.9%Computer and TechnologyAMZNAmazon.com$30,435,756$2,599,772 ▲9.3%138,7297.4%Retail/WholesaleJPMJPMorgan Chase & Co.$26,426,350$1,273,579 ▲5.1%110,2436.4%FinanceMSFTMicrosoft$23,587,140$3,770,739 ▲19.0%55,9605.7%Computer and TechnologyGOOGLAlphabet$23,363,217$9,774,884 ▼-29.5%123,4195.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$22,297,536$6,522,195 ▲41.3%95,8955.4%ETFXLIIndustrial Select Sector SPDR Fund$21,998,782$2,282,083 ▲11.6%166,9615.3%ETFGLDSPDR Gold Shares$18,115,199$60,775 ▲0.3%74,8164.4%FinanceXLPConsumer Staples Select Sector SPDR Fund$15,369,193$2,410,575 ▲18.6%195,5123.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$14,864,535$7,924,716 ▲114.2%66,2563.6%FinanceXLVHealth Care Select Sector SPDR Fund$14,699,632$2,432,926 ▲19.8%106,8523.6%ETFVVisa$13,072,995$1,290,075 ▲10.9%41,3653.2%Business ServicesECLEcolab$12,857,139$89,042 ▲0.7%54,8703.1%Basic MaterialsSMHVanEck Semiconductor ETF$12,641,5170.0%52,2013.1%ManufacturingXLUUtilities Select Sector SPDR Fund$9,572,515$1,713,016 ▲21.8%126,4702.3%ETFIWMiShares Russell 2000 ETF$8,800,818$8,396 ▼-0.1%39,8302.1%FinanceUNHUnitedHealth Group$8,734,180$586,798 ▲7.2%17,2662.1%MedicalGOOGAlphabet$7,995,2430.0%41,9831.9%Computer and TechnologyEPDEnterprise Products Partners$7,289,5380.0%232,4471.8%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$6,886,993$2,278 ▲0.0%12,0911.7%ETFMRKMerck & Co., Inc.$6,170,347$6,466 ▲0.1%62,0261.5%MedicalBLACKROCK INC$5,391,054$5,391,054 ▲New Holding5,2591.3%COMXLREReal Estate Select Sector SPDR Fund$4,765,467$616,801 ▲14.9%117,1741.2%ETFXLEEnergy Select Sector SPDR Fund$3,774,352$70,327 ▼-1.8%44,0620.9%ETFDCIDonaldson$3,660,6750.0%54,3530.9%Industrial ProductsRSPInvesco S&P 500 Equal Weight ETF$3,497,416$2,804,206 ▼-44.5%19,9590.8%ETFNVDANVIDIA$3,014,440$3,014,440 ▲New Holding22,4470.7%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,238,127$221,123 ▲11.0%31,1240.5%ETFXLFFinancial Select Sector SPDR Fund$1,926,917$1,926,917 ▲New Holding39,8700.5%ETFVEAVanguard FTSE Developed Markets ETF$1,721,999$41,938 ▼-2.4%36,0100.4%ETFMETAMeta Platforms$1,504,761$1,504,761 ▲New Holding2,5700.4%Computer and TechnologyAVGOBroadcom$1,397,308$1,397,308 ▲New Holding6,0270.3%Computer and TechnologyTSLATesla$1,296,326$1,296,326 ▲New Holding3,2100.3%Auto/Tires/TrucksBRK.BBerkshire Hathaway$1,214,790$1,214,790 ▲New Holding2,6800.3%FinanceSPYSPDR S&P 500 ETF Trust$768,820$2,344 ▲0.3%1,3120.2%FinanceLLYEli Lilly and Company$759,648$759,648 ▲New Holding9840.2%MedicalVOOVanguard S&P 500 ETF$633,102$42,566 ▼-6.3%1,1750.2%ETFXOMExxon Mobil$629,823$629,823 ▲New Holding5,8550.2%Oils/EnergyNFLXNetflix$606,098$606,098 ▲New Holding6800.1%Consumer DiscretionaryPYPLPayPal$603,425$603,425 ▲New Holding7,0700.1%Computer and TechnologyVTVVanguard Value ETF$565,970$28,781 ▲5.4%3,3430.1%ETFVWOVanguard FTSE Emerging Markets ETF$537,993$12,463 ▼-2.3%12,2160.1%ETFPGProcter & Gamble$513,521$513,521 ▲New Holding3,0630.1%Consumer StaplesMAMastercard$505,507$505,507 ▲New Holding9600.1%Business ServicesCOSTCostco Wholesale$503,949$503,949 ▲New Holding5500.1%Retail/WholesaleWMTWalmart$487,824$487,824 ▲New Holding5,3990.1%Retail/WholesaleHDHome Depot$486,238$486,238 ▲New Holding1,2500.1%Retail/WholesaleDGXQuest Diagnostics$486,0710.0%3,2220.1%MedicalVGSHVanguard Short-Term Treasury Index ETF$475,855$74,645 ▲18.6%8,1790.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$474,223$69,819 ▲17.3%6,0790.1%ETFIJRiShares Core S&P Small-Cap ETF$469,637$7,950 ▼-1.7%4,0760.1%ETFGSThe Goldman Sachs Group$446,644$446,644 ▲New Holding7800.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$443,879$77,571 ▼-14.9%3,5020.1%ETFIVViShares Core S&P 500 ETF$440,333$8,830 ▼-2.0%7480.1%ETFIJHiShares Core S&P Mid-Cap ETF$419,035$5,857 ▲1.4%6,7250.1%ETFCOWZPacer US Cash Cows 100 ETF$413,660$8,528 ▼-2.0%7,3240.1%ETFCRMSalesforce$407,883$407,883 ▲New Holding1,2200.1%Computer and TechnologyABBVAbbVie$382,055$382,055 ▲New Holding2,1500.1%MedicalNOWServiceNow$381,643$381,643 ▲New Holding3600.1%Computer and TechnologyIWBiShares Russell 1000 ETF$375,179$1,288 ▲0.3%1,1650.1%ETFBSXBoston Scientific$368,540$368,540 ▲New Holding4,1260.1%MedicalXLCCommunication Services Select Sector SPDR Fund$364,974$364,974 ▲New Holding3,7700.1%ETFIWOiShares Russell 2000 Growth ETF$353,443$11,225 ▼-3.1%1,2280.1%ETFORCLOracle$334,946$334,946 ▲New Holding2,0100.1%Computer and TechnologyWELLWelltower$318,101$89,482 ▲39.1%2,5240.1%FinanceFIFiserv$316,347$316,347 ▲New Holding1,5400.1%Business ServicesKOCoca-Cola$313,790$313,790 ▲New Holding5,0400.1%Consumer StaplesISRGIntuitive Surgical$311,089$311,089 ▲New Holding5960.1%MedicalCSCOCisco Systems$310,208$310,208 ▲New Holding5,2400.1%Computer and TechnologyADPAutomatic Data Processing$307,367$307,367 ▲New Holding1,0500.1%Business ServicesMDTMedtronic$302,432$2,710,625 ▼-90.0%3,7860.1%MedicalDISWalt Disney$301,759$301,759 ▲New Holding2,7100.1%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$299,450$10,702 ▼-3.5%1,5110.1%ETFGEGeneral Electric$296,886$296,886 ▲New Holding1,7800.1%TransportationSYKStryker$295,241$295,241 ▲New Holding8200.1%MedicalKKRKKR & Co. Inc.$294,341$294,341 ▲New Holding1,9900.1%FinanceMMCMarsh & McLennan Companies$293,126$293,126 ▲New Holding1,3800.1%FinanceSCHWCharles Schwab$292,491$292,491 ▲New Holding3,9520.1%FinanceDEDeere & Company$292,353$292,353 ▲New Holding6900.1%Industrial ProductsCATCaterpillar$286,580$286,580 ▲New Holding7900.1%Industrial ProductsCGWInvesco S&P Global Water Index ETF$278,514$6,124 ▲2.2%5,1390.1%ETFUBERUber Technologies$275,059$275,059 ▲New Holding4,5600.1%Computer and TechnologyETNEaton$250,231$250,231 ▲New Holding7540.1%Industrial ProductsBKNGBooking$248,421$248,421 ▲New Holding500.1%Retail/WholesaleAXPAmerican Express$246,336$246,336 ▲New Holding8300.1%FinanceSPGIS&P Global$244,035$244,035 ▲New Holding4900.1%Business ServicesTJXTJX Companies$242,828$242,828 ▲New Holding2,0100.1%Retail/WholesaleIBMInternational Business Machines$235,218$235,218 ▲New Holding1,0700.1%Computer and TechnologyRTXRTX$231,440$231,440 ▲New Holding2,0000.1%AerospaceLOWLowe's Companies$229,524$229,524 ▲New Holding9300.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$223,458$3,584 ▲1.6%3,1800.1%ETFOKEONEOK$210,539$210,539 ▲New Holding2,0970.1%Oils/EnergyVZVerizon Communications$206,348$206,348 ▲New Holding5,1600.1%Computer and TechnologySHProShares Short S&P500$0$4,758,289 ▼-100.0%00.0%ETFBLKBlackRock$0$3,847,415 ▼-100.0%00.0%FinanceIEURiShares Core MSCI Europe ETF$0$202,595 ▼-100.0%00.0%ETFShowing 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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