Rothschild Capital Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Rothschild Capital Partners, LLC reported 44 stock positions worth $344.2 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Alphabet Class A (GOOGL, 7.7%) and Amazon.com (AMZN, 6.6%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 7 and reduced 16. The biggest buy was SS Technology Select Sector (XLK, shares +45%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001569833
- Portfolio Value
- $344.2M (Q1 2024)
- SEC Filing
- 0001569833-24-000002 ↗ filed May 14, 2024
Holdings Value
Holdings 44 stocks · $344.2M
| AAPL Apple Inc. | 8.93% | 179,252 | $30.7M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 7.68% | 175,197 | $26.4M | No change |
| AMZN Amazon.com Inc. | 6.64% | 126,660 | $22.8M | No change |
| XLK SS Technology Select Sector | 6.62% | 109,335 | $22.8M | Add +44.5% |
| JPM JPMorgan Chase & Co. | 6.06% | 104,181 | $20.9M | No change |
| MSFT Microsoft Corp. | 5.72% | 46,776 | $19.7M | No change |
| RSP Invesco S&P 500 Equal Weight | 5.57% | 113,176 | $19.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.42% | 29,112 | $15.2M | Reduce -0.9% |
| GLD SPDR Gold Shares | 4.37% | 73,052 | $15.0M | Reduce -0.8% |
| XLI SS Industrial Select Sector | 4.16% | 113,711 | $14.3M | Reduce -18.2% |
| IWM iShares Russell 2000 ETF | 4.10% | 67,109 | $14.1M | Reduce -0.0% |
| ECL Ecolab Inc. | 3.65% | 54,468 | $12.6M | No change |
| SMH Vaneck Semiconductor ETF | 3.39% | 51,817 | $11.7M | Reduce -0.1% |
| XLV SS Health Care Select Sector | 3.35% | 78,050 | $11.5M | No change |
| XLP SS Consumer Staples Sel Sect | 3.05% | 137,345 | $10.5M | Reduce -0.8% |
| V Visa Inc. Class A | 3.00% | 36,970 | $10.3M | No change |
| MRK Merck & Co. Inc. | 2.36% | 61,453 | $8.1M | No change |
| UNH Unitedhealth Group Inc. | 2.22% | 15,482 | $7.7M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 1.86% | 42,160 | $6.4M | Reduce -0.1% |
| EPD Enterprise Products Partners | 1.79% | 211,550 | $6.2M | No change |
| XLY SS Consumer Disc Select Sect | 1.65% | 30,933 | $5.7M | Reduce -34.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.63% | 85,514 | $5.6M | Reduce -0.8% |
| XLE SS Energy Select Sector | 1.23% | 44,883 | $4.2M | No change |
| XLRE SS Real Estate Select Sector | 1.18% | 102,983 | $4.1M | Reduce -0.3% |
| DCI Donaldson Co. Inc. | 1.18% | 54,353 | $4.1M | No change |
| BLK BlackRock Finance Inc. | 0.98% | 4,052 | $3.4M | New |
| MDT Medtronic PLC | 0.95% | 37,670 | $3.3M | New |
| VEA Vanguard Ftse Developed ETF | 0.45% | 30,546 | $1.5M | Add +2.4% |
| BND Vanguard Total Bond Market | 0.37% | 17,408 | $1.3M | Add +12.1% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 11,263 | $470K | Reduce -29.8% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 3,902 | $431K | New |
| DGX Quest Diagnostics Inc. | 0.12% | 3,222 | $429K | No change |
| VOO Vanguard S&P 500 ETF | 0.12% | 833 | $400K | Reduce -22.4% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 3,500 | $399K | Add +36.6% |
| IWO iShares Russell 2000 Growth | 0.11% | 1,414 | $383K | New |
| IJH iShares Core S&P Midcap ETF | 0.11% | 6,197 | $376K | Add +18.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.10% | 6,078 | $353K | Reduce -18.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,118 | $345K | Reduce -34.9% |
| PROSHARES SHORT S&P500 | 0.08% | 23,480 | $278K | No change |
| VGSH Vanguard Short-Term Treasury | 0.07% | 4,421 | $257K | Add +12.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 3,302 | $255K | Add +10.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,270 | $244K | New |
| IVV iShares Core S&P 500 ETF | 0.07% | 429 | $226K | New |
| TLT iShares 20+ Year Treasury BD | 0.03% | 1,264 | $120K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.6% | 8.93% | −2.01 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −1.77 |
| XLY SS Consumer Disc Select Sect | Reduce -34.7% | 1.65% | −1.02 |
| XLI SS Industrial Select Sector | Reduce -18.2% | 4.16% | −0.83 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 2.22% | −0.35 |
| IWM iShares Russell 2000 ETF | Reduce -0.0% | 4.10% | −0.16 |
| XLRE SS Real Estate Select Sector | Reduce -0.3% | 1.18% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.8% | 3.05% | −0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 1.63% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -29.8% | 0.14% | −0.07 |
| GLD SPDR Gold Shares | Reduce -0.8% | 4.37% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -34.9% | 0.10% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -22.4% | 0.12% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -18.0% | 0.10% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.86% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 4.42% | +0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -0.1% | 3.39% | +0.53 |
Portfolio Buys Q4 2023 → Q1 2024
| XLK SS Technology Select Sector | Add +44.5% | 6.62% | +2.03 |
| BLK BlackRock Finance Inc. | New | 0.98% | +0.98 |
| MDT Medtronic PLC | New | 0.95% | +0.95 |
| IJR iShares Core S&P Small-Cap E | New | 0.13% | +0.13 |
| IWO iShares Russell 2000 Growth | New | 0.11% | +0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.07% | +0.07 |
| TLT iShares 20+ Year Treasury BD | New | 0.03% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +36.6% | 0.12% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +18.5% | 0.11% | +0.02 |
| BND Vanguard Total Bond Market | Add +12.1% | 0.37% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +12.3% | 0.07% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.2% | 0.07% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +2.4% | 0.45% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $464.5M | AAPL, GOOGL, SMH, JPM, AMZN |
| Q1 2026 | 88 | $405.8M | AAPL, GOOGL, JPM, GLD, AMZN |
| Q4 2025 | 86 | $423.5M | AAPL, GOOGL, JPM, XLV, AMZN |
| Q3 2025 | 95 | $423.3M | AAPL, JPM, AMZN, GOOGL, MSFT |
| Q2 2025 | 91 | $381.0M | JPM, AMZN, AAPL, MSFT, XLI |
| Q1 2025 | 91 | $382.1M | AAPL, JPM, AMZN, XLI, GLD |
| Q4 2024 | 93 | $412.2M | AAPL, AMZN, JPM, MSFT, GOOGL |
| Q3 2024 | 49 | $358.6M | AAPL, GOOGL, AMZN, JPM, XLI |
| Q2 2024 | 47 | $350.1M | AAPL, GOOGL, XLK, AMZN, JPM |
| Q1 2024 | 44 | $344.2M | AAPL, GOOGL, AMZN, XLK, JPM |