Rothschild Capital Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Rothschild Capital Partners, LLC reported 49 stock positions worth $358.6 million. Its top holding was Apple (AAPL) at 11.7% of the portfolio, followed by Alphabet Class A (GOOGL, 8.1%) and Amazon.com (AMZN, 6.6%). Compared with Q2 2024, it opened 2 new positions, added to 28 and reduced 12. The biggest buy was State Street SPDR S&P Midcap (MDY, shares +727%) and the biggest sale SS Technology Select Sector (XLK, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001569833
- Portfolio Value
- $358.6M (Q3 2024)
- SEC Filing
- 0001569833-24-000009 ↗ filed Nov 14, 2024
Holdings Value
Holdings 49 stocks · $358.6M
| AAPL Apple Inc. | 11.66% | 179,478 | $41.8M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 8.10% | 175,056 | $29.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 6.59% | 126,879 | $23.6M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 6.17% | 104,930 | $22.1M | Add +0.7% |
| XLI SS Industrial Select Sector | 5.65% | 149,641 | $20.3M | Add +1.0% |
| MSFT Microsoft Corp. | 5.64% | 47,014 | $20.2M | Add +0.5% |
| GLD SPDR Gold Shares | 5.05% | 74,565 | $18.1M | Add +0.7% |
| XLK SS Technology Select Sector | 4.27% | 67,845 | $15.3M | Reduce -40.1% |
| ECL Ecolab Inc. | 3.88% | 54,490 | $13.9M | Add +0.0% |
| XLV SS Health Care Select Sector | 3.83% | 89,167 | $13.7M | Reduce -14.9% |
| XLP SS Consumer Staples Sel Sect | 3.82% | 164,847 | $13.7M | Add +15.8% |
| SMH Vaneck Semiconductor ETF | 3.57% | 52,201 | $12.8M | Add +0.8% |
| V Visa Inc. Class A | 2.86% | 37,283 | $10.3M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.63% | 16,106 | $9.4M | Add +4.0% |
| IWM iShares Russell 2000 ETF | 2.46% | 39,868 | $8.8M | Reduce -41.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.34% | 103,838 | $8.4M | Reduce -13.0% |
| MRK Merck & Co. Inc. | 1.96% | 61,961 | $7.0M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.96% | 41,983 | $7.0M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 1.92% | 12,087 | $6.9M | Add +726.7% |
| EPD Enterprise Products Partners | 1.89% | 232,447 | $6.8M | Add +4.9% |
| RSP Invesco S&P 500 Equal Weight | 1.80% | 35,962 | $6.4M | Add +25.7% |
| XLY SS Consumer Disc Select Sect | 1.73% | 30,933 | $6.2M | No change |
| PROSHARES SHORT S&P500 | 1.33% | 438,552 | $4.8M | Add +1767.8% |
| XLRE SS Real Estate Select Sector | 1.27% | 102,008 | $4.6M | Reduce -1.6% |
| DCI Donaldson Co. Inc. | 1.12% | 54,353 | $4.0M | No change |
| XLE SS Energy Select Sector | 1.10% | 44,883 | $3.9M | No change |
| BLK BlackRock Finance Inc. | 1.07% | 4,052 | $3.8M | No change |
| MDT Medtronic PLC | 0.95% | 37,719 | $3.4M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.59% | 28,049 | $2.1M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 36,887 | $1.9M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 1,308 | $750K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,254 | $662K | Reduce -2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 12,499 | $598K | Add +2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 3,173 | $554K | Add +1.6% |
| DGX Quest Diagnostics Inc. | 0.14% | 3,222 | $500K | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 4,145 | $485K | Add +1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 4,114 | $483K | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.12% | 763 | $440K | Add +0.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.12% | 7,475 | $432K | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 6,631 | $413K | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 5,184 | $412K | Add +2.0% |
| VGSH Vanguard Short-Term Treasury | 0.11% | 6,896 | $407K | Add +2.2% |
| IWB iShares Russell 1000 ETF | 0.10% | 1,161 | $365K | Add +0.3% |
| IWO iShares Russell 2000 Growth | 0.10% | 1,267 | $360K | Reduce -1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 1,565 | $314K | Add +1.7% |
| CGW Invesco S&P Global Water Ind | 0.09% | 5,026 | $308K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,129 | $244K | No change |
| WELL Welltower Inc. | 0.06% | 1,814 | $232K | New |
| IEUR iShares Core MSCI Europe ETF | 0.06% | 3,325 | $203K | New |
Portfolio Sells Q2 2024 → Q3 2024
| XLK SS Technology Select Sector | Reduce -40.1% | 4.27% | −3.05 |
| IWM iShares Russell 2000 ETF | Reduce -41.0% | 2.46% | −1.46 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 8.10% | −1.02 |
| XLV SS Health Care Select Sector | Reduce -14.9% | 3.83% | −0.53 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 1.96% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 0.18% | +0.00 |
| IWO iShares Russell 2000 Growth | Reduce -1.3% | 0.10% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.12% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.3% | 0.13% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 0.54% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -13.0% | 2.34% | +0.02 |
| XLRE SS Real Estate Select Sector | Reduce -1.6% | 1.27% | +0.13 |
Portfolio Buys Q2 2024 → Q3 2024
| MDY State Street SPDR S&P Midcap | Add +726.7% | 1.92% | +1.70 |
| PROSHARES SHORT S&P500 | Add +1767.8% | 1.33% | +1.25 |
| AAPL Apple Inc. | Add +0.1% | 11.66% | +0.88 |
| XLP SS Consumer Staples Sel Sect | Add +15.8% | 3.82% | +0.70 |
| GLD SPDR Gold Shares | Add +0.7% | 5.05% | +0.51 |
| XLI SS Industrial Select Sector | Add +1.0% | 5.65% | +0.50 |
| RSP Invesco S&P 500 Equal Weight | Add +25.7% | 1.80% | +0.45 |
| UNH Unitedhealth Group Inc. | Add +4.0% | 2.63% | +0.37 |
| ECL Ecolab Inc. | Add +0.0% | 3.88% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 6.17% | +0.15 |
| MDT Medtronic PLC | Add +0.1% | 0.95% | +0.10 |
| V Visa Inc. Class A | Add +0.8% | 2.86% | +0.09 |
| WELL Welltower Inc. | New | 0.06% | +0.06 |
| IEUR iShares Core MSCI Europe ETF | New | 0.06% | +0.06 |
| EPD Enterprise Products Partners | Add +4.9% | 1.89% | +0.05 |
| BND Vanguard Total Bond Market | Add +0.6% | 0.59% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 0.17% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 0.15% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.0% | 0.14% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.7% | 0.09% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.21% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.2% | 0.12% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.12% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.10% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.0% | 0.11% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +2.2% | 0.11% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.8% | 1.96% | −0.21 |
| SMH Vaneck Semiconductor ETF | Add +0.8% | 3.57% | −0.29 |
| MSFT Microsoft Corp. | Add +0.5% | 5.64% | −0.33 |
| AMZN Amazon.com Inc. | Add +0.2% | 6.59% | −0.40 |
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 |