Rothschild Capital Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Rothschild Capital Partners, LLC reported 91 stock positions worth $382.1 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by JPMorgan Chase (JPM, 7.3%) and Amazon.com (AMZN, 7.2%). Compared with Q4 2024, it opened 9 new positions, sold out of 11, added to 33 and reduced 23. The biggest buy was a new position in Proshares Short S&P500 (SH) and the biggest sale Apple (AAPL, shares −19%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001569833
Portfolio Value
$382.1M (Q1 2025)
SEC Filing
0001569833-25-000002 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $344.2M Q1 2024 Q2 2024: $350.1M Q2 2024 Q3 2024: $358.6M Q3 2024 Q4 2024: $412.2M Q4 2024 Q1 2025: $382.1M $382.1M Q1 2025 Q2 2025: $381.0M Q2 2025 Q3 2025: $423.3M Q3 2025 Q4 2025: $423.5M Q4 2025 Q1 2026: $405.8M Q1 2026 Q2 2026: $464.5M Q2 2026

Holdings 91 stocks · $382.1M
AAPL Apple Inc. 9.18% 157,958 $35.1M Reduce -19.4%
JPM JPMorgan Chase & Co. 7.35% 114,468 $28.1M Add +3.8%
AMZN Amazon.com Inc. 7.22% 145,038 $27.6M Add +4.5%
XLI SS Industrial Select Sector 6.06% 176,710 $23.2M Add +5.8%
GLD SPDR Gold Shares 5.84% 77,475 $22.3M Add +3.5%
MSFT Microsoft Corp. 5.65% 57,497 $21.6M Add +2.8%
XLK SS Technology Select Sector 5.00% 92,451 $19.1M Reduce -3.6%
GOOGL Alphabet Inc. Class A 5.00% 123,436 $19.1M Add +0.0%
XLP SS Consumer Staples Sel Sect 4.65% 217,618 $17.8M Add +11.3%
XLV SS Health Care Select Sector 4.40% 115,255 $16.8M Add +7.9%
V Visa Inc. Class A 3.83% 41,766 $14.6M Add +1.0%
ECL Ecolab Inc. 3.65% 54,960 $13.9M Add +0.2%
XLY SS Consumer Disc Select Sect 3.24% 62,749 $12.4M Reduce -5.3%
SMH Vaneck Semiconductor ETF 3.03% 54,664 $11.6M Add +4.7%
SH Proshares Short S&P500 2.85% 244,362 $10.9M New
XLU St Sr Utl SL SE SPDR ETF-Usd 2.82% 136,731 $10.8M Add +8.1%
UNH Unitedhealth Group Inc. 2.30% 16,766 $8.8M Reduce -2.9%
EPD Enterprise Products Partners 2.24% 250,936 $8.6M Add +8.0%
GOOG Alphabet Inc. Class C 1.72% 41,983 $6.6M No change
XLRE SS Real Estate Select Sector 1.27% 116,353 $4.9M Reduce -0.7%
BLK BlackRock Inc. 1.10% 4,444 $4.2M Reduce -15.5%
XLE SS Energy Select Sector 0.98% 40,121 $3.7M Reduce -8.9%
DCI Donaldson Co. Inc. 0.95% 54,353 $3.6M No change
BND Vanguard Total Bond Market 0.66% 34,391 $2.5M Add +10.5%
NVDA Nvidia Corp. 0.64% 22,400 $2.4M Reduce -0.2%
XLF SS Financial Select Sector 0.57% 43,770 $2.2M Add +9.8%
VEA Vanguard Ftse Developed ETF 0.51% 38,457 $2.0M Add +6.8%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 3,310 $1.8M Add +23.5%
META Meta Platforms Inc. Class A 0.39% 2,570 $1.5M No change
LLY Eli Lilly & Co. 0.26% 1,214 $1.0M Add +23.4%
AVGO Broadcom Inc. 0.23% 5,150 $862K Reduce -14.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.20% 4,483 $774K Add +34.1%
MDY State Street SPDR S&P Midcap 0.20% 1,445 $771K Reduce -88.0%
NFLX Netflix Inc. 0.19% 790 $737K Add +16.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 1,316 $736K Add +0.3%
VOO Vanguard S&P 500 ETF 0.19% 1,428 $734K Add +21.5%
DGX Quest Diagnostics Inc. 0.17% 3,742 $633K Add +16.1%
WMT Walmart Inc. 0.15% 6,670 $586K Add +23.5%
VWO Vanguard Ftse Emerging Marke 0.15% 12,551 $568K Add +2.7%
TSLA Tesla Inc. 0.14% 2,130 $552K Reduce -33.6%
ABBV Abbvie Inc. 0.14% 2,590 $543K Add +20.5%
IVV iShares Core S&P 500 ETF 0.14% 946 $532K Add +26.5%
MA Mastercard Inc. Class A 0.14% 960 $526K No change
PG The Procter & Gamble Co. 0.14% 3,063 $522K No change
COST Costco Wholesale Corp. 0.14% 550 $520K No change
BSX Boston Scientific Corp. 0.13% 5,066 $511K Add +22.8%
VGSH Vanguard Short-Term Treasury 0.13% 8,363 $491K Add +2.3%
VCSH Vanguard S/T Corp. Bond ETF 0.13% 6,217 $491K Add +2.3%
SYK Stryker Corp. 0.11% 1,160 $432K Add +41.5%
XOM Exxon Mobil Corp. 0.10% 3,335 $397K Reduce -43.0%
WELL Welltower Inc. 0.10% 2,524 $387K No change
COWZ Pacer US Cash Cows 100 ETF 0.10% 6,847 $375K Reduce -6.5%
XLC SS Comm Select Sector SPDR 0.10% 3,770 $364K No change
KO The Coca-Cola Co. 0.09% 5,040 $361K No change
IWB iShares Russell 1000 ETF 0.09% 1,168 $358K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.09% 1,780 $356K No change
IJH iShares Core S&P Midcap ETF 0.09% 6,090 $355K Reduce -9.4%
IWP iShares Russell Mid-Cap Grow 0.09% 2,975 $350K Reduce -15.1%
FISV Fiserv Inc. 0.09% 1,540 $340K No change
MRSH Marsh & McLennan Cos 0.09% 1,380 $337K No change
MDT Medtronic PLC 0.09% 3,710 $333K Reduce -2.0%
UBER Uber Technologies Inc. 0.09% 4,560 $332K No change
IJR iShares Core S&P Small-Cap E 0.09% 3,149 $329K Reduce -22.7%
CRM Salesforce Inc. 0.09% 1,220 $327K No change
DE Deere & Co. 0.08% 690 $324K No change
CSCO Cisco Systems Inc. 0.08% 5,240 $323K No change
SCHW Schwab (charles) Corp. 0.08% 3,860 $302K Reduce -2.3%
MCD McDonald's Corp. 0.08% 920 $287K New
NOW ServiceNow Inc. 0.07% 360 $287K No change
CGW Invesco S&P Global Water Ind 0.07% 5,139 $286K No change
HD Home Depot Inc. 0.07% 770 $282K Reduce -38.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,070 $266K No change
RTX RTX Corp. 0.07% 2,000 $265K No change
IWO iShares Russell 2000 Growth 0.07% 976 $249K Reduce -20.5%
SPGI S&P Global Inc. 0.07% 490 $249K No change
ETN Eaton Corp. PLC 0.07% 915 $249K Add +21.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 2,010 $245K No change
MMM 3M Co. 0.06% 1,640 $241K New
IEFA iShares Core MSCI Eafe ETF 0.06% 3,180 $241K No change
VZ Verizon Communications Inc. 0.06% 5,160 $234K No change
BKNG Booking Holdings Inc. 0.06% 50 $230K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,236 $230K Reduce -18.2%
ORLY O'reilly Automotive Inc. 0.06% 160 $229K New
AZO AutoZone Inc. 0.06% 60 $229K New
ORCL Oracle Corp. 0.06% 1,620 $226K Reduce -19.4%
HON Honeywell International Inc. 0.06% 1,050 $222K New
IGOV iShares International Treasu 0.06% 5,512 $217K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,160 $213K Reduce -20.3%
OKE Oneok Inc. 0.05% 2,097 $208K No change
TXN Texas Instruments Inc. 0.05% 1,140 $205K New
IEUR iShares Core MSCI Europe ETF 0.05% 3,370 $203K New

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -19.4% 9.18% −2.72
IWM iShares Russell 2000 ETF Sold out 0.00% −2.13
MRK Merck & Co. Inc. Sold out 0.00% −1.50
MDY State Street SPDR S&P Midcap Reduce -88.0% 0.20% −1.47
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.85
XLK SS Technology Select Sector Reduce -3.6% 5.00% −0.41
XLY SS Consumer Disc Select Sect Reduce -5.3% 3.24% −0.36
BLK BlackRock Inc. Reduce -15.5% 1.10% −0.21
TSLA Tesla Inc. Reduce -33.6% 0.14% −0.17
PYPL PayPal Holdings Inc. Sold out 0.00% −0.15
AVGO Broadcom Inc. Reduce -14.6% 0.23% −0.11
GS Goldman Sachs Group Inc. Sold out 0.00% −0.11
NVDA Nvidia Corp. Reduce -0.2% 0.64% −0.10
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.08
ADP Automatic Data Processing Sold out 0.00% −0.07
KKR KKR & Co. Inc. Sold out 0.00% −0.07
CAT Caterpillar Inc. Sold out 0.00% −0.07
AXP American Express Co. Sold out 0.00% −0.06
LOW Lowe's Cos Inc. Sold out 0.00% −0.06
XOM Exxon Mobil Corp. Reduce -43.0% 0.10% −0.05
HD Home Depot Inc. Reduce -38.4% 0.07% −0.04
IJR iShares Core S&P Small-Cap E Reduce -22.7% 0.09% −0.03
ORCL Oracle Corp. Reduce -19.4% 0.06% −0.02
IWO iShares Russell 2000 Growth Reduce -20.5% 0.07% −0.02
DIS The Walt Disney Co. Reduce -20.3% 0.06% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -15.1% 0.09% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -18.2% 0.06% −0.01
IJH iShares Core S&P Midcap ETF Reduce -9.4% 0.09% −0.01
COWZ Pacer US Cash Cows 100 ETF Reduce -6.5% 0.10% −0.00
SCHW Schwab (charles) Corp. Reduce -2.3% 0.08% +0.01
MDT Medtronic PLC Reduce -2.0% 0.09% +0.01
XLE SS Energy Select Sector Reduce -8.9% 0.98% +0.07
XLRE SS Real Estate Select Sector Reduce -0.7% 1.27% +0.12
UNH Unitedhealth Group Inc. Reduce -2.9% 2.30% +0.18

Portfolio Buys Q4 2024 → Q1 2025
SH Proshares Short S&P500 New 2.85% +2.85
GLD SPDR Gold Shares Add +3.5% 5.84% +1.45
JPM JPMorgan Chase & Co. Add +3.8% 7.35% +0.94
XLP SS Consumer Staples Sel Sect Add +11.3% 4.65% +0.92
XLV SS Health Care Select Sector Add +7.9% 4.40% +0.84
XLI SS Industrial Select Sector Add +5.8% 6.06% +0.73
V Visa Inc. Class A Add +1.0% 3.83% +0.66
ECL Ecolab Inc. Add +0.2% 3.65% +0.53
XLU St Sr Utl SL SE SPDR ETF-Usd Add +8.1% 2.82% +0.50
EPD Enterprise Products Partners Add +8.0% 2.24% +0.47
BRK.B Berkshire Hathaway Inc. Class B Add +23.5% 0.46% +0.17
BND Vanguard Total Bond Market Add +10.5% 0.66% +0.12
XLF SS Financial Select Sector Add +9.8% 0.57% +0.10
VEA Vanguard Ftse Developed ETF Add +6.8% 0.51% +0.09
LLY Eli Lilly & Co. Add +23.4% 0.26% +0.08
MCD McDonald's Corp. New 0.08% +0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +34.1% 0.20% +0.07
MMM 3M Co. New 0.06% +0.06
ORLY O'reilly Automotive Inc. New 0.06% +0.06
AZO AutoZone Inc. New 0.06% +0.06
HON Honeywell International Inc. New 0.06% +0.06
IGOV iShares International Treasu New 0.06% +0.06
TXN Texas Instruments Inc. New 0.05% +0.05
IEUR iShares Core MSCI Europe ETF New 0.05% +0.05
ABBV Abbvie Inc. Add +20.5% 0.14% +0.05
DGX Quest Diagnostics Inc. Add +16.1% 0.17% +0.05
NFLX Netflix Inc. Add +16.2% 0.19% +0.05
BSX Boston Scientific Corp. Add +22.8% 0.13% +0.04
SYK Stryker Corp. Add +41.5% 0.11% +0.04
VOO Vanguard S&P 500 ETF Add +21.5% 0.19% +0.04
WMT Walmart Inc. Add +23.5% 0.15% +0.03
IVV iShares Core S&P 500 ETF Add +26.5% 0.14% +0.03
VWO Vanguard Ftse Emerging Marke Add +2.7% 0.15% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +2.3% 0.13% +0.01
VGSH Vanguard Short-Term Treasury Add +2.3% 0.13% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.19% +0.01
ETN Eaton Corp. PLC Add +21.4% 0.07% +0.00
IWB iShares Russell 1000 ETF Add +0.3% 0.09% +0.00
SMH Vaneck Semiconductor ETF Add +4.7% 3.03% −0.04
MSFT Microsoft Corp. Add +2.8% 5.65% −0.07
AMZN Amazon.com Inc. Add +4.5% 7.22% −0.16
GOOGL Alphabet Inc. Class A Add +0.0% 5.00% −0.67

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 89$464.5MAAPL, GOOGL, SMH, JPM, AMZN
Q1 2026 88$405.8MAAPL, GOOGL, JPM, GLD, AMZN
Q4 2025 86$423.5MAAPL, GOOGL, JPM, XLV, AMZN
Q3 2025 95$423.3MAAPL, JPM, AMZN, GOOGL, MSFT
Q2 2025 91$381.0MJPM, AMZN, AAPL, MSFT, XLI
Q1 2025 91$382.1MAAPL, JPM, AMZN, XLI, GLD
Q4 2024 93$412.2MAAPL, AMZN, JPM, MSFT, GOOGL
Q3 2024 49$358.6MAAPL, GOOGL, AMZN, JPM, XLI
Q2 2024 47$350.1MAAPL, GOOGL, XLK, AMZN, JPM
Q1 2024 44$344.2MAAPL, GOOGL, AMZN, XLK, JPM