The Analysis of Rothschild Capital Partners, LLC's Holdings
Currently, Rothschild Capital Partners, LLC holds 95 types of securities in its portfolio with a total value $423.3M. In the most recent quarter, they have increased their positions in RSP (+56.4K shares, valued at $10.7M), ACWI (+63.3K shares, valued at $8.7M), XLK (+8.4K shares, valued at $2.4M); decreased their positions in SH (-413.8K shares, valued at $15.3M), XLI (-11.7K shares, valued at $1.8M), XLU (-17.5K shares, valued at $1.5M); initiated new positions in RSP (+56.4K shares, valued at $10.7M), ACWI (+63.3K shares, valued at $8.7M), PLTR (+2.8K shares, valued at $504.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC152.7K shares-0.09%2025-09-302025-11-06
JPM JPMORGAN CHASE & CO.114.9K shares0.36%2025-09-302025-11-06 AMZN AMAZON COM INC145.7K shares0.39%2025-09-302025-11-06 GOOGL ALPHABET INC123.4K shares-0.06%2025-09-302025-11-06 MSFT MICROSOFT CORP57.6K shares0.04%2025-09-302025-11-06 GLD SPDR GOLD TR77.7K shares0.08%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR160.5K shares-6.82%2025-09-302025-11-06 SMH VANECK ETF TRUST54.6K shares-0.10%2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR207.5K shares-7.18%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR113.3K shares-1.72%2025-09-302025-11-06 ECL ECOLAB INC54.9K shares-0.10%2025-09-302025-11-06 V VISA INC41.7K shares-0.11%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR45.4K shares22.85%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR126.5K shares-12.14%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T56.4K sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC41.9K shares-0.29%2025-09-302025-11-06 ACWI ISHARES TR63.3K sharesnew addition2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L250.6K shares-0.12%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS68.8K shares23.49%2025-09-302025-11-06 NVDA NVIDIA CORPORATION26.7K shares19.29%2025-09-302025-11-06 XLRE SELECT SECTOR SPDR TR115.4K shares0.12%2025-09-302025-11-06 DCI DONALDSON INC54.4K shares0.00%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR38.1K shares-5.27%2025-09-302025-11-06 META META PLATFORMS INC3.2K shares26.11%2025-09-302025-11-06 AVGO BROADCOM INC5.5K shares7.48%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS29.3K shares3.26%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR7.2K shares352.27%2025-09-302025-11-06 NFLX NETFLIX INC1.4K shares52.61%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL3.3K shares0.00%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR20.3K shares0.00%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR8.8K shares133.69%2025-09-302025-11-06 LLY ELI LILLY & CO1.2K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS4.9K shares5.17%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR1.3K shares-0.30%2025-09-302025-11-06 SH PROSHARES TR24.0K shares-94.53%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.28%2025-09-302025-11-06 VOO VANGUARD INDEX FDS1.3K shares-1.62%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS9.8K shares20.06%2025-09-302025-11-06 VGSH VANGUARD SCOTTSDALE FDS13.2K shares22.58%2025-09-302025-11-06 DGX QUEST DIAGNOSTICS INC3.7K shares0.00%2025-09-302025-11-06 WMT WALMART INC6.7K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW700 shares27.27%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC6.5K shares43.55%2025-09-302025-11-06 IVV ISHARES TR954 shares-3.25%2025-09-302025-11-06 ABBV ABBVIE INC2.6K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP2.0K shares22.84%2025-09-302025-11-06 MA MASTERCARD INCORPORATED960 shares0.00%2025-09-302025-11-06 GE GE AEROSPACE1.8K shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC2.8K sharesnew addition2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC630 shares80.00%2025-09-302025-11-06 BSX BOSTON SCIENTIFIC CORP5.1K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP4.3K shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC1.2K shares54.55%2025-09-302025-11-06 IGOV ISHARES TR10.7K shares22.75%2025-09-302025-11-06 WELL WELLTOWER INC2.5K shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO3.9K shares135.54%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F8.0K shares-0.39%2025-09-302025-11-06 SYK STRYKER CORPORATION1.2K shares0.00%2025-09-302025-11-06 IWB ISHARES TR1.2K shares0.26%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.3K sharesnew addition2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP3.9K shares0.00%2025-09-302025-11-06 CSCO CISCO SYS INC5.2K shares0.00%2025-09-302025-11-06 MDT MEDTRONIC PLC3.7K shares0.00%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO2.2K shares-28.40%2025-09-302025-11-06 RTX RTX CORPORATION2.0K shares0.00%2025-09-302025-11-06 KO COCA COLA CO5.0K shares0.00%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC678 sharesnew addition2025-09-302025-11-06 CGW INVESCO EXCH TRADED FD TR II5.1K shares0.00%2025-09-302025-11-06 DE DEERE & CO690 shares0.00%2025-09-302025-11-06 XLB SELECT SECTOR SPDR TR3.4K sharesnew addition2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-09-302025-11-06 IJH ISHARES TR4.6K shares-5.97%2025-09-302025-11-06 TLT ISHARES TR3.3K shares21.60%2025-09-302025-11-06 COWZ PACER FDS TR5.0K shares3.27%2025-09-302025-11-06 ABT ABBOTT LABS2.1K shares0.00%2025-09-302025-11-06 IEFA ISHARES TR3.2K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP920 shares0.00%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC50 shares0.00%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN1.6K shares27.05%2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC2.4K shares0.00%2025-09-302025-11-06 AZO AUTOZONE INC60 shares0.00%2025-09-302025-11-06 MMM 3M CO1.6K shares0.00%2025-09-302025-11-06 CME CME GROUP INC910 shares22.97%2025-09-302025-11-06 IWP ISHARES TR1.7K shares-5.14%2025-09-302025-11-06 ETN EATON CORP PLC645 shares0.00%2025-09-302025-11-06 SPGI S&P GLOBAL INC490 shares0.00%2025-09-302025-11-06 IEUR ISHARES TR3.4K shares0.00%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC5.2K shares0.00%2025-09-302025-11-06 TJX TJX COS INC NEW1.5K shares-25.37%2025-09-302025-11-06 HCA HCA HEALTHCARE INC500 sharesnew addition2025-09-302025-11-06 TXN TEXAS INSTRS INC1.1K shares0.00%2025-09-302025-11-06 DASH DOORDASH INC770 sharesnew addition2025-09-302025-11-06 MCK MCKESSON CORP260 sharesnew addition2025-09-302025-11-06 COR CENCORA INC640 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available