The Analysis of Rothschild Capital Partners, LLC's Holdings
Currently, Rothschild Capital Partners, LLC holds 86 types of securities in its portfolio with a total value $423.5M. In the most recent quarter, they have increased their positions in XLK (+96.6K shares, valued at $13.9M), XLV (+84.9K shares, valued at $13.1M), XLU (+114.5K shares, valued at $4.9M); decreased their positions in XLI (-39.4K shares, valued at $6.1M), JPM (-12.7K shares, valued at $4.1M), N/A (-12.4K shares, valued at $3.9M); initiated new positions in N/A (+350 shares, valued at $374.6K), CAT (+642 shares, valued at $367.8K), IJR (+2.0K shares, valued at $246.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC146.1K shares-4.34%2025-12-312026-02-17
ALPHABET INC ALPHABET INC110.9K shares-10.07%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.102.2K shares-11.07%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR198.1K shares74.91%2025-12-312026-02-17 AMZN AMAZON COM INC130.6K shares-10.36%2025-12-312026-02-17 GLD SPDR GOLD TR69.5K shares-10.58%2025-12-312026-02-17 MSFT MICROSOFT CORP51.9K shares-9.86%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR142.0K shares212.82%2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR121.1K shares-24.55%2025-12-312026-02-17 SMH VANECK ETF TRUST47.8K shares-12.39%2025-12-312026-02-17 XLP SELECT SECTOR SPDR TR193.1K shares-6.92%2025-12-312026-02-17 V VISA INC37.2K shares-10.72%2025-12-312026-02-17 ECL ECOLAB INC48.5K shares-11.71%2025-12-312026-02-17 ALPHABET INC ALPHABET INC35.9K shares-14.24%2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR241.0K shares90.55%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS105.7K shares53.70%2025-12-312026-02-17 ACWI ISHARES TR51.9K shares-17.89%2025-12-312026-02-17 EPD ENTERPRISE PRODS PARTNERS L216.4K shares-13.64%2025-12-312026-02-17 NVDA NVIDIA CORPORATION26.7K shares0.00%2025-12-312026-02-17 XLRE SELECT SECTOR SPDR TR103.0K shares-10.74%2025-12-312026-02-17 DCI DONALDSON INC41.1K shares-24.32%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR77.9K shares104.79%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS38.8K shares32.35%2025-12-312026-02-17 BROADCOM INC BROADCOM INC5.5K shares0.00%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR15.8K shares120.11%2025-12-312026-02-17 WMT WALMART INC15.8K shares137.48%2025-12-312026-02-17 LLY ELI LILLY & CO1.5K shares24.71%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR28.0K shares37.75%2025-12-312026-02-17 META META PLATFORMS INC2.2K shares-30.73%2025-12-312026-02-17 NFLX NETFLIX INC14.0K shares900.00%2025-12-312026-02-17 VGSH VANGUARD SCOTTSDALE FDS18.4K shares38.86%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS13.1K shares33.33%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR1.3K shares0.07%2025-12-312026-02-17 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.28%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC830 shares31.75%2025-12-312026-02-17 VTV VANGUARD INDEX FDS3.7K shares-24.72%2025-12-312026-02-17 XOM EXXON MOBIL CORP5.5K shares28.57%2025-12-312026-02-17 DGX QUEST DIAGNOSTICS INC3.7K shares0.00%2025-12-312026-02-17 IGOV ISHARES TR15.5K shares45.55%2025-12-312026-02-17 ABBV ABBVIE INC2.6K shares0.00%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE1.8K shares0.00%2025-12-312026-02-17 MA MASTERCARD INCORPORATED960 shares0.00%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC6.5K shares0.00%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F9.1K shares13.91%2025-12-312026-02-17 BSX BOSTON SCIENTIFIC CORP5.1K shares0.00%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON2.3K shares0.00%2025-12-312026-02-17 WELL WELLTOWER INC2.5K shares0.00%2025-12-312026-02-17 IJH ISHARES TR6.8K shares48.21%2025-12-312026-02-17 IWB ISHARES TR1.2K shares0.26%2025-12-312026-02-17 IVV ISHARES TR611 shares-35.95%2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP3.9K shares0.00%2025-12-312026-02-17 TLT ISHARES TR4.4K shares34.13%2025-12-312026-02-17 BLACKROCK INC BLACKROCK INC350 sharesnew addition2025-12-312026-02-17 CAT CATERPILLAR INC642 sharesnew addition2025-12-312026-02-17 RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-17 COWZ PACER FDS TR5.8K shares15.85%2025-12-312026-02-17 CGW INVESCO EXCH TRADED FD TR II5.2K shares1.44%2025-12-312026-02-17 DE DEERE & CO690 shares0.00%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC678 shares0.00%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-12-312026-02-17 IWP ISHARES TR2.3K shares31.93%2025-12-312026-02-17 IEFA ISHARES TR3.3K shares1.76%2025-12-312026-02-17 MCD MCDONALDS CORP920 shares0.00%2025-12-312026-02-17 ABT ABBOTT LABS2.1K shares0.00%2025-12-312026-02-17 MMM 3M CO1.6K shares0.00%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC1.4K shares-47.76%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC1.4K shares0.00%2025-12-312026-02-17 CME CME GROUP INC910 shares0.00%2025-12-312026-02-17 IEUR ISHARES TR3.5K shares1.11%2025-12-312026-02-17 IJR ISHARES TR2.0K sharesnew addition2025-12-312026-02-17 DIS DISNEY WALT CO2.1K shares-46.16%2025-12-312026-02-17 IWO ISHARES TR735 sharesnew addition2025-12-312026-02-17 HCA HCA HEALTHCARE INC500 shares0.00%2025-12-312026-02-17 TJX TJX COS INC NEW1.5K shares0.00%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC380 sharesnew addition2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC2.4K shares0.00%2025-12-312026-02-17 CENCORA INC CENCORA INC640 shares0.00%2025-12-312026-02-17 VBR VANGUARD INDEX FDS1.0K sharesnew addition2025-12-312026-02-17 MCK MCKESSON CORP260 shares0.00%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC5.2K shares0.00%2025-12-312026-02-17 AZO AUTOZONE INC60 shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
NVDA Put PutNVIDIA CORPORATION9.6K sharesnew addition2025-12-312026-02-17 PLTR Put PutPALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-12-312026-02-17