Rothschild Capital Partners, LLC Purchases in Q1 2025

Rothschild Capital Partners, LLC

  • $365 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
2.66K
+ 3.55%
$243.19 - $288.14 $647K - $766K
77.5K $22.3M
XLV
Select Sector Spdr Fund Health

ETFs
8.4K
+ 7.86%
$137.61 - $149.68 $1.16M - $1.26M
115K $16.8M
XLP
Consumer Staples Sector Spdr

ETFs
22.1K
+ 11.31%
N/A
218K $16.5M
JPM
Jpmorgan Chase & CO

Financial Services
4.23K
+ 3.83%
$225.19 - $279.95 $951K - $1.18M
114K $28.1M
V
Visa Inc.

Financial Services
401
+ 0.97%
$306.92 - $362.71 $123K - $145K
41.8K $14.6M
EPD
Enterprise Products Partners L.P.

Energy
18.5K
+ 7.95%
$31.75 - $34.14 $587K - $631K
251K $8.57M
XLU
Utilities Sector Spdr

ETFs
10.3K
+ 8.11%
$74.7 - $80.27 $766K - $824K
137K $10.8M
XLI
Industrial Sector Spdr

ETFs
9.75K
+ 5.84%
$128.78 - $141.67 $1.26M - $1.38M
177K $23.2M
ECL
Ecolab Inc.

Basic Materials
90
+ 0.16%
$229.72 - $269.82 $20.7K - $24.3K
55K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
630
+ 23.51%
$442.66 - $534.52 $279K - $337K
3.31K $1.76M
MCD
Mcdonalds Corp

Consumer Cyclical
920
New
$279.74 - $321.29 $257K - $296K
920 $287K
XLF
Financial Sector Spdr

ETFs
3.9K
+ 9.78%
$47.32 - $52.19 $185K - $204K
43.8K $2.18M
LLY
Eli Lilly & CO

Healthcare
230
+ 23.37%
$725.72 - $929.72 $167K - $214K
1.21K $1M
MMM
3 M CO

Industrials
1.64K
New
$129.7 - $155.12 $213K - $254K
1.64K $240K
VEA
Vanguard Ftse Developed Market

ETFs
2.45K
+ 6.8%
$47.4 - $52.99 $116K - $130K
38.5K $1.95M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
160
New
$1187.71 - $1432.58 $190K - $229K
160 $229K
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
HON
Honeywell International Inc

Industrials
1.05K
New
$202.75 - $226.52 $213K - $238K
1.05K $222K
TXN
Texas Instruments Inc

Technology
1.14K
New
N/A
1.14K $221K
IGOV
Ishares 1 3 International Trea

ETFs
5.51K
New
$37.39 - $39.79 $206K - $219K
5.51K $217K
VTV
Vanguard Value ETF

ETFs
1.14K
+ 34.1%
$167.73 - $179.21 $191K - $204K
4.48K $774K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.37K
New
$53.69 - $62.68 $181K - $211K
3.37K $202K
ABBV
Abb Vie Inc.

Healthcare
440
+ 20.47%
$169.2 - $216.66 $74.4K - $95.3K
2.59K $542K
BSX
Boston Scientific Corp

Healthcare
940
+ 22.78%
$89.38 - $106.18 $84K - $99.8K
5.07K $511K
SYK
Stryker Corp

Healthcare
340
+ 41.46%
$355.18 - $399.9 $121K - $136K
1.16K $431K
NFLX
Netflix Inc

Communication Services
110
+ 16.18%
$828.4 - $1058.6 $91.1K - $116K
790 $736K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
253
+ 21.53%
$507.05 - $563.67 $128K - $143K
1.43K $733K
WMT
Walmart Inc.

Consumer Defensive
1.27K
+ 23.54%
$84.5 - $105.05 $107K - $134K
6.67K $585K
IVV
Ishares Core S&P 500 ETF

ETFs
198
+ 26.47%
$554.06 - $615.85 $110K - $122K
946 $531K
DGX
Quest Diagnostics Inc

Healthcare
520
+ 16.14%
N/A
3.74K $512K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
335
+ 2.74%
$42.5 - $46.71 $14.2K - $15.6K
12.6K $568K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
138
+ 2.27%
$77.7 - $78.94 $10.7K - $10.9K
6.22K $490K
VGSH
Vanguard

ETFs
184
+ 2.25%
$58.07 - $58.69 $10.7K - $10.8K
8.36K $490K
Proshares Tr
244K
New
N/A
244K $0
ETN
Eaton Corp PLC

Industrials
161
+ 21.35%
$271.83 - $371.23 $43.8K - $59.8K
915 $248K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.26%
$302.31 - $337.54 $907 - $1.01K
1.17K $358K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.3%
$551.42 - $612.93 $2.21K - $2.45K
1.32K $736K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.46K
+ 4.72%
$211.47 - $267.17 $521K - $658K
54.7K $11.6M
MSFT
Microsoft Corp

Technology
1.54K
+ 2.75%
$375.39 - $447.2 $577K - $687K
57.5K $21.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.31K
+ 4.55%
$190.26 - $242.06 $1.2M - $1.53M
145K $27.6M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.01%
$154.33 - $206.19 $2.62K - $3.51K
123K $19.1M
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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