Rothschild Capital Partners, LLC Reduced Holdings in Q1 2025

Rothschild Capital Partners, LLC

  • $365 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-38K
- 19.39%
$209.68 - $247.1 $7.97M - $9.39M
158K $35.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10.6K
- 88.05%
$522.96 - $601.18 $5.57M - $6.4M
1.45K $770K
XLK
Technology Sector Spdr

ETFs
-3.44K
- 3.59%
$206.38 - $242.18 $711K - $834K
92.5K $19.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.51K
- 5.29%
$192.6 - $233.2 $675K - $818K
62.7K $12.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.08K
- 33.64%
$222.15 - $428.22 $240K - $462K
2.13K $552K
NVDA
Nvidia Corp

Technology
-47
- 0.21%
$106.98 - $149.43 $5.03K - $7.02K
22.4K $2.43M
AVGO
Broadcom Inc.

Technology
-877
- 14.55%
$167.43 - $244.7 $147K - $215K
5.15K $862K
XOM
Exxon Mobil Corp

Energy
-2.52K
- 43.04%
$105.44 - $118.93 $266K - $300K
3.34K $396K
HD
Home Depot, Inc.

Consumer Cyclical
-480
- 38.4%
$347.25 - $424.87 $167K - $204K
770 $282K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-927
- 22.74%
$102.49 - $119.96 $95K - $111K
3.15K $329K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-252
- 20.52%
$254.58 - $302.92 $64.2K - $76.3K
976 $249K
IWP
Ishares Russell Mid Cap Growth

ETFs
-527
- 15.05%
$114.9 - $139.6 $60.6K - $73.6K
2.98K $349K
DIS
Walt Disney CO

Communication Services
-550
- 20.3%
$96.87 - $114.0 $53.3K - $62.7K
2.16K $213K
VBR
Vanguard Small Cap Value ETF

ETFs
-275
- 18.2%
$183.02 - $207.75 $50.3K - $57.1K
1.24K $230K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-635
- 9.44%
$57.21 - $65.8 $36.3K - $41.8K
6.09K $355K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-477
- 6.51%
$53.6 - $58.97 $25.6K - $28.1K
6.85K $374K
XLE
Energy Sector Spdr

ETFs
-3.94K
- 8.94%
$85.7 - $93.96 $338K - $370K
40.1K $3.75M
Blackrock Inc
-815
- 15.5%
N/A
4.44K $0
SCHW
Schwab Charles Corp

Financial Services
-92
- 2.33%
$71.24 - $83.64 $6.55K - $7.69K
3.86K $302K
MDT
Medtronic PLC

Healthcare
-76
- 2.01%
$79.84 - $94.5 $6.07K - $7.18K
3.71K $333K
UNH
Unitedhealth Group Inc

Healthcare
-500
- 2.9%
$461.52 - $548.18 $231K - $274K
16.8K $8.78M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-821
- 0.7%
$39.18 - $43.52 $32.2K - $35.7K
116K $4.87M
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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