Rothschild Capital Partners, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $362 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $33.2M, Amazon Com Inc with a value of $31.9M, Apple Inc. with a value of $31.4M, Microsoft Corp with a value of $28.6M, and Industrial Sector Spdr with a value of $25.4M.
Examining the 13F form we can see an decrease of $3.21M in the current position value, from $365M to 362M.
Rothschild Capital Partners, LLC is based out at New York, NY
Below you can find more details about Rothschild Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$362 Million
ETFs: $142 Million
Technology: $67.4 Million
Financial Services: $51.7 Million
Consumer Cyclical: $33.4 Million
Communication Services: $33 Million
Basic Materials: $14.8 Million
Energy: $8.25 Million
Industrials: $5.35 Million
Other: $6.49 Million
Stock Holdings Table Market Cap. of $200 Billions or more
