Rothschild Capital Partners, LLC Portfolio Holdings

Rothschild Capital Partners, LLC

  • $365 Million
  • Q1 2025

Rothschild Capital Partners, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $365 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.1M, Jpmorgan Chase & CO with a value of $28.1M, Amazon Com Inc with a value of $27.6M, Industrial Sector Spdr with a value of $23.2M, and Spdr Gold Trust with a value of $22.3M.

Examining the 13F form we can see an decrease of $40.7M in the current position value, from $406M to 365M.

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 $365 Million
ETFs: $157 Million
Technology: $62.1 Million
Financial Services: $45.9 Million
Consumer Cyclical: $29.6 Million
Communication Services: $28.3 Million
Basic Materials: $13.9 Million
Healthcare: $12.1 Million
Energy: $9.17 Million
Other: $7.67 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $365 Million
  • Prior Value $406 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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