Rothschild Capital Partners, LLC Purchases in Q4 2024

Rothschild Capital Partners, LLC

  • $406 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
35.3K
+ 114.19%
$194.8 - $239.43 $6.88M - $8.46M
66.3K $14.9M
AAPL
Apple Inc.

Technology
16.5K
+ 9.18%
$221.69 - $259.02 $3.65M - $4.27M
196K $49.1M
XLK
Technology Sector Spdr

ETFs
28.1K
+ 41.34%
$220.26 - $241.44 $6.18M - $6.77M
95.9K $22.3M
AMZN
Amazon Com Inc

Consumer Cyclical
11.9K
+ 9.34%
$180.88 - $232.93 $2.14M - $2.76M
139K $30.4M
JPM
Jpmorgan Chase & CO

Financial Services
5.31K
+ 5.06%
$205.18 - $250.29 $1.09M - $1.33M
110K $26.4M
MSFT
Microsoft Corp

Technology
8.95K
+ 19.03%
$406.35 - $454.46 $3.64M - $4.07M
56K $23.6M
NVDA
Nvidia Corp

Technology
22.4K
New
$117.0 - $148.88 $2.63M - $3.34M
22.4K $3.01M
V
Visa Inc.

Financial Services
4.08K
+ 10.95%
$273.87 - $320.91 $1.12M - $1.31M
41.4K $13.1M
XLP
Consumer Staples Sector Spdr

ETFs
30.7K
+ 18.6%
N/A
196K $14.9M
XLF
Financial Sector Spdr

ETFs
39.9K
New
$44.89 - $51.34 $1.79M - $2.05M
39.9K $1.93M
META
Meta Platforms, Inc.

Communication Services
2.57K
New
$554.08 - $632.68 $1.42M - $1.63M
2.57K $1.52M
AVGO
Broadcom Inc.

Technology
6.03K
New
$159.67 - $250.0 $962K - $1.51M
6.03K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
3.21K
New
$213.65 - $479.86 $686K - $1.54M
3.21K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.68K
New
$442.29 - $483.08 $1.19M - $1.29M
2.68K $1.21M
XLU
Utilities Sector Spdr

ETFs
22.6K
+ 21.8%
$74.89 - $82.93 $1.69M - $1.88M
126K $9.57M
XLV
Select Sector Spdr Fund Health

ETFs
17.7K
+ 19.83%
$136.28 - $154.74 $2.41M - $2.74M
107K $14.7M
LLY
Eli Lilly & CO

Healthcare
984
New
$727.2 - $932.06 $716K - $917K
984 $759K
XOM
Exxon Mobil Corp

Energy
5.86K
New
$105.51 - $125.37 $618K - $734K
5.86K $629K
NFLX
Netflix Inc

Communication Services
680
New
$687.65 - $936.56 $468K - $637K
680 $606K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.07K
New
$77.25 - $91.3 $546K - $645K
7.07K $603K
PG
Procter & Gamble CO

Consumer Defensive
3.06K
New
$161.05 - $179.7 $493K - $550K
3.06K $513K
MA
Mastercard Inc

Financial Services
960
New
$491.3 - $536.15 $472K - $515K
960 $505K
COST
Costco Wholesale Corp

Consumer Defensive
550
New
$873.59 - $994.69 $480K - $547K
550 $503K
WMT
Walmart Inc.

Consumer Defensive
5.4K
New
$79.1 - $95.7 $427K - $517K
5.4K $487K
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
New
$385.02 - $431.37 $481K - $539K
1.25K $486K
GS
Goldman Sachs Group Inc

Financial Services
780
New
$486.1 - $608.57 $379K - $475K
780 $446K
CRM
Salesforce, Inc.

Technology
1.22K
New
$270.87 - $367.87 $330K - $449K
1.22K $407K
ABBV
Abb Vie Inc.

Healthcare
2.15K
New
$164.99 - $203.87 $355K - $438K
2.15K $382K
NOW
Service Now, Inc.

Technology
360
New
$867.18 - $1148.42 $312K - $413K
360 $381K
BSX
Boston Scientific Corp

Healthcare
4.13K
New
$83.62 - $91.5 $345K - $378K
4.13K $368K
XLC
Select Sector Spdr Tr Communic

ETFs
3.77K
New
$89.66 - $102.16 $338K - $385K
3.77K $364K
ORCL
Oracle Corp

Technology
2.01K
New
$165.41 - $192.43 $332K - $387K
2.01K $334K
KO
Coca Cola CO

Consumer Defensive
5.04K
New
$61.74 - $71.71 $311K - $361K
5.04K $313K
ISRG
Intuitive Surgical Inc

Healthcare
596
New
$471.27 - $550.62 $281K - $328K
596 $311K
CSCO
Cisco Systems, Inc.

Technology
5.24K
New
$52.45 - $60.02 $275K - $315K
5.24K $310K
ADP
Automatic Data Processing Inc

Industrials
1.05K
New
$280.08 - $307.97 $294K - $323K
1.05K $307K
DIS
Walt Disney CO

Communication Services
2.71K
New
$92.39 - $117.6 $250K - $319K
2.71K $301K
GE
General Electric CO

Industrials
1.78K
New
$159.95 - $194.23 $285K - $346K
1.78K $296K
SYK
Stryker Corp

Healthcare
820
New
$345.14 - $392.15 $283K - $322K
820 $295K
KKR
Kkr & Co. Inc.

Financial Services
1.99K
New
$129.87 - $162.87 $258K - $324K
1.99K $294K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.38K
New
$209.89 - $233.24 $290K - $322K
1.38K $293K
DE
Deere & CO

Industrials
690
New
$389.45 - $466.0 $269K - $322K
690 $292K
SCHW
Schwab Charles Corp

Financial Services
3.95K
New
$63.31 - $82.85 $250K - $327K
3.95K $292K
CAT
Caterpillar Inc

Industrials
790
New
$360.37 - $416.88 $285K - $329K
790 $286K
UBER
Uber Technologies, Inc

Technology
4.56K
New
$59.93 - $86.34 $273K - $394K
4.56K $275K
ETN
Eaton Corp PLC

Industrials
754
New
$326.96 - $377.52 $247K - $285K
754 $250K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
New
$4100.99 - $5300.34 $205K - $265K
50 $248K
AXP
American Express CO

Financial Services
830
New
$267.35 - $305.57 $222K - $254K
830 $246K
SPGI
S&P Global Inc.

Financial Services
490
New
$480.36 - $529.17 $235K - $259K
490 $244K
Activity Summary
Buys All Purchases 74 New Holdings 47 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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