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
TJX
Tjx Companies Inc

Consumer Cyclical
2.01K
New
$112.15 - $127.2 $225K - $256K
2.01K $242K
IBM
International Business Machines Corp

Technology
1.07K
New
$204.9 - $238.04 $219K - $255K
1.07K $235K
RTX
Raytheon Technologies Corp

Industrials
2K
New
$114.45 - $127.21 $229K - $254K
2K $231K
LOW
Lowes Companies Inc

Consumer Cyclical
930
New
$244.52 - $284.07 $227K - $264K
930 $229K
OKE
Oneok Inc

Energy
2.1K
New
$92.28 - $117.05 $194K - $245K
2.1K $210K
XLRE
Select Sector Spdr Tr Real Est

ETFs
15.2K
+ 14.87%
$40.06 - $45.21 $608K - $686K
117K $4.77M
VZ
Verizon Communications Inc

Communication Services
5.16K
New
$39.6 - $45.21 $204K - $233K
5.16K $206K
FISV
Fiserv Inc

Technology
1.54K
New
N/A
1.54K $192K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.08K
+ 10.96%
$71.75 - $75.11 $221K - $231K
31.1K $2.24M
WELL
Welltower Inc.

Real Estate
710
+ 39.14%
$123.11 - $139.3 $87.4K - $98.9K
2.52K $318K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
895
+ 17.26%
$77.86 - $79.27 $69.7K - $70.9K
6.08K $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.31%
$567.81 - $607.81 $2.27K - $2.43K
1.31K $768K
VTV
Vanguard Value ETF

ETFs
170
+ 5.36%
$168.32 - $181.87 $28.6K - $30.9K
3.34K $565K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.34%
$311.11 - $335.64 $1.24K - $1.34K
1.17K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
94
+ 1.42%
$61.68 - $67.87 $5.8K - $6.38K
6.73K $419K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.03%
$563.99 - $620.12 $2.26K - $2.48K
12.1K $6.89M
Blackrock Inc
5.26K
New
N/A
5.26K $0
GLD
Spdr Gold Trust

ETFs
251
+ 0.34%
$236.59 - $257.5 $59.4K - $64.6K
74.8K $18.1M
IEFA
Ishares Tr

ETFs
51
+ 1.63%
$70.06 - $77.43 $3.57K - $3.95K
3.18K $223K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
113
+ 2.25%
$54.2 - $60.92 $6.12K - $6.88K
5.14K $278K
UNH
Unitedhealth Group Inc

Healthcare
1.16K
+ 7.2%
$485.52 - $625.25 $563K - $725K
17.3K $8.73M
MRK
Merck & Co., Inc.

Healthcare
65
+ 0.1%
$96.31 - $114.76 $6.26K - $7.46K
62K $6.17M
ECL
Ecolab Inc.

Basic Materials
380
+ 0.7%
$234.32 - $261.43 $89K - $99.3K
54.9K $12.9M
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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