Rothschild Capital Partners, LLC Incresed Positions 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
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
XLI
Industrial Sector Spdr

ETFs
17.3K
+ 11.57%
$131.76 - $143.99 $2.28M - $2.49M
167K $22M
XLU
Utilities Sector Spdr

ETFs
22.6K
+ 21.8%
$74.89 - $82.93 $1.69M - $1.88M
126K $9.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
15.2K
+ 14.87%
$40.06 - $45.21 $608K - $686K
117K $4.77M
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
VGSH
Vanguard

ETFs
1.28K
+ 18.6%
$58.02 - $58.88 $74.4K - $75.5K
8.18K $475K
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
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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