Rothschild Capital Partners, LLC Portfolio Holdings

Rothschild Capital Partners, LLC

  • $406 Million
  • Q4 2024

Rothschild Capital Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $406 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $49.1M, Amazon Com Inc with a value of $30.4M, Jpmorgan Chase & CO with a value of $26.4M, Microsoft Corp with a value of $23.6M, and Alphabet Inc. with a value of $23.4M.

Examining the 13F form we can see an increase of $48.8M in the current position value, from $357M to 406M.

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 $406 Million
ETFs: $170 Million
Technology: $79.2 Million
Financial Services: $43.6 Million
Communication Services: $34 Million
Consumer Cyclical: $32.9 Million
Healthcare: $17.8 Million
Basic Materials: $12.9 Million
Energy: $8.13 Million
Other: $7.46 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 93
  • Current Value $406 Million
  • Prior Value $357 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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