Rothschild Capital Partners, LLC
CIK: 0001569833SEC EDGAR →
Portfolio Value
$425K
Holdings
86
As of
Q4 2025
New Positions
11
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 146,095 | $40K | 9.33% |
| 2 | ALPHABET INC | 110,946 | $35K | 8.16% |
| 3 | JPMORGAN CHASE & CO. | 102,170 | $33K | 7.74% |
| 4 | SELECT SECTOR SPDR TR | 198,138 | $31K | 7.21% |
| 5 | AMAZON COM INC | 130,642 | $30K | 7.09% |
| 6 | SPDR GOLD TR | 69,507 | $28K | 6.47% |
| 7 | MICROSOFT CORP | 51,900 | $25K | 5.90% |
| 8 | SELECT SECTOR SPDR TR | 141,985 | $20K | 4.80% |
| 9 | SELECT SECTOR SPDR TR | 121,111 | $19K | 4.42% |
| 10 | VANECK ETF TRUST | 47,844 | $17K | 4.05% |
Quarterly Changes
New Positions (8)
Closed Positions (17)
$5K · 27K shares
$1K · 9K shares
$885 · 24K shares
$647 · 700 shares
$559 · 2K shares
$504 · 3K shares
$482 · 1K shares
$428 · 1K shares
$358 · 5K shares
$336 · 2K shares
$334 · 5K shares
$305 · 3K shares
$269 · 50 shares
$261 · 2K shares
$238 · 490 shares
$209 · 1K shares
$209 · 770 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $192K | 45.1% |
| Technology | 9 | $75K | 17.7% |
| Communication Services | 5 | $49K | 11.5% |
| Unknown | 4 | $45K | 10.5% |
| Consumer Cyclical | 6 | $31K | 7.4% |
| Basic Materials | 1 | $13K | 3.0% |
| Energy | 2 | $8K | 1.8% |
| Industrials | 7 | $6K | 1.3% |
| Healthcare | 10 | $5K | 1.2% |
| Consumer Defensive | 1 | $2K | 0.4% |
| Real Estate | 1 | $468 | 0.1% |