$257 Million is the total value of Rothschild Capital Partners, LLC's 47 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | New | POWERSHARES QQQ TRUSTput | $13,238,000 | – | 100,000 | +100.0% | 5.16% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $7,249,000 | – | 141,283 | +100.0% | 2.82% | – |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $6,912,000 | – | 218,720 | +100.0% | 2.69% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $4,427,000 | – | 81,117 | +100.0% | 1.72% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $4,186,000 | – | 25,115 | +100.0% | 1.63% | – |
V | New | VISA INC | $2,326,000 | – | 26,170 | +100.0% | 0.91% | – |
PG | New | PROCTER AND GAMBLE CO | $205,000 | – | 2,277 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2018-09-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 12.4% |
AMAZON COM INC | 42 | Q3 2023 | 8.7% |
ECOLAB INC | 42 | Q3 2023 | 6.1% |
ENTERPRISE PRODS PARTNERS L | 42 | Q3 2023 | 4.7% |
DONALDSON INC | 42 | Q3 2023 | 4.3% |
QUEST DIAGNOSTICS INC | 41 | Q3 2023 | 0.2% |
META PLATFORMS INC | 35 | Q4 2021 | 11.5% |
NORFOLK SOUTHERN CORP | 32 | Q2 2021 | 0.3% |
JPMORGAN CHASE & CO | 31 | Q3 2023 | 6.5% |
VISA INC | 31 | Q3 2023 | 3.4% |
View Rothschild Capital Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-05-16 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-04 |
View Rothschild Capital Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.