$179 Million is the total value of Rothschild Capital Partners, LLC's 38 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | New | MICROSOFT CORP | $2,936,000 | – | 24,892 | +100.0% | 1.64% | – |
| GLD | New | SPDR GOLD TRUSTcall | $1,847,000 | – | 15,200 | +100.0% | 1.03% | – |
| CRM | New | SALESFORCE COM INC | $1,664,000 | – | 10,507 | +100.0% | 0.93% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,025,000 | – | 5,618 | +100.0% | 0.57% | – |
| BIDU | New | BAIDU INCspon adr rep a | $494,000 | – | 2,995 | +100.0% | 0.28% | – |
| IQ | New | IQIYI INCsponsered ads | $462,000 | – | 19,303 | +100.0% | 0.26% | – |
| AGG | New | ISHARES TRcore us aggbd et | $256,000 | – | 2,350 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $224,000 | – | 1,821 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
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.