$244 Million is the total value of Rothschild Capital Partners, LLC's 29 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $16,104,413 | -0.3% | 215,559 | 0.0% | 6.60% | -3.4% | |
| GLD | SPDR GOLD TRUST | $13,368,464 | +8.5% | 72,964 | 0.0% | 5.48% | +5.2% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $9,397,902 | +2.6% | 92,883 | 0.0% | 3.85% | -0.6% | |
| DCI | DONALDSON INC | $2,878,423 | +9.7% | 44,053 | 0.0% | 1.18% | +6.3% | |
| PSQ | PROSHARES TRshort qqq new | $392,013 | -17.1% | 32,185 | 0.0% | 0.16% | -19.5% | |
| DGX | QUEST DIAGNOSTICS INC | $314,369 | -9.8% | 2,222 | 0.0% | 0.13% | -12.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
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.