| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -2,222 | -100.0% | -0.11% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -32,185 | -100.0% | -0.14% | – |
| DCI | Exit | DONALDSON INC | $0 | – | -44,053 | -100.0% | -1.03% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -101,096 | -100.0% | -1.35% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -44,946 | -100.0% | -1.59% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -30,330 | -100.0% | -1.91% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -86,284 | -100.0% | -1.99% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -11,998 | -100.0% | -2.07% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -41,212 | -100.0% | -2.13% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -211,724 | -100.0% | -2.27% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -61,506 | -100.0% | -2.48% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -40,369 | -100.0% | -2.79% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -51,870 | -100.0% | -2.94% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -15,179 | -100.0% | -3.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -79,228 | -100.0% | -3.14% | – |
| V | Exit | VISA INC | $0 | – | -36,999 | -100.0% | -3.33% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -53,886 | -100.0% | -3.57% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -138,686 | -100.0% | -3.74% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -75,636 | -100.0% | -4.85% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -72,964 | -100.0% | -4.90% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -102,512 | -100.0% | -5.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -45,873 | -100.0% | -5.67% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -103,147 | -100.0% | -5.85% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -124,326 | -100.0% | -6.18% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -197,646 | -100.0% | -7.27% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -173,997 | -100.0% | -8.91% | – |
| AAPL | Exit | APPLE INC | $0 | – | -173,718 | -100.0% | -11.64% | – |
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 | 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 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-02 |
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.