Rothschild Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Rothschild Capital Partners
Rothschild Capital Partners holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.5 | $23M | 174k | 129.61 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 6.8 | $16M | 216k | 74.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $15M | 174k | 88.45 | |
| JPMorgan Chase & Co. (JPM) | 5.8 | $14M | 103k | 133.22 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.2 | $12M | 123k | 100.68 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.2 | $12M | 73k | 168.85 | |
| Select Sector Spdr Tr Technology (XLK) | 4.8 | $11M | 90k | 124.61 | |
| Microsoft Corporation (MSFT) | 4.7 | $11M | 46k | 241.01 | |
| Amazon (AMZN) | 4.4 | $11M | 124k | 84.18 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.3 | $10M | 75k | 136.34 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 3.9 | $9.2M | 93k | 98.60 | |
| Select Sector Spdr Tr Energy (XLE) | 3.8 | $8.9M | 102k | 86.92 | |
| UnitedHealth (UNH) | 3.4 | $8.0M | 15k | 529.88 | |
| Ecolab (ECL) | 3.4 | $8.0M | 54k | 147.71 | |
| Select Sector Spdr Tr Financial (XLF) | 3.4 | $7.9M | 232k | 34.29 | |
| Visa Com Cl A (V) | 3.3 | $7.7M | 37k | 208.06 | |
| Merck & Co (MRK) | 2.9 | $6.8M | 62k | 110.82 | |
| Northrop Grumman Corporation (NOC) | 2.8 | $6.5M | 12k | 542.00 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.6 | $6.1M | 86k | 71.18 | |
| Enterprise Products Partners (EPD) | 2.2 | $5.1M | 212k | 24.22 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.6 | $3.8M | 101k | 37.27 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.6 | $3.7M | 27k | 139.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $3.7M | 41k | 88.95 | |
| Proshares Tr Short S&p 500 Ne (SH) | 1.3 | $3.1M | 196k | 15.98 | |
| Insulet Corporation (PODD) | 1.3 | $3.1M | 10k | 295.04 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $2.7M | 14k | 203.74 | |
| Donaldson Company (DCI) | 1.1 | $2.6M | 44k | 59.57 | |
| Dex (DXCM) | 1.1 | $2.6M | 23k | 112.07 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $531k | 5.5k | 97.45 | |
| Proshares Tr Short Qqq New (PSQ) | 0.2 | $473k | 32k | 14.70 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $348k | 2.2k | 156.79 |
