Rothschild Capital Partners as of March 31, 2023
Portfolio Holdings for Rothschild Capital Partners
Rothschild Capital Partners holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.7 | $29M | 174k | 164.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $18M | 174k | 103.73 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 6.6 | $16M | 216k | 74.71 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 6.0 | $15M | 147k | 99.64 | |
| Select Sector Spdr Tr Technology (XLK) | 5.6 | $14M | 90k | 151.01 | |
| JPMorgan Chase & Co. (JPM) | 5.5 | $13M | 103k | 130.31 | |
| Spdr Gold Trust Gold Shs (GLD) | 5.5 | $13M | 73k | 183.22 | |
| Microsoft Corporation (MSFT) | 5.4 | $13M | 46k | 288.30 | |
| Amazon (AMZN) | 5.3 | $13M | 124k | 103.29 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 3.9 | $9.4M | 93k | 101.18 | |
| Ecolab (ECL) | 3.7 | $8.9M | 54k | 165.53 | |
| Visa Com Cl A (V) | 3.4 | $8.3M | 37k | 225.46 | |
| UnitedHealth (UNH) | 2.9 | $7.2M | 15k | 472.59 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.8 | $6.8M | 26k | 263.19 | |
| Merck & Co (MRK) | 2.7 | $6.5M | 62k | 106.39 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.4 | $5.8M | 86k | 67.69 | |
| Northrop Grumman Corporation (NOC) | 2.3 | $5.5M | 12k | 461.72 | |
| Enterprise Products Partners (EPD) | 2.2 | $5.5M | 212k | 25.90 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $5.5M | 42k | 129.46 | |
| Select Sector Spdr Tr Financial (XLF) | 2.0 | $4.8M | 149k | 32.25 | |
| Select Sector Spdr Tr Energy (XLE) | 1.8 | $4.3M | 52k | 82.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.3M | 41k | 103.95 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.5 | $3.8M | 101k | 37.38 | |
| Insulet Corporation (PODD) | 1.4 | $3.3M | 10k | 318.90 | |
| Proshares Tr Shrt Russell2000 (RWM) | 1.3 | $3.3M | 136k | 23.97 | |
| Proshares Tr Short S&p 500 Ne (SH) | 1.3 | $3.1M | 208k | 15.00 | |
| Donaldson Company (DCI) | 1.2 | $2.9M | 44k | 65.34 | |
| Proshares Tr Short Qqq New (PSQ) | 0.2 | $392k | 32k | 12.18 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $314k | 2.2k | 141.48 |
