Rothschild Capital Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$359M
Signature - Title
Michael J. Levenson - Chief Operating Officer and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Rothschild Capital Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rothschild Capital Partners, LLC reported 49 stock holdings with total value $359M as of Q3 2024. Top holdings included AAPL, GOOGL, AMZN, JPM, and XLI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $359M +$15.9M -$20.2M -$4.33M AAPL, GOOGL, AMZN, JPM, XLI 13F-HR 11/14/2024, 01:04 PM
Q2 2024 47 $350M +$16.1M -$29.2M -$13.1M AAPL, GOOGL, XLK, AMZN, JPM 13F-HR 8/13/2024, 08:49 AM
Q1 2024 44 $344M +$15.7M -$13M +$2.68M AAPL, GOOGL, AMZN, XLK, JPM 13F-HR 5/14/2024, 03:46 PM
Q4 2023 2 $30.4M $0 $0 GOOGL, GOOG New Holdings 5/16/2024, 05:01 PM
Q4 2023 38 $317M +$56.8M -$22.3M +$34.4M AAPL, GOOGL, AMZN, RSP, JPM 13F-HR 2/14/2024, 11:09 AM
Q3 2023 27 $256M +$7.45M -$13.1M -$5.66M AAPL, GOOGL, AGG, AMZN, JPM 13F-HR 11/14/2023, 10:30 AM
Q2 2023 28 $271M +$22.6M -$11.4M +$11.2M AAPL, GOOGL, AGG, AMZN, XLK 13F-HR 8/9/2023, 03:08 PM
Q1 2023 29 $244M +$20.9M -$29.7M -$8.88M AAPL, GOOGL, XLP, AGG, XLK 13F-HR 5/15/2023, 12:40 PM
Q4 2022 31 $236M +$27.4M -$18.5M +$8.87M AAPL, XLP, GOOGL, JPM, TLT 13F-HR 2/13/2023, 04:34 PM
Q3 2022 30 $217M +$34.7M -$26.4M +$8.27M AAPL, GOOGL, AMZN, XLP, XLK 13F-HR 11/14/2022, 03:03 PM
Q2 2022 30 $239M +$29.3M -$21.6M +$7.64M AAPL, GOOGL, XLP, XLV, SH 13F-HR 8/15/2022, 01:28 PM
Q1 2022 31 $285M +$34.6M -$74.2M -$39.7M AAPL, GOOGL, AMZN, XLP, XLV 13F-HR 5/4/2022, 05:08 PM
Q4 2021 35 $335M +$37.4M -$39.9M -$2.49M AAPL, GOOGL, AMZN, XLY, XLP 13F-HR 2/11/2022, 10:30 AM
Q3 2021 38 $313M +$20.8M -$21M -$119K AAPL, GOOGL, AMZN, META, JPM 13F-HR 11/2/2021, 05:23 PM
Q2 2021 42 $312M +$23.9M -$30.1M -$6.22M AAPL, GOOGL, AMZN, META, JPM 13F-HR 7/30/2021, 07:10 AM
Q1 2021 39 $296M +$15.6M -$13.7M +$1.93M AAPL, AMZN, GOOGL, META, JPM 13F-HR 5/3/2021, 11:16 AM
Q4 2020 38 $279M +$50.8M -$43.2M +$7.57M AAPL, AMZN, GOOGL, XLP, META 13F-HR 1/29/2021, 11:55 AM
Q3 2020 36 $244M +$16.3M -$14M +$2.33M AMZN, AAPL, GLD, META, GOOGL 13F-HR 11/3/2020, 12:03 PM
Q2 2020 38 $240M +$30.9M -$5.18M +$25.8M GLD, AMZN, AAPL, GOOGL, META 13F-HR 8/5/2020, 12:24 PM
Q1 2020 33 $180M +$22.2M -$32.8M -$10.6M GLD, AMZN, GOOGL, SH, AAPL 13F-HR 4/24/2020, 04:08 PM
Q4 2019 37 $220M +$16M -$12.6M +$3.32M XLV, GOOGL, JPM, AAPL, META 13F-HR 1/24/2020, 01:08 PM
Q3 2019 35 $199M +$6.31M -$6.09M +$219K GOOGL, XLV, META, GLD, AMZN 13F-HR 10/25/2019, 10:46 AM
Q2 2019 36 $194M +$17.7M -$8.71M +$9.03M XLV, META, GOOGL, AMZN, GLD 13F-HR 7/17/2019, 09:24 AM
Q1 2019 37 $177M +$7.44M -$9.2M -$1.76M XLV, GOOGL, META, AMZN, XLP 13F-HR 5/7/2019, 02:31 PM
Q4 2018 31 $158M +$7.82M -$38.3M -$30.5M XLV, GOOGL, META, AMZN, XLP 13F-HR 1/29/2019, 03:13 PM
Q3 2018 40 $215M +$13.4M -$21M -$7.57M XLV, XLP, GOOGL, META, AMZN 13F-HR 10/31/2018, 10:19 AM
Q2 2018 42 $211M +$10.1M -$14.5M -$4.36M META, XLV, GOOGL, AMZN, XLP 13F-HR 8/13/2018, 11:20 AM
Q1 2018 42 $205M +$24.3M -$36.6M -$12.3M META, XLV, GOOGL, JPM, AMZN Restatement 9/6/2018, 01:11 PM
Q4 2017 47 $215M +$30.4M -$38.6M -$8.15M META, XLV, GOOGL, JPM, XLF Restatement 9/6/2018, 01:07 PM
Q3 2017 48 $210M +$49.9M -$67.2M -$17.3M META, GOOGL, XLV, AGG, JPM Restatement 9/6/2018, 01:07 PM
Q2 2017 45 $219M +$39.4M -$27.3M +$12M META, GOOGL, JPM, XLP, ECL Restatement 9/6/2018, 01:07 PM
Q1 2017 44 $202M +$33.8M -$39.4M -$5.56M META, GOOGL, JPM, ECL, AAPL Restatement 9/6/2018, 01:07 PM
Q4 2016 45 $197M +$35.5M -$60.4M -$25M META, GOOGL, JPM, XLF, HEDJ Restatement 9/6/2018, 01:00 PM
Q3 2016 61 $219M +$52.4M -$34.1M +$18.3M META, GOOGL, AMZN, FRCB, JPM Restatement 9/6/2018, 12:59 PM
Q2 2016 47 $189M +$49.5M -$69.8M -$20.3M META, GOOGL, ECL, FRCB, NOC Restatement 9/6/2018, 12:58 PM
Q1 2016 53 $202M +$83.7M -$67.4M +$16.3M META, GOOGL, HCA, XLE, ECL Restatement 9/6/2018, 12:58 PM
Q4 2015 38 $188M +$27.9M -$37M -$9.15M META, GOOGL, CRM, SBUX, AMZN Restatement 9/6/2018, 12:44 PM
Q3 2015 39 $188M +$47.7M -$67.7M -$20M META, GOOGL, HCA, AAPL, CTXS Restatement 9/6/2018, 12:42 PM
Q2 2015 43 $220M +$33.9M -$45.3M -$11.4M META, AAPL, HCA, DXCM, HEDJ Restatement 9/6/2018, 12:40 PM
Q1 2015 42 $224M +$34.2M -$20.3M +$14M META, AAPL, DXCM, PODD, ULTI 13F-HR 5/13/2015, 10:58 AM
Q4 2014 40 $206M +$16.3M -$33.6M -$17.3M PODD, META, DXCM, AAPL, HCA 13F-HR 2/13/2015, 01:04 PM
Q3 2014 42 $217M +$25.2M -$21.2M +$4.04M META, PODD, AAPL, DXCM, EPAY 13F-HR 11/13/2014, 10:21 AM
Q2 2014 43 $222M +$29.2M -$763K +$28.4M PODD, META, ECL, EPD, DXCM 13F-HR 8/12/2014, 12:54 PM
Q1 2014 39 $202M +$11.8M -$27M -$15.2M PODD, META, GOOGL, EPAY, ECL 13F-HR 5/12/2014, 12:06 PM
Q4 2013 40 $213M $0 $0 PODD, GOOGL, META, EPAY, ECL 13F-HR 2/11/2014, 11:07 AM