• 13F History

Rothschild Capital Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$412M
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 93 stock holdings with total value $412M as of Q4 2024. Top holdings included AAPL, AMZN, JPM, MSFT, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 93 $412M +$68.3M -$24.4M +$43.9M AAPL, AMZN, JPM, MSFT, GOOGL 13F-HR 2/14/2025, 11:01 AM
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 29 $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 -$3.38M +$19.2M AAPL, GOOGL, AGG, AMZN, XLK 13F-HR 8/9/2023, 03:08 PM
Q1 2023 29 $244M +$20.9M -$11M +$9.82M AAPL, GOOGL, XLP, AGG, XLK 13F-HR 5/15/2023, 12:40 PM
Q4 2022 31 $236M +$27.4M -$8.04M +$19.3M AAPL, XLP, GOOGL, JPM, TLT 13F-HR 2/13/2023, 03:34 PM
Q3 2022 30 $217M +$34.7M -$26.4M +$8.27M AAPL, GOOGL, AMZN, XLP, XLK 13F-HR 11/14/2022, 02:03 PM
Q2 2022 30 $239M +$29.3M -$11.1M +$18.2M AAPL, GOOGL, XLP, XLV, SH 13F-HR 8/15/2022, 01:28 PM
Q1 2022 31 $285M +$34.6M -$30.8M +$3.78M AAPL, GOOGL, AMZN, XLP, XLV 13F-HR 5/4/2022, 05:08 PM
Q4 2021 35 $335M +$37.4M -$10.2M +$27.2M AAPL, GOOGL, AMZN, XLY, XLP 13F-HR 2/11/2022, 09:30 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 -$27.5M +$23.2M AAPL, AMZN, GOOGL, XLP, META 13F-HR 1/29/2021, 10:55 AM
Q3 2020 35 $244M +$16.3M -$9.27M +$7.06M AMZN, AAPL, GLD, META, GOOGL 13F-HR 11/3/2020, 11:03 AM
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 -$11.9M +$10.2M GLD, AMZN, GOOGL, SH, AAPL 13F-HR 4/24/2020, 04:08 PM
Q4 2019 37 $220M +$16M -$10.3M +$5.68M XLV, GOOGL, JPM, AAPL, META 13F-HR 1/24/2020, 12:08 PM
Q3 2019 35 $199M +$6.31M -$5.27M +$1.03M GOOGL, XLV, META, GLD, AMZN 13F-HR 10/25/2019, 10:46 AM
Q2 2019 37 $204M +$27.7M -$1.4M +$26.3M XLV, META, GOOGL, AMZN, GLD 13F-HR 7/17/2019, 09:24 AM
Q1 2019 38 $179M +$9.28M -$5.45M +$3.83M XLV, GOOGL, META, AMZN, XLP 13F-HR 5/7/2019, 02:31 PM
Q4 2018 33 $185M +$32.8M -$16.4M +$16.4M XLV, GOOGL, META, AMZN, XLP 13F-HR 1/29/2019, 02:13 PM
Q3 2018 43 $225M +$21.8M -$13.3M +$8.46M XLV, XLP, GOOGL, META, AMZN 13F-HR 10/31/2018, 10:19 AM
Q2 2018 45 $239M +$27.3M -$28.1M -$860K META, QQQ, XLV, GOOGL, AMZN 13F-HR 8/13/2018, 11:20 AM
Q1 2018 46 $255M +$62M -$36.3M +$25.7M IWM, META, XLV, GOOGL, JPM Restatement 9/6/2018, 01:11 PM
Q4 2017 49 $255M +$50.9M -$13.9M +$37M QQQXXXX, META, XLV, GOOGL, JPM Restatement 9/6/2018, 01:07 PM
Q3 2017 51 $232M +$54.1M -$64.8M -$10.7M META, QQQXXXX, GOOGL, XLV, AGG Restatement 9/6/2018, 01:07 PM
Q2 2017 46 $264M +$69.7M -$14.4M +$55.2M QQQXXXX, META, GOOGLXXXX, JPM, XLP Restatement 9/6/2018, 01:07 PM
Q1 2017 46 $257M +$74.6M -$19.1M +$55.4M IWM, META, QQQXXXX, GOOGLXXXX, JPM Restatement 9/6/2018, 01:07 PM
Q4 2016 53 $234M +$66.7M -$32.8M +$33.9M SPY, META, IWM, GOOGLXXXX, JPM Restatement 9/6/2018, 01:00 PM
Q3 2016 76 $277M +$109M -$9.33M +$99.8M META, META, GOOGLXXXX, XLK, AMZN Restatement 9/6/2018, 12:59 PM
Q2 2016 60 $259M +$111M -$12.9M +$97.7M SPY, META, GOOGLXXXX, ECL, ECL Restatement 9/6/2018, 12:58 PM
Q1 2016 67 $223M +$105M -$31.5M +$73.1M META, GOOGLXXXX, HCA, XLE, ECL Restatement 9/6/2018, 12:58 PM
Q4 2015 42 $199M +$34.2M -$13.2M +$21M META, GOOGLXXXX, CRM, SBUX, AMZN Restatement 9/6/2018, 12:44 PM
Q3 2015 42 $193M +$52.2M -$12.8M +$39.5M META, GOOGLXXXX, HCA, AAPL, CTXS Restatement 9/6/2018, 12:42 PM
Q2 2015 47 $232M +$46.2M -$20.3M +$25.9M META, AAPL, HCA, HCA, DXCM Restatement 9/6/2018, 12:40 PM
Q1 2015 42 $224M +$34.2M -$2.29M +$32M META, AAPL, DXCM, PODD, ULTI 13F-HR 5/13/2015, 10:58 AM
Q4 2014 43 $208M +$16.5M -$4.56M +$11.9M PODD, META, DXCM, AAPL, HCA 13F-HR 2/13/2015, 12:04 PM
Q3 2014 43 $217M +$25.6M -$9.12M +$16.5M META, PODD, AAPL, DXCM, EPAY 13F-HR 11/13/2014, 09:21 AM
Q2 2014 41 $221M +$29.2M -$763K +$28.4M PODD, META, ECL, EPD, DXCM 13F-HR 8/12/2014, 12:54 PM
Q1 2014 41 $203M +$12.9M -$14.3M -$1.38M PODD, META, GOOGLXXXX, EPAY, ECL 13F-HR 5/12/2014, 12:06 PM
Q4 2013 40 $211M PODD, GOOGLXXXX, META, EPAY, ECL 13F-HR 2/11/2014, 10:07 AM