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CIK: 0001569833
Total reported value
$466.6M
$466.6M
93 檔
32.8%
During the Q4 2024 filing period, Rothschild Capital Partners, LLC (CIK: 0001569833) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $466.6M across 93 reported positions.
In Q4 2024, Rothschild Capital Partners, LLC displayed an active expansion posture, initiating 47 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.90% | -0.01% | +9.18% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.38% | -0.11% | +9.34% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.41% | -0.15% | +5.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.72% | -0.65% | +19.03% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.67% | +0.77% | -29.50% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 5.41% | +0.70% | +41.34% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 5.34% | +0.02% | +11.57% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 4.39% | -1.80% | +0.34% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.73% | -0.36% | +18.60% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.61% | +0.06% | NEW | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 3.57% | -0.46% | +19.83% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.17% | -0.02% | +10.95% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 3.12% | -0.29% | +0.70% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.07% | +2.44% | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.32% | +0.01% | +21.80% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.13% | +0.02% | -0.10% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.12% | +0.21% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.20% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.77% | -0.32% | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.67% | — | +0.03% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.50% | — | +0.10% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.31% | — | — | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.16% | +0.12% | +14.87% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | -0.19% | -1.83% | |
| 25 | DCI | Donaldson Co Inc | Stock-Industrials | 0.89% | -0.07% | — | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | -0.08% | -44.50% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.08% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | +0.14% | +10.96% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | +0.08% | NEW | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.25% | -2.38% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.15% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.02% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.72% | NEW | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.02% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | +0.31% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.07% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.02% | -6.30% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.06% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | -0.18% | — | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.15% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | +0.06% | +5.36% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | +0.05% | -2.26% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | — | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | — | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.13% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 48 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.12% | — | — | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.12% | +0.05% | +18.61% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.12% | -0.02% | +17.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLY | Ss Consumer Disc Select Sect | +1.9% | +114.19% | Add |
| 2 | BLK | Blackrock Inc | +1.3% | NEW | New buy |
| 3 | XLK | Ss Technology Select Sector | +1.1% | +41.34% | Add |
| 4 | AMZN | Amazon.com Inc | +0.8% | +9.34% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | NEW | New buy |
| 6 | XLF | Ss Financial Select Sector | +0.5% | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | +0.3% | +10.95% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | New buy |
| 12 | AAPL | Apple Inc | +0.2% | +9.18% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +5.06% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | +0.2% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 19 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 21 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 22 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 24 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 25 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 26 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 27 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 28 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | New buy |
| 29 | MSFT | Microsoft CORP | +0.1% | +19.03% | Add |
| 30 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 31 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 32 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 33 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 35 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 36 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 37 | GE | General Electric | +0.1% | NEW | New buy |
| 38 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 39 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 40 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | New buy |
| 41 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 42 | DE | Deere & Co | +0.1% | NEW | New buy |
| 43 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 45 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 46 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 47 | AXP | American Express Co | +0.1% | NEW | New buy |
| 48 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 49 | TJX | Tjx Companies Inc | +0.1% | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Rothschild Capital Partners, LLC reported a total U.S. public equity portfolio value of $466.6M across 93 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, JPM) accounted for 32.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $5.4M
Top Position Liquidated / Trimmed
SH1USD
前期市值: $4.8M
During Q4 2024, Rothschild Capital Partners, LLC's top holdings by market value included AAPL (11.9%)、AMZN (7.4%)、JPM (6.4%). The largest single position, AAPL, represented 11.9% of total portfolio value.
In Q4 2024, Rothschild Capital Partners, LLC made 91 total portfolio adjustments, initiating 47 new buys, adding to 27 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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