Rothschild Capital Partners, LLC Diversified Active

Location: New York, NY

CIK: 0001569833 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Sep 6, 2018

Total Value: $235M (100.0% shares, 0.0% debt)

Holdings (54)

SPY SPDR S&P 500 ETF TR 6.7%
Value $15.65M Shares 70,000 Est. Cost $223.54 Unrealized
META FACEBOOK INC 6.3%
Value $14.87M Shares 129,263 Est. Cost $26.68 Unrealized +357.1%
IWM ISHARES TR 5.7%
Value $13.48M Shares 100,000 Est. Cost Unrealized
ALPHABET INC CLASS A 5.0%
Value $11.78M Shares 14,864 Est. Cost $780.09 Unrealized
JPM JPMORGAN CHASE & CO 4.4%
Value $10.38M Shares 120,249 Est. Cost $45.29 Unrealized +32.2%
XLF SELECT SECTOR SPDR TR 4.1%
Value $9.717M Shares 417,944 Est. Cost $20.76 Unrealized
HEDJ WISDOMTREE TR 3.6%
Value $8.39M Shares 146,175 Est. Cost $57.40 Unrealized
ECL ECOLAB INC 3.3%
Value $7.834M Shares 66,835 Est. Cost $74.10 Unrealized +43.0%
NOC NORTHROP GRUMMAN CORP 3.3%
Value $7.831M Shares 33,672 Est. Cost $166.18 Unrealized +20.7%
PEP PEPSICO, INC. 3.0%
Value $7.064M Shares 67,516 Est. Cost $73.27 Unrealized +8.3%
XLI SELECT SECTOR SPDR TR 2.9%
Value $6.832M Shares 109,803 Est. Cost $58.38 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 2.9%
Value $6.77M Shares 73,479 Est. Cost $62.30 Unrealized +25.5%
SPY SPDR S&P 500 ETF TR 2.9%
Value $6.766M Shares 30,267 Est. Cost $223.54 Unrealized
CIMAREX ENERGY CO 2.8%
Value $6.666M Shares 49,052 Est. Cost $83.31 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.7%
Value $6.451M Shares 238,586 Est. Cost $42.94 Unrealized
AAPL APPLE INC 2.7%
Value $6.323M Shares 54,591 Est. Cost $19.22 Unrealized +35.7%
LMT LOCKHEED MARTIN CORP 2.6%
Value $6.052M Shares 24,213 Est. Cost $165.21 Unrealized +18.6%
AMZN AMAZON COM INC 2.5%
Value $5.895M Shares 7,861 Est. Cost $19.23 Unrealized +103.8%
ULTIMATE SOFTWARE GROUP INC 2.4%
Value $5.631M Shares 30,878 Est. Cost $144.42 Unrealized
XLV SELECT SECTOR SPDR TR 2.1%
Value $4.965M Shares 72,025 Est. Cost $69.88 Unrealized
ATRC ATRICURE INC 2.0%
Value $4.702M Shares 240,260 Est. Cost $17.87 Unrealized +1.4%
CELGENE CORP 2.0%
Value $4.672M Shares 40,364 Est. Cost $104.53 Unrealized
XYL XYLEM INC 1.9%
Value $4.49M Shares 90,670 Est. Cost $37.04 Unrealized +22.6%
VONAGE HOLDGS CORP 1.8%
Value $4.183M Shares 610,719 Est. Cost $6.67 Unrealized
DXJ WISDOMTREE TR 1.5%
Value $3.583M Shares 72,331 Est. Cost $49.54 Unrealized
DXCM DEXCOM INC 1.5%
Value $3.454M Shares 57,864 Est. Cost $5.22 Unrealized +239.3%
CMCSA COMCAST CORP NEW 1.4%
Value $3.376M Shares 48,887 Est. Cost $24.58 Unrealized +9.1%
UNH UNITEDHEALTH GROUP INC 1.2%
Value $2.92M Shares 18,245 Est. Cost $122.31 Unrealized +5.6%
META FACEBOOK INC 1.2%
Value $2.876M Shares 25,000 Est. Cost $26.68 Unrealized +357.1%
ALPHABET INC CLASS C 1.2%
Value $2.765M Shares 3,582 Est. Cost $575.27 Unrealized
DCI DONALDSON INC 1.2%
Value $2.76M Shares 65,579 Est. Cost $29.66 Unrealized +15.5%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value $2.634M Shares 30,000 Est. Cost Unrealized
EOG EOG RES INC 1.1%
Value $2.61M Shares 25,816 Est. Cost $59.32 Unrealized +22.0%
HAL HALLIBURTON CO 1.0%
Value $2.442M Shares 45,140 Est. Cost $41.70 Unrealized 0.0%
ANADARKO PETE CORP 0.9%
Value $2.025M Shares 29,040 Est. Cost $63.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value $1.916M Shares 8,000 Est. Cost $167.76 Unrealized 0.0%
PIONEER NAT RES CO 0.8%
Value $1.836M Shares 10,196 Est. Cost $151.19 Unrealized
XBI SPDR SERIES TRUST 0.7%
Value $1.726M Shares 29,160 Est. Cost $57.93 Unrealized
NMIH NMI HLDGS INC 0.6%
Value $1.5M Shares 140,833 Est. Cost $7.25 Unrealized +22.0%
XBI SPDR SERIES TRUST 0.5%
Value $1.184M Shares 20,000 Est. Cost $57.93 Unrealized
PARSLEY ENERGY INC 0.5%
Value $1.175M Shares 33,355 Est. Cost $27.06 Unrealized
MS MORGAN STANLEY 0.4%
Value $1.056M Shares 25,000 Est. Cost $29.14 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.4%
Value $927K Shares 11,385 Est. Cost $80.34 Unrealized
META FACEBOOK INC 0.4%
Value $920K Shares 8,000 Est. Cost $26.68 Unrealized +357.1%
CMCSA COMCAST CORP NEW 0.3%
Value $725K Shares 21,000 Est. Cost $24.58 Unrealized +9.1%
HD HOME DEPOT INC 0.3%
Value $684K Shares 5,100 Est. Cost $72.37 Unrealized +42.9%
NFLX NETFLIX INC 0.3%
Value $619K Shares 5,000 Est. Cost $9.55 Unrealized +24.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $388K Shares 2,750 Est. Cost $86.34 Unrealized +66.5%
XOM EXXON MOBIL CORP 0.1%
Value $337K Shares 3,735 Est. Cost $53.69 Unrealized +8.3%
DGX QUEST DIAGNOSTICS 0.1%
Value $296K Shares 3,222 Est. Cost $46.22 Unrealized +55.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $295K Shares 2,729 Est. Cost $56.99 Unrealized +47.4%
JNJ JOHNSON & JOHNSON 0.1%
Value $263K Shares 2,286 Est. Cost $67.90 Unrealized +32.1%
CHEVRON CORP NEW 0.1%
Value $214K Shares 1,821 Est. Cost $117.52 Unrealized
GPRO GOPRO INC 0.0%
Value $113K Shares 13,000 Est. Cost Unrealized