Rosenberg Matthew Hamilton Purchases in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
36.4K
+ 13.05%
$79.17 - $82.04 $2.88M - $2.99M
315K $25.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
91.1K
+ 13.2%
$18.36 - $20.51 $1.67M - $1.87M
781K $15.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.5K
+ 6.21%
$73.78 - $76.59 $1.74M - $1.8M
403K $30.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
61.3K
+ 9.82%
$67.03 - $74.61 $4.11M - $4.57M
686K $46.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.3K
+ 4.98%
$50.39 - $50.66 $1.58M - $1.58M
659K $33.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
32.1K
+ 18.21%
$50.72 - $50.92 $1.63M - $1.63M
208K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.84K
+ 3.03%
$33.84 - $37.77 $232K - $258K
233K $8.47M
SCHO
Schwab Short Term Us Treasury

ETFs
26.5K
+ 9.42%
$24.1 - $24.34 $638K - $645K
308K $7.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.74K
+ 7.54%
$126.11 - $135.06 $345K - $370K
39K $5.03M
XOM
Exxon Mobil Corp

Energy
1.97K
+ 17.18%
$105.44 - $118.93 $207K - $234K
13.4K $1.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.89K
+ 18.62%
$49.69 - $50.76 $293K - $299K
37.5K $1.88M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.66K
+ 81.62%
$39.61 - $42.65 $264K - $284K
14.8K $604K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
8.46K
+ 15.85%
$32.39 - $34.01 $274K - $288K
61.8K $2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.33K
+ 21.59%
$42.38 - $43.28 $226K - $231K
30K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
987
+ 5.15%
$67.08 - $76.14 $66.2K - $75.2K
20.2K $1.49M
ABBV
Abb Vie Inc.

Healthcare
278
+ 8.79%
$169.2 - $216.66 $47K - $60.2K
3.44K $720K
GE
General Electric CO

Industrials
649
+ 86.76%
$168.59 - $212.13 $109K - $138K
1.4K $279K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.22%
$442.66 - $534.52 $1.77K - $2.14K
1.86K $991K
MBB
Ishares Tr

ETFs
1.32K
+ 16.0%
$90.37 - $94.08 $119K - $124K
9.54K $894K
CMBS
Ishares Cmbs ETF

ETFs
2.56K
+ 16.94%
$47.16 - $48.21 $121K - $123K
17.7K $847K
TMO
Thermo Fisher Scientific Inc.

Healthcare
279
+ 42.4%
$497.6 - $606.74 $139K - $169K
937 $466K
TMUS
T Mobile Us, Inc.

Communication Services
157
+ 9.27%
$211.3 - $272.83 $33.2K - $42.8K
1.85K $493K
MUB
Ishares National Muni Bond ETF

ETFs
1.47K
+ 4.5%
$104.71 - $107.69 $154K - $158K
34.1K $3.6M
EMB
Ishares Tr

ETFs
1.04K
+ 12.13%
$88.64 - $92.03 $92.5K - $96K
9.64K $873K
KO
Coca Cola CO

Consumer Defensive
696
+ 12.19%
$60.81 - $72.32 $42.3K - $50.3K
6.41K $458K
SLV
I Shares Silver Trust

ETFs
209
+ 1.01%
$26.93 - $31.32 $5.63K - $6.55K
20.8K $645K
AMGN
Amgen Inc

Healthcare
173
+ 21.2%
$258.59 - $327.36 $44.7K - $56.6K
989 $308K
SBUX
Starbucks Corp

Consumer Cyclical
727
+ 27.75%
$91.75 - $115.81 $66.7K - $84.2K
3.35K $328K
PM
Philip Morris International Inc.

Consumer Defensive
182
+ 11.65%
$117.15 - $158.79 $21.3K - $28.9K
1.74K $276K
JNJ
Johnson & Johnson

Healthcare
147
+ 5.17%
$142.06 - $167.7 $20.9K - $24.7K
2.99K $495K
JPM
Jpmorgan Chase & CO

Financial Services
206
+ 3.59%
$225.19 - $279.95 $46.4K - $57.7K
5.94K $1.46M
IBM
International Business Machines Corp

Technology
94
+ 4.9%
$217.4 - $264.74 $20.4K - $24.9K
2.01K $500K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.21K
+ 32.44%
$32.5 - $33.3 $71.7K - $73.5K
9.01K $299K
PG
Procter & Gamble CO

Consumer Defensive
378
+ 11.95%
$158.56 - $176.26 $59.9K - $66.6K
3.54K $603K
SECT
Sector 10, Inc.

ETFs
1.39K
New
$50.98 - $57.8 $70.8K - $80.2K
1.39K $70K
KR
Kroger CO

Consumer Defensive
720
+ 29.06%
$58.36 - $67.72 $42K - $48.8K
3.2K $216K
JCPB
J P Morgan Exchange Traded Fd

ETFs
860
+ 3.46%
$45.56 - $47.23 $39.2K - $40.6K
25.7K $1.21M
V
Visa Inc.

Financial Services
34
+ 2.22%
$306.92 - $362.71 $10.4K - $12.3K
1.57K $548K
VZ
Verizon Communications Inc

Communication Services
586
+ 8.55%
$37.81 - $46.49 $22.2K - $27.2K
7.44K $337K
CI
Cigna Corp

Healthcare
72
+ 10.48%
$274.49 - $329.0 $19.8K - $23.7K
759 $249K
T
At&T Inc.

Communication Services
824
+ 12.42%
$21.56 - $28.28 $17.8K - $23.3K
7.46K $210K
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.26%
$279.74 - $321.29 $7.55K - $8.67K
2.16K $675K
UL
Unilever PLC

Consumer Defensive
675
+ 20.47%
$54.72 - $60.29 $36.9K - $40.7K
3.97K $236K
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.89%
$114.1 - $135.66 $2.85K - $3.39K
2.83K $375K
UNH
Unitedhealth Group Inc

Healthcare
46
+ 3.48%
$461.52 - $548.18 $21.2K - $25.2K
1.37K $715K
KMB
Kimberly Clark Corp

Consumer Defensive
219
+ 18.0%
$124.46 - $147.4 $27.3K - $32.3K
1.44K $204K
ABT
Abbott Laboratories

Healthcare
88
+ 5.26%
$111.1 - $140.22 $9.78K - $12.3K
1.76K $233K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 3.71%
$890.62 - $1076.86 $22.3K - $26.9K
699 $661K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
550
+ 141.03%
$78.12 - $83.7 $43K - $46K
940 $75K
Activity Summary
Buys All Purchases 229 New Holdings 43 Increased Positions 186 Sells All Sells 114 Reductions 113 Sold out 1 Options Calls 0 Puts 0
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