Rosenberg Matthew Hamilton Purchases in Q4 2024

Rosenberg Matthew Hamilton

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
29.5K
+ 4.96%
$69.3 - $74.3 $2.05M - $2.19M
624K $44.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
29.8K
+ 11.94%
$80.13 - $83.77 $2.38M - $2.49M
279K $22.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.7K
+ 4.27%
$50.37 - $50.6 $1.3M - $1.3M
628K $31.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
20.4K
+ 13.11%
$50.67 - $50.9 $1.03M - $1.04M
176K $8.93M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.2K
+ 63.12%
$50.02 - $51.24 $612K - $627K
31.6K $1.59M
NVDA
Nvidia Corp

Technology
949
+ 4.7%
$117.0 - $148.88 $111K - $141K
21.2K $2.84M
MUB
Ishares National Muni Bond ETF

ETFs
4.18K
+ 14.67%
$105.78 - $108.7 $442K - $454K
32.7K $3.48M
AVGO
Broadcom Inc.

Technology
184
+ 3.17%
$159.67 - $250.0 $29.4K - $46K
5.98K $1.39M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.94K
+ 11.99%
$102.46 - $110.17 $301K - $323K
27.4K $2.91M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.16K
New
$40.26 - $42.88 $328K - $350K
8.16K $330K
IEMG
Ishares Inc

ETFs
4.56K
+ 7.56%
N/A
64.9K $3.48M
JPM
Jpmorgan Chase & CO

Financial Services
292
+ 5.36%
$205.18 - $250.29 $59.9K - $73.1K
5.74K $1.37M
AAPL
Apple Inc.

Technology
53
+ 0.47%
$221.69 - $259.02 $11.7K - $13.7K
11.3K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
275
+ 6.15%
$180.88 - $232.93 $49.7K - $64.1K
4.74K $1.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.6K
+ 465.03%
$32.65 - $33.68 $183K - $189K
6.8K $222K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.29K
+ 3.24%
$91.29 - $91.8 $209K - $210K
72.9K $6.66M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.03K
+ 19.47%
$42.33 - $43.3 $170K - $174K
24.7K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
442
+ 50.34%
$485.52 - $625.25 $215K - $276K
1.32K $667K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.03K
+ 19.38%
$46.07 - $48.17 $186K - $194K
24.8K $1.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
195
New
$567.81 - $607.81 $111K - $119K
195 $114K
IRM
Iron Mountain Inc

Real Estate
1.08K
New
$101.62 - $128.14 $109K - $138K
1.08K $112K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 0.48%
$172.07 - $207.36 $3.61K - $4.35K
4.43K $875K
MS
Morgan Stanley

Financial Services
217
+ 5.79%
$104.42 - $134.99 $22.7K - $29.3K
3.97K $498K
GLDM
World Gold Trust

ETFs
2.04K
New
$50.76 - $55.23 $104K - $113K
2.04K $106K
WMT
Walmart Inc.

Consumer Defensive
63
+ 0.6%
$79.1 - $95.7 $4.98K - $6.03K
10.5K $947K
UL
Unilever PLC

Consumer Defensive
1.97K
+ 149.21%
$56.7 - $64.64 $112K - $128K
3.3K $186K
GOOGL
Alphabet Inc.

Communication Services
214
+ 10.45%
$161.86 - $196.66 $34.6K - $42.1K
2.26K $428K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4K
New
$22.02 - $46.16 $88K - $184K
4K $88K
CMBS
Ishares Cmbs ETF

ETFs
2.17K
+ 16.77%
$47.09 - $48.64 $102K - $105K
15.1K $712K
KMI
Kinder Morgan, Inc.

Energy
944
+ 9.18%
$22.59 - $28.54 $21.3K - $26.9K
11.2K $307K
MCK
Mckesson Corp

Healthcare
128
+ 1163.64%
$482.27 - $628.5 $61.7K - $80.4K
139 $79K
CHTR
Charter Communications, Inc.

Communication Services
212
+ 331.25%
$315.38 - $408.02 $66.9K - $86.5K
276 $94K
SAP
Sap Se

Technology
215
+ 19.55%
$218.13 - $255.54 $46.9K - $54.9K
1.32K $323K
SCHX
Schwab Strategic Tr Us Large C

ETFs
201K
+ 195.54%
$22.4 - $68.28 $4.49M - $13.7M
303K $7.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.66K
+ 13.48%
$31.23 - $33.51 $114K - $123K
30.8K $968K
BKR
Baker Hughes CO

Energy
845
+ 13.42%
$35.98 - $44.88 $30.4K - $37.9K
7.14K $292K
CL
Colgate Palmolive CO

Consumer Defensive
841
+ 95.14%
$90.22 - $102.31 $75.9K - $86K
1.73K $156K
ENB
Enbridge Inc

Energy
1.44K
+ 218.79%
$40.4 - $43.92 $58.3K - $63.4K
2.1K $89K
MSTR
Microstrategy Inc

Technology
131
+ 62.38%
$162.69 - $473.83 $21.3K - $62.1K
341 $98K
AXP
American Express CO

Financial Services
113
+ 10.13%
$267.35 - $305.57 $30.2K - $34.5K
1.23K $364K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
131K
+ 196.71%
$22.01 - $66.82 $2.88M - $8.73M
197K $4.47M
MAR
Marriott International Inc

Consumer Cyclical
36
+ 2.49%
$246.06 - $292.59 $8.86K - $10.5K
1.48K $412K
RMD
Resmed Inc

Healthcare
238
New
$228.69 - $256.07 $54.4K - $60.9K
238 $54K
RTX
Raytheon Technologies Corp

Industrials
560
+ 24.9%
$114.45 - $127.21 $64.1K - $71.2K
2.81K $325K
BAC
Bank Of America Corp

Financial Services
270
+ 2.89%
$39.22 - $47.77 $10.6K - $12.9K
9.62K $422K
EMB
Ishares Tr

ETFs
970
+ 12.71%
$88.94 - $93.46 $86.3K - $90.7K
8.6K $765K
CSCO
Cisco Systems, Inc.

Technology
202
+ 3.12%
$52.45 - $60.02 $10.6K - $12.1K
6.67K $394K
COF
Capital One Financial Corp

Financial Services
28
+ 1.9%
$145.19 - $192.01 $4.07K - $5.38K
1.5K $267K
BMY
Bristol Myers Squibb CO

Healthcare
694
+ 68.64%
$51.92 - $59.94 $36K - $41.6K
1.71K $96K
Activity Summary
Buys All Purchases 238 New Holdings 50 Increased Positions 188 Sells All Sells 219 Reductions 209 Sold out 10 Options Calls 0 Puts 0
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