Rosenberg Matthew Hamilton Purchases in Q3 2025

Rosenberg Matthew Hamilton

  • $458 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
75.9K
+ 24.22%
$81.75 - $84.54 $6.2M - $6.41M
389K $32.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
53.3K
+ 8.8%
$50.47 - $50.74 $2.69M - $2.7M
659K $33.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
47.3K
+ 72.19%
$49.09 - $50.58 $2.32M - $2.39M
113K $5.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
43.2K
+ 5.15%
$21.69 - $23.34 $937K - $1.01M
882K $20.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
33.1K
+ 14.99%
$50.81 - $51.07 $1.68M - $1.69M
254K $12.9M
SCHO
Schwab Short Term Us Treasury

ETFs
64.9K
+ 26.74%
$24.23 - $24.42 $1.57M - $1.58M
308K $7.5M
NVDA
Nvidia Corp

Technology
1.09K
+ 5.04%
$153.3 - $186.58 $167K - $204K
22.7K $4.24M
GOOG
Alphabet Inc.

Communication Services
63
+ 0.55%
$175.16 - $255.24 $11K - $16.1K
11.5K $2.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
19.8K
+ 33.01%
$31.78 - $33.69 $629K - $667K
79.8K $2.64M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.33K
+ 2.06%
$111.77 - $121.28 $148K - $161K
65.7K $7.92M
EMB
Ishares Tr

ETFs
6.01K
+ 67.77%
$91.52 - $95.59 $550K - $574K
14.9K $1.42M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.82K
+ 39.28%
$46.37 - $47.77 $455K - $469K
34.8K $1.66M
SUB
Ishares Short Term National Mu

ETFs
3.14K
+ 35.11%
$106.17 - $107.3 $333K - $336K
12.1K $1.29M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.48K
+ 23.48%
$42.75 - $43.37 $320K - $325K
39.4K $1.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.25K
+ 88.87%
$33.26 - $34.01 $274K - $281K
17.5K $594K
CVX
Chevron Corp

Energy
1.4K
+ 26.51%
$145.57 - $161.83 $204K - $226K
6.67K $1.04M
SLV
I Shares Silver Trust

ETFs
350
+ 1.68%
$32.73 - $42.5 $11.5K - $14.9K
21.2K $897K
IEMG
Ishares Inc

ETFs
3.63K
+ 5.1%
N/A
74.7K $4.01M
GLD
Spdr Gold Trust

ETFs
100
+ 3.62%
$300.96 - $355.47 $30.1K - $35.5K
2.86K $1.02M
MSFT
Microsoft Corp

Technology
40
+ 0.55%
$491.09 - $535.64 $19.6K - $21.4K
7.28K $3.77M
SJNK
Spdr Bloomberg Short Term High

ETFs
6.08K
+ 10.64%
$25.28 - $25.63 $154K - $156K
63.2K $1.62M
CAT
Caterpillar Inc

Industrials
49
+ 3.16%
$390.92 - $477.15 $19.2K - $23.4K
1.6K $763K
MBB
Ishares Tr

ETFs
1.56K
+ 18.25%
$92.46 - $95.73 $145K - $150K
10.1K $964K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
721
+ 3.51%
$79.76 - $85.78 $57.5K - $61.8K
21.3K $1.8M
CMBS
Ishares Cmbs ETF

ETFs
3.02K
+ 18.78%
$48.14 - $49.26 $145K - $149K
19.1K $937K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.84K
+ 25.61%
$26.38 - $27.95 $128K - $135K
23.7K $647K
JNJ
Johnson & Johnson

Healthcare
108
+ 3.14%
$155.17 - $185.42 $16.8K - $20K
3.55K $657K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 1.79%
$696.56 - $806.32 $12.5K - $14.5K
1.02K $814K
C
Citigroup Inc

Financial Services
206
+ 4.34%
$85.57 - $103.49 $17.6K - $21.3K
4.96K $503K
SRE
Sempra Energy

Utilities
286
+ 5.97%
$74.14 - $89.98 $21.2K - $25.7K
5.08K $456K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.01K
+ 248.85%
$10.78 - $19.82 $43.3K - $79.6K
5.63K $109K
LYV
Live Nation Entertainment, Inc.

Communication Services
512
+ 449.12%
$143.56 - $174.06 $73.5K - $89.1K
626 $102K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.42K
+ 4.55%
$30.67 - $32.13 $43.6K - $45.7K
32.6K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.93%
$357.4 - $423.42 $5.72K - $6.77K
1.74K $705K
RTX
Raytheon Technologies Corp

Industrials
69
+ 2.51%
$144.19 - $167.33 $9.95K - $11.5K
2.82K $471K
WMT
Walmart Inc.

Consumer Defensive
131
+ 1.24%
$94.4 - $104.27 $12.4K - $13.7K
10.7K $1.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
715
+ 2.77%
$78.96 - $80.04 $56.5K - $57.2K
26.6K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 3.71%
$459.11 - $506.91 $32.1K - $35.5K
1.96K $984K
SCCO
Southern Copper Corp

Basic Materials
20
+ 0.63%
$90.54 - $121.36 $1.81K - $2.43K
3.22K $390K
EA
Electronic Arts Inc.

Communication Services
54
+ 4.05%
$147.79 - $202.05 $7.98K - $10.9K
1.39K $279K
SYY
Sysco Corp

Consumer Defensive
564
+ 28.92%
$76.33 - $82.51 $43.1K - $46.5K
2.51K $207K
TJX
Tjx Companies Inc

Consumer Cyclical
61
+ 2.57%
$121.35 - $144.54 $7.4K - $8.82K
2.44K $352K
COP
Conocophillips

Energy
128
+ 1.32%
$91.0 - $98.99 $11.6K - $12.7K
9.79K $926K
EGP
Eastgroup Properties Inc

Real Estate
345
New
$159.46 - $169.88 $55K - $58.6K
345 $58K
LMT
Lockheed Martin Corp

Industrials
48
+ 5.96%
$410.74 - $499.21 $19.7K - $24K
853 $425K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.59%
$237.77 - $353.61 $1.9K - $2.83K
1.36K $469K
WSM
Williams Sonoma Inc

Consumer Cyclical
168
+ 42.53%
$163.62 - $210.2 $27.5K - $35.3K
563 $110K
DD
Du Pont De Nemours, Inc.

Basic Materials
273
+ 11.91%
$69.9 - $78.26 $19.1K - $21.4K
2.57K $199K
VMC
Vulcan Materials CO

Basic Materials
37
+ 5.71%
$260.62 - $307.62 $9.64K - $11.4K
685 $210K
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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