Rosenberg Matthew Hamilton Purchases in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
508
New
N/A
508 $43K
PAYX
Paychex Inc

Industrials
172
+ 13.94%
$136.06 - $154.52 $23.4K - $26.6K
1.41K $216K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 18.76%
$507.05 - $563.67 $53.7K - $59.7K
671 $344K
CAH
Cardinal Health Inc

Healthcare
32
+ 1.81%
$118.02 - $137.77 $3.78K - $4.41K
1.8K $248K
ED
Consolidated Edison Inc

Utilities
39
+ 2.37%
$88.0 - $110.59 $3.43K - $4.31K
1.69K $186K
IWY
Ishares Tr Russell 200 Growth

ETFs
199
+ 73.98%
$210.19 - $243.33 $41.8K - $48.4K
468 $98K
SAP
Sap Se

Technology
19
+ 1.44%
$241.4 - $293.69 $4.59K - $5.58K
1.33K $358K
ARCC
Ares Capital Corp

Financial Services
1.57K
+ 137.61%
$21.28 - $23.81 $33.3K - $37.3K
2.7K $59K
QCOM
Qualcomm Inc

Technology
229
+ 15.98%
$151.94 - $175.86 $34.8K - $40.3K
1.66K $255K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.36K
+ 8481.25%
$24.05 - $24.86 $32.6K - $33.7K
1.37K $34K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
674
+ 171.94%
$46.86 - $50.66 $31.6K - $34.1K
1.07K $51K
IRM
Iron Mountain Inc

Real Estate
605
+ 56.28%
$82.79 - $111.31 $50.1K - $67.3K
1.68K $144K
CRM
Salesforce, Inc.

Technology
156
+ 88.14%
$268.36 - $359.95 $41.9K - $56.2K
333 $89K
CSCO
Cisco Systems, Inc.

Technology
168
+ 2.52%
$58.74 - $64.87 $9.87K - $10.9K
6.84K $422K
MDLZ
Mondelez International, Inc.

Consumer Defensive
107
+ 4.14%
$56.12 - $68.15 $6K - $7.29K
2.69K $182K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.63K
+ 5.94%
$99.5 - $110.97 $162K - $181K
29.1K $2.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
168
+ 3.76%
$95.85 - $99.25 $16.1K - $16.7K
4.63K $458K
BSX
Boston Scientific Corp

Healthcare
43
+ 2.36%
$89.38 - $106.18 $3.84K - $4.57K
1.86K $187K
HSBC
Hsbc Holdings PLC

Financial Services
101
+ 4.31%
$48.68 - $61.58 $4.92K - $6.22K
2.45K $140K
CMCSA
Comcast Corp

Communication Services
746
+ 21.28%
$33.19 - $38.23 $24.8K - $28.5K
4.25K $156K
PEP
Pepsico Inc

Consumer Defensive
173
+ 16.86%
$142.64 - $156.42 $24.7K - $27.1K
1.2K $179K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.2%
$134.72 - $159.03 $943 - $1.11K
3.57K $519K
TXN
Texas Instruments Inc

Technology
109
+ 8.31%
N/A
1.42K $276K
CME
Cme Group Inc.

Financial Services
1
+ 0.16%
$225.82 - $266.54 $226 - $267
640 $169K
MA
Mastercard Inc

Financial Services
28
+ 10.61%
$504.67 - $576.31 $14.1K - $16.1K
292 $160K
AMT
American Tower Corp

Real Estate
93
New
$173.46 - $217.6 $16.1K - $20.2K
93 $20K
SHW
Sherwin Williams CO

Basic Materials
45
+ 10.27%
$330.16 - $365.55 $14.9K - $16.4K
483 $168K
LVHI
Franklin International Low Vol

ETFs
603
New
$30.53 - $32.85 $18.4K - $19.8K
603 $19K
TSCO
Tractor Supply CO

Consumer Cyclical
96
+ 1.59%
$51.66 - $57.94 $4.96K - $5.56K
6.15K $338K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
365
+ 52.37%
$50.48 - $51.04 $18.4K - $18.6K
1.06K $53K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
449
+ 74.71%
$41.26 - $44.98 $18.5K - $20.2K
1.05K $44K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
313
+ 2.11%
$27.01 - $28.54 $8.45K - $8.93K
15.1K $423K
WMB
Williams Companies, Inc.

Energy
202
+ 23.54%
$54.02 - $61.09 $10.9K - $12.3K
1.06K $63K
CB
Chubb LTD

Financial Services
31
+ 9.69%
$257.71 - $301.99 $7.99K - $9.36K
351 $105K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
79
New
$211.47 - $267.17 $16.7K - $21.1K
79 $16K
AZN
Astrazeneca PLC

Healthcare
93
+ 8.19%
$65.37 - $77.96 $6.08K - $7.25K
1.23K $90K
AWK
American Water Works Company, Inc.

Utilities
41
+ 10.25%
$121.01 - $149.31 $4.96K - $6.12K
441 $65K
MSEX
Middlesex Water CO

Utilities
265
New
$48.68 - $64.93 $12.9K - $17.2K
265 $16K
TD
Toronto Dominion Bank

Financial Services
128
+ 10.3%
$53.12 - $61.15 $6.8K - $7.83K
1.37K $82K
MO
Altria Group, Inc.

Consumer Defensive
79
+ 6.34%
$50.81 - $60.02 $4.01K - $4.74K
1.33K $79K
PANW
Palo Alto Networks Inc

Technology
134
+ 16.58%
$167.82 - $208.28 $22.5K - $27.9K
942 $160K
KMI
Kinder Morgan, Inc.

Energy
19
+ 0.17%
$26.1 - $31.22 $496 - $593
11.2K $320K
MDT
Medtronic PLC

Healthcare
29
+ 2.91%
$79.84 - $94.5 $2.32K - $2.74K
1.03K $92K
EBAY
Ebay Inc

Consumer Cyclical
160
+ 36.53%
$61.61 - $70.93 $9.86K - $11.3K
598 $40K
MOH
Molina Healthcare, Inc.

Healthcare
17
+ 8.67%
$266.57 - $333.27 $4.53K - $5.67K
213 $70K
ALC
Alcon Inc

Healthcare
3
+ 0.23%
$82.73 - $96.8 $248 - $290
1.29K $122K
BTI
British American Tobacco P.L.C.

Consumer Defensive
280
+ 86.96%
$35.35 - $42.74 $9.9K - $12K
602 $24K
CVS
Cvs Health Corp

Healthcare
88
+ 29.93%
$44.22 - $68.64 $3.89K - $6.04K
382 $25K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
150
New
$79.96 - $87.71 $12K - $13.2K
150 $12K
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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