Rosenberg Matthew Hamilton Purchases in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36
New
$81.83 - $82.73 $2.95K - $2.98K
36 $2K
CFG
Citizens Financial Group Inc

Financial Services
53
New
$39.73 - $48.36 $2.11K - $2.56K
53 $2K
CNHI
Cnh Industrial N.V.

Industrials
222
New
N/A
222 $2K
ILMN
Illumina, Inc.

Healthcare
36
New
$79.34 - $144.22 $2.86K - $5.19K
36 $2K
OTIS
Otis Worldwide Corp

Industrials
2
+ 1.9%
$90.77 - $104.01 $182 - $208
107 $11K
OHI
Omega Healthcare Investors Inc

Real Estate
47
New
$35.7 - $38.33 $1.68K - $1.8K
47 $1K
WRB
Berkley W R Corp

Financial Services
6
+ 25.0%
$56.7 - $71.27 $340 - $428
30 $2K
IEF
Ishares Barclays

ETFs
6
+ 6.52%
$91.17 - $95.39 $547 - $572
98 $9K
RIO
Rio Tinto PLC

Basic Materials
3
+ 1.28%
$58.19 - $64.29 $175 - $193
238 $14K
AVB
Avalonbay Communities Inc

Real Estate
9
+ 5.45%
$207.86 - $228.08 $1.87K - $2.05K
174 $37K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
37
New
$51.52 - $52.37 $1.91K - $1.94K
37 $1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
26
+ 9.29%
$161.03 - $235.53 $4.19K - $6.12K
306 $50K
Celestica Inc Com
40
New
N/A
40 $0
VV
Vanguard Large Cap ETF

ETFs
0
New
$253.32 - $282.66 $0 - $0
0 $0
Blackrock Inc Com
2
+ 0.65%
N/A
310 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
496
+ 33.49%
N/A
1.98K $0
Lam Research Corp Com New
129
+ 20.81%
N/A
749 $0
ETR
Entergy Corp

Utilities
6
New
$75.26 - $87.89 $452 - $527
6 $0
WTRG
Essential Utilities, Inc.

Utilities
3
New
$33.49 - $40.57 $100 - $122
3 $0
FIW
First Trust Water ETF

ETFs
0
New
$99.48 - $106.74 $0 - $0
0 $0
Ferguson Enterprises Inc Common Stock New
2
+ 0.37%
N/A
537 $0
FMIL
Fidelity Covington Tr New Mill
1.74K
+ 185.7%
N/A
2.68K $0
Nebius Group N.V. Shs Class A
267
+ 26700.0%
N/A
268 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
1
New
$190.84 - $226.29 $191 - $226
1 $0
INDI
Indie Semiconductor, Inc.

Technology
350
New
$2.04 - $4.66 $714 - $1.63K
350 $0
IDA
Idacorp Inc

Utilities
3
New
$105.58 - $119.04 $317 - $357
3 $0
APO
Apollo Global Management, Inc.

Financial Services
3
New
$126.01 - $172.06 $378 - $516
3 $0
CHRD
Oasis Petroleum Inc.

Energy
1
+ 4.55%
$101.34 - $127.78 $101 - $128
23 $2K
CRH.L
Crh PLC

Basic Materials
5
New
N/A
5 $0
Ge Healthcare Technologies Inc Common Stock
184
+ 25.88%
N/A
895 $0
CGMS
Capital Grp Core Plus Income E
71
New
N/A
71 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
36
+ 4.84%
$175.5 - $209.86 $6.32K - $7.55K
780 $141K
Ge Vernova Inc Com
167
+ 102.45%
N/A
330 $0
FNDA
Schwab Fundamental U S Small C

ETFs
0
New
$26.87 - $30.99 $0 - $0
0 $0
Te Connectivity PLC Ord Shs
1
+ 0.54%
N/A
186 $0
Ishares High Yield Muni Active ETF
363
New
N/A
363 $0
MTB
M&T Bank Corp

Financial Services
1
+ 2.44%
$170.47 - $201.98 $170 - $202
42 $7K
Millrose Pptys Inc Com Cl A
704
New
N/A
704 $0
EXR
Extra Space Storage Inc.

Real Estate
0
New
$143.8 - $161.28 $0 - $0
0 $0
PH
Parker Hannifin Corp

Industrials
10
+ 4.0%
$591.65 - $707.05 $5.92K - $7.07K
260 $158K
NEE
Nextera Energy Inc

Utilities
29
+ 0.9%
$66.96 - $76.16 $1.94K - $2.21K
3.26K $230K
USB
Us Bancorp \De\

Financial Services
117
+ 10.07%
$40.92 - $50.9 $4.79K - $5.96K
1.28K $53K
DEO
Diageo PLC

Consumer Defensive
3
+ 1.78%
$104.79 - $126.12 $314 - $378
172 $18K
CEG
Constellation Energy Corp

Utilities
53
+ 9.08%
$201.63 - $347.44 $10.7K - $18.4K
637 $128K
SHOP
Shopify Inc.

Technology
15
+ 2.56%
$90.59 - $129.31 $1.36K - $1.94K
601 $57K
BOX
Box Inc

Technology
4
+ 0.05%
$30.22 - $35.39 $121 - $142
8.07K $249K
WSM
Williams Sonoma Inc

Consumer Cyclical
25
+ 6.76%
$158.1 - $217.71 $3.95K - $5.44K
395 $62K
OMC
Omnicom Group Inc.

Communication Services
27
+ 0.98%
$79.43 - $88.34 $2.14K - $2.39K
2.79K $230K
A
Agilent Technologies, Inc.

Healthcare
15
+ 2.85%
$116.69 - $152.6 $1.75K - $2.29K
541 $63K
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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