Rosenberg Matthew Hamilton Incresed Positions in Q3 2024

Rosenberg Matthew Hamilton

  • $378 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
69.5K
+ 13.23%
$63.28 - $70.06 $4.4M - $4.87M
595K $41.7M
VTI
Vanguard Total Stock Market Et

ETFs
15.8K
+ 11.15%
$255.18 - $283.2 $4.02M - $4.47M
157K $44.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
38.6K
+ 18.31%
$79.29 - $84.02 $3.06M - $3.24M
249K $20.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
56.9K
+ 10.44%
$50.25 - $50.74 $2.86M - $2.89M
602K $30.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
54.9K
+ 20.2%
$36.98 - $41.55 $2.03M - $2.28M
327K $13.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.6K
+ 6.6%
$74.26 - $78.84 $1.68M - $1.79M
366K $28.7M
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
+ 12.97%
$47.6 - $53.31 $865K - $969K
158K $8.36M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.2K
+ 16.48%
$49.07 - $50.44 $748K - $769K
108K $5.43M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.85K
+ 4.27%
$33.74 - $37.96 $298K - $336K
216K $8.11M
BBUS
J P Morgan Exchg Traded Fd

ETFs
6.77K
+ 38.16%
$93.22 - $103.58 $631K - $701K
24.5K $2.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.95K
+ 29.89%
$76.38 - $78.87 $607K - $627K
34.6K $2.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.59K
+ 173.51%
$162.83 - $179.16 $422K - $465K
4.09K $732K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.78K
+ 1.77%
$61.11 - $67.85 $109K - $121K
103K $6.96M
MSFT
Microsoft Corp

Technology
1.23K
+ 18.55%
$395.15 - $467.56 $486K - $575K
7.86K $3.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.81K
+ 11.67%
$76.94 - $79.54 $293K - $303K
36.5K $2.9M
IEMG
Ishares Inc

ETFs
6.21K
+ 11.48%
$53.64 - $53.64 $333K - $333K
60.3K $3.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.1K
+ 394.02%
$96.25 - $101.98 $298K - $316K
3.88K $393K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.53K
+ 5.85%
$29.58 - $30.31 $223K - $228K
136K $4.12M
AAPL
Apple Inc.

Technology
150
+ 1.35%
$207.23 - $234.82 $31.1K - $35.2K
11.3K $2.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
211
+ 0.32%
$59.93 - $66.52 $12.6K - $14K
66.4K $4.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.48K
+ 8.3%
$41.9 - $48.26 $104K - $120K
32.3K $1.55M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
4.48K
+ 9.5%
$33.58 - $35.96 $150K - $161K
51.6K $1.84M
SJNK
Spdr Bloomberg Short Term High

ETFs
5.69K
+ 10.88%
$24.8 - $25.75 $141K - $147K
58K $1.49M
MBB
Ishares Tr

ETFs
1.64K
+ 27.95%
$90.85 - $96.66 $149K - $159K
7.52K $720K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.63K
+ 21.3%
$41.95 - $43.42 $152K - $158K
20.7K $897K
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 3.87%
$106.13 - $108.7 $112K - $115K
28.5K $3.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
544
+ 3.66%
$113.41 - $125.62 $61.7K - $68.3K
15.4K $1.93M
WMT
Walmart Inc.

Consumer Defensive
429
+ 4.29%
$66.91 - $81.4 $28.7K - $34.9K
10.4K $842K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.24K
+ 12.42%
$74.85 - $82.2 $92.8K - $102K
11.2K $911K
CMBS
Ishares Cmbs ETF

ETFs
2.65K
+ 25.79%
$46.61 - $48.93 $124K - $130K
12.9K $632K
XOM
Exxon Mobil Corp

Energy
1.02K
+ 10.0%
$109.72 - $119.0 $112K - $122K
11.2K $1.32M
ORCL
Oracle Corp

Technology
130
+ 3.25%
$125.9 - $170.35 $16.4K - $22.1K
4.13K $703K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.08K
+ 11.08%
$45.87 - $48.53 $95.2K - $101K
20.8K $1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
928
+ 3.43%
$36.02 - $41.68 $33.4K - $38.7K
28K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 1.58%
$333.64 - $405.2 $9.68K - $11.8K
1.86K $753K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.17%
$245.82 - $304.51 $6.39K - $7.92K
2.24K $682K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1K
+ 21.31%
$77.02 - $85.06 $77.3K - $85.3K
5.71K $482K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 1.93%
$405.19 - $478.57 $14.2K - $16.7K
1.85K $851K
LMT
Lockheed Martin Corp

Industrials
11
+ 1.26%
$460.3 - $584.56 $5.06K - $6.43K
886 $517K
JNJ
Johnson & Johnson

Healthcare
374
+ 12.7%
$145.48 - $167.38 $54.4K - $62.6K
3.32K $537K
EMB
Ishares Tr

ETFs
641
+ 9.17%
$87.75 - $93.74 $56.2K - $60.1K
7.63K $714K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
524
+ 13.48%
$147.95 - $191.05 $77.5K - $100K
4.41K $765K
ABBV
Abb Vie Inc.

Healthcare
37
+ 1.25%
$163.84 - $199.33 $6.06K - $7.38K
2.99K $589K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 3.66%
$488.01 - $604.18 $15.1K - $18.7K
878 $513K
BOX
Box Inc

Technology
1.16K
+ 16.65%
$24.92 - $33.45 $28.9K - $38.8K
8.12K $265K
AVGO
Broadcom Inc.

Technology
5.22K
+ 910.1%
$136.27 - $1745.86 $712K - $9.12M
5.8K $1M
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 2.87%
$194.9 - $224.8 $29.6K - $34.2K
5.44K $1.15M
CAT
Caterpillar Inc

Industrials
25
+ 2.16%
$316.8 - $391.12 $7.92K - $9.78K
1.18K $462K
NEAR
Blackrock Short Maturity Bond

ETFs
1.17K
+ 6.79%
$50.09 - $51.31 $58.7K - $60.1K
18.4K $944K
Activity Summary
Buys All Purchases 271 New Holdings 54 Increased Positions 217 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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