Rosenberg Matthew Hamilton Incresed Positions in Q4 2025

Rosenberg Matthew Hamilton

  • $473 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
58K
+ 14.89%
$83.45 - $84.82 $4.84M - $4.92M
447K $37.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
49.5K
+ 43.89%
$50.33 - $50.81 $2.49M - $2.52M
162K $8.21M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
19.1K
+ 2.46%
$78.97 - $83.03 $1.51M - $1.58M
794K $64.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.5K
+ 5.54%
$50.57 - $50.77 $1.84M - $1.85M
695K $35.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.3K
+ 3.78%
$23.02 - $24.23 $767K - $807K
915K $21.9M
SCHO
Schwab Short Term Us Treasury

ETFs
55.3K
+ 17.98%
$24.31 - $24.46 $1.34M - $1.35M
363K $8.84M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12K
+ 4.75%
$50.85 - $51.0 $613K - $614K
266K $13.5M
EMB
Ishares Tr

ETFs
4.39K
+ 29.56%
$94.63 - $97.03 $416K - $426K
19.3K $1.85M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15.4K
+ 19.27%
$32.17 - $33.15 $495K - $510K
95.2K $3.07M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.8K
+ 61.81%
$33.69 - $34.08 $365K - $369K
28.4K $957K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.14K
+ 20.7%
$42.66 - $43.29 $347K - $353K
47.5K $2.03M
MBB
Ishares Tr

ETFs
2.89K
+ 28.55%
$94.9 - $96.23 $275K - $278K
13K $1.24M
CMBS
Ishares Cmbs ETF

ETFs
5.35K
+ 28.03%
$48.85 - $49.41 $262K - $265K
24.5K $1.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
319
+ 0.13%
$42.26 - $44.28 $13.5K - $14.1K
241K $10.5M
SUB
Ishares Short Term National Mu

ETFs
2.26K
+ 18.71%
$106.22 - $106.81 $240K - $241K
14.3K $1.53M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.32K
+ 12.42%
$47.34 - $48.01 $205K - $208K
39.1K $1.85M
LLY
Eli Lilly & CO

Healthcare
9
+ 1.4%
$799.57 - $1025.28 $7.2K - $9.23K
650 $664K
DIS
Walt Disney CO

Communication Services
1.73K
+ 159.28%
$105.69 - $116.65 $182K - $201K
2.81K $296K
AMD
Advanced Micro Devices Inc

Technology
42
+ 2.17%
$164.01 - $264.33 $6.89K - $11.1K
1.98K $475K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.11K
+ 5.23%
$82.92 - $88.2 $92.3K - $98.2K
22.4K $1.96M
AVGO
Broadcom Inc.

Technology
136
+ 2.47%
$324.63 - $385.98 $44.1K - $52.5K
5.63K $1.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
757
+ 1.93%
$137.47 - $143.13 $104K - $108K
40K $5.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
29
+ 2.75%
$524.58 - $588.02 $15.2K - $17.1K
1.08K $614K
MU
Micron Technology Inc

Technology
18
+ 1.52%
$181.6 - $253.3 $3.27K - $4.56K
1.2K $297K
AMGN
Amgen Inc

Healthcare
73
+ 5.85%
$290.13 - $341.71 $21.2K - $24.9K
1.32K $451K
AMZN
Amazon Com Inc

Consumer Cyclical
94
+ 1.91%
$213.04 - $254.0 $20K - $23.9K
5.02K $1.18M
XOM
Exxon Mobil Corp

Energy
261
+ 2.08%
$110.64 - $119.78 $28.9K - $31.3K
12.8K $1.51M
IEMG
Ishares Inc

ETFs
1.64K
+ 2.19%
N/A
76.4K $4.1M
GOOGL
Alphabet Inc.

Communication Services
24
+ 1.01%
$236.57 - $291.31 $5.68K - $6.99K
2.41K $666K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.14K
+ 6.55%
$25.2 - $25.57 $104K - $106K
67.3K $1.7M
UPS
United Parcel Service Inc

Industrials
818
+ 1090.67%
$82.87 - $97.4 $67.8K - $79.7K
893 $84K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 6.38%
$475.68 - $513.11 $59.5K - $64.1K
2.08K $1.06M
EXC
Exelon Corp

Utilities
1.47K
+ 59.67%
$44.97 - $48.24 $65.9K - $70.7K
3.92K $180K
KO
Coca Cola CO

Consumer Defensive
531
+ 7.45%
$66.1 - $71.61 $35.1K - $38K
7.66K $541K
WEC
Wec Energy Group, Inc.

Utilities
630
+ 250.0%
$110.61 - $117.5 $69.7K - $74K
882 $97K
CSCO
Cisco Systems, Inc.

Technology
108
+ 1.77%
$67.46 - $78.0 $7.29K - $8.42K
6.2K $481K
JNJ
Johnson & Johnson

Healthcare
70
+ 1.97%
$185.98 - $199.58 $13K - $14K
3.62K $721K
CL
Colgate Palmolive CO

Consumer Defensive
705
+ 81.69%
$74.98 - $79.86 $52.9K - $56.3K
1.57K $123K
XLE
Energy Sector Spdr

ETFs
575
+ 100.0%
$85.22 - $92.02 $49K - $52.9K
1.15K $105K
AMT
American Tower Corp

Real Estate
298
+ 320.43%
$176.64 - $193.32 $52.6K - $57.6K
391 $70K
ROKU
Roku, Inc

Communication Services
515
+ 254.95%
$92.02 - $108.63 $47.4K - $55.9K
717 $71K
PEP
Pepsico Inc

Consumer Defensive
266
+ 18.29%
$138.84 - $153.71 $36.9K - $40.9K
1.72K $254K
RIO
Rio Tinto PLC

Basic Materials
642
+ 101.9%
$65.44 - $72.58 $42K - $46.6K
1.27K $89K
MO
Altria Group, Inc.

Consumer Defensive
1.01K
+ 63.9%
$56.38 - $66.65 $56.8K - $67.1K
2.58K $150K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.15K
+ 41.09%
$55.57 - $63.17 $63.8K - $72.5K
3.94K $219K
MPC
Marathon Petroleum Corp

Energy
82
+ 2.18%
$180.89 - $200.13 $14.8K - $16.4K
3.85K $770K
SHEL
Shell PLC

Energy
44
+ 0.49%
$71.37 - $77.01 $3.14K - $3.39K
9.07K $687K
PPG
Ppg Industries Inc

Basic Materials
433
+ 226.7%
$94.92 - $105.45 $41.1K - $45.7K
624 $60K
TSN
Tyson Foods, Inc.

Consumer Defensive
734
+ 67.96%
$50.72 - $55.51 $37.2K - $40.7K
1.81K $97K
Activity Summary
Buys All Purchases 191 New Holdings 27 Increased Positions 164 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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