Rosenberg Matthew Hamilton Incresed Positions in Q2 2025

Rosenberg Matthew Hamilton

  • $426 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
98K
+ 14.29%
$60.34 - $74.89 $5.91M - $7.34M
784K $58.7M
VTI
Vanguard Total Stock Market Et

ETFs
5.73K
+ 3.8%
$243.75 - $303.93 $1.4M - $1.74M
156K $47.5M
BBUS
J P Morgan Exchg Traded Fd

ETFs
35.3K
+ 121.38%
$89.63 - $111.92 $3.16M - $3.95M
64.3K $7.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.3K
+ 7.33%
$17.76 - $22.1 $1.02M - $1.27M
839K $18.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
+ 5.13%
$32.66 - $40.75 $390K - $487K
245K $9.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
28K
+ 74.56%
$48.46 - $50.2 $1.36M - $1.4M
65.5K $3.25M
NVDA
Nvidia Corp

Technology
31
+ 0.14%
$94.31 - $157.99 $2.92K - $4.9K
21.6K $3.42M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
30.8K
+ 745.05%
$21.85 - $22.76 $672K - $701K
34.9K $794K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.5K
+ 6.0%
$50.52 - $50.92 $631K - $636K
221K $11.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
335
+ 7.21%
$141.37 - $228.57 $47.4K - $76.6K
4.98K $1.13M
GE
General Electric CO

Industrials
765
+ 54.76%
$166.81 - $257.39 $128K - $197K
2.16K $556K
META
Meta Platforms, Inc.

Communication Services
132
+ 12.1%
$484.66 - $738.09 $64K - $97.4K
1.22K $902K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
562
+ 1.44%
$114.78 - $133.31 $64.5K - $74.9K
39.6K $5.28M
ETN
Eaton Corp PLC

Industrials
381
+ 36.99%
$246.52 - $356.99 $93.9K - $136K
1.41K $503K
BA
Boeing CO

Industrials
813
+ 88.66%
$136.59 - $217.51 $111K - $177K
1.73K $362K
NFLX
Netflix Inc

Communication Services
9
+ 2.05%
$855.86 - $1339.13 $7.7K - $12.1K
448 $599K
NKE
Nike, Inc.

Consumer Cyclical
2.39K
+ 231.11%
$53.27 - $72.04 $127K - $172K
3.43K $243K
T
At&T Inc.

Communication Services
5.95K
+ 79.77%
$26.33 - $28.94 $157K - $172K
13.4K $387K
AMZN
Amazon Com Inc

Consumer Cyclical
161
+ 3.38%
$167.32 - $223.3 $26.9K - $36K
4.93K $1.08M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 6.44%
$34.72 - $42.74 $62K - $76.4K
29.5K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
185
+ 24.25%
$416.06 - $551.64 $77K - $102K
948 $522K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
382
+ 1.89%
$65.84 - $80.81 $25.2K - $30.9K
20.6K $1.65M
DLR
Digital Realty Trust, Inc.

Real Estate
855
+ 1676.47%
$136.11 - $177.69 $116K - $152K
906 $157K
WFC
Wells Fargo & Company

Financial Services
1.58K
+ 58.8%
$60.98 - $80.12 $96.6K - $127K
4.28K $342K
CMCSA
Comcast Corp

Communication Services
4.22K
+ 99.2%
$32.84 - $36.72 $139K - $155K
8.47K $302K
SCCO
Southern Copper Corp

Basic Materials
1.25K
+ 63.68%
$75.63 - $104.64 $94.2K - $130K
3.2K $323K
AZN
Astrazeneca PLC

Healthcare
2.03K
+ 165.23%
$64.87 - $75.0 $132K - $152K
3.26K $227K
CAT
Caterpillar Inc

Industrials
139
+ 9.84%
$273.94 - $388.21 $38.1K - $54K
1.55K $602K
KKR
Kkr & Co. Inc.

Financial Services
840
+ 71.67%
$92.79 - $134.29 $77.9K - $113K
2.01K $267K
PM
Philip Morris International Inc.

Consumer Defensive
477
+ 27.35%
$149.23 - $184.95 $71.2K - $88.2K
2.22K $404K
XEL
Xcel Energy Inc

Utilities
1.97K
+ 76.22%
$65.65 - $72.39 $129K - $143K
4.56K $310K
GM
General Motors CO

Consumer Cyclical
2.5K
+ 258.9%
$42.48 - $50.46 $106K - $126K
3.47K $170K
CL
Colgate Palmolive CO

Consumer Defensive
1.38K
+ 79.77%
$87.57 - $96.0 $121K - $132K
3.11K $282K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.75K
+ 58.17%
$51.16 - $62.02 $89.6K - $109K
4.76K $295K
C
Citigroup Inc

Financial Services
725
+ 18.01%
$58.13 - $85.12 $42.1K - $61.7K
4.75K $404K
CARR
Carrier Global Corp

Industrials
1.56K
+ 477.06%
$55.55 - $75.83 $86.7K - $118K
1.89K $138K
F
Ford Motor CO

Consumer Cyclical
10.5K
+ 302.28%
$8.69 - $10.85 $91.2K - $114K
14K $151K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.32%
$81.79 - $99.98 $2.78K - $3.4K
10.6K $1.03M
MPC
Marathon Petroleum Corp

Energy
204
+ 5.72%
$118.55 - $170.08 $24.2K - $34.7K
3.77K $626K
PEP
Pepsico Inc

Consumer Defensive
960
+ 80.07%
$128.02 - $151.37 $123K - $145K
2.16K $285K
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 23.29%
$68.37 - $73.9 $102K - $110K
7.9K $558K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.84K
+ 6.11%
$40.82 - $43.14 $74.9K - $79.2K
31.9K $1.37M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.91K
+ 929.07%
$32.56 - $35.71 $94.7K - $104K
3.22K $106K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.51K
+ 10.2%
$37.18 - $42.55 $56.2K - $64.3K
16.3K $694K
SCHW
Schwab Charles Corp

Financial Services
215
+ 3.98%
$69.06 - $91.24 $14.8K - $19.6K
5.62K $512K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.38K
+ 150.05%
$55.13 - $75.25 $75.9K - $104K
2.29K $157K
LEA
Lear Corp

Consumer Cyclical
939
+ 2682.86%
$75.18 - $95.54 $70.6K - $89.7K
974 $92K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.08K
+ 1473.97%
$60.47 - $79.12 $65.1K - $85.1K
1.15K $88K
CMI
Cummins Inc

Industrials
246
+ 101.65%
$267.12 - $336.65 $65.7K - $82.8K
488 $159K
Activity Summary
Buys All Purchases 239 New Holdings 48 Increased Positions 191 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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