Rosenberg Matthew Hamilton New Holdings in Q4 2024

Rosenberg Matthew Hamilton

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.16K
New
$40.26 - $42.88 $328K - $350K
8.16K $330K
SPY
Spdr S&P 500 ETF Trust

ETFs
195
New
$567.81 - $607.81 $111K - $119K
195 $114K
IRM
Iron Mountain Inc

Real Estate
1.08K
New
$101.62 - $128.14 $109K - $138K
1.08K $112K
GLDM
World Gold Trust

ETFs
2.04K
New
$50.76 - $55.23 $104K - $113K
2.04K $106K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4K
New
$22.02 - $46.16 $88K - $184K
4K $88K
RMD
Resmed Inc

Healthcare
238
New
$228.69 - $256.07 $54.4K - $60.9K
238 $54K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.22K
New
$34.42 - $35.88 $42K - $43.8K
1.22K $42K
MKC
Mccormick & CO Inc

Consumer Defensive
493
New
$73.97 - $84.09 $36.5K - $41.5K
493 $37K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
697
New
$50.62 - $50.97 $35.3K - $35.5K
697 $35K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
452
New
$72.18 - $81.41 $32.6K - $36.8K
452 $34K
IGV
Ishares Expanded Tech Software

ETFs
320
New
$87.5 - $110.17 $28K - $35.3K
320 $32K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
390
New
$80.18 - $88.79 $31.3K - $34.6K
390 $31K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
601
New
$43.6 - $47.2 $26.2K - $28.4K
601 $26K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
411
New
$54.2 - $60.92 $22.3K - $25K
411 $22K
SCHG
Schwab Strategic Tr Us Large C

ETFs
657
New
$25.93 - $105.3 $17K - $69.2K
657 $18K
IYK
Ishares U.S. Consumer Staples

ETFs
278
New
$65.32 - $70.92 $18.2K - $19.7K
278 $18K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
392
New
$46.9 - $50.96 $18.4K - $20K
392 $18K
GFI
Gold Fields LTD

Basic Materials
1.15K
New
$13.16 - $18.91 $15.1K - $21.7K
1.15K $15K
NWS
News Corp New Cl B Com Stk (De

Communication Services
418
New
$27.03 - $32.79 $11.3K - $13.7K
418 $12K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
222
New
$49.03 - $53.35 $10.9K - $11.8K
222 $11K
SNOW
Snowflake Inc.

Technology
61
New
$109.65 - $186.51 $6.69K - $11.4K
61 $9K
PFS
Provident Financial Services Inc

Financial Services
500
New
$17.64 - $21.86 $8.82K - $10.9K
500 $9K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
140
New
$58.39 - $67.04 $8.17K - $9.39K
140 $8K
CGCP
Capital Group Core Plus Income

ETFs
318
New
$22.13 - $23.17 $7.04K - $7.37K
318 $7K
JOBY
Joby Aviation, Inc.

Industrials
972
New
$4.8 - $9.16 $4.67K - $8.9K
972 $7K
PEAK
Healthpeak Properties, Inc.

Real Estate
350
New
N/A
350 $6K
WPC
W. P. Carey Inc.

Real Estate
108
New
$53.44 - $61.33 $5.77K - $6.62K
108 $5K
IP
International Paper CO

Consumer Cyclical
61
New
$46.64 - $59.57 $2.85K - $3.63K
61 $3K
IFRA
Ishares Tr

ETFs
65
New
$45.94 - $51.71 $2.99K - $3.36K
65 $3K
ITB
Ishares Tr

ETFs
38
New
$103.31 - $129.34 $3.93K - $4.91K
38 $3K
NARI
Inari Medical, Inc.

Healthcare
75
New
$40.61 - $58.21 $3.05K - $4.37K
75 $3K
IDXX
Idexx Laboratories Inc

Healthcare
6
New
$406.92 - $495.42 $2.44K - $2.97K
6 $2K
Arista Networks Inc Com Shs
48
New
N/A
48 $0
NNN
National Retail Properties, Inc.

Real Estate
0
New
$39.77 - $49.34 $0 - $0
0 $0
RDVY
First Trust Rising Dividend Ac

ETFs
0
New
$58.65 - $64.37 $0 - $0
0 $0
FMIL
Fidelity Covington Tr New Mill
937
New
N/A
937 $0
Thomson Reuters Corp Com
0
New
N/A
0 $0
FLQH
Franklin Templeton Libertyq In

ETFs
333
New
N/A
333 $0
CLX
Clorox CO

Consumer Defensive
0
New
$156.51 - $169.74 $0 - $0
0 $0
FRI
First Tr S&P Reit Index Fd

ETFs
15
New
$26.74 - $30.19 $401 - $453
15 $0
CGMU
Capital Group Core Plus Income
2.08K
New
N/A
2.08K $0
Nebius Group N.V. Shs Class A
1
New
N/A
1 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
10
New
N/A
10 $0
Ishares Flexible Income Active ETF
106
New
N/A
106 $0
Kenvue Inc Com
0
New
N/A
0 $0
PINE
Alpine Income Property Trust, Inc.

Real Estate
0
New
$16.21 - $18.47 $0 - $0
0 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.48K
New
N/A
1.48K $0
TUA
Simpl Exch Traded Fds Sht Term
0
New
N/A
0 $0
Market Vectors ETF Tr Russia ETF
12.4K
New
N/A
12.4K $0
Activity Summary
Buys All Purchases 238 New Holdings 50 Increased Positions 188 Sells All Sells 219 Reductions 209 Sold out 10 Options Calls 0 Puts 0
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