Rosenberg Matthew Hamilton New Holdings in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SECT
Sector 10, Inc.

ETFs
1.39K
New
$50.98 - $57.8 $70.8K - $80.2K
1.39K $70K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
508
New
N/A
508 $43K
AMT
American Tower Corp

Real Estate
93
New
$173.46 - $217.6 $16.1K - $20.2K
93 $20K
LVHI
Franklin International Low Vol

ETFs
603
New
$30.53 - $32.85 $18.4K - $19.8K
603 $19K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
79
New
$211.47 - $267.17 $16.7K - $21.1K
79 $16K
MSEX
Middlesex Water CO

Utilities
265
New
$48.68 - $64.93 $12.9K - $17.2K
265 $16K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
150
New
$79.96 - $87.71 $12K - $13.2K
150 $12K
XLU
Utilities Sector Spdr

ETFs
163
New
$74.7 - $80.27 $12.2K - $13.1K
163 $12K
KIE
Spdr S&P Insurance ETF

ETFs
167
New
$54.24 - $60.81 $9.06K - $10.2K
167 $10K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
313
New
$30.38 - $34.94 $9.51K - $10.9K
313 $10K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
77
New
$110.12 - $124.59 $8.48K - $9.59K
77 $9K
GMS
Gms Inc.

Industrials
120
New
$70.36 - $86.13 $8.44K - $10.3K
120 $8K
FXU
First Tr Exchange Traded Fd Ut

ETFs
200
New
$37.42 - $41.14 $7.48K - $8.23K
200 $8K
MCI
Barings Corporate Investors

Financial Services
320
New
$19.89 - $25.0 $6.36K - $8K
320 $7K
KAI
Kadant Inc

Industrials
16
New
$335.28 - $398.39 $5.36K - $6.37K
16 $5K
ACM
Aecom

Industrials
46
New
$92.54 - $111.05 $4.26K - $5.11K
46 $4K
USFD
Us Foods Holding Corp.

Consumer Defensive
73
New
$63.38 - $72.02 $4.63K - $5.26K
73 $4K
CSL
Carlisle Companies Inc

Industrials
12
New
$326.43 - $408.24 $3.92K - $4.9K
12 $4K
HBAN
Huntington Bancshares Inc

Financial Services
285
New
$14.28 - $17.39 $4.07K - $4.96K
285 $4K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36
New
$81.83 - $82.73 $2.95K - $2.98K
36 $2K
ILMN
Illumina, Inc.

Healthcare
36
New
$79.34 - $144.22 $2.86K - $5.19K
36 $2K
BBDC
Barings Bdc, Inc.

Financial Services
210
New
$9.36 - $10.78 $1.97K - $2.26K
210 $2K
CNHI
Cnh Industrial N.V.

Industrials
222
New
N/A
222 $2K
CFG
Citizens Financial Group Inc

Financial Services
53
New
$39.73 - $48.36 $2.11K - $2.56K
53 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
47
New
$35.7 - $38.33 $1.68K - $1.8K
47 $1K
IQV
Iqvia Holdings Inc.

Healthcare
10
New
$176.3 - $209.96 $1.76K - $2.1K
10 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
37
New
$51.52 - $52.37 $1.91K - $1.94K
37 $1K
Celestica Inc Com
40
New
N/A
40 $0
CRH.L
Crh PLC

Basic Materials
5
New
N/A
5 $0
FIW
First Trust Water ETF

ETFs
0
New
$99.48 - $106.74 $0 - $0
0 $0
IDA
Idacorp Inc

Utilities
3
New
$105.58 - $119.04 $317 - $357
3 $0
WTRG
Essential Utilities, Inc.

Utilities
3
New
$33.49 - $40.57 $100 - $122
3 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
1
New
$190.84 - $226.29 $191 - $226
1 $0
VV
Vanguard Large Cap ETF

ETFs
0
New
$253.32 - $282.66 $0 - $0
0 $0
EXR
Extra Space Storage Inc.

Real Estate
0
New
$143.8 - $161.28 $0 - $0
0 $0
APO
Apollo Global Management, Inc.

Financial Services
3
New
$126.01 - $172.06 $378 - $516
3 $0
Millrose Pptys Inc Com Cl A
704
New
N/A
704 $0
FNDA
Schwab Fundamental U S Small C

ETFs
0
New
$26.87 - $30.99 $0 - $0
0 $0
INDI
Indie Semiconductor, Inc.

Technology
350
New
$2.04 - $4.66 $714 - $1.63K
350 $0
CGMS
Capital Grp Core Plus Income E
71
New
N/A
71 $0
ETR
Entergy Corp

Utilities
6
New
$75.26 - $87.89 $452 - $527
6 $0
Ishares High Yield Muni Active ETF
363
New
N/A
363 $0
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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