Rosenberg Matthew Hamilton Reduced Holdings in Q1 2025

Rosenberg Matthew Hamilton

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-3.23K
- 2.1%
$271.18 - $303.12 $876K - $979K
151K $41.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.44K
- 11.58%
$91.45 - $91.75 $771K - $774K
64.4K $5.91M
GOOG
Alphabet Inc.

Communication Services
-256
- 2.23%
$156.06 - $207.71 $40K - $53.2K
11.2K $1.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.45K
- 1.14%
$21.75 - $24.28 $75K - $83.7K
300K $6.62M
MSFT
Microsoft Corp

Technology
-141
- 1.83%
$375.39 - $447.2 $52.9K - $63.1K
7.58K $2.85M
AVGO
Broadcom Inc.

Technology
-34
- 0.57%
$167.43 - $244.7 $5.69K - $8.32K
5.95K $995K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-164
- 0.08%
$21.23 - $23.75 $3.48K - $3.9K
197K $4.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-483
- 3.32%
$120.29 - $134.6 $58.1K - $65K
14.1K $1.72M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-7.16K
- 6.85%
$24.29 - $24.65 $174K - $177K
97.5K $2.4M
OXY
Occidental Petroleum Corp

Energy
-2.03K
- 38.52%
$45.45 - $52.7 $92.1K - $107K
3.23K $159K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-61
- 0.65%
$120.24 - $134.3 $7.33K - $8.19K
9.33K $1.14M
SRE
Sempra Energy

Utilities
-18
- 0.43%
$67.85 - $87.67 $1.22K - $1.58K
4.12K $294K
HD
Home Depot, Inc.

Consumer Cyclical
-75
- 4.34%
$347.25 - $424.87 $26K - $31.9K
1.65K $605K
FDX
Fedex Corp

Industrials
-79
- 7.77%
$230.33 - $281.53 $18.2K - $22.2K
938 $228K
DELL
Dell Technologies Inc.

Technology
-101
- 5.45%
$90.34 - $124.66 $9.12K - $12.6K
1.75K $159K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-836
- 33.56%
$54.25 - $57.64 $45.4K - $48.2K
1.66K $91K
INFY
Infosys LTD

Technology
-497
- 5.79%
$18.06 - $22.89 $8.98K - $11.4K
8.09K $147K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-1.47K
- 13.85%
$35.88 - $37.91 $52.6K - $55.5K
9.11K $341K
META
Meta Platforms, Inc.

Communication Services
-42
- 3.71%
$576.36 - $736.67 $24.2K - $30.9K
1.09K $628K
AXP
American Express CO

Financial Services
-15
- 1.22%
$255.39 - $325.87 $3.83K - $4.89K
1.21K $326K
TM
Toyota Motor Corp

Consumer Cyclical
-21
- 1.11%
$176.53 - $195.35 $3.71K - $4.1K
1.87K $329K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.2K
- 33.94%
$32.74 - $36.2 $39.2K - $43.3K
2.33K $81K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-679
- 21.97%
$58.32 - $65.09 $39.6K - $44.2K
2.41K $145K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-624
- 5.21%
$73.11 - $77.43 $45.6K - $48.3K
11.3K $860K
ADBE
Adobe Inc.

Technology
-35
- 11.9%
$377.84 - $464.11 $13.2K - $16.2K
259 $99K
SQ
Block, Inc.

Technology
-57
- 5.8%
$54.04 - $92.95 $3.08K - $5.3K
925 $52K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-46
- 1.87%
$102.49 - $119.96 $4.71K - $5.52K
2.41K $252K
IVE
Ishares S&P 500 Value ETF

ETFs
-134
- 29.98%
$185.78 - $198.58 $24.9K - $26.6K
313 $59K
HON
Honeywell International Inc

Industrials
-31
- 2.55%
$202.75 - $226.52 $6.29K - $7.02K
1.19K $250K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.09K
- 10.71%
$24.73 - $25.62 $26.9K - $27.9K
9.08K $231K
ISRG
Intuitive Surgical Inc

Healthcare
-24
- 6.96%
$476.63 - $610.45 $11.4K - $14.7K
321 $158K
ARMK
Aramark

Industrials
-219
- 4.61%
$34.13 - $39.63 $7.47K - $8.68K
4.54K $156K
GIS
General Mills Inc

Consumer Defensive
-76
- 1.95%
$57.56 - $65.3 $4.37K - $4.96K
3.83K $228K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-197
- 35.12%
$48.65 - $66.04 $9.58K - $13K
364 $19K
IYE
Ishares Tr

ETFs
-947
- 12.27%
$45.23 - $49.95 $42.8K - $47.3K
6.77K $333K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-329
- 29.14%
$50.87 - $51.09 $16.7K - $16.8K
800 $40K
DOW
Dow Inc.

Basic Materials
-164
- 7.51%
$34.36 - $41.92 $5.64K - $6.87K
2.02K $70K
CACI
Caci International Inc

Technology
-41
- 20.5%
N/A
159 $68K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-51
- 48.57%
$302.31 - $337.54 $15.4K - $17.2K
54 $16K
HEFA
Ishares Currency Hedged Msci E

ETFs
-476
- 39.02%
$34.83 - $37.52 $16.6K - $17.9K
744 $26K
ADI
Analog Devices Inc

Technology
-48
- 8.04%
$201.56 - $243.82 $9.67K - $11.7K
549 $110K
DHI
Horton D R Inc

Consumer Cyclical
-96
- 35.16%
$125.29 - $147.65 $12K - $14.2K
177 $22K
ITW
Illinois Tool Works Inc

Industrials
-53
- 24.77%
$244.9 - $274.48 $13K - $14.5K
161 $39K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.22K
- 3.75%
$42.5 - $46.71 $51.8K - $56.9K
31.3K $1.42M
SPG
Simon Property Group Inc

Real Estate
-54
- 6.56%
$159.48 - $187.78 $8.61K - $10.1K
769 $127K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.43K
- 1.11%
$29.82 - $30.1 $42.5K - $42.9K
127K $3.82M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-577
- 69.52%
$21.08 - $22.48 $12.2K - $13K
253 $5K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-139
- 13.87%
$47.48 - $53.82 $6.6K - $7.48K
863 $40K
IGV
Ishares Expanded Tech Software

ETFs
-80
- 25.0%
$88.3 - $107.83 $7.06K - $8.63K
240 $21K
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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